02/20/2025, 06:16 AM UTC
英特尔股票:收购的元素分析(评级上调)Intel Stock: Elemental Analysis Of An Acquisition (Rating Upgrade)
1. 美国半导体-FAB网络的建设压力导致英特尔在资本支出(CAPEX)上的支出超过了经营活动产生的现金。2. 即使股价上涨,英特尔仍然交易在约1倍的账面价值。3. 如果台积电和博通能够收购英特尔的晶圆厂和设计业务,这将有利于现有投资者。1. The strain of building the US semiconductor-FAB network is causing Intel to spend more on CAPEX than cash from operations. 2. Intel still trades at around 1 X book value even after the run up. 3. If Taiwan Semiconductor and Broadcom can acquire Intel's FAB and design business, it could be beneficial for current investors.---
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