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李白爱貂蝉
李白爱貂蝉
·
11-06 05:08
$英特尔(INTC)$
这波拉升真是煞费苦心，估摸着再过几天就能重回45-50刀区间，兄弟们可要坐稳扶好了
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李白爱貂蝉
李白爱貂蝉
·
11-06 03:58
这
$英特尔(INTC)$
简直要原地起飞啊！在中立或上涨行情里，这货绝对能轻松跑赢大盘和同行。眼看着PC市场要收复失地，高性能计算、数据中心、边缘AI这些赛道都在布局，下一代晶圆厂要是能水到渠成，股价破百还不是分分钟的事？干了这杯庆功酒，坐等好戏开场！
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1
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
10-30
科技三巨头
$英特尔(INTC)$
/
$戴尔(DELL)$
/
$微软(MSFT)$
联手搞事情！从AI芯片设计到量子计算，美国半导体制造要起飞了～ 财报数据直接炸场！
$英特尔(INTC)$
三季度业绩堪称逆风翻盘，各项指标全面超预期。不仅碾压市场共识，连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色，活脱脱一部企业财务复苏的爽文剧本！
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754
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1
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2
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
10-27
被市场忽视的关键信号：
$英特尔(INTC)$
巧妙实现了代工与产品的双重盈利模式——既享受
$台积电(TSM)$
式的晶圆代工利润，又坐拥
$英伟达(NVDA)$
/
$美国超微公司(AMD)$
式的产品溢价。这种制造+平台打包的双管齐下模式，不仅能放大经营杠杆，还能有效规避供应链风险。当市场开始用代工厂和芯片设计公司的双重标准来估值时，价值重估自然水到渠成。
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565
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1
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
10-27
$英特尔(INTC)$
这个芯片巨头真是独善其身，其他无厂设计公司现在可真是风雨飘摇，看来护城河还得看自家工厂啊。
看
1,549
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
10-26
川普可不是闲得慌才拿下
$英特尔(INTC)$
那9.99%的股份，这波操作摆明是要扶他们上青云。
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207
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
10-20
要搞大事了。既然
$美国超微公司(AMD)$
作为行业老二都能起飞，全球最强半导体公司
$英伟达(NVDA)$
还不得原地升天？各位拿稳筹码坐等惊喜，千万别急着卖！
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2,598
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2
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李白爱貂蝉
李白爱貂蝉
·
10-16
$英特尔(INTC)$
财报数字随它去，风物长宜放眼量。小道消息和未来蓝图，才是真章。
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203
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李白爱貂蝉
李白爱貂蝉
·
10-16
$英特尔(INTC)$
行权价68美元的期权即将到期，五年曲线走势喜人，好戏还在后头。放眼望去，没有比这只绩优科技股更便宜的了...拿稳别松手！
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914
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1
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
10-15
$英特尔(INTC)$
放出数据中心显卡新王牌"Crescent Island"，搭载Xe3P架构专攻AI推理
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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 这波拉升真是煞费苦心，估摸着再过几天就能重回45-50刀区间，兄弟们可要坐稳扶好了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 这波拉升真是煞费苦心，估摸着再过几天就能重回45-50刀区间，兄弟们可要坐稳扶好了","text":"$英特尔(INTC)$ 这波拉升真是煞费苦心，估摸着再过几天就能重回45-50刀区间，兄弟们可要坐稳扶好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497264444457224","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497220562362632,"gmtCreate":1762372730000,"gmtModify":1762440755008,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"这<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>简直要原地起飞啊！在中立或上涨行情里，这货绝对能轻松跑赢大盘和同行。眼看着PC市场要收复失地，高性能计算、数据中心、边缘AI这些赛道都在布局，下一代晶圆厂要是能水到渠成，股价破百还不是分分钟的事？干了这杯庆功酒，坐等好戏开场！","listText":"这<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>简直要原地起飞啊！在中立或上涨行情里，这货绝对能轻松跑赢大盘和同行。眼看着PC市场要收复失地，高性能计算、数据中心、边缘AI这些赛道都在布局，下一代晶圆厂要是能水到渠成，股价破百还不是分分钟的事？干了这杯庆功酒，坐等好戏开场！","text":"这$英特尔(INTC)$ 简直要原地起飞啊！在中立或上涨行情里，这货绝对能轻松跑赢大盘和同行。眼看着PC市场要收复失地，高性能计算、数据中心、边缘AI这些赛道都在布局，下一代晶圆厂要是能水到渠成，股价破百还不是分分钟的事？干了这杯庆功酒，坐等好戏开场！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497220562362632","isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494847052865784,"gmtCreate":1761766372000,"gmtModify":1761836845087,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"科技三巨头<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>/<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a>/<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>联手搞事情！