Nvidia’s purchase of a $5bn stake in Intel is not a good investment. That’s not a reflection of Intel per se. It’s perfectly possible that the US chipmaker’s shares, currently just half of their peak, could perform marvellously in the coming years. But listed businesses taking small stakes in each other is almost always a poor use of shareholders’ capital.
英伟达(Nvidia)斥资50亿美元入股英特尔(Intel)并非一笔明智的投资。这并不是对英特尔本身的否定。作为一家美国芯片制造商,英特尔的股价目前只有峰值的一半,未来几年完全可能表现亮眼。但上市公司彼此持有小额股权,几乎总是对股东资本的低效使用。
您已阅读13%(482字),剩余87%(3173字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。