被市场忽视的关键信号_老虎社区_美港股上老虎

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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小孙飞刀
·10-28
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。
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