$英特尔(INTC)_老虎社区_美港股上老虎 - 老虎社区

$英特尔(INTC)$ 没过104，call 不上去，卖put ！

英特尔增发150亿跌4.1%,摊薄3%为何砸5%?

英特尔周一收跌4.06%,消息是公司要增发约150亿美元股票为AI产能建设融资。账面上的摊薄只有约3%,但盘前一度被砸下5%,反应明显过头于稀释本身——市场真正在计价的是:重资产扩张需要不断补血,而代工客户的落地节奏还没跟上这个速度。上周它刚拿下一个值得关注的代工新客户,叙事本来在转暖。当扩产要靠股权融资来养,英特尔的AI故事该按成长还是按周期估?

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老鱻
07-22
老鱻
pass 104，收盘守住 then call，or below sell put， [贱笑]

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