$英特尔(INTC)_老虎社区_美港股上老虎

杜王
05-01

$英特尔(INTC)$ 英特尔长持可能也是个策略，不仅仅是因为CPU在建立agents操作电脑，以及训练环境的需求，目前大家都急着要推理，然后卡在产能上面，台积电又不愿意大幅提价怕得罪头部之外的客户，能有一点点希望追上台积电的也就是三星和英特尔，不管是硬件厂商类似英伟达，还是云厂商，还是美国gov 都是死马当活马医了。

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