包括INTC在内的CPU厂商被视为AI领导者而更受青睐，因为CPU在云端与本地部署中都能胜出。
逐段跳播
但我们更看好 AMD、Intel 和 Arm Holdings 这样的公司，因为当你考虑这项技术如何部署时，无论 AI 是在云端开发，还是在像 HPQ 这样的 PC 上本地开发，两种情况里 CPU 都会是赢家，对吧？
but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
是 AMD、ARM 和 Intel，这就是我们的持仓。
It's AMD, ARM, and Intel, that's our position.
总的来说，当我们思考我提到的所有这些公司时，比如 Intel 受益于 AI 驱动的服务器 CPU 市场，我会考虑前景，考虑到巨额资本支出，这些公司需要证明多少，以及投资回报在哪里，对吧？
In general, when we think about all these companies I mentioned, such as Intel benefiting from the AI-powered server CPU market, I think about the outlook , how much these companies need to prove given the huge capital expenditure, and where the return on investment is, right?
这个频道对 $INTC 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。