分析師:高通收購英特爾并不合理免費完整版
2024-09-25 22:15:54
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劇情簡介
在高科技與經濟交織的舞臺上:英特爾的挑戰(zhàn)與高通的收購企圖分析 近期,高通收購英特爾的消息沸沸揚揚,卻鮮少有人深入探討此舉的真正動機。難道高通出于對英特爾的熱愛,甘愿承擔如此沉重的負擔?不禁讓人思索,英特爾究竟遭遇了怎樣的困境,促使高通浮現出收購這一大膽的念頭? 回顧過去幾天,我們曾探討到英特爾的市場現狀,確實有業(yè)內人士認為,僅僅因為一份季度財報不佳,就 proclaim 出英特爾瀕臨崩潰,未免有些夸大其詞。然而,事實卻以更加驚人的發(fā)展反轉了這一觀點:傳言稱,高通不僅是主動收購者,反而是英特爾甘愿將自身出售。而對于這一系列混亂的情節(jié),不禁讓人困惑,英特爾即使面臨重創(chuàng),高通收購其究竟能獲得何種助益?二者的結合顯然無法如預想般高于二。 分析當前局勢,深思熟慮可知,竟然能夠令如此公司群體陷入困頓,其背后怎么能沒有操控者?能夠左右英特爾命運的,第一時間自是美國自身的力量。外部勢力干預,顯得不值一提。盡管眾人皆知,英特爾曾經是美國科技及制造業(yè)的璀璨明珠,但轉瞬即逝的是,眼下它的市值已低于千億,與新興企業(yè)如英偉達迥然有別。 至于英特爾的業(yè)績,彼時的數據顯示,其在2023年第二季度的財報被評價為“史上最糟糕”。收入接近2010年代中的水平,同比下降1%,凈利潤則出現16億美元的虧損。這不僅僅是階段性的波動,更是整個產業(yè)競爭加劇后的結果。美國當今內部權利斗爭激烈,企業(yè)與家庭的生存都面臨考驗,又怎能對英特爾抱有過高的期待? 針對有關美國芯片產業(yè)的諸多質疑,不由得令人深思,何以英偉達與高通能有更好表現,英特爾卻身陷泥潭?透過對比,答曰在于生產模式的差異,前者依賴于第三方代工,而后者則堅持在本土生產??蛇@看似簡單的表象,對真正的內因卻未能觸及。在令人不安的背后,是有意吞噬英特爾的勢力。 這一背景下,英特爾的業(yè)務并不如外界所言糟糕。實際上,其于數據中心CPU市場占據主導地位,盡管遭到AMD的競爭,依然維持約76%的市場份額。而在客戶端PC市場上,英特爾的市場比例更是高達79%。但即便是擁有如此強勁的市場地位,仍難以抵擋持續(xù)的市場壓力。 政界的動蕩不安,已經對美國的各個行業(yè)產生了共振效應。福特汽車的董事長比爾·福特曾直言不諱,美國汽車產業(yè)面臨的種種挑戰(zhàn),歸根結底源于政策的不穩(wěn)定性。而在此背景下,科技巨頭們如英特爾也未能逃脫輪番挑戰(zhàn)。 當我們剖析如今的技術格局,顯然是需要反思政策方向。為何高通沒有受到類似的束縛?難道他們在這場激烈的競爭中更受寵若驚?實則不然,這其中隱藏的利益規(guī)律和深層次的博弈,促成了對英特爾的設計以及不斷的爭斗。 歸結于此,能夠接手英特爾的不是單純的同行,而是潛藏在韜光養(yǎng)晦中的金融資本。金融與產業(yè)之間的博弈何其激烈,目標直指英特爾,似乎時間才是問題所在。此舉不僅不只是要買下英特爾,更是為了掌控其在全球科技產業(yè)鏈中的地位。
《分析師:高通收購英特爾并不合理免費完整版》 演員表
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