追逐近期飙升可能是个大错误,陈立武拯救不了英特尔

美股研究社
28 Mar

作者 | JR Research编译 | 华尔街大事件自 2 月初以来,英特尔 ( NASDAQ:INTC)的表现远远超过其半导体同行。陈立武 (Lip-Bu Tan) 重返英特尔担任新任首席执行官,重新点燃了他与董事会的关系,自 2024 年 8 月“突然”辞职以来,据报道,他对英特尔“臃肿的员工队伍”、过于谨慎的创新方式以及与英伟达无可争议的主导地位相比明显表现不佳的人工智能战略感到不满。但...

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