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英特尔(INTC)
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-1.39
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07:45 EDT
90.07
-2.06
-2.24%
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nbnbynmm
·
14:05
$英特尔(INTC)$
我能说什么好?
$英特尔(INTC)$ 我能说什么好?
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Shyon
·
55分钟前
我更倾向于把它理解成把未来的钱提前拿到手”,但这不一定是坏事。关键不是融资本身,而是融资后的资金效率。 现在 AI 基建还处于高投入阶段,如果企业能趁估值和市场情绪较好的时候锁定资金,反而可以降低未来现金流压力。真正需要警惕的是融资之后,AI 投入没有快速转化成订单、收入和自由现金流,那折价增发带来的摊薄就会变成股东真正需要承担的成本。 所以阿里
$Alibaba(BABA)$
、英特尔
$Intel(INTC)$
这种操作我不会简单理解成“没钱了”,更应该看未来几个季度能不能用这笔钱换来更高的增长。融资不是问题,融完之后赚不回来才是问题。 英特尔目前股价跌破95美元发行价,也正好说明市场会用股价来检验这笔钱到底值不值得。
@交易前哨站
@小虎热点雷达
@
TigerStars
@TigerClub
我更倾向于把它理解成把未来的钱提前拿到手”,但这不一定是坏事。关键不是融资本身,而是融资后的资金效率。 现在 AI 基建还处于高投入阶段,如果企业能趁估值...
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Shyon
·
15:32
我个人不会因为
$Intel(INTC)$
跌破增发价就直接把它当成价值洼地。增发价只能说明机构愿意在当时的价格投入资金,并不能保证现在的估值就便宜。英特尔目前最大的挑战还是转型能不能真正兑现,尤其是晶圆代工、先进制程以及AI相关业务能否逐步贡献收入和利润。 不过我也不会完全看空英特尔。经历多年调整后,如果公司能够改善制程进度、提高制造业务效率,同时抓住AI和美国本土半导体制造的长期机会,估值确实存在重新评级的可能。对我来说,目前更适合观察而不是重仓抄底,等转型出现更明确的业绩证据后再增加仓位会更舒服。 所以这次跌破95美元,我会把它看成一个需要研究的价格,而不是简单的“打折”。如果未来几个季度现金流、毛利率和代工业务持续改善,我反而会更有信心把INTC当成一个中长期反转故事来布局。现在最重要的还是证明钱花出去以后,真的能够换来增长和回报。
@老板让我来发币
@交易前哨站
@
TigerStars
@TigerClub
我个人不会因为 $Intel(INTC)$ 跌破增发价就直接把它当成价值洼地。增发价只能说明机构愿意在当时的价格投入资金,并不能保证现在的估值就便宜。英特...
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小小莲
·
08-21 23:10
$英特尔(INTC)$
跟跌不跟升 这周拉垮🉐要命
$英特尔(INTC)$ 跟跌不跟升 这周拉垮🉐要命
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小小莲:
死垃圾 跌就跌最凶 逢买必跌 有毒
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Athos_winner
·
08-20
$英特尔(INTC)$
跌到50,我买一点。
$英特尔(INTC)$ 跌到50,我买一点。
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thy123..
·
08-19
$英特尔(INTC)$
$INTC 20260828 105.0 PUT$
$英特尔(INTC)$ $INTC 20260828 105.0 PUT$
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芭菲军
·
08-19
$英特尔(INTC)$
长期看好,买一点
$英特尔(INTC)$ 长期看好,买一点
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纳指起起伏伏
·
08-19
半导体昨日集体大跌,发生了什么?
