被低估的“政策标的”,英特尔能否弯道超车?

美港股观察社
08 Apr

作者:Yiannis Zourmpanos编译:美港股观察社投资论点自2月份以来,英特尔的股价从约19.50美元上涨了1.74%,显著跑赢标普500指数16.6%的跌幅。关税正在悄然重塑芯片战争,而英特尔有望通过美国回流、国防合同和本土晶圆厂获益最多。英特尔的悄然复苏尽管面临诸多业务问题,英特尔在客户CPU市场仍占据主导地位,截至2024年第四季度,其全球PC市场份额约为 70%。这一市场份额为...

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