中文翻译
我不认为有人预期 $INTC 能在1-2个季度内交付所有成果。这是最不对称的多头头寸之一，因为这是一场等待游戏，且有美国政府为建立其晶圆代工厂提供的无限后盾。我会说这是对政策的多头押注，而非基本面。就时机而言，大量短期深度虚值看涨期权（OTM Calls）的情况有点令人担忧。但如果你做多未来几年，这其实并不重要。
· 个股论点
英特尔是政策驱动的非对称多头，短期期权风险不影响长期逻辑。
涉及标的： $INTC
英文原文
I don't think anyone expected $INTC to deliver everything in 1-2 quarter. It's one of the most asymmetrical longs there are, since it's a waiting game with infinite backstop from US Gov to buildout their foundry. I'd say it's a long on policy, not fundamentals. In terms of timing the amount of short term way OTM calls are a bit worrysome. But it shouldn't really matter if you're long for the next few years.