Intel 作为唯一一家美国本土芯片代工厂的独特地位构成结构性优势，支撑其近期突破以及在半导体同行中的领先地位。
逐段跳播
如果我们推进到这张网格中的下一张图，就能看到 AMD 在这里这些更为专业化的名字中排在第二位，落后于 Intel，而 Intel 在相当长一段时间里都是这个组别中的落后者。
So um if we could advance to the next uh chart in our grid here, we would be able to see that AMD second place here out of some of these more specialized names here uh behind Intel which was for quite a while a lagard in the group here.
但今天 Intel 和 ARM 也因同样的事情与 AMD 同步走高。我们先来说 Intel。上周晚些时候，Tigers Financial 给 Intel 上调了目标价，颇为可观。可以看到那里有一些看多的乐观情绪。
But also moving along in tandem with AMD today on this same thing. Intel and ARM. So, let's talk about Intel first. And we got a nice price target increase uh for Intel over at Tigers Financial late last week. Seeing some bullish optimism there.
对。Intel，我常说它有点像 1990 年代的 Nvidia。我觉得可以看到，如果你当年经历过，再说一次，如果你是个电脑游戏玩家，Intel inside 就像是所有东西的标语。
它在任何一台电脑里都无处不在。我想在那个时期，它一度占到大约 90% 的市值。
Right. Intel uh I often say kind of the Nvidia of the 1990s. I feel like uh uh we can see that uh if you were around again once again if you were a computer gaming person here.
Intel inside was like the the tagline of everything. It was uh ubiquitous in any kind of computer. I think they had like 90% of the market cap at one point back during that time period.
然后是相当严重的失宠。公司臃肿，在很多方面逐渐失去了优势。但现在出现了转机，还有一个独特的优势，就是他们是唯一在美国本土拥有晶圆厂的国内芯片制造商。这让他们处在一个非常不寻常的强势位置。
Then quite a fall from grace. Corporate bloat kind of losing their edge in many ways here. But now a turnaround and also the unique advantage that they are the only domestic chip manufacturer that has a foundry on US soil.
So that puts them in this very unusual position of strength here.
如果我们看下一张图，这里许多芯片，我们谈到的 Nvidia、AMD、Marll 等等，这些芯片，它们都是出色的芯片设计商，也就是说它们没有自己的制造工厂。所以它们常常把这些芯片外包给像 Taiwan Semiconductor 这样的公司来实际生产。
它们只做设计。这一点或许不是一眼就能完全看出来的更细微之处。
Many of these uh chips if we could go to our next chart here. Um many of these chips uh that we talk about Nvidia, AMD, Marll, etc. They're fabulous chip makers, meaning they don't have their own fabrication facilities here.
So, uh, they often outsource these chips to a company like Taiwan Semiconductor to actually make them. They just make the designs here. Something that a finer point that maybe is not completely apparent right away.
所以再说一次，Intel 处在一个非常有意思的位置，在经历了很长一段时间的落后之后，如今跑在最前面。
Um, so again, Intel a very interesting position here, the head of the pack here after a lengthy period of being a lagard.
如果我们看下一张图，那么这里的情况是，我们又一次看到从一个上行轨迹形态中向上突破。在这个例子里，我们刚把趋势线画过这些低点。我把它画过我们的高点，只是为了大致推测你可能在哪里找到通道边界。
那条线并没有真正成为阻力来源。相反，今天早上它变成了支撑来源。那大约就是我们开盘的位置。我们已经回补了接近 122 的缺口。
If we could go to our next chart, then what we would have here uh would be a situation where again we're having an upside breakout from an upward trajectory kind of pattern here.
In this case, we just had our trend line going across these lows. I put it across our highs just to kind of uh project where you might find a channel boundary here. That did not really play out as a source of resistance.
Rather, it became a source of support this morning. That's around where we opened up here. We have filled the gap near about 122.
如果这波上涨确实继续走强，我们也可能看向接近 142 的这些旧高点。所以，这些缺口常常可以被回补。那么，如果我们出现某种回落、多少回到地面，我们的缺口在 110 打开，也就是我们的第一条绿线。
我们还有一个接近 904 的显著低点，也就是我们的第二条绿线。
We also could be uh looking at these old highs near 142 as well if this move up does continue to gain strength. So, uh often times these gaps can be filled. So, if we were to have a bit of a a fall backwards down to earth somewhat here, our gap opened up at 110, our first green line here.
