DeW
10-02
跟我见解差不多，熬。
Why I Bought More Intel Stock
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":355820302237968,"tweetId":"355820302237968","gmtCreate":1727879748080,"gmtModify":1727880666960,"author":{"id":3512032956627506,"idStr":"3512032956627506","authorId":3512032956627506,"authorIdStr":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.23","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":27,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>跟我见解差不多，熬。</p></body></html>","htmlText":"<html><head></head><body><p>跟我见解差不多，熬。</p></body></html>","text":"跟我见解差不多，熬。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/355820302237968","repostId":2472542473,"repostType":2,"repost":{"id":"2472542473","kind":"highlight","pubTimestamp":1727871600,"share":"https://www.laohu8.com/m/news/2472542473?lang=&edition=full","pubTime":"2024-10-02 20:20","market":"fut","language":"en","title":"Why I Bought More Intel Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2472542473","media":"Motley Fool","summary":"Intel is making great products again, and the potential of the foundry business is underappreciated.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>I added to my Intel stake after the stock collapsed.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Intel is quickly catching up with AMD on the product front, and the Intel 18A process remains on track.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Trading below book value, Intel is priced for catastrophe.</div>\n</li>\n</ul><div><p>One of the most difficult aspects of investing is differentiating between patience and stubbornness. Sometimes, you're wrong, but other times, you just <em>look</em> wrong. Recognizing the difference between the two and not panicking when everyone else seems to disagree with you can be the difference between great results and disaster.</p><p>Semiconductor giant <strong>Intel</strong> <span>(INTC<span> -3.28%</span>)</span> is going through a painful turnaround. The company is investing heavily in manufacturing and attempting to grow a foundry business from nothing into a rival to market leader <strong>TSMC</strong>. At the same time, Intel is playing catch-up in its product divisions as rival <strong>AMD</strong> puts out great products.</p><p>This was never going to be quick, easy, or cheap. On top of the challenges of rapidly bringing new manufacturing processes to production, Intel faced a brutal downturn in the PC market and data center customers prioritizing AI chips over general-purpose CPUs. The company has been forced to take drastic action to shore up its finances and get to the finish line, announcing a $10 billion cost-cutting program that includes laying off 15% of its workforce.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204036\" :show_benchmark_compare=\"false\" amount_change=\"-0.77\" average_volume=\"84,182,577\" company_name=\"Intel\" current_price=\"22.69\" daily_high=\"23.72\" daily_low=\"22.25\" default_period=\"OneYear\" dividend_yield=\"2.20%\" exchange=\"NASDAQ\" fifty_two_week_high=\"51.28\" fifty_two_week_low=\"18.51\" gross_margin=\"41.42\" logo=\"https://g.foolcdn.com/art/companylogos/mark/INTC.png\" market_cap=\"$97B\" pe_ratio=\"98.82\" percent_change=\"-3.28\" symbol=\"INTC\" volume=\"498,849\"></app></div><p>Intel stock crashed following that cost-cutting news, briefly dropping below $20 per share. Intel now trades below book value, a valuation that is almost unthinkably pessimistic. The company is still the market leader in PC and server CPUs, and its manufacturing assets are certainly not worthless.</p><p>For Intel shareholders, a decision needs to be made: Am I wrong, or do I just look wrong? I chose the latter and bought more shares of Intel as it plumbed multiyear lows. Here's why.</p><div><div><div></div></div></div><h2>Intel can still make great products</h2><p>In the past, when Intel's product divisions and manufacturing operations were deeply intertwined, delays on the manufacturing side wreaked havoc on the product side. Chronic delays in Intel's 10nm manufacturing process, a version of which was rebranded as Intel 7 and used for PC and server chips that launched as recently as 2023, made it next to impossible for Intel to keep pace with AMD.</p><p>In the server CPU business, Intel fell behind AMD badly in terms of performance and efficiency. The situation wasn't as dire in the PC CPU business, but Intel's chips have been power-hungry and are facing stability issues.</p><p>Intel is now reaching the light at the end of the tunnel. The company's recently launched Sierra Forest and Granite Rapids server CPUs moved to the company's Intel 3 manufacturing process and upped the core count considerably. Based on early reviews, Granite Rapids has closed the performance gap with AMD.</p><p>On the PC side, Intel has turned to TSMC for manufacturing. Both Lunar Lake for laptops and Arrow Lake for desktops outsource production, with the company planning to move future chips back in-house once its Intel 18A process is ready. This decision seems to be paying off. Lunar Lake laptops are delivering incredible battery life numbers, and the soon-to-be-launched Arrow Lake will likely be drastically more efficient than Intel's last-gen chips.</p><div><div><div></div></div></div><p>The bottom line: Intel's overall product lineup is the strongest it's been in years.</p><h2>Intel 18A is on track</h2><p>The Intel 18A process is critical for Intel. The company plans to make many of its own products using the process, and it will be the main draw for the foundry business. Intel has already secured some big-name customers, including <strong>Microsoft</strong> and <strong>Amazon</strong>.</p><p>Generating meaningful external revenue from Intel 18A, which will begin scaling up production next year, is going to take time. The good news is that the process appears to be on track. Intel disclosed last month that the defect density for Intel 18A is already at an acceptable level, an indication that yields for the process are going to be just fine.</p><p>Intel's foundry segment is currently losing billions of dollars annually on paper, but this shouldn't be a surprise. Intel has to make massive investments well ahead of revenue. Once external revenue starts rolling in, the profitability picture will begin to improve.</p><div><div><div></div></div></div><p>Intel is taking the step to split its foundry business into a subsidiary, a move that could help potential customers feel more comfortable and enable outside investment. Intel could eventually take the foundry business public as a way to raise cash, although that probably won't happen anytime soon.</p><p>Regardless of how Intel ultimately structures itself, the manufacturing investments the company has been making still look likely to pay off in the long run.