晶片界賤種：INTC AMD

Gelsinger話蝕錢係因為想不計成本地更快生產Lunar lake ,真係咁有信心?

A decision to more rapidly produce Core Ultra PC chips that can handle artificial intelligence workloads contributed to the loss, CEO Pat Gelsinger said on a conference call with analysts.

“We previously signaled that our investments to be fine and drive the AI PC category would pressure margins in the near-term,” Gelsinger said. “We believe the trade-offs are worth it. The AI PC will grow from less than 10% of the market today to greater than 50% in 2026.”

https://www.cnbc.com/2024/08/01/intel-intc-q2-earnings-report-2024.html

哈哈哈哈 喂呀 唔好咁啦

佢都話佢鍾意輸錢
咪坐吓囉

彈起？

笑到我

點解條友要買intel

買錯邊係咁架啦

intc今朝盤後跌到23蚊已經好誇張
估唔到盤前繼續有得跌

唔建議接飛刀

今鋪坐到2026年了

已經接左
仲有能力接幾次

amd 10雞個時都係咁

用左年幾先recover 到 intel 話2026 先搞得掂
今鋪真係幫自己做左個2年冇息定期

唔使咁急啦 根據以往經驗
一定會再落
反正而家呢個價 點升都係執平貨
等佢真係升個陣先追落後先唔遲

再見各位

未開始已經冇咗四分一

上年有短炒下AMD,因為NVDA升得太勁驚摸頂
之後就發現無人氣既股玩黎晒時間, 有人追捧既股就點摸都摸唔到頂
INTC AMD 即使有得升都唔會夠當炒既升得多
總結, 跟住個氣氛炒好過走去分析間公司背景

43買到33忍痛斬左去玩NVDA 點知而家NV都死埋
唉

前兩日見到AMD咁撚鬼 都知個市不妙

準備穿20
玩完

高通啲廢機都冇人買

PC gaming?
高通X Elite連 game都入唔到

息都唔派 hold intc想食息都收埋皮
一堆被動資金離場

加倉