Bernstein's Stacy Rasgon on Intel's headwinds ahead of earnings

这位分析师挺悲观的。我第一投资恰好是几年前财报公布后的他的一句话。他当时声称该股票是不可投资的。uninvest able。当时刺耳。心想Intel怎么说成不可投资？后来，他的言论逐渐缓和了一点，但是一直非常悲观。跟刚才一样。他那次声称不可投资引得我的注意。我随即大打出手了。曾几度满储蓄投入进去。也因此一度大亏。后来随着股价的起伏赚回来部分损失。今天又公布了财季业绩。初步反应积极。升至百分之十以上。但是这几天，接近于季度财季之际一直下跌。跌幅百分之四、五。所以说百分之十相比月度增跌而言还不算很突出。再说，接下来的时光中股价将会沉淀下来。新的水平可能比现在高一点活着低一点。很难说。媒体通常尖锐。比如这位分析师那样。至今他的指引是正确的。从那一次声称不可投资到今天已经经历了三、四年的时光了吧。期间别的半导体公司股票公司都飙升。仅有英特尔落伍了。他趁着动力和好的预测赢得很好的业绩。就是这位分析师表现很好。我个人则无法跟随他了。我关注价格。我不可赞成他对股票的评估，即便近几年一直获利。就是英伟达的。我还是坚持对英特尔给予寄望。“给予寄望”。哈哈。念ji的。好像不应该是这几个字的。我认为是正确的。但是，也有“基于”音同意异的说法。在这里则不妥当。更令人止步是词语的念法。就是给予寄望念成geiyu。这就是汉语的挑战所在。众多微妙的差异和灰色地带。我曾使用压倒他的词语来表示学习汉语策略。有点胡说。就是鼓起自己的志气推动学识进度的。扯淡了。

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Well, that was a waste of time.

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The CEO of Intel should be fired.

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Up 15%

I hope Intel is going down and in 2027-2030 you will work on made in China laptop with Chinese CPU.

biased against made in America & domestic! splitting hairs about Tech Specs all about being pro Taiwan subsidy & pro foreign companies like their darling TSMC who is the foreign monopoly/duopoly Taiwanese firm behind everything from AMD to Nvidia