昨夜,美股半导体与存储板块出现明显回调。
$费城半导体指数(SOX)$
下跌5%,板块呈现全面下跌态势。英伟达下跌2.3%;美国超微公司、台积电、阿斯麦跌超4%;英特尔下跌6.6%。存储芯片跌幅更为惨烈,闪迪-9%、SK海力士-9.2%、美光-7%、西部数据-7.4%、希捷-9.2%。 昨夜半导体与存储板块大跌的原因 美债收益率大幅冲高 当前长债收益率持续走高,反映市场对美联储降息预期降温。30年期美债收益率突破5.31%,10年期升至4.72%,2年期报4.18%,收益率曲线陡峭化加剧。美国财政部250亿美元30年期国债招标中标利率5.22%创2001年以来新高,显示市场对长期美债需求减弱。美债收益率的上行压制高估值科技成长股。 中东地缘风险升级,油价上涨 地缘政治方面,18日早些时候,美国总统特朗普在社交媒体发布图片,称霍尔木兹海峡为“美国新领土”,并要求谈判团队暂停与伊朗接触,中东局势不确定性上升。地缘政治的紧张局势推动国际油价连续第三个交易日上涨,加大了通胀回升风险,可能进一步推迟美联储宽松政策时点。高油价同样削弱了市场的降息降息预期。 AI硬件高位获利回吐 存储、半导体设备前期连续大涨,短线拥挤度很高。宏观环境一转差,资金优先兑现已经有巨大涨幅的AI硬件分支,板块跌幅远超大盘。
$英伟达(NVDA)$
$美国超微公司(AMD)$
$台积电(
半导体昨日集体大跌,发生了什么?
精彩
价值投资为王:
一会icu,一会ktv啊这是
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Shyon
·
08-20
我会把这次
$Intel(INTC)$
下跌 6.6% 看成一次高位获利回吐和估值降温,暂时不会直接判断趋势反转。前期涨幅已经比较大,在30年期美债收益率持续走高、整个半导体板块承压的环境下,资金优先兑现高位获利很正常。只要公司自身的基本面和转型逻辑没有出现新的恶化,这一根大阴线还不足以改变我的中期判断。 不过我也不会盲目抄底。INTC前期涨幅较大,估值和市场预期已经明显改善,如果后续继续放量下跌、跌破关键均线,或者反弹明显弱于半导体指数,那就需要警惕从“健康回调”变成趋势转弱。因此我更倾向于持有核心仓位,同时保留现金等待确认,而不是在第一天就加满。 对我来说,真正重要的是英特尔接下来的晶圆代工进展、先进制程、AI相关业务以及盈利改善能不能兑现。如果这些核心逻辑没有改变,我会把回调当作重新评估仓位的机会,而不是看到6.6%的跌幅就恐慌离场。短线可以谨慎,长期则继续看基本面说话。
@交易前哨站
@小虎热点雷达
@
TigerStars
@Tig
我会把这次 $Intel(INTC)$ 下跌 6.6% 看成一次高位获利回吐和估值降温,暂时不会直接判断趋势反转。前期涨幅已经比较大,在30年期美债收益率...
