上半年都没过完呢，你_老虎社区_美港股上老虎

上半年都没过完呢，你怎么知道下半年就疲软呢，如果年中ai应用市场有突破性进展下半年又来一波大的

Intel Sees Modest Upside Bias in Q1 Outlook, EPS Estimates Raised on Server Strength, UBS Says<blockquote>瑞银表示，英特尔认为第一季度前景温和上行，因服务器实力而上调每股收益预期</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":553376716006992,"tweetId":"553376716006992","gmtCreate":1776136315052,"gmtModify":1776136317565,"author":{"id":3553325405156389,"idStr":"3553325405156389","authorId":3553325405156389,"authorIdStr":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":19,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":16,"starInvestorOrderShareNum":14,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"showRor":false,"winRationPercentage":49.164678,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>上半年都没过完呢，你怎么知道下半年就疲软呢，如果年中ai应用市场有突破性进展下半年又来一波大的</body></html>","htmlText":"<html><head></head><body>上半年都没过完呢，你怎么知道下半年就疲软呢，如果年中ai应用市场有突破性进展下半年又来一波大的</body></html>","text":"上半年都没过完呢，你怎么知道下半年就疲软呢，如果年中ai应用市场有突破性进展下半年又来一波大的","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/553376716006992","repostId":2627468102,"repostType":2,"repost":{"id":"2627468102","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1776107274,"share":"https://www.laohu8.com/m/news/2627468102?lang=zh_CN&edition=full","pubTime":"2026-04-14 03:07","market":"fut","language":"en","title":"Intel Sees Modest Upside Bias in Q1 Outlook, EPS Estimates Raised on Server Strength, UBS Says<blockquote>瑞银表示，英特尔认为第一季度前景温和上行，因服务器实力而上调每股收益预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2627468102","media":"MT Newswires Live","summary":"Intel is seen with a modest upside bias to its fiscal Q1 results and full-year outlook, driven by resilient PC demand and a sharp inflection in server CPU demand, along with pricing gains of roughly 10%, UBS Securities said in a Monday note.The bank expects Q1 revenue of about $12.5 billion, above the company's guidance midpoint of $12.2 billion.UBS said stronger enterprise server demand - roughly 60% of Intel's server CPU revenue - and ongoing pricing gains are supporting near-term results, but it cautioned that weaker PC demand in the second half of 2026 could weigh on the client segment.According to the report, the bank highlighted Intel's foundry catalysts, including progress on 14A and potential customer commitments after PDK 1.0, while noting that recent partnerships and AI initiatives are sentiment-positive but not materially impactful to near-term earnings.Despite the improving outlook, UBS maintained a cautious stance on long-term earnings power, citing limits to Intel's earn","content":"<html><body> Intel (INTC) is seen with a modest upside bias to its fiscal Q1 results and full-year outlook, driven by resilient PC demand and a sharp inflection in server CPU demand, along with pricing gains of roughly 10%, UBS Securities said in a Monday note.<blockquote><html><body>瑞银证券(UBS Securities)在一份报告中表示，在PC需求弹性和服务器CPU需求急剧变化以及定价上涨约10%的推动下，英特尔(INTC)第一财季业绩和全年前景略有上行倾向。周一笔记。</body></html></blockquote>The bank expects Q1 revenue of about $12.5 billion, above the company's guidance midpoint of $12.2 billion.<blockquote>该行预计Q1营收约为125亿美元，高于该公司122亿美元的指引中值。</blockquote>UBS said stronger enterprise server demand - roughly 60% of Intel's server CPU revenue - and ongoing pricing gains are supporting near-term results, but it cautioned that weaker PC demand in the second half of 2026 could weigh on the client segment.<blockquote>瑞银表示，企业服务器需求强劲（约占英特尔服务器CPU收入的60%）以及持续的定价上涨正在支撑近期业绩，但它警告说，2026年下半年PC需求疲软可能会给客户端市场带来压力。</blockquote>According to the report, the bank highlighted Intel's foundry catalysts, including progress on 14A and potential customer commitments after PDK 1.0, while noting that recent partnerships and AI initiatives are sentiment-positive but not materially impactful to near-term earnings.<blockquote>报告称，该行强调了英特尔的代工催化剂，包括14A的进展和PDK 1.0之后的潜在客户承诺，同时指出最近的合作伙伴关系和人工智能计划对情绪积极，但不会对近期收益产生重大影响。</blockquote>Despite the improving outlook, UBS maintained a cautious stance on long-term earnings power, citing limits to Intel's earnings per share trajectory even under bullish scenarios.<blockquote>尽管前景有所改善，瑞银仍对长期盈利能力保持谨慎立场，理由是即使在看涨的情况下，英特尔的每股收益轨迹也受到限制。</blockquote>UBS maintained its neutral rating on the stock but raised its price target to $65 from $51.<blockquote>瑞银维持对该股的中性评级，但将目标价从51美元上调至65美元。</blockquote>Shares of Intel were down more than 0.8% in Monday trading.<blockquote>英特尔股价在周一交易中下跌超过0.8%。