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DeW

一万一炒到一千万的故事会。

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- DeWDeW
  ·07-17 03:55
  $英特尔(INTC)$ 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子，现在买英特尔纯豪赌。但是我赌了[愤怒] ！
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- DeWDeW
  ·2024-08-03
  $英特尔(INTC)$ 现在买因特尔纯赌一把光刻机，我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了，duv也可以做很好的7nm结果后来他们去做3nm2nm，是euv能接着做2nm3nm。问题是再往下的呢？制造末期订单全丢。
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- DeWDeW
  ·2024-08-02
  $蔚来(NIO)$ 现在肯定是没有任何机会上涨了，李斌压根不想停止研发投资。不断的烧钱研发布设设施，可能几年之内都不用考虑盈利的问题了。因为压根看不到。
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