$INTC · David Lin · 2026-10-31
预计 Intel 在 1–3 年期限内最终会走低：AI 与美国政府支持的炒作曾让人以为它会得到特殊待遇，但财报显示这并没有帮到它。短期来看，说话者会基于图表在 $60 反弹 10–20% 时买入（约一个月）；而放到 20 年来看，他认为大概可以买。
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Intel 下跌了30%。
Intel went down 30%.
看看 Intel。是的，周五暴跌28.6%。这是 Intel 自1974年以来最糟糕的单日表现。这不是一只 meme 股，好吗？人们会说：“嗯，我以前见过这种情况。”是的，你在 Dogecoin 上见过。
但你没在蓝筹科技股上见过。好吗，这不是一只仙股。这是 Intel 在谈论 Google 单日下跌两位数。这种事不是每个周二或周五都会发生的。
Look at Intel. Yeah, this 28.6% plunge on Friday. This is the worst single day for Intel since 1974. this is not a meme stock, okay? People are like, "Well, I've seen this before."
Yeah, you've seen this in Dogecoin. haven't seen this in the blue chip tech stock. Okay, this is not a penny stock. This is Intel talking about Google going down double digits in a single day.
It doesn't happen every every Tuesday or Friday.
那么，我认为 Intel 最终会走低吗？是的，我绝对这么认为。我认为它被炒作起来，基本上不仅是因为 AI 交易，还因为美国政府支持它，这让所有人都以为它会得到特殊待遇。我们看到的那份财报告诉我们，等等，他们也许得到了特殊待遇，但这并没有帮上忙。因此，我们看到了那次大幅下跌。
Now, do I think Intel is eventually going lower? Yeah, absolutely I do. Um, I think that it got hyped up basically not only on the AI trade, but the fact that the US government was backing it, which made everyone assume it would get special treatment.
That earnings report that we saw tells us, wait a minute, they might get special treatment, but it's not helping. And therefore, we're seeing the big we saw the massive decline.
但我会在60美元水平反弹10%到20%时买入吗？图表告诉我要这么做。绝对会。所以再说一次，短期来看，这更像是一个市场。听着，如果你是20年的投资期限，你大概也可以买。如果你是较短的，比如1到3年的期限，我认为 Intel 最终会下跌。
如果你是像我这样的短期，比如1个月，它正接近很好的可反弹机会。
But will I be a buyer for a bounce 10 20% bounce off of the $60 level? That's what the charts are telling me to do. Absolutely. So again, short-term, this is more of an a market.
Listen, if you're a 20-year horizon, you could probably buy it as well. If you're a shorter like 1 to threeyear horizon, I think Intel will eventually go down. If you're short-term like me, like 1 month, it's getting close to great bouncable opportunities.