从AI芯片设计到量子计算，美国半导体制造要起飞了～ 财报数据直接炸场！<a 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三季度业绩堪称逆风翻盘，各项指标全面超预期。不仅碾压市场共识，连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色，活脱脱一部企业财务复苏的爽文剧本！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494847052865784","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493593121112328,"gmtCreate":1761513067000,"gmtModify":1761575293311,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"被市场忽视的关键信号：<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>巧妙实现了代工与产品的双重盈利模式——既享受<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>式的晶圆代工利润，又坐拥<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>/<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>式的产品溢价。这种制造+平台打包的双管齐下模式，不仅能放大经营杠杆，还能有效规避供应链风险。当市场开始用代工厂和芯片设计公司的双重标准来估值时，价值重估自然水到渠成。","listText":"被市场忽视的关键信号：<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>巧妙实现了代工与产品的双重盈利模式——既享受<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>式的晶圆代工利润，又坐拥<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>/<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>式的产品溢价。这种制造+平台打包的双管齐下模式，不仅能放大经营杠杆，还能有效规避供应链风险。当市场开始用代工厂和芯片设计公司的双重标准来估值时，价值重估自然水到渠成。","text":"被市场忽视的关键信号：$英特尔(INTC)$ 巧妙实现了代工与产品的双重盈利模式——既享受$台积电(TSM)$ 式的晶圆代工利润，又坐拥$英伟达(NVDA)$ /$美国超微公司(AMD)$ 式的产品溢价。这种制造+平台打包的双管齐下模式，不仅能放大经营杠杆，还能有效规避供应链风险。当市场开始用代工厂和芯片设计公司的双重标准来估值时，价值重估自然水到渠成。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/493593121112328","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3543998977008725","authorId":"3543998977008725","name":"小孙飞刀","avatar":"https://static.tigerbbs.com/d579463f5ef8c4d72a90195632a8055c","crmLevel":6,"crmLevelSwitch":0,"idStr":"3543998977008725","authorIdStr":"3543998977008725"},"content":"你是既不懂晶圆代工市场，也不懂GPU市场，更加不懂intel。 你说的话，用来解释intel的股价上涨，是错误归因。","text":"你是既不懂晶圆代工市场，也不懂GPU市场，更加不懂intel。 你说的话，用来解释intel的股价上涨，是错误归因。","html":"你是既不懂晶圆代工市场，也不懂GPU市场，更加不懂intel。 你说的话，用来解释intel的股价上涨，是错误归因。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493622999023880,"gmtCreate":1761510836000,"gmtModify":1761575185027,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>这个芯片巨头真是独善其身，其他无厂设计公司现在可真是风雨飘摇，看来护城河还得看自家工厂啊。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>这个芯片巨头真是独善其身，其他无厂设计公司现在可真是风雨飘摇，看来护城河还得看自家工厂啊。","text":"$英特尔(INTC)$ 这个芯片巨头真是独善其身，其他无厂设计公司现在可真是风雨飘摇，看来护城河还得看自家工厂啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493622999023880","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493549259309448,"gmtCreate":1761489980000,"gmtModify":1761575064203,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"川普可不是闲得慌才拿下<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>那9.99%的股份，这波操作摆明是要扶他们上青云。","listText":"川普可不是闲得慌才拿下<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>那9.99%的股份，这波操作摆明是要扶他们上青云。","text":"川普可不是闲得慌才拿下$英特尔(INTC)$ 那9.99%的股份，这波操作摆明是要扶他们上青云。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493549259309448","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491087827751176,"gmtCreate":1760900131000,"gmtModify":1760973750832,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"要搞大事了。既然<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>作为行业老二都能起飞，全球最强半导体公司<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>还不得原地升天？各位拿稳筹码坐等惊喜，千万别急着卖！","listText":"要搞大事了。既然<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>作为行业老二都能起飞，全球最强半导体公司<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>还不得原地升天？各位拿稳筹码坐等惊喜，千万别急着卖！","text":"要搞大事了。既然$美国超微公司(AMD)$ 作为行业老二都能起飞，全球最强半导体公司$英伟达(NVDA)$ 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