现在 $英特尔(IN_老虎社区_美港股上老虎

现在 $英特尔(INTC)$ 最大的问题不是没订单，是做不出来。产能从消费级往服务器端挪，自去年10月起优先保障数据中心，消费级被持续压缩。3月以来服务器CPU已涨10%到20%，下半年还要涨。供不应求的局面一时半会缓解不了。

IBM今日重挫25.21%，Benzinga点名其领跌整个软件板块，成为当日市场最大焦点。在银行财报显示经济强劲、大盘走高的背景下，IBM却逆势崩跌，凸显软件股估值承压与资金轮出。如此剧烈的单日回撤实属罕见，是基本面生变还是被错杀？后续需警惕对软件板块的传导风险。

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