马虎恶魔号
07-22
$微软(MSFT)$
$英特尔(INTC)$
$英伟达(NVDA)$
我真是服了，别人训练出的思考框架都很好用，但是我训练出来的思考框架，为什么张嘴闭口都是国粹？
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?
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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日月星海
07-22
日月星海
你就说接不接地气吧
马虎恶魔号
:
我也是服了。
豆苗豆苗
07-23
豆苗豆苗
用的哪个模型啊
马虎恶魔号
:
监控跑任务的是小米mimo2.5pro 输出规则的是dsv4pro 监工是GPT5.6SOL
言长弓
07-22
言长弓
笑死，国粹可还行
马虎恶魔号
:
可能是我在论坛里的这些文章都喂给了他。
如虎添翼123
07-23
如虎添翼123
笑了，有其父必有其子
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