$英特尔(INTC)_老虎社区_美港股上老虎

$英特尔(INTC)$大部分公司到利润需要验证的阶段之前都是需要卖了。为什么从资本市场赚钱比从生意本身赚钱要容易得多，就是这个道理。不过没有说英特尔不能真的赚足够的利润支撑现在的估值，不懂技术做不了这样的判断。

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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