About this episode
📅 2025年09月25日
【09月25日美股早咖啡】重磅消息引爆市场！芯片巨头英特尔竟向苹果“求援”？彭博社爆料一出，英特尔股价瞬间飙升6%，这究竟是“救赎之战”的序章，还是华丽转型前的迷雾？
本期节目带您深入解析，探寻苹果此举背后有何隐情。别忘了，英特尔近期已获得Nvidia 50亿美元、软银20亿美元及美国政府89亿美元的豪华“救援”，但其代工业务亏损、18A工艺进展缓慢等问题仍是痛点。在华尔街普遍看衰（5买入，8卖出）的情况下，这些巨额投资能否真正助其“浴火重生”？叙事的力量能否超越基本面？立即收听，洞悉市场脉搏，把握投资先机！
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