</p><h2>Patience is key</h2><p>There's a lot of uncertainty surrounding how exactly the Intel story will play out. The company has reportedly been approached about being acquired, although that seems unlikely given antitrust concerns. Investing in Intel today is not a bet on a specific outcome. Instead, it's a bet that paying around 80% of book value for a company like Intel will work out fine eventually.</p><p>That's the bet I'm making. It'll take at least a few years to see if I'm being patient or stubborn.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Bought More Intel Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Bought More Intel Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-02 20:20 GMT+8 <a href=https://www.fool.com/investing/2024/10/02/why-i-bought-more-intel-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I added to my Intel stake after the stock collapsed.\n\n\n\n\n\n\n\nIntel is quickly catching up with AMD on the product front, and the Intel 18A process remains on track.\n\n\n\n\n\n\n\nTrading below book value, ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/02/why-i-bought-more-intel-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F792620%2Fgettyimages-179653150.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4550":"红杉资本持仓","BK4579":"人工智能","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4141":"半导体产品","LU0109392836.USD":"富兰克林科技股A","BK4588":"碎股","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4512":"苹果概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","INTC":"英特尔","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4515":"5G概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4566":"资本集团","BK4575":"芯片概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4535":"淡马锡持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2024/10/02/why-i-bought-more-intel-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472542473","content_text":"I added to my Intel stake after the stock collapsed.\n\n\n\n\n\n\n\nIntel is quickly catching up with AMD on the product front, and the Intel 18A process remains on track.\n\n\n\n\n\n\n\nTrading below book value, Intel is priced for catastrophe.\n\nOne of the most difficult aspects of investing is differentiating between patience and stubbornness. Sometimes, you're wrong, but other times, you just look wrong. Recognizing the difference between the two and not panicking when everyone else seems to disagree with you can be the difference between great results and disaster.Semiconductor giant Intel (INTC -3.28%) is going through a painful turnaround. The company is investing heavily in manufacturing and attempting to grow a foundry business from nothing into a rival to market leader TSMC. At the same time, Intel is playing catch-up in its product divisions as rival AMD puts out great products.This was never going to be quick, easy, or cheap. On top of the challenges of rapidly bringing new manufacturing processes to production, Intel faced a brutal downturn in the PC market and data center customers prioritizing AI chips over general-purpose CPUs. The company has been forced to take drastic action to shore up its finances and get to the finish line, announcing a $10 billion cost-cutting program that includes laying off 15% of its workforce.Intel stock crashed following that cost-cutting news, briefly dropping below $20 per share. Intel now trades below book value, a valuation that is almost unthinkably pessimistic. The company is still the market leader in PC and server CPUs, and its manufacturing assets are certainly not worthless.For Intel shareholders, a decision needs to be made: Am I wrong, or do I just look wrong? I chose the latter and bought more shares of Intel as it plumbed multiyear lows. Here's why.Intel can still make great productsIn the past, when Intel's product divisions and manufacturing operations were deeply intertwined, delays on the manufacturing side wreaked havoc on the product side. Chronic delays in Intel's 10nm manufacturing process, a version of which was rebranded as Intel 7 and used for PC and server chips that launched as recently as 2023, made it next to impossible for Intel to keep pace with AMD.In the server CPU business, Intel fell behind AMD badly in terms of performance and efficiency. The situation wasn't as dire in the PC CPU business, but Intel's chips have been power-hungry and are facing stability issues.Intel is now reaching the light at the end of the tunnel. The company's recently launched Sierra Forest and Granite Rapids server CPUs moved to the company's Intel 3 manufacturing process and upped the core count considerably. Based on early reviews, Granite Rapids has closed the performance gap with AMD.On the PC side, Intel has turned to TSMC for manufacturing. Both Lunar Lake for laptops and Arrow Lake for desktops outsource production, with the company planning to move future chips back in-house once its Intel 18A process is ready. This decision seems to be paying off. Lunar Lake laptops are delivering incredible battery life numbers, and the soon-to-be-launched Arrow Lake will likely be drastically more efficient than Intel's last-gen chips.The bottom line: Intel's overall product lineup is the strongest it's been in years.Intel 18A is on trackThe Intel 18A process is critical for Intel. The company plans to make many of its own products using the process, and it will be the main draw for the foundry business. Intel has already secured some big-name customers, including Microsoft and Amazon.Generating meaningful external revenue from Intel 18A, which will begin scaling up production next year, is going to take time. The good news is that the process appears to be on track. Intel disclosed last month that the defect density for Intel 18A is already at an acceptable level, an indication that yields for the process are going to be just fine.Intel's foundry segment is currently losing billions of dollars annually on paper, but this shouldn't be a surprise. Intel has to make massive investments well ahead of revenue. Once external revenue starts rolling in, the profitability picture will begin to improve.Intel is taking the step to split its foundry business into a subsidiary, a move that could help potential customers feel more comfortable and enable outside investment. Intel could eventually take the foundry business public as a way to raise cash, although that probably won't happen anytime soon.Regardless of how Intel ultimately structures itself, the manufacturing investments the company has been making still look likely to pay off in the long run.Patience is keyThere's a lot of uncertainty surrounding how exactly the Intel story will play out. The company has reportedly been approached about being acquired, although that seems unlikely given antitrust concerns. Investing in Intel today is not a bet on a specific outcome. Instead, it's a bet that paying around 80% of book value for a company like Intel will work out fine eventually.That's the bet I'm making. It'll take at least a few years to see if I'm being patient or stubborn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/355820302237968"}
精彩评论