在全球股票市场,发行新股或者高位增发通常被投资者们视为看涨情绪转向看跌的“最强配方”,因为股东权益会被新股稀释。但在这波覆盖全球的史无前例的火热人工智能投资狂潮中,这一传统逻辑被彻底颠覆,芯片双雄——英特尔与AMD,顶着股权稀释与摊薄环境仍然实现股价大涨。首先看看美国老牌科技巨头英特尔公司(INTC.US)。自8月初以来,这家持续亏损的芯片制造商启动了向美国政府、软银集团(SoftBank ...
Source Link在全球股票市场,发行新股或者高位增发通常被投资者们视为看涨情绪转向看跌的“最强配方”,因为股东权益会被新股稀释。但在这波覆盖全球的史无前例的火热人工智能投资狂潮中,这一传统逻辑被彻底颠覆,芯片双雄——英特尔与AMD,顶着股权稀释与摊薄环境仍然实现股价大涨。首先看看美国老牌科技巨头英特尔公司(INTC.US)。自8月初以来,这家持续亏损的芯片制造商启动了向美国政府、软银集团(SoftBank ...
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