$瑞为技术(0765_老虎社区_美港股上老虎

$瑞为技术(07656)$瑞为的商业落地能力在AI公司里算扎实的，三条线都跑通了

英特尔今日暴涨10.84%，Yahoo聚焦其Q2业绩指引与AI合作进展，市场重新评估"英特尔是否被低估"。代工转型、AI PC与新的AI合作叙事共同点燃反弹，叠加芯片板块整体risk-on。但代工盈利拐点与先进制程良率仍是老大难。当市场愿意重新给英特尔讲翻身故事，这波估值修复站得稳吗？

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