AaronHy
04-29 23:14
有人说
$英特尔(INTC)$
会到多少 如果18a 14a良率投产顺利
$台积电(TSM)$
未来的市值都打不过英特尔
[看涨]
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宸宸必胜
04-30 08:23
宸宸必胜
大佬 台积电还代工内存，gpu。intc是不是现在只能代工cpu，即使拿下大部分cpu代工份额 感觉市值也不会有tsm高吧？
另外 amd虽然是代工，但它还有个gpu，intc和amd感觉分不出谁的未来价值更高呢，请大佬赐教，谢谢 祝大佬发发发
小猫变身
:
代工没那么简单，以英特尔现在的角色他就算有tsm的技术和良率你觉得别人会给他代工吗？amd，英伟达，博通会给他代工吗？和三星一样，台积电有这么多代工业务就是因为他不参与市场竞争，是纯代工企业。
宸宸必胜
回复
AaronHy
:
感谢大佬解释 有点看懂了 谢谢 祝大佬发发发 [比心]
AaronHy
:
high nv euv技术现在只有intc引进了 未来能做1.4纳米 甚至有可能可以做到0.5纳米 当intc起来之后tsm未来在技术 市场 设备上都可能会被美zf卡博子 intc还有先进封装呀amd有gpu预期 但差英伟达太远了 intc现在看起来离tsm有差距 不过背后有美zf全力支持
价值投资为王
04-30 21:18
价值投资为王
英特尔在芯片制造上是不可能追上台积电的
$英特尔(INTC)$
$台积电(TSM)$
AaronHy
:
high nv euv了解下咯 台积电现在不买 只有英特尔买了 真做到0.5 1纳米极限了 美zf会让阿斯麦卖多少台给台积电
熊大5811
05-01 20:36
熊大5811
昨天我英伟达，半路接了飞刀[捂脸] 晚上在跌只能再接了，基本面不坏就好。
AaronHy
:
英伟达市值太高了 五万多亿在涨涨到十万亿么…
大时代方展博
04-30 08:24
大时代方展博
哥们儿牛逼，赚疯了，我就20块的时候买了几万块钱，现在还能加吗？
大时代方展博
回复
AaronHy
:
谢谢大佬，真牛逼啊！
大时代方展博
回复
AaronHy
:
谢谢大佬，真是牛逼！！！
AaronHy
:
要么用期权 sell put 看有没有机会能接到股
AaronHy
:
现在确实有点超涨了 太快到100了
一碗牛肉
04-29 23:31
一碗牛肉
Nok—12元达到！
老鹰飞翔
回复
AaronHy
:
[比心]
AaronHy
回复
老鹰飞翔
:
不知道啊 最近没研究诺基亚了 长期15应该是能到的
老鹰飞翔
回复
AaronHy
:
大哥 诺基亚估计能到多少？
AaronHy
:
[爱你]
锐锐宝宝
04-30 07:33
锐锐宝宝
哥 需要做t的时候可以说一下吗，涨得心慌慌[笑哭]
AaronHy
:
这几天都t失败了啊 哈哈 卖了3k 都没接回来晕
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精彩评论
另外 amd虽然是代工，但它还有个gpu，intc和amd感觉分不出谁的未来价值更高呢，请大佬赐教，谢谢 祝大佬发发发