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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
00:41
$英特尔(INTC)$
英特尔更像是两个公司合二为一，两者都将在各自领域成为最佳。想象一下那时的股价。
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
05-06 01:47
$英特尔(INTC)$
芯片需求远远大于供给，能制造芯片的公司就三家：台积电、英特尔和三星。台积电的产能已经排到2028年了！所有芯片设计公司，比如苹果、特斯拉、AMD、英伟达、博通、Meta、微软、亚马逊、谷歌……都得把制造环节分散到台积电以外。所以，英特尔的机会来了。 英特尔最先进的18A和18AP制程（更不用说预计2027年推出的14A了）已经领先台积电，更是大幅领先三星。台积电目前只在良率密度上有优势，但英特尔会在2024年第四季度赶上来。而且，英特尔还在增加晶圆厂产能来生产更多芯片。 市场主力资金和机构投资者正在意识到这点，并且开始买入英特尔的股票。除了英特尔，全球没有第二家公司能同时掌控设计、制造和封装这三个环节。英特尔做到了。 我相信，到2028年，英特尔每股能赚5美元。看空的人总盯着高市盈率，但未来的“盈利”会高得多。我看好英特尔在2027年底成为一家万亿美元市值的公司。
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
05-05 03:36
$英特尔(INTC)$
英特尔的股价可能需要休息一下。现在有获利了结、持仓再平衡和地缘政治方面的担忧。不过，我不认为股价会跌破90美元。最好的阶段还在后面。
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4,266
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4
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
05-04
$英特尔(INTC)$
看看那些能获得超高溢价的公司，比如Palantir，还有现在的英特尔，原因其实很简单：买它们的人觉得是在押注新时代的巨头。我看事情就这么简单，所以那些空头不断贴出来的负面市盈率数据，现在根本不重要。目前唯一要紧的，是市场怎么给英特尔的一股定价。说实话，我对接下来的走势挺期待的，无论涨跌，这过程都够刺激的。祝看多的朋友们顺利。
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3,573
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2
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1
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
05-03
$英特尔(INTC)$
我看下来，五月可能有一些催化剂。AMD要发财报，沃什领导美联储可能带来更低的利率，SpaceX的IPO让人期待，特朗普和CNBC一直在提英特尔，Panther Lake要发布了，还有股东大会，以及伊朗冲突可能结束。
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
04-28
$英特尔(INTC)$
INTC股价在一天后居然还能上涨，尤其是在一次stellar upward validation reset之后，这挺能说明Intel的创新（和订阅性）背景。他们把put/call比率从0.91拉得更接近全面牛市比率，感觉像是“火车已经离站”，短期内不会回头。好吧，咱们继续前行吧！
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
04-24
$英特尔(INTC)$
英特尔很快就要为AMD和Nvdia制造芯片了，而且我看市值能达到1万亿美元。
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
04-23
$英特尔(INTC)$
14A的未来现在已经锁定了。与Terafab有大规模超大规模客户的承诺。由于价格上涨和INTC的PC和数据中心芯片需求至少到2026年全售罄，可能到2027年以后，第一季度轻松超预期。我认为很快就能看到70。
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
04-23
$英特尔(INTC)$
天啊……Elon在TSLA财报电话会上提到了英特尔……INTC这是要大涨啊，哈哈。
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510
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AAA建材王总已爆仓版
AAA建材王总已爆仓版
·
04-22
$英特尔(INTC)$
英特尔代工厂的最新视频看起来相当棒。对我来说，这像是一些大胜利的开端。英特尔2026加油！
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芯片需求远远大于供给，能制造芯片的公司就三家：台积电、英特尔和三星。台积电的产能已经排到2028年了！所有芯片设计公司，比如苹果、特斯拉、AMD、英伟达、博通、Meta、微软、亚马逊、谷歌……都得把制造环节分散到台积电以外。所以，英特尔的机会来了。 英特尔最先进的18A和18AP制程（更不用说预计2027年推出的14A了）已经领先台积电，更是大幅领先三星。台积电目前只在良率密度上有优势，但英特尔会在2024年第四季度赶上来。而且，英特尔还在增加晶圆厂产能来生产更多芯片。 市场主力资金和机构投资者正在意识到这点，并且开始买入英特尔的股票。除了英特尔，全球没有第二家公司能同时掌控设计、制造和封装这三个环节。英特尔做到了。 我相信，到2028年，英特尔每股能赚5美元。看空的人总盯着高市盈率，但未来的“盈利”会高得多。我看好英特尔在2027年底成为一家万亿美元市值的公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561066305471336","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560754515824736,"gmtCreate":1777923388000,"gmtModify":1777984600008,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 英特尔的股价可能需要休息一下。现在有获利了结、持仓再平衡和地缘政治方面的担忧。不过，我不认为股价会跌破90美元。最好的阶段还在后面。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 英特尔的股价可能需要休息一下。现在有获利了结、持仓再平衡和地缘政治方面的担忧。不过，我不认为股价会跌破90美元。最好的阶段还在后面。","text":"$英特尔(INTC)$ 英特尔的股价可能需要休息一下。