英特尔(INTC)盘前涨2.73% 机构指上调价格亦不改受益于全球CPU超级需求周期的长期逻辑

金吾财讯07-09 19:06

金吾财讯 | 英特尔(INTC)盘前扬升2.73%，最新报113.25美元。消息面上，东吴证券新近研究表示，Agentic AI的规模化落地彻底重构了CPU算力需求，打破了传统AI场景下CPU辅助、GPU主导的算力格局，带来全球CPU超级需求周期。而英特尔作为全球CPU巨头亦受益于该需求周期的爆发。此外， Wedbush最新研报也坚定唱多英特尔。该机构认为，受 AI 算力扩张带动服务器芯片供需失衡，英特尔若于本季度再度上调处理器标价，市场需求基本不会出现明显萎缩。Wedbush 分析师 Matt Bryson表示，当前行业服务器 CPU 供货缺口持续存在，交付周期拉长，英特尔拥有充足的提价空间。分析师表明，供需基本面是支撑涨价的核心逻辑，AI Agent、企业算力改造双重需求推高服务器 CPU 采购量，行业整体产能释放节奏跟不上订单增速，头部云厂商、政企客户备货意愿较强，价格弹性承压能力显著高于消费 PC 市场，而涨价可直接改善英特尔数据中心业务毛利率，对冲先进制程高额资本开支压力。中长期维度，Wedbush 仍看好英特尔 x86 服务器芯片在混合 AI 算力架构中的刚需地位；短期需跟踪 OEM 厂商订单变化、下游 PC 与服务器整机出货数据，验证涨价对需求的实际冲击幅度。

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