发现大势所趋，就一定_老虎社区_美港股上老虎

发现大势所趋，就一定付诸行动。至于行动时机的早晚，则依赖于市场对消息面的反应。如果市场行情在应该上涨的时候上扬，就尽快入场；如果市场行情与走势分析相悖，不涨反跌，那就耐心等待，静观其变，等市场大势明朗以后再做相应决定$紫光股份(000938)$ $光迅科技(002281)$

英特尔周四财报，代工翻身仗打得赢吗？

英特尔将于本周四（7/23）盘后发布Q2财报，代工（Foundry）亏损收窄与先进制程（18A/High-NA EUV）进展是最大看点。Wedbush近期上调评级，但Yahoo指其"细则里藏有保留条款"，多空分歧明显。在AI算力需求爆发却份额旁落的背景下，市场想看到路线图兑现的实证。财报能否成为英特尔困境反转的拐点，还是又一次预期落空？

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