英特尔：200亿美元买来了时间，却没有买来客户（纳斯达克：INTC）
· seekingalpha.com
英特尔定价200亿美元股票增发，随着资本支出超过代工业务收入且客户获取仍未被证实，稀释效应加剧。
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...