废话连篇_老虎社区_美港股上老虎

废话连篇

周三涨得最扎眼的是英特尔,收涨4.03%报101.05美元,推它的消息却来自存储:SK海力士正在跟它谈,用英特尔的美国产能代工存储芯片。有意思的是谁吃到了这条消息。存储自己没动——SK海力士收涨0.02%报174.87美元,美光收跌0.11%报926.55美元,闪迪收跌0.71%报1519.97美元,三只贴着零轴。同一条消息,做代工的涨4%,被代工的原地踏步。市场的解读是存储缺的是产能,能把产能变成现金的是手上有产能那一方。但贴着零轴不等于认同,是没给意见:谈判还没落成,产能建起来也要时间。代工吃到存储的红利,这条路走得通吗?

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