美對沖基金Third Point看好英特爾長遠前景 喜好保誠(02378.HK)
《路透》報道,美國對沖基金Third Point創辦人Daniel Loeb在致函投資者的信件中,表明長期看好半導體生產商英特爾(Intel)(INTC.US),認為英特爾所擁有的資源在業界無可匹敵。他在信中稱讚英特爾新任行政總裁Pat Gelsinger,指Gelsinger有能力激勵英特爾員工,並整合人力、財政及知識產權資源。
Loeb亦看好保誠(02378.HK),認為其亞洲業務顯著被低估,又指管理層正採取正面步驟。
他亦表明不會參與沽空已被多人看淡的企業,指稱他們避免對流動性有限及有大量淡倉的股份進行沽空。
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