</blockquote>Price: 30.02, Change: +0.23, Percent Change: +0.76<blockquote>价格：30.02，变化：+0.23，变化百分比：+0.76</blockquote></body></html><blockquote></blockquote>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Sees Modest Upside Bias in Q1 Outlook, EPS Estimates Raised on Server Strength, UBS Says<blockquote>瑞银表示，英特尔认为第一季度前景温和上行，因服务器实力而上调每股收益预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Sees Modest Upside Bias in Q1 Outlook, EPS Estimates Raised on Server Strength, UBS Says<blockquote>瑞银表示，英特尔认为第一季度前景温和上行，因服务器实力而上调每股收益预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nMT Newswires Live \n2026-04-14 03:07\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body> Intel (INTC) is seen with a modest upside bias to its fiscal Q1 results and full-year outlook, driven by resilient PC demand and a sharp inflection in server CPU demand, along with pricing gains of roughly 10%, UBS Securities said in a Monday note.<blockquote><html><body>瑞银证券(UBS Securities)在一份报告中表示，在PC需求弹性和服务器CPU需求急剧变化以及定价上涨约10%的推动下，英特尔(INTC)第一财季业绩和全年前景略有上行倾向。周一笔记。</body></html></blockquote>The bank expects Q1 revenue of about $12.5 billion, above the company's guidance midpoint of $12.2 billion.<blockquote>该行预计Q1营收约为125亿美元，高于该公司122亿美元的指引中值。</blockquote>UBS said stronger enterprise server demand - roughly 60% of Intel's server CPU revenue - and ongoing pricing gains are supporting near-term results, but it cautioned that weaker PC demand in the second half of 2026 could weigh on the client segment.<blockquote>瑞银表示，企业服务器需求强劲（约占英特尔服务器CPU收入的60%）以及持续的定价上涨正在支撑近期业绩，但它警告说，2026年下半年PC需求疲软可能会给客户端市场带来压力。</blockquote>According to the report, the bank highlighted Intel's foundry catalysts, including progress on 14A and potential customer commitments after PDK 1.0, while noting that recent partnerships and AI initiatives are sentiment-positive but not materially impactful to near-term earnings.<blockquote>报告称，该行强调了英特尔的代工催化剂，包括14A的进展和PDK 1.0之后的潜在客户承诺，同时指出最近的合作伙伴关系和人工智能计划对情绪积极，但不会对近期收益产生重大影响。</blockquote>Despite the improving outlook, UBS maintained a cautious stance on long-term earnings power, citing limits to Intel's earnings per share trajectory even under bullish scenarios.<blockquote>尽管前景有所改善，瑞银仍对长期盈利能力保持谨慎立场，理由是即使在看涨的情况下，英特尔的每股收益轨迹也受到限制。</blockquote>UBS maintained its neutral rating on the stock but raised its price target to $65 from $51.<blockquote>瑞银维持对该股的中性评级，但将目标价从51美元上调至65美元。</blockquote>Shares of Intel were down more than 0.8% in Monday trading.<blockquote>英特尔股价在周一交易中下跌超过0.8%。</blockquote>Price: 30.02, Change: +0.23, Percent Change: +0.76<blockquote>价格：30.02，变化：+0.23，变化百分比：+0.76</blockquote></body></html><blockquote></blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","04335":"英特尔-T","INTC":"英特尔","BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4529":"IDC概念","INTW":"2倍做多INTC ETF-GraniteShares","BK4602":"量子计算概念","BK4575":"芯片概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4535":"淡马锡持仓","BK4612":"AI芯片","BK4515":"5G概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627468102","content_text":"Intel (INTC) is seen with a modest upside bias to its fiscal Q1 results and full-year outlook, driven by resilient PC demand and a sharp inflection in server CPU demand, along with pricing gains of roughly 10%, UBS Securities said in a Monday note.The bank expects Q1 revenue of about $12.5 billion, above the company's guidance midpoint of $12.2 billion.UBS said stronger enterprise server demand - roughly 60% of Intel's server CPU revenue - and ongoing pricing gains are supporting near-term results, but it cautioned that weaker PC demand in the second half of 2026 could weigh on the client segment.According to the report, the bank highlighted Intel's foundry catalysts, including progress on 14A and potential customer commitments after PDK 1.0, while noting that recent partnerships and AI initiatives are sentiment-positive but not materially impactful to near-term earnings.Despite the improving outlook, UBS maintained a cautious stance on long-term earnings power, citing limits to Intel's earnings per share trajectory even under bullish scenarios.UBS maintained its neutral rating on the stock but raised its price target to $65 from $51.Shares of Intel were down more than 0.8% in Monday trading.Price: 30.02, Change: +0.23, Percent Change: +0.76","news_type":1,"symbols_score_info":{"LINT":0.6,"INTC":1.97,"INTW":0.6,"04335":1.97}},"isVote":1,"tweetType":1,"viewCount":97,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":90,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553376716006992"}