摸鱼
赞了
$英特尔 (INTC.US)$
2. 在台积电或博通的潜在估值
方案A：英特尔代工公司独立与合作（台积电 + 博通投资）
• 如果英特尔代工服务（IFS）被剥离并与台积电合作运营，同时博通帮助实现芯片设计知识产权的商业化，这将可能释放出价值。
• 英特尔的设计业务（核心CPU、人工智能、网络等）可能被估值为营业收入的2-3倍（约800亿到1200亿美元）。
• 在台积电的效率下，IFS的估值可能达到营业收入的1.5-2倍（约30...）
2. 在台积电或博通的潜在估值
方案A：英特尔代工公司独立与合作（台积电 + 博通投资）
• 如果英特尔代工服务（IFS）被剥离并与台积电合作运营，同时博通帮助实现芯片设计知识产权的商业化，这将可能释放出价值。
• 英特尔的设计业务（核心CPU、人工智能、网络等）可能被估值为营业收入的2-3倍（约800亿到1200亿美元）。
• 在台积电的效率下，IFS的估值可能达到营业收入的1.5-2倍（约30...）
已翻译
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摸鱼
留下了心情
$英特尔 (INTC.US)$ 听说有关于美国对特定产品征收关税的资讯，而英特尔芯片就是其中之一。最好现在卖出，然后在20美元以下再买入。
已翻译
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