BV1ZCDfBREJp · 美股搬运工1 00:00:00,000 --> 00:00:01,179 投资不是赌博 2 00:00:01,179 --> 00:00:03,459 而是一场有准备的出击 3 00:00:03,459 --> 00:00:05,059 我是福哥家人们 4 00:00:05,059 --> 00:00:06,609 英特尔的股价啊 5 00:00:06,609 --> 00:00:09,489 刷新了历史新高 6 00:00:09,489 --> 00:00:15,429 从两年前的低谷到如今市值超过3000亿美金啊 7 00:00:15,429 --> 00:00:16,530 一年不到啊 8 00:00:16,530 --> 00:00:17,789 翻了两三倍了啊 9 00:00:17,789 --> 00:00:20,609 仅仅这周就大涨超过20% 10 00:00:20,609 --> 00:00:24,519 半导体王者讲一下它到底靠什么逆袭的 11 00:00:24,519 --> 00:00:26,460 福哥给大家讲清楚啊 12 00:00:26,460 --> 00:00:28,339 以及他未来的一个潜力啊 13 00:00:28,339 --> 00:00:29,800 福哥给他一个目标 14 00:00:29,800 --> 00:00:31,640 就是AI的撒 15 00:00:31,640 --> 00:00:34,609 一个万亿巨头要诞生吗 16 00:00:34,609 --> 00:00:35,450 还记得吗 17 00:00:35,450 --> 00:00:37,450 去年89月份的时候 18 00:00:37,450 --> 00:00:42,880 福歌你看在二十二十三二十四二十六三十是吧 19 00:00:42,880 --> 00:00:44,840 一路一我们样大去抄底 20 00:00:44,840 --> 00:00:46,060 当时我也讲啊 21 00:00:46,060 --> 00:00:49,000 一是特朗普政府入股英特 22 00:00:49,000 --> 00:00:51,920 邀请这个王延勋英英伟达投资 23 00:00:51,920 --> 00:00:55,250 还有呃孙正义所图非小啊 24 00:00:55,250 --> 00:00:58,090 特别是这个陈粒入主这个英特尔以后 25 00:00:58,090 --> 00:01:01,570 正如胡歌给到大所指引的啊 26 00:01:01,570 --> 00:01:04,709 英特尔走出了它该有的一个 27 00:01:04,709 --> 00:01:08,519 美国本土的芯片制造第一巨头 28 00:01:08,519 --> 00:01:09,859 本土的代表 29 00:01:09,859 --> 00:01:11,200 最尖端的 30 00:01:11,200 --> 00:01:13,750 最有牌面的就是英特尔 31 00:01:13,750 --> 00:01:17,390 这是为什么川普要要对这个英特尔是呃 32 00:01:17,390 --> 00:01:18,549 宝贝的不得了是吧 33 00:01:18,549 --> 00:01:19,769 将近100亿是吧 34 00:01:19,769 --> 00:01:21,760 给他占10%股份 35 00:01:21,760 --> 00:01:23,519 所以呢我们的一个英特啊 36 00:01:23,519 --> 00:01:25,480 那我们所以接下来会怎么走呢 37 00:01:25,480 --> 00:01:27,259 福哥给大家讲清楚啊 38 00:01:27,259 --> 00:01:28,899 呃英特尔没有结束啊 39 00:01:28,899 --> 00:01:30,739 英特尔虽然他现在到了3000亿 40 00:01:30,739 --> 00:01:33,680 他现在还是在修复的路上嗯 41 00:01:33,680 --> 00:01:34,799 你是台积电也好 42 00:01:34,799 --> 00:01:35,700 英伟达也好 43 00:01:35,700 --> 00:01:36,579 苹果也好 44 00:01:36,579 --> 00:01:38,000 以前都是他小弟的 45 00:01:38,000 --> 00:01:41,400 所以最近呢福哥也是给大家一直让大家去吧 46 00:01:41,400 --> 00:01:42,840 在四零附近是吧 47 00:01:42,840 --> 00:01:44,000 在五零附近啊 48 00:01:44,000 --> 00:01:45,500 都可以去拿一点是吧 49 00:01:45,500 --> 00:01:48,840 那今天的这个终于涨到了六零历史新高附近 50 00:01:48,840 --> 00:01:50,159 那么它结束没有呢 51 00:01:50,159 --> 00:01:50,879 没有结束 52 00:01:50,879 --> 00:01:53,609 第一就是英特尔不差钱 53 00:01:53,609 --> 00:01:54,769 川普对吧 54 00:01:54,769 --> 00:01:57,890 鼎力支持英伟达也鼎力的支持啊 55 00:01:57,890 --> 00:01:59,609 甚至现在呢这个传出是吧 56 00:01:59,609 --> 00:02:02,459 谷歌与英特尔扩大是吧 57 00:02:02,459 --> 00:02:05,840 那可以说是以后的这个谷歌用的CPU啊 58 00:02:05,840 --> 00:02:09,150 这个AI基础的这个设施就是要用这个英特尔的 59 00:02:09,150 --> 00:02:09,949 更重要的是 60 00:02:09,949 --> 00:02:11,530 最近打发有个新闻没有 61 00:02:11,530 --> 00:02:13,229 4月1号那天 62 00:02:13,229 --> 00:02:17,240 英特尔竟然有钱加142亿美元 63 00:02:17,240 --> 00:02:20,060 回购爱尔兰的这个FBER 64 00:02:20,060 --> 00:02:23,150 三四晶圆厂49%的股权 65 00:02:23,150 --> 00:02:26,979 两年前为什么英特尔在谷底沉寂那么久 66 00:02:26,979 --> 00:02:28,740 就是因为怎么样 67 00:02:28,740 --> 00:02:30,639 当时深陷资金危机是吧 68 00:02:30,639 --> 00:02:32,259 甚至把变卖资产啊 69 00:02:32,259 --> 