Nrog rau qhov tsis sib haum xeeb nyob ib puag ncig Taiwan thiab cov tub rog loj xws li Tuam Tshoj thiab Asmeskas, qee lub tuam txhab sawv ntsug kom tau txais txiaj ntsig ntawm cov npoo zoo li Intel (NASDAQ: INTC). Hauv qhov tseem ceeb, Tebchaws Asmeskas tab tom nrhiav kev txhawb nqa cov khoom siv hauv tsev nrog CHIPS thiab Science Act tsis ntev los no.
Ntawm qhov tod tes, Intel tab tom nrhiav kom muaj kev sib txawv ntawm nws lub peev xwm tsim chip, ua pov thawj los ntawm nws cov kev sib tham nrog ltalis los tsim ib qho kev ntim khoom semiconductor siab heev thiab kev sib dhos cog muaj nqis txog $ 5 billion, raws li ib qho tshwj xeeb. daim ntawv qhia by Reuters nyob rau lub Yim Hli 4.
Pom tau tias, Ltalis yog ib lub teb chaws tsom rau hauv Intel txoj kev npaj mus rau kaum xyoo los nqis peev $ 88 nphom hauv Tebchaws Europe, nrog tsoomfwv Italian tuaj yeem them 40% ntawm cov nqi.
Tsis tas li ntawd, Intel tseem tab tom tham nrog lub teb chaws Yelemees, Fabkis, Ireland, Poland, Belgium, thiab Spain ua ib feem ntawm lawv cov peev txheej.
INTC daim duab thiab tsom xam
Ob qho tib si ntev thiab luv luv yog qhov tsis zoo rau INTC, thaum cov khoom lag luam tau ua lag luam ntawm $ 35.18 thiab $ 40.73 hauv lub hli dhau los. Rau qhov kev tsom xam, lub tsis kam thaj tsam ntawm $ 36.97 thiab $ 37.11, thaum kev txhawb nqa yog $ 34.67.
Tsis tas li ntawd, 85% ntawm tag nrho lwm cov khoom lag luam ua tau zoo hauv xyoo dhau los tshaj li INTC, raws li xyoo-rau-hnub (YTD), cov khoom lag luam poob qis dua 33%.
Lub caij no, TipRanks cov kws tshuaj ntsuam xyuas ntsuas qhov sib koom ua tus tuav, pom tus nqi nruab nrab hauv 12 lub hlis tom ntej mus txog $ 40.04, 13.17% dua tshaj li tus nqi pauv tam sim no ntawm $ 35.38.
Txawm hais tias qee qhov kev txhim kho zoo txog kev nqis peev uas Intel tau ua, cov nyiaj tau los kawg tsis tau raws li qhov kev cia siab ntawm Wall Street, ua rau cov kws tshuaj ntsuam tseem ceeb downgrading cov Tshuag.
Txawm hais tias tus chip txiag rov qab los rau nws lub koob meej yav dhau los yuav nyob ntawm qhov kev xav tau ntawm PC lag luam. Nrog rau kev hais lus ntawm kev lag luam nyiaj txiag thiab kev kub ntxhov, kev cia siab qis dua tuaj yeem yog qhov tshwm sim ib txwm tshwm sim hauv PC lag luam, uas, dhau los, xav tias yuav ua rau muaj kev hloov pauv ntau dua rau cov Tshuag.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/taiwan-crisis-pushes-intel-to-invest-billions-in-europe/