$Intel.US 虽然接近中长期底部，但是可能会是 1-2 年的时间. 算成本和研发，英特尔不专一块还是业务分散都要做的话， 可能真的会被淘汰掉。股息不砍，哪来的钱去投，重回增长和资本支出，和台积电怎么比呢。 成熟制成有 GFS 还有中国更便宜的中芯，英特尔的辉煌是不是就这样没了，未来全产业链会被精细化分工在高端制造领域真的会被逐步蚕食掉... 还是应该买成长 + 上升期的。 抄底可能抄到半山腰。或者抄到脖子，花姐最低给到 18 了...
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