现在有获利了结、持仓再平衡和地缘政治方面的担忧。不过，我不认为股价会跌破90美元。最好的阶段还在后面。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/560754515824736","isVote":1,"tweetType":1,"viewCount":4266,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490271983854211","authorId":"3490271983854211","name":"USS888","avatar":"https://static.tigerbbs.com/7b09aa25135bfdc467c80a9d65d70e93","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3490271983854211","idStr":"3490271983854211"},"content":"赚钱了都这么说，我半年前20多买的，从来没看到有人说过好话[龇牙]","text":"赚钱了都这么说，我半年前20多买的，从来没看到有人说过好话[龇牙]","html":"赚钱了都这么说，我半年前20多买的，从来没看到有人说过好话[龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560378552250400,"gmtCreate":1777842800000,"gmtModify":1777878335134,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>看看那些能获得超高溢价的公司，比如Palantir，还有现在的英特尔，原因其实很简单：买它们的人觉得是在押注新时代的巨头。我看事情就这么简单，所以那些空头不断贴出来的负面市盈率数据，现在根本不重要。目前唯一要紧的，是市场怎么给英特尔的一股定价。说实话，我对接下来的走势挺期待的，无论涨跌，这过程都够刺激的。祝看多的朋友们顺利。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>看看那些能获得超高溢价的公司，比如Palantir，还有现在的英特尔，原因其实很简单：买它们的人觉得是在押注新时代的巨头。我看事情就这么简单，所以那些空头不断贴出来的负面市盈率数据，现在根本不重要。目前唯一要紧的，是市场怎么给英特尔的一股定价。说实话，我对接下来的走势挺期待的，无论涨跌，这过程都够刺激的。祝看多的朋友们顺利。","text":"$英特尔(INTC)$ 看看那些能获得超高溢价的公司，比如Palantir，还有现在的英特尔，原因其实很简单：买它们的人觉得是在押注新时代的巨头。我看事情就这么简单，所以那些空头不断贴出来的负面市盈率数据，现在根本不重要。目前唯一要紧的，是市场怎么给英特尔的一股定价。说实话，我对接下来的走势挺期待的，无论涨跌，这过程都够刺激的。祝看多的朋友们顺利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/560378552250400","isVote":1,"tweetType":1,"viewCount":3573,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3556223833274629","idStr":"3556223833274629"},"content":"英特尔有特朗普的背书，绝对对标台积电去的。","text":"英特尔有特朗普的背书，绝对对标台积电去的。","html":"英特尔有特朗普的背书，绝对对标台积电去的。"},{"author":{"id":"4088857504379440","authorId":"4088857504379440","name":"__1830","avatar":"https://static.tigerbbs.com/71b0441583d021c8866aff067b627708","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088857504379440","idStr":"4088857504379440"},"content":"哥你是单吊英特尔一家吗？ 存储买了吗","text":"哥你是单吊英特尔一家吗？ 存储买了吗","html":"哥你是单吊英特尔一家吗？ 存储买了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560307519574048,"gmtCreate":1777817910000,"gmtModify":1777865295473,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>我看下来，五月可能有一些催化剂。AMD要发财报，沃什领导美联储可能带来更低的利率，SpaceX的IPO让人期待，特朗普和CNBC一直在提英特尔，Panther Lake要发布了，还有股东大会，以及伊朗冲突可能结束。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>我看下来，五月可能有一些催化剂。AMD要发财报，沃什领导美联储可能带来更低的利率，SpaceX的IPO让人期待，特朗普和CNBC一直在提英特尔，Panther Lake要发布了，还有股东大会，以及伊朗冲突可能结束。","text":"$英特尔(INTC)$ 我看下来，五月可能有一些催化剂。AMD要发财报，沃什领导美联储可能带来更低的利率，SpaceX的IPO让人期待，特朗普和CNBC一直在提英特尔，Panther Lake要发布了，还有股东大会，以及伊朗冲突可能结束。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560307519574048","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558305088082784,"gmtCreate":1777309977000,"gmtModify":1777357891106,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>INTC股价在一天后居然还能上涨，尤其是在一次stellar upward validation reset之后，这挺能说明Intel的创新（和订阅性）背景。他们把put/call比率从0.91拉得更接近全面牛市比率，感觉像是“火车已经离站”，短期内不会回头。好吧，咱们继续前行吧！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>INTC股价在一天后居然还能上涨，尤其是在一次stellar upward validation reset之后，这挺能说明Intel的创新（和订阅性）背景。他们把put/call比率从0.91拉得更接近全面牛市比率，感觉像是“火车已经离站”，短期内不会回头。好吧，咱们继续前行吧！","text":"$英特尔(INTC)$ INTC股价在一天后居然还能上涨，尤其是在一次stellar upward validation reset之后，这挺能说明Intel的创新（和订阅性）背景。