We also had a notable low point near 904, our second green line.
推进到下一张图，想想我们跟踪的移动平均线。接下来我们会看到的是我们的 5 日 EMA，深蓝色，目前此刻在 11071。这些变化非常快，尤其是我们那条更快的均线。
To advance our to our next chart here and think about the moving averages that we follow. Uh what we would see next would be our 5-day EMA, dark blue, 11071 here at the time, uh, you know, of currently right now.
These change very quickly here, especially our faster moving one.
我们还有一个汇合。我们的 21 日和 63 日指数移动平均线大约在 99 到 101 之间，与我们的趋势线边界对齐。所以这些东西会随时间推移而变化。但就目前而言，这是一个值得考虑的有意思的点，因为它代表着显著的支撑。
Um, so we have a confluence as well. Our 21-day and 63-day exponential moving averages between about 99 to 101 here lining up with our trend line boundary. So these things will shift in time here.
But as of right now, that's an interesting point to consider here because it represents significant support.
我们还看到趋势的改善，因为我们更快的移动平均线正在上穿我们更慢的移动平均线。这是一个很好的交易信号吗？历史大概告诉我们，它其实并不是最好的交易启动信号，但它是显示这只股票趋势改善的一个直观视觉标志。
We also see improvement of our trend because our faster moving average is crossing above our slower moving average here. Is this a great trading signal? history probably tells us it's not really uh the best uh activation opening signal for a trade here, but it's an easy visual sign of showing trend improvement here in this name.
现在，再说一次，RSI 正在推入超买区域。我们也在创出高于此前峰值的新相对高点。我们的绿色趋势线也在发挥作用。所以，对另一只类似的芯片制造商股票来说，这又是一个相当有意思的形态。
Now, once again, RSI is pushing into the overbought area here. We are also making new relative highs above our previous peak. Our green trend line is also in play. So, a a pretty interesting setup once again for another similar type of a chipmaker name here.
那么，如果我们现在看下一张图，想想成交量分布，这里的情况并不像其他一些图那样有用。成交量分布在你看到代表大量成交区域的巨大交易活动尖峰时最为有用。下边缘的传统成交量告诉我们交易发生在什么时候。成交量分布则告诉我们交易发生在哪里。
So, uh, if we could go now to our next chart here and think about volume profile, what we would have here is not quite as helpful as as some other charts can be. Volume profile is most useful when you see these very large spikes in the trading activity that represent heavy volume areas.
The uh conventional volume along the lower edge tells us when the trading happened. Volume profile shows us where it happened here.
所以我们有这一大块活动区域。85 到 120，主要大概是 100，总体上是最大的尖峰，但我们并没有那种极其清晰突出的节点的奢侈条件。在这些高点，我们正开始进入成交更为稀薄的区域。
所以当这种情况开始发生时，你可能会看到价格移动更快，而没有很多基于此前价格走势可能看到的显著边界或指引。
So we have kind of this big block of activity. 85 to 120 uh mainly 100 probably is the biggest spike in general but uh we don't really have the luxury of those extremely clear prominent nodes here.
We are starting to break into more thinly traded area at these uh high points here. So you could see faster moving prices when this starts to happen without a lot of uh uh notable uh boundaries or or guidelines that you might see based on prior price action.
好。Intel 现在当然在盘中走高，与其他这些名字一起，上涨近 14%，年初至今上涨 300，略低于 300%，230%，如果看过去 52 周则超过 300%。
All right. Intel right now moving higher of course on the session along with these other names up about almost 14% uh and year-to- date up 300 uh up a little bit under 300% 230% more than 300 if we look over the last 52 weeks.
现在这最后一个名字也同步走高，ARM 的走势图与 Intel 相似，它们都在年初、夏季后半段出现了这波巨大的上涨，我们看到两者都回落，但看 ARM 的图时回落幅度更为极端。
Now this last name moving along in tandem as well ARM holding similar chart to Intel in that they saw this huge uptick early in the year second half back half of the summer we saw both of them pull back but a bit more extreme when we look at ARM charts.
是的，今天 ARM 也出现了相当显著的上涨。涨幅超过 14%，Intel 略低于此，上涨 13.5%。
Yeah, pretty significant move to the upside for ARM today as well. Up more than 14%, just a little bit less than that for Intel up 13.5%.
这个频道对 $INTC 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。