因净利润率为负且缺乏利润增长，回避买入Intel；竞争对手提供更安全的替代选择。
逐段跳播
有消息称，Intel 正在与 SKH Heinix 洽谈在美国建设一座存储芯片工厂，而人人都需要存储芯片。我确实知道 Terraab、Tesla、SpaceX 正在与 Intel 就 Terraab 展开合作，而这可能是为未来补充更多存储芯片的一条途径。
There's news of Intel in discussions with SKH Heinix to build a memory facility in the United States and everybody needs memory. I do know Terraab, Tesla, SpaceX are working with Intel for the Terraab and this could be a way of shoring up additional memory for the future.
Ghost Morn，请深入讲讲 Intel。那里有很多事情在发生，而在我看来，存储芯片这一块很有意思，还有政府支持。是的，Intel 就是 Intel。他们确实有一些有意思的技术。
他们有一些抗太空辐射的芯片。他们是一家晶圆厂。他们有一些有意思的技术。他们会与 Terraab 合作。谁知道他们从这里会走向何方，但我会在这个位置买入他们吗？我们来看看 Intel。
把它调出来。你看，我甚至还有 Intel，真是让人恍如隔世。我是说，这只股票在很长一段时间里，大概四分之一个世纪，都毫无起色。它刚刚反弹了。这是有史以来最奇怪的走势图。看看这个，朋友们。
简直疯了。它已经有所回落。我们看看过去一年。趋势是向下的。看起来它可能会因为某些消息而突破，也许是和 SKH Highix 有关的消息。但让我担心的是财务数据。我们快速调出财务数据，看看他们是不是做得更好了。
但当没有增长、没有利润增长时，很难让人兴奋起来。所以这里营收下滑，季度营收增长了一点点，但亏损在扩大。我的天，净利润率，看到那个 60、68% 的净利润率了吗。这就是我永远不会买 Intel 的原因。
简直疯了。他们的净利润率这么负，到底在哪里赚钱。不过他们这里确实有一个大幅超预期，42 美分对 22 美分，而且营收在季度基础上算是有所增长。所以，他们预期下一季度会是一个大季度，也许它会复苏，但我是说，当你可以买 Nvidia 或 AMD、Qualcomm 的时候，为什么要买 Intel，在我看来它们都是更安全的选择。
但你随意，这就是 Intel，你就是不知道它会走向哪里。不过话虽如此，看看这里的走势图，如果你看到 Intel 在第四档，也就是 87、88 美元的位置，它绝对是你会想买入的一只。
而它在过去三四个月里已经触及该位置 15 次。所以，是的，这里绝对是 Intel 的猎杀区。我要画一条大大的黄线，这样你就能看到我在说什么。砰。好，你看到 Intel 在 87 美元左右。
买入，然后在这里 108 卖出。它会区间震荡，而且可能会在第四季度突破回到历史新高。我们拭目以待。
Ghost Morn Intel deep please. A lot going on there and the memory play is interesting as government back in my humble opinion. Yeah, Intel is Intel. They do have some interesting technology.
They've got some space radiation proof chips. Uh they are a fab. They've got some interesting technologies. They will be working with Terraab. Who knows where they go from here, but would I buy them at this place?
Let's look at Intel. Uh pull them up. See, I even have Intel's such a blast from the past. I mean, that's that stock went nowhere for the longest time, like quarter of a century.
It just rallied. It's just the weirdest chart ever. Check that out, my friends. It's like crazy. Uh, it is been reverting a bit. Let's look at the last year. Um, the trend is [clears throat] kind of down.
Looks like it's going to break out on some news maybe with SKH Highix. But what concerns me is maybe the financials. Let's pull up the financials real quick and see if they are doing better.
But when there's no growth and no profit growth, it's hard to get excited. So here revenue down quarterly revenue grew a little bit but the losses are widening. My god net margin see that 60 68% net margin.
This why I'd never buy Intel. It's freaking insane. Um you know where where are they making the money with such a negative net margin. They did have a big beat here though 42 cents versus 22 cents and revenue is growing on the quarterly basis kind of. [clears throat] So, they expect a big quarter, next quarter, maybe it'll recover, but I mean, why buy Intel when you can buy Nvidia or AMD, Qualcomm, they're all safer places in my opinion.
But you do you um it's just Intel, you just don't know where it's going to go. However, that being said though, looking at the chart here, uh, Intel is definitely one you want to buy if you see it at level four, which is 8788 bucks.
And it's hit that level 15 times in the last three or four months. So, yeah, this is definitely the kill zone here uh, for Intel. I'm going to put a big yellow line so you can see what I'm talking about.
Boom. Okay, you see Intel down around 87 bucks. buy it and then sell it up here 108. It'll range right and it'll break back probably in Q4 to alltime highs. We'll see.
这个频道对 $INTC 的历次判断
InvestAnswers 在这只股票上只有这一条判断。