精彩
草原星河:
英特尔基本面可能没问题 但AI泡沫快见顶了
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独角兽早知道
·
14:29
梅卡曼德启动招股:Baillie Gifford领衔9家豪华基石阵容,募资27亿港元
独角兽早知道获悉,梅卡曼德(雄安)机器人科技股份有限公司(以下简称“梅卡曼德”)于今日(8月24日)正式开启H股全球发售,招股期持续至8月27日,预计9月1日以“09615”为股票代码在港交所主板挂牌。 这意味着,继宇树科技登陆科创板之后,又一家具身智能企业即将登陆公开市场。而梅卡曼德选择的,是港股市场此前从未有过的“眼脑手”细分赛道。
$梅卡曼德机器人(09615)$
综合 | 公司公告 招股书 编辑 | Echo 本文仅为信息交流之用,不构成任何交易建议 9家超豪华基石合计认购1.86亿美元 本次发行最吸睛的,莫过于那份堪称“顶配”的基石名单。9家机构合计认购约1.86亿美元(约14.6亿港元),覆盖了长线资管、量化巨头、险资、产业资本和公募基金。 其中,苏格兰百年资管巨头Baillie Gifford出资6,000万美元领衔。这家1908年创立的机构,以在全球范围内发掘并超长期持有最具竞争力的创新企业而闻名——2004年投资亚马逊、2013年投资特斯拉均是代表案例。进入中国后,其投资组合亦包括腾讯、阿里巴巴、字节跳动、美团、宁德时代、地平线等科技龙头。 中国保险资管龙头泰康人寿认购4,000万美元。作为2026年港股IPO市场最活跃的险资之一,泰康年内已参与逾20家港股IPO基石投资,累计认购超24亿港元,覆盖智谱、壁仞科技、宁德时代等硬科技龙头,其入场代表“长钱”对跨周期价值的认可。 华尔街量化传奇Jane Street认购1,500万美元。这家华尔街量化交易的传奇,以其严苛的数据验证能力为梅卡曼德的基本面提供了另一重背书。 此外,奉行长期基本面策略的Invus、波士顿对冲基金Ghisallo、Ruihua各认购1,500万美元;澳大利亚养老基金NGS Super Fund
梅卡曼德启动招股:Baillie Gifford领衔9家豪华基石阵容,募资27亿港元
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公司概况
公司名称
英特尔
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.intc.com
邮政编码
- -
联系电话
- -
联系传真
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公司概况
Intel Corporation是一家全球性的半导体产品设计和制造商。该公司的分部分为Intel Products、Intel Foundry和All Other。其Intel Products分部包括客户端计算组(CCG)和数据中心与人工智能(DCAI)。CCG提供支持个人电脑和边缘设备的平台和处理器,为消费和商业市场提供增强性能、连接性和用户体验的能力,同时支持零售、工业机器人和边缘人工智能生态系统。DCAI基于其x86架构为数据中心提供工作负载优化的解决方案,包括中央处理器(CPU)、人工智能加速器、网络接口卡(NIC)、基础设施处理单元(IPU)和定制专用集成电路(ASIC),为云、企业、通信和高性能计算(HPC)环境提供性能和可扩展性。Intel Foundry分部包括技术开发、制造和代工服务,开发新的半导体工艺技术和先进封装技术。All Other分部包括Mobileye和其他业务。
08-13
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
08-10
[补充]招股说明书
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
07-25
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
07-25
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
07-24
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
07-24
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
06-12
员工持股计划
Form 11-K - Annual report of employee stock purchase, savings and similar plans
Form 11-K - Annual report of employee stock purchase, savings and similar plans
05-29
关联方拟减持公告
Form 144 | 英特尔高管 Chandrasekaran Nagasubramaniyan 拟减持21024股,总价约254万美元
Form 144 | 英特尔高管 Chandrasekaran Nagasubramaniyan 拟减持21024股,总价约254万美元
05-15
关联方拟减持公告
Form 144 | 英特尔前董事 Frank D. Yeary 拟减持24286股INTEL CORP普通股,拟套现约262.88万美元
Form 144 | 英特尔前董事 Frank D. Yeary 拟减持24286股INTEL CORP普通股,拟套现约262.88万美元
05-15
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-15
关联方拟减持公告
Form 144 | 英特尔董事 Frank D Yeary 拟减持59617股,总价约649.53万美元
Form 144 | 英特尔董事 Frank D Yeary 拟减持59617股,总价约649.53万美元
05-01
关联方拟减持公告
Form 144 | 英特尔 Officer April V Boise 拟减持40256股普通股,总市值约400.65万美元
Form 144 | 英特尔 Officer April V Boise 拟减持40256股普通股,总市值约400.65万美元
04-30
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-30
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-28
[补充]招股说明书
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
分时
5日
日
周
月
数据加载中...
最高
92.77
今开
92.71
量比
0.91
最低
89.75
昨收
92.13
换手率
1.95%
热议股票
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