$INTC · Brian Shannon · 2026-10-31
Brian Shannon 不打算买入 Intel，称其是一场真正的灾难：他原本偏好的情景——先跌破年初至今的水平、200 日均线和夏季低点，然后反弹——并未发生，枢轴位被跌破，价格跌破了重要的周线低点；他宁愿让机构先建立支撑。
逐段跳播
我们看到了 Intel 的财报，可以说它是周五市场抛售的主要催化剂。所以我们看着这些说，像 Intel 这样的股票，最可能的情景是什么？它不太可能跌到那么低。我的想法是，我希望看到 Intel 下跌，跌破年初至今的位置和200日均线，跌到夏季低点下方，然后开始上涨。那是我更希望看到的情景。
we had Intel's earnings results, which were arguably the main catalyst for the market sell-off on Friday. So, we look at those and say, you know, what's the most likely scenario for a stock like Intel?
It wasn't likely to go that low. My thinking was, I'd like to see Intel drop, break the year-to-date level and the 200-day moving average, go below the summer low, and then start to rise. That was my preferred scenario.
但你猜怎么着？我更希望看到的情景——市场并不在乎我更希望看到什么情景——但问题是，我总是在提前思考，试图提前解释事情。这不只是对上周发生事情的总结。这是向前看，然后说：“这是我希望看到发生的事。”
如果那发生了，我就会开始寻找反弹，向上朝这个位置走。它没有发生。所以，我们又回到了原点。你不能抱着一个东西不放，你在周初还持有的东西，而它已经被证伪了。我们跌破了枢轴位，从什么时候开始的？
我想是这样。我不确定，但我认为那是美国政府决定建仓的时候。所以，平均而言，自政府买入以来，普通参与者一直处于亏损状态。这当然不意味着这里低位的人都在亏钱，但我说的是平均水平。所以我们看着说：“好吧，下一个可能受关注的位置是哪里？”
“我们看周线图说：‘好吧，最重要的最低位置是哪里？’‘嗯，几乎就在那个确切的位置。’”我们已经跌破了那个位置。所以，我们会回到这个位置。也许它会回到那里。我不知道。被告在被证明无罪之前是有罪的。
我并不打算做 Intel 股票的买家。让机构去做那些辛苦活，砸下数亿美元去寻找和创造支撑。
But guess what? My preferred scenario—the market doesn't care about my preferred scenario—but the thing is, I'm always thinking ahead and trying to explain things in advance. This isn't just a summary of what happened last week.
It's looking ahead and saying, 'Here's what I'd like to see happen.'" If that happens, I'll start looking for a bounce up here towards this level. It doesn't happen. So, we're back to square one.
You can't hold onto something, you know, that you had at the beginning of the week and it's been invalidated. We broke the pivot level since what? I think so. I'm not sure, but I think that's when the US government decided to take a position.
So, on average, the average participant has been in a losing position since the government bought in . That doesn't mean that people down here are losing, of course, but I'm talking about the average.
So, we look and say, "Okay, what's the next likely level of interest?" "We look at the weekly chart and say, 'Okay, what was the lowest level that was the most significant?' 'Well, almost at that exact spot.'"
We have gone below that level. So, we will return to this level. Perhaps he will return there. I don't know . The accused is guilty until proven innocent. I am not looking to be a buyer of Intel shares.
Let the institutions do the hard work of pumping hundreds of millions of dollars into finding and creating support.
Intel，正如我说的，在那里真是一场灾难。
Intel, as I said, is a real disaster there.
这个频道对 $INTC 的历次判断
Brian Shannon 在这只股票上共 4 条判断，这里只列相邻的几条。