---
title: "分析师警告英特尔的估值 ‘不合理’。建议选择 NVIDIA、AMD、美光和博通作为替代选择"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/290306131.md"
description: "分析师 Luria 认为英特尔的估值没有依据，指出其市盈率与英伟达存在矛盾。他建议考虑英伟达、AMD、美光和博通等替代品。此外，苹果手机价格上涨表明强劲的内存定价能力，而 XLF 突破其 200 日移动平均线则暗示可能会从芯片股票中进行轮换"
datetime: "2026-06-19T17:59:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/290306131.md)
  - [en](https://longbridge.com/en/news/290306131.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/290306131.md)
---

# 分析师警告英特尔的估值 ‘不合理’。建议选择 NVIDIA、AMD、美光和博通作为替代选择

Quick ReadLuria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors cannot rationally hold at the same time.Apple raising handset prices signals sticky memory pricing power, while XLF breaking its 200-day moving average flags a potential rotation away from chip stocks.Are you ahead, or behind on retireme...

### 相关股票

- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [INTC.US](https://longbridge.com/zh-CN/quote/INTC.US.md)
- [04335.HK](https://longbridge.com/zh-CN/quote/04335.HK.md)
- [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md)
- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [07788.HK](https://longbridge.com/zh-CN/quote/07788.HK.md)
- [LINT.US](https://longbridge.com/zh-CN/quote/LINT.US.md)
- [NVDD.US](https://longbridge.com/zh-CN/quote/NVDD.US.md)
- [XLF.US](https://longbridge.com/zh-CN/quote/XLF.US.md)
- [AMDL.US](https://longbridge.com/zh-CN/quote/AMDL.US.md)
- [NVDS.US](https://longbridge.com/zh-CN/quote/NVDS.US.md)
- [INTW.US](https://longbridge.com/zh-CN/quote/INTW.US.md)
- [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [AMDD.US](https://longbridge.com/zh-CN/quote/AMDD.US.md)
- [NVDO.US](https://longbridge.com/zh-CN/quote/NVDO.US.md)
- [INYY.US](https://longbridge.com/zh-CN/quote/INYY.US.md)
- [NVDB.US](https://longbridge.com/zh-CN/quote/NVDB.US.md)
- [AMUU.US](https://longbridge.com/zh-CN/quote/AMUU.US.md)
- [07388.HK](https://longbridge.com/zh-CN/quote/07388.HK.md)
- [NVD.US](https://longbridge.com/zh-CN/quote/NVD.US.md)
- [NVDG.US](https://longbridge.com/zh-CN/quote/NVDG.US.md)
- [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [NVDY.US](https://longbridge.com/zh-CN/quote/NVDY.US.md)
- [NVDW.US](https://longbridge.com/zh-CN/quote/NVDW.US.md)
- [NVYY.US](https://longbridge.com/zh-CN/quote/NVYY.US.md)
- [NYYY.US](https://longbridge.com/zh-CN/quote/NYYY.US.md)
- [DIPS.US](https://longbridge.com/zh-CN/quote/DIPS.US.md)
- [09388.HK](https://longbridge.com/zh-CN/quote/09388.HK.md)
- [MAGX.US](https://longbridge.com/zh-CN/quote/MAGX.US.md)
- [NVDQ.US](https://longbridge.com/zh-CN/quote/NVDQ.US.md)
- [AMDG.US](https://longbridge.com/zh-CN/quote/AMDG.US.md)
- [DAMD.US](https://longbridge.com/zh-CN/quote/DAMD.US.md)
- [AMDY.US](https://longbridge.com/zh-CN/quote/AMDY.US.md)
- [AMDW.US](https://longbridge.com/zh-CN/quote/AMDW.US.md)
- [FAS.US](https://longbridge.com/zh-CN/quote/FAS.US.md)
- [FAZ.US](https://longbridge.com/zh-CN/quote/FAZ.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md)
- [AVGO.US](https://longbridge.com/zh-CN/quote/AVGO.US.md)
- [AAPL.US](https://longbridge.com/zh-CN/quote/AAPL.US.md)
- [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md)

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