Too
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$英特尔 (INTC.US)$ 让我解释为什么我选择了英特尔。这不是因为他们过去是同样创新的公司，而是因为他们争取成为美国的半导体制造业。在某个时候，地缘政治将变得如此不稳定，会有国家强制要求将逻辑制造业从台湾转移。英特尔将成为北美制造业的首选地点。此时，英特尔将变得如同一个国家... $波音 (BA.US)$。一个国家...
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They are targeting at China
Too
评论了
$英特尔 (INTC.US)$ 我还有一些钱可以留着等待它进一步下跌，但今天似乎不会跌到20美元以下。我应该以这个价格全部买入吗，还是会进一步下跌。
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Too : 现在的芯片主要来源于台积电，台海只要有大事发生，产能必定受打击， 英特尔就很可能会因此受益。即使没有大事发生，世界正处于拖勾的变化之中，这种国家命脉企业，也不是说倒就倒的， 英特尔现在的处境就像乔布斯接手之前的苹果。