$INTC 2025_老虎社区_美港股上老虎 - 老虎社区

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OldZhao
10-23 22:17

$INTC 20251114 33.0 PUT$ 看了个帖子觉得挺有道理的，国资加入到intel可能会像中芯国际一样获得更多国内订单，虽然坚持看好tsm，但是还是可以配置些其他代工厂

# 晒晒更赚钱

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水到渠成180
·10-25 18:49
叙事改变，慢牛行情启动
之前英特尔被视为”ICU内”，现在肯定是”ICU外”了....这是最根本的改变....
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秘密你
·10-25 18:47
电话会议的内容明显在压抑股价，可能英特尔内部也认为近期股价涨得太快，影响了巨头们的入股意愿，毕竟老黄和老孙都是23左右入股
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OldZhao
·10-24 07:18
所以反手卖个put是个不错的选择，但现在看起来，估计没可能有人行权了[捂脸][捂脸][捂脸]
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OldZhao
·10-24 08:29
本来是想卖put 低价收点，现在看来只能赚点权利金了，因小失大呀
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山顶资本CFO
·10-25 17:25
我周五卖了37的PUT，希望能上车[得意]
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