About this episode
📅 2026年01月23日
【01月23日美股早咖啡】重磅！芯片巨头英特尔（Intel）盘后股价惊心动魄“跳水”暴跌！尽管Q4业绩超预期，却因疲软的未来展望、供应限制和毛利率低于预期，瞬间击碎市场期待。这波大跌是“虚胖”后的真实回落，还是短暂阵痛？
节目将深入剖析英特尔备受瞩目的代工业务，为何短期内不会有新的大客户惊喜？面对台积电的轻视和英伟达65%的预计增长，英特尔以92倍PE和营收下滑4%的现状，能否摆脱“迷因股”的标签？立即收听，洞悉美股市场风云变幻，把握投资先机！
🎧 每日美股精华
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