$英特尔(INTC)_老虎社区_美港股上老虎

$英特尔(INTC)$有点看不懂intel的上涨逻辑了，服务器里cpu根本就不是bottleneck啊… 训推时，除了算子下发部分在cpu侧，其余90%的运算都在device侧，且现在通过rdma以及各种互联总线，数据传输都可以bypasscpu的参与，最关键的是，按照价格来说，一台服务器，里面的cpu成本几乎等于白送，如果走数据中心的逻辑，那么要上涨的依旧是nvda，mu而不是amd，intc…看不懂

英特尔绩后大跳水！后市你还看好吗？

芯片指数收跌逾1%，指引逊色的英特尔收跌17%、创17个月最大跌幅。【大家还看好英特尔后市吗？】

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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将就将就着自己做
01-28
将就将就着自己做
代工啊

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