异动解读｜英特尔盘中上涨3.26%，谷歌及英伟达将其纳入备选代工商

行情直击06-10 21:53

6月10日，英特尔盘中上涨3.26%，报109.63美元/股，成交额20.68亿美元。

消息面上，受台积电产能全面告急影响，谷歌已正式向英特尔下单，计划于2028年生产逾300万枚张量处理器（TPU）；英伟达亦正测试英特尔18A工艺与EMIB封装技术，用于代号Feynman的下一代GPU架构。英特尔CFO此前表示，先进封装业务需求已从数亿美元级跃升至每年数十亿美元规模，代工业务迎来重大突破窗口。华尔街机构Melius Research近日将英特尔目标价从100美元上调至150美元，核心逻辑为AI推理与智能体计算时代CPU最核心受益者叠加先进制程代工反转叙事。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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