00:02:35,199 112亿把这部分股权卖给阿波罗 70 00:02:35,199 --> 00:02:36,860 相当于割肉求生啊 71 00:02:36,860 --> 00:02:40,060 如今怎么样花30亿溢价买回啊 72 00:02:40,060 --> 00:02:42,650 买回的这个他本来属于他的东西 73 00:02:42,650 --> 00:02:45,009 所以呢我们的这个财务说明它很健康 74 00:02:45,009 --> 00:02:49,039 敢花142亿美元回购啊 75 00:02:49,039 --> 00:02:51,379 证明现在呢他现金流很充裕 76 00:02:51,379 --> 00:02:52,759 现在呢我们看到了啊 77 00:02:52,759 --> 00:02:54,759 这是我们的英特尔翻身账 78 00:02:54,759 --> 00:02:56,620 第二的这个更重要的是 79 00:02:56,620 --> 00:03:01,930 英特尔首个EUV及紫外光刻工厂 80 00:03:01,930 --> 00:03:06,030 专门打造产这个我们的酷睿自强六处理器 81 00:03:06,030 --> 00:03:08,469 是AI芯片的核心产能啊 82 00:03:08,469 --> 00:03:09,909 三四这个晶圆厂以后 83 00:03:09,909 --> 00:03:12,449 那他就相当于全资控股了啊 84 00:03:12,449 --> 00:03:15,210 可以独享AI时代的CPU 85 00:03:15,210 --> 00:03:17,500 AI芯片的全部营收增长 86 00:03:17,500 --> 00:03:19,159 不再给外人分蛋糕了 87 00:03:19,159 --> 00:03:20,539 你说潜力有多大 88 00:03:20,539 --> 00:03:21,689 现在的确啊 89 00:03:21,689 --> 00:03:23,009 他在修复路上 90 00:03:23,009 --> 00:03:24,310 我哥也给他讲过 91 00:03:24,310 --> 00:03:29,129 现在他的AI的CPU芯片是最先进的 92 00:03:29,129 --> 00:03:31,240 1.8NM的这个制程啊 93 00:03:31,240 --> 00:03:32,419 开始量产了啊 94 00:03:32,419 --> 00:03:35,240 可以说反超台积电的两年啊 95 00:03:35,240 --> 00:03:38,370 你像他现在跟呃英伟达有合作 96 00:03:38,370 --> 00:03:39,129 刚刚公布 97 00:03:39,129 --> 00:03:40,650 又跟谷歌有合作 98 00:03:40,650 --> 00:03:42,650 又享受政策红利 99 00:03:42,650 --> 00:03:44,939 因为美国芯片法案怎么样 100 00:03:44,939 --> 00:03:48,620 刚刚给他97亿美元补贴本土制造优势 101 00:03:48,620 --> 00:03:49,479 对抗台积电 102 00:03:49,479 --> 00:03:50,939 三星挖来苹果 103 00:03:50,939 --> 00:03:52,379 谷歌芯片大师 104 00:03:52,379 --> 00:03:54,159 重构这个AI架构啊 105 00:03:54,159 --> 00:03:57,439 技术团队其实说已经更新换代啊 106 00:03:57,439 --> 00:03:58,659 资金不缺 107 00:03:58,659 --> 00:04:00,719 未来是这个结扎会怎么走 108 00:04:00,719 --> 00:04:01,039 家人们 109 00:04:01,039 --> 00:04:03,500 那可能在六零企稳啊 110 00:04:03,500 --> 00:04:04,419 站稳六零 111 00:04:04,419 --> 00:04:06,520 那么接下来他下一个目标位啊 112 00:04:06,520 --> 00:04:08,060 只有奔这个100去了 113 00:04:08,060 --> 00:04:10,189 今年有望冲击100 114 00:04:10,189 --> 00:04:11,810 土哥给了定论啊 115 00:04:11,810 --> 00:04:13,300 三点看晚意 116 00:04:13,300 --> 00:04:16,920 短期今年看100技术面上没有问题啊 117 00:04:16,920 --> 00:04:20,100 下面的支撑就是50~55回调 118 00:04:20,100 --> 00:04:20,800 5055 119 00:04:20,800 --> 00:04:22,399 闭着眼睛买好 120 00:04:22,399 --> 00:04:24,759 这是胡歌的一个对呃 121 00:04:24,759 --> 00:04:26,769 英特尔的一个看见啊 122 00:04:26,769 --> 00:04:28,149 那么我们周五啊 123 00:04:28,149 --> 00:04:29,350 每当时间十点啊 124 00:04:29,350 --> 00:04:31,230 福哥还会在麦上啊 125 00:04:31,230 --> 00:04:33,689 继续跟大家聊英特尔啊 126 00:04:33,689 --> 00:04:37,430 就是也是福哥更看好的一个中长期的一个个股 127 00:04:37,430 --> 00:04:42,540 福歌是不是从去年一直养大去关注这个个股啊 128 00:04:42,540 --> 00:04:45,600 副歌无论在这个社群里面直播当中啊 129 00:04:45,600 --> 00:04:49,348 视频盘点视频当中都一直在点名英特尔啊 130 00:04:49,348 --> 00:04:50,928 也给大家的一个操作策略 131 00:04:50,928 --> 00:04:53,189 英特尔正如福克所预言的啊 132 00:04:53,189 --> 00:04:56,389 就是走出了一个强势的一个修复行情 133 00:04:56,389 --> 00:04:57,769 它修复还没有结束 134 00:04:57,769 --> 00:05:01,329 英特尔AI时代的它的CPU王者好 135 00:05:01,329 --> 00:05:02,569 今天呢到这里啊
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