英特尔从 Terrafab 角色担忧中复苏是积极信号，说话者倾向于买入而非卖出。
逐段跳播
我们来看一下 Intel 的股价走势图，该股较夏季创下的历史高点下跌了约 20%，但今年迄今仍上涨超过 200%。
Let's focus on Intel's stock chart, which is down about 20% from its all-time high reached during the summer, but is still up more than 200% this year.
Intel 在 Elon Musk 的“Terrafb”芯片项目中所扮演的角色是早盘交易关注的焦点。是的，正如我所说，Intel 正试图就其在这项 Elon Musk 庞大“Terrafb”芯片项目中的角色安抚投资者，其 CEO Lip-Boo Tan 对 Bloomberg 表示，Intel 将继续参与该项目，从而打消了在 Elon Musk 表示正与 TSMC 洽谈后 TSMC 可能承担更大角色的担忧。
Intel's role in Elon Musk's "Terrafb" chip project is the focus of morning trading. Yes, as I said, Intel is trying to reassure investors about its role in Elon Musk’s massive “Terrafb” chip project , with its CEO , Lip-Boo Tan, telling Bloomberg that Intel will remain involved in the project, dismissing concerns that TSMC might take on a larger role after Elon Musk said he was in talks with TSMC.
这一澄清是在 Intel 股价本周早些时候因市场担忧其在“Terrafab”中角色可能被削弱而下跌超过 5% 之后出现的。
This clarification comes after Intel shares lost more than 5% earlier this week due to concerns about its potential diminished role in " Terrafab".
不过，在投资者获得部分此类安抚后，Intel 股价今日反弹，上涨约 1.5%。
However, Intel's stock rebounded today, rising by about 1.5% after investors received some of this reassurance.
尽管如此，这家芯片制造商最终是否会成为该项目的主要制造合作伙伴，仍存在疑问。Intel 对此作出积极反应这一事实表明，首先，本周早些时候市场对这一消息确实存在真实担忧；其次，这一安抚是有意义的，因为不仅芯片股今日承压，而 Intel 仍能实现回升。
Despite this, questions remain about whether the chipmaker will ultimately be the project's main manufacturing partner. The fact that Intel is responding positively to this shows, firstly, that there were genuine concerns about this story earlier in the week, and secondly, that this reassurance is meaningful because not only are the chips under pressure today, but Intel is able to recover nonetheless.
从某种角度看，这个例子很有意思，因为“Terravab”是一个如此庞大的项目。你可能会认为这里有足够的生意给所有人做，但这显然让投资者感到担忧，他们担心 TSMC 可能在此取代 Intel。
I mean, you know , certainly in terms of perspective, I mean, this illustration is interesting because "Terravab " is such a huge project. You might think there's enough business for everyone, but this has clearly worried investors with the idea that TSMC could replace Intel here.
正如 Alex 所指出的，这清楚反映了投资者对这家公司的看法，即 TSMC 可能超越它或抢占其市场份额。是的，我同意 Alex 的看法，Intel 因这些担忧而有些陷入困境。总体而言，这显然是好消息。
我更倾向于站在买方而非卖方，但我想赚取一些利润。
As Alex pointed out, this clearly reflects what investors felt about this company, that TSMC might surpass it or take its market share. Yes, I agree with Alex, you know, Intel was a bit stuck because of those concerns.
Overall , this is clearly good news . I prefer to be on the buying side rather than the selling side, but I would like to make some profit.
因此，我将卖出一个看涨的“铁鹰”组合。我会比我通常做的更进一步；我将在下行方向卖出 10 月 30 日到期、行权价为 105/100 的看跌期权合约，并在上行方向卖出 10 月 30 日到期、行权价为 125/130 的看涨期权合约。
我希望从这笔交易中收取约 2.75 美元。所以，Sam，到 10 月 30 日，该股的盈亏平衡点将在下行方向的 102.25 和上行方向的 127.75。
Therefore, I will sell a bullish "Iron Condor". I will go further than I usually do; I will sell put option contracts at 105/100 for October 30th on the downside, and sell call option contracts at 125/130 for October 30th on the upside.
I'm looking to collect about $2.75 from that deal. So, Sam, by October 30th, the stock's breakeven points will be at 102.25 for the downside and 127.75 for the upside.
好。对 Intel 的一次很好的观察。正如我们所说，该股已明显回升，或者说其实下跌了很多，但今年迄今仍处于三位数的显著高位。
Good. A good look at Intel. As we said, the stock has clearly recovered, or rather fallen a lot , but it is still remarkably high for the year, in triple digits.
这个频道对 $INTC 的历次判断
Schwab Network 在这只股票上共 4 条判断，这里只列相邻的几条。