Meet Kevin 对 $INTC 的判断变化

频道资料 →本频道有 4 位标注的说话人：Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 2 条

2026-09-21看涨

《Agentic AI Stocks to Buy! HOLY ROCKETSHIP》

让我们更深入地探讨像 AMD 和 Intel 这样的公司，

Let's delve deeper into companies like AMD and Intel,

AMD 专注于 x86 技术，与 Intel 相同的技术，Intel 的股价今天上涨了 14%，到收盘时又上涨了 12%。

AMD is focusing on x86 technology, the same technology as Intel, whose stock rose 14% today and then 12% by the end of the day.

所以，我们有 AMD、Intel、ARM、Apple，当然还有 Meta，它今天正引领着这场巨大的变革。当然，Intel。我们谈过他们，但我们为什么还要关注？

So, we have AMD, Intel, ARM, Apple, and of course, Meta, which is leading this massive evolution today. Of course, Intel. We've talked about them , but why are we even paying attention ?

看原视频04:58

2026-09-21看涨

《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》

Intel 受益于严重供应短缺带来的定价权（数据中心营收增长 59%，出货量仅增长 9%），预计 2026-2027 年 CPU 销售额将翻倍。

我们要讲的内容很多。显然，我们会讲到 AMD 和 Intel 这两块。我们马上就会覆盖这些。

Uh, we've got there's there's a lot to cover. Obviously, we're going to cover this uh with AMD and uh Intel. We'll be covering those in just a moment.

Intel 涨了 14%。哇。

Uh Intel was 14% on Intel. Wow.

它依赖大量由算力驱动的应用。真正的算力供应商其实只有两家：Intel 和 AMD。

Relies on a lot of compute driven applications. There are really two compute vendors. You've got Intel and AMD.

看原视频10:16