Intel is very well exposed to enterprise as well, so we have a "buy" on Intel. We have "holds" on AMD and NVIDIA because they tend to be a little bit more consumer exposed.
英特尔公司的企业电脑业绩良好,我们给英特尔股票评级定为买入,给AMD公司和恩威·迪亚(NVIDIA)定为持有,因为这两家公司偏向于消费个人电脑业务。
If you go and buy an Apple Computer, you are likely to get a CPU made by Intel, a hard drive by Seagate, a screen made by Samsung, memory by Hitachi and so on.
假设你去买苹果电脑,你可能得到的是英特尔生产的CPU, 西门子的硬盘驱动,三星制作的屏幕,日立造的存储器等等。
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