INTC 是难以持有、但并非卖出的标的：制造执行此前有所退步，但能够追赶上来，其在美国的立足点使其在生产从台湾转移之际拥有机会。基本面使其远未到卖出的地步，但还需要更多催化剂；在今年上涨 150% 之后，JPMorgan 给出的 85 美元目标价低于 92 美元的股价，显示出疑虑。
逐段跳播
这些年来你跟我提到过其中一些。其中之一就是“Intel”。我想知道你是否会建议买入、卖出还是继续持有。
Which you mentioned to me over the years. One of them was " Intel". I would like to know whether you would advise buying it, selling it, or keeping it.
至于 Intel，这真的是个艰难的决定。我长期以来一直看好他们，因为我认为他们在建厂方面的能力，也就是芯片的实际制造而不只是设计，已经下滑了，但我认为他们能够追赶上来。我认为这是真的，我也认为，由于去台湾化的趋势，我们不想在那里建更多工厂，而美国是个好地方。
Intel 在这里有立足之地。所以，他们是有机会的。
As for Intel, it's a really tough decision. I had been sticking with them for a long time because I thought their skill in setting up factories, i.e. the actual manufacturing of chips and not just their design, had declined, but I thought they could catch up .
I think that's true, and I also think that because of the trend away from Taiwan, we don't want to build more factories there, and the United States is a great place. Intel has a foothold here. So, they have a chance.
我认为，如果我再次做卖方金融分析师，我可能会把这只股票归类为“持有”，或者也许是“持有并伺机加仓”，因为我们在寻找其他真正能让我们对 Intel 感兴趣的催化剂。但他们有一些基本面因素，使得其股票在现阶段远不是卖出选项。
I think if I were a financial analyst on the sell side again, I might classify the stock as a "hold ," or perhaps a "hold with an add-on," as we look for other catalysts that would really make us interested in Intel.
But they have some fundamentals that make their stock far from being a sell option at this stage.
这个说法有说服力吗？你跟上我的思路了吗？不，我觉得刚才说得太简短了。你看，这只股票今年已经涨了150%。这是你一直在关注的股票，如果你的观众一直持有它，他们就能赚到150%。还不错。
Is this statement convincing? Did you follow me? No, I think that was too brief . Look, the stock has risen 150% this year. It's a stock you've been watching, and if your viewers had been holding it, they would have earned 150%. not bad.
好，但你看，JPMorgan 设定了85美元的目标价，而它现在已经是92美元了。看来他们并不完全信服；我们需要进一步观察。
Okay, but look, JPMorgan set a target price of $85, and it's now at $92. Well, it seems they are not entirely convinced; we need to see more about that.
这个频道对 $INTC 的历次判断
Schwab Network 在这只股票上共 7 条判断，这里只列相邻的几条。