《If You Own AMD Stock, Intel's Earnings Crash Changes Everything》
AI 摘要 · 他对 INTC 长期看好，若明年指引转向乐观，会将其与 Qualcomm 并列排在第二或第三位；近期他认为没有理由给予估值溢价，因为第四季度指引大幅不及预期，客户端计算下滑超过 20%，其影响超过数据中心增长，而产能扩张要到 2027 年才到位。
英特尔最近公布了财报，不幸的是，其第四季度指引远低于预期，导致股价在次日下跌了约30%。我们不断听到有关中央处理器短缺的说法，然而英特尔给出的指引却远低于预期。
Intel recently announced its earnings, and unfortunately, its fourth-quarter guidance came in much lower than expected, causing the stock to drop by about 30% the following day.
We continue to hear stories about shortages of central processing units, yet Intel has provided guidance that falls far short of expectations.