他们把put/call比率从0.91拉得更接近全面牛市比率，感觉像是“火车已经离站”，短期内不会回头。好吧，咱们继续前行吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/558305088082784","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088857504379440","authorId":"4088857504379440","name":"__1830","avatar":"https://static.tigerbbs.com/71b0441583d021c8866aff067b627708","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088857504379440","idStr":"4088857504379440"},"content":"现在100的价位我想上车可以吗，长拿个两年，等到200的价格[笑哭]","text":"现在100的价位我想上车可以吗，长拿个两年，等到200的价格[笑哭]","html":"现在100的价位我想上车可以吗，长拿个两年，等到200的价格[笑哭]"},{"author":{"id":"4088857504379440","authorId":"4088857504379440","name":"__1830","avatar":"https://static.tigerbbs.com/71b0441583d021c8866aff067b627708","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088857504379440","idStr":"4088857504379440"},"content":"王总太牛了，从25年喊多到现在，认知无敌[抱拳]","text":"王总太牛了，从25年喊多到现在，认知无敌[抱拳]","html":"王总太牛了，从25年喊多到现在，认知无敌[抱拳]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556936608706592,"gmtCreate":1776983978000,"gmtModify":1777011639097,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 英特尔很快就要为AMD和Nvdia制造芯片了，而且我看市值能达到1万亿美元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 英特尔很快就要为AMD和Nvdia制造芯片了，而且我看市值能达到1万亿美元。","text":"$英特尔(INTC)$ 英特尔很快就要为AMD和Nvdia制造芯片了，而且我看市值能达到1万亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556936608706592","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556563093934952,"gmtCreate":1776898692000,"gmtModify":1776925838346,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>14A的未来现在已经锁定了。与Terafab有大规模超大规模客户的承诺。由于价格上涨和INTC的PC和数据中心芯片需求至少到2026年全售罄，可能到2027年以后，第一季度轻松超预期。我认为很快就能看到70。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>14A的未来现在已经锁定了。与Terafab有大规模超大规模客户的承诺。由于价格上涨和INTC的PC和数据中心芯片需求至少到2026年全售罄，可能到2027年以后，第一季度轻松超预期。我认为很快就能看到70。","text":"$英特尔(INTC)$ 14A的未来现在已经锁定了。与Terafab有大规模超大规模客户的承诺。由于价格上涨和INTC的PC和数据中心芯片需求至少到2026年全售罄，可能到2027年以后，第一季度轻松超预期。我认为很快就能看到70。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556563093934952","isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556541839863832,"gmtCreate":1776897215000,"gmtModify":1776925915717,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 天啊……Elon在TSLA财报电话会上提到了英特尔……INTC这是要大涨啊，哈哈。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 天啊……Elon在TSLA财报电话会上提到了英特尔……INTC这是要大涨啊，哈哈。","text":"$英特尔(INTC)$ 天啊……Elon在TSLA财报电话会上提到了英特尔……INTC这是要大涨啊，哈哈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556541839863832","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556296839766848,"gmtCreate":1776823463000,"gmtModify":1776843998104,"author":{"id":"3479274821093442","authorId":"3479274821093442","name":"AAA建材王总已爆仓版","avatar":"https://static.tigerbbs.com/870142febcf441b7b5ea7623d4a7c965","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274821093442","idStr":"3479274821093442"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>英特尔代工厂的最新视频看起来相当棒。对我来说，这像是一些大胜利的开端。英特尔2026加油！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>英特尔代工厂的最新视频看起来相当棒。对我来说，这像是一些大胜利的开端。英特尔2026加油！","text":"$英特尔(INTC)$ 英特尔代工厂的最新视频看起来相当棒。对我来说，这像是一些大胜利的开端。英特尔2026加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556296839766848","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}