曾经的芯片圈“老大哥_老虎社区_美港股上老虎 - 老虎社区

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漫山花开
09-26

曾经的芯片圈“老大哥”英特尔，这两年简直把日子过成了过山车，亏得底裤都快保不住了——二季度净亏29亿多，服务器芯片被AMD按在地上打，自己的代工业务市占率连3%都不到，属实有点惨。

但架不住运气突然“开挂”，先是美国政府砸钱买了近10%股份救场，软银也凑了20亿，最近更狠的是，老对手英伟达直接甩来50亿美金入股，这波操作直接让英特尔股价涨得像坐火箭。有句调侃太到位了：“昔日学霸考砸了，被当年的学渣（现在的大老板）拉了一把”。

说白了就是互相抱团取暖：英特尔缺AI时代的“入场券”，自家显卡干不过英伟达，只能靠对方的技术续命；英伟达则是借这波操作刷好感、稳市场，顺便还能减轻反垄断压力。不过这合作也像“糖衣炮弹”，英特尔看似拿到钱，实则可能变成给英伟达“打下手”的——以后PC说不定要从“Intel Inside”变成“Nvidia Inside”了。[捂脸]

现在还传它在跟苹果接洽，要是真成了也算个大惊喜。但能不能彻底翻身不好说，毕竟代工业务的窟窿还没填上，跟英伟达的技术磨合也得看缘分。只能说，芯片圈这出“三国戏”，英特尔能不能从“落魄刘备”逆袭，还得接着看戏！$INTC 20260116 45.0 CALL$

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掉队英特尔的未来(单选)

37 人参与· 已结束

被扶持逆袭股价暴涨年底80美金
26 票
依然浑浑噩噩坐吃山空😂
8 票
我只看戏，我不说话🙊
3 票

# 英特尔股价起飞！看好其涨势吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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港乜嘢吖
·09-26
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intc能找到这么多金主霸霸也是一种本领啊
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- 漫山花开:
  今天又找台积电了，我昨天的末日期权平仓了，拍大腿啊🦵
  09-26
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Xzhouz
·09-26
精彩
应该把代工业务彻底剥离，专注研发
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- Xzhouz回复漫山花开:
  不存在的，英伟达，苹果，都是专注设计，代工叫别人
  09-26
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- 漫山花开:
  纯轻资产很危险，市值更上不去了
  09-26
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想念家乡
·09-26
英特尔真是跌宕起伏，抱紧大腿也未必能翻身
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Lydia758
·09-26
阅
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超越666888
·09-26
1
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热议股票

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