英特尔：买入 AI CPU 瓶颈期，将代工业务视为期权 (NASDAQ:INTC)
· seekingalpha.com
随着 AI 需求提升利润率以及 18A 制程的量产降低成本，英特尔迎来盈利转折点。点击此处阅读为何 INTC 股票值得买入。
The single best reason to be optimistic about Intel ( INTC ), and why we should not expect a sudden transformation into TSMC, is that Intel's product businesses...