$英特尔(INTC)_老虎社区_美港股上老虎 - 老虎社区

AAA二手车小王出车补仓

$英特尔(INTC)$ 这波震荡把不坚定的人洗出去了。我倾向于认为它只是在区间内波动，很快会突破。我相信LBT，他们提到今年和明年的订单已经排满了。

博通暴跌，AI收入指引逊色，会跌破400美元吗？？

博通Q2财报beat、AI收入同比翻倍以上，但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支，财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变，只是短期估值跑得太前。AI芯片龙头财报后被错杀，还是估值见顶的信号？你会逢跌买，还是等情绪消化？这次是否会跌破400美元？

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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天空的星星
06-02
天空的星星
消费端arm 的电脑其实也就那样，消灭不了 X86，顶多是再买一台 arm 的

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