AMD市值3000亿_老虎社区_美港股上老虎

AMD市值3000亿，Intel 2000亿，台积电是万亿级别。CPU业务上，Intel和AMD差不多，显卡和AI生态AMD领先。制程能力方面，Intel正在重回正轨，开始压制AMD，还在追赶台积电。所以Intel的目标价和估值，大家自己判断吧 $英特尔(INTC)$ $美国超微公司(AMD)$ $台积电(TSM)$

英特尔Q1指引逊色！绩后下挫，何时上车？

美东时间周四盘后，英特尔公司布了第四季度财报及今年第一季度指引。尽管其Q4业绩超出华尔街的预期，但对今年第一季度的预期却较为保守，导致该公司股价在盘后交易中竟一度大跌13%。【近期英特尔股价冲至21年高点，绩后下跌在你意料之中吗？何时你会再上车？】

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