Intel's wave of supply cuts? Tell me about the latest wave information

Intel, I believe everyone is familiar with it. Almost all laptops have Intel chips, and of course, so do servers. Is an excellent global chip technology company.

Let's talk about Inspur Information first. Inspur Information is currently controlled by Shandong SASAC, which is the largest server manufacturer in China and the third in the world. The mid-year report in 2020 shows that domestic business income accounts for 83%, and foreign business income accounts for about 17%. Inspur information belongs to a big technology company. It is also the main force and beneficiary of the new national infrastructure policy.

Since June 29th, when Intel said that it temporarily stopped the supply wave, the market value of Inspur Information fluctuated greatly. It can be seen that some institutions did pull up the shipment and left, and then the stock price fell all the way.

But recently, it was reported that Intel resumed the supply wave, but its share price still fell.

There may be several reasons. First, Inspur's gross profit margin is very low. Second, chip suppliers are concentrated in Intel, which is too single. In addition, Sino-US relations have not eased and there are uncertainties.

What I want to say is that Inspur Information is an excellent enterprise. If Intel stops supplying Inspur, it will be a lose-lose, and Intel will not do so. In addition, with the US election, Sino-US relations should be greatly eased. Moreover, the country has vigorously discovered new infrastructure, and the performance of Inspur will increase substantially in the next few years.

According to the performance forecast given by some domestic brokers, the growth rate of net profit in the next three years is about 35%, and this year's forecast is1400 million profit, corresponding to a market value of 49 billion, which is underestimated by the current wave.

Finally, to sum up, an excellent technology company has a reasonable valuation and a policy to encourage direction.

Personal opinion, for reference only!