---
title: "分析師警告英特爾的估值 ‘不合理’。建議選擇 NVIDIA、AMD、美光和博通作為替代選擇"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/290306131.md"
description: "分析師 Luria 認為英特爾的估值沒有依據，指出其市盈率與英偉達存在矛盾。他建議考慮英偉達、AMD、美光和博通等替代品。此外，蘋果手機價格上漲表明強勁的內存定價能力，而 XLF 突破其 200 日移動平均線則暗示可能會從芯片股票中進行輪換"
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)
---

# 分析師警告英特爾的估值 ‘不合理’。建議選擇 NVIDIA、AMD、美光和博通作為替代選擇

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...

### 相關股票

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

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