Fred_6810
04-14
半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。 也是英特尔历史上最高价格， 但利润，市场份额，行业地位和历史最高点，不在一个水平上了。
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9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持
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</span> 看不懂</p></body></html>","text":"半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。 也是英特尔历史上最高价格， 但利润，市场份额，行业地位和历史最高点，不在一个水平上了。[难过] [难过] [难过] 看不懂","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/553539977412960","repostId":2627464201,"repostType":2,"repost":{"id":"2627464201","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1776124758,"share":"https://www.laohu8.com/m/news/2627464201?lang=zh_CN&edition=full","pubTime":"2026-04-14 07:59","market":"nz","language":"zh","title":"9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持","url":"https://stock-news.laohu8.com/highlight/detail?id=2627464201","media":"华尔街见闻","summary":"英特尔股价九连涨创历史纪录，58天累涨58%，服务器CPU提价10%、马斯克Terafab合作、14A制程节点等多重利好接踵而至。然而，瑞银分析师警告，当前估值已对应2030年乐观预期约20倍，\"上行空间相当有限\"，长期盈利能力仍存疑虑。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价正经历有史以来最强劲的连涨行情，但分析师警告，估值已趋于丰厚，进一步上行空间或受限。</p><p>周一，英特尔美股股价收涨4.52%，连续第九个交易日收红，创下有史以来最佳九连涨纪录。据道琼斯市场数据，该股在此期间累计涨幅达58.29%，过去一个月涨幅约40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e446d31096698760b246569d0a0ae6b6\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>推动此轮行情的核心驱动力，<strong>来自服务器CPU需求回暖、产品提价，以及与马斯克旗下Terafab达成的芯片制造合作协议。</strong></p><p>然而，瑞银分析师Timothy Arcuri在周一的研究报告中指出，英特尔股价目前对应2030年乐观情景共识预期约20倍，“意味着当前水平的上行空间已相当有限”。尽管如此，他仍预计该股在今年余下时间内将"偏向上行"。</p><h2 id=\"id_4277685628\">服务器CPU需求回暖，提价约10%</h2><p>Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求"具有韧性"，而服务器CPU需求正"实质性走高"。</p><p>值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作，俄亥俄晶圆厂前景受关注</h2><p>近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。</p><p>此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为"向其晶圆厂融资模式重新注入运营杠杆的重要第一步"。</p><h2 id=\"id_191718287\">14A制程节点，代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为"代工业务的关键催化剂"。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过，Arcuri在周一报告中也坦言，即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-14 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价正经历有史以来最强劲的连涨行情，但分析师警告，估值已趋于丰厚，进一步上行空间或受限。</p><p>周一，英特尔美股股价收涨4.52%，连续第九个交易日收红，创下有史以来最佳九连涨纪录。据道琼斯市场数据，该股在此期间累计涨幅达58.29%，过去一个月涨幅约40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e446d31096698760b246569d0a0ae6b6\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>推动此轮行情的核心驱动力，<strong>来自服务器CPU需求回暖、产品提价，以及与马斯克旗下Terafab达成的芯片制造合作协议。</strong></p><p>然而，瑞银分析师Timothy Arcuri在周一的研究报告中指出，英特尔股价目前对应2030年乐观情景共识预期约20倍，“意味着当前水平的上行空间已相当有限”。尽管如此，他仍预计该股在今年余下时间内将"偏向上行"。</p><h2 id=\"id_4277685628\">服务器CPU需求回暖，提价约10%</h2><p>Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求"具有韧性"，而服务器CPU需求正"实质性走高"。</p><p>值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作，俄亥俄晶圆厂前景受关注</h2><p>近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。</p><p>此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为"向其晶圆厂融资模式重新注入运营杠杆的重要第一步"。</p><h2 id=\"id_191718287\">14A制程节点，代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为"代工业务的关键催化剂"。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过，Arcuri在周一报告中也坦言，即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4555":"新能源车","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A 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ACC","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3769888","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627464201","content_text":"英特尔股价正经历有史以来最强劲的连涨行情，但分析师警告，估值已趋于丰厚，进一步上行空间或受限。周一，英特尔美股股价收涨4.52%，连续第九个交易日收红，创下有史以来最佳九连涨纪录。据道琼斯市场数据，该股在此期间累计涨幅达58.29%，过去一个月涨幅约40%。推动此轮行情的核心驱动力，来自服务器CPU需求回暖、产品提价，以及与马斯克旗下Terafab达成的芯片制造合作协议。然而，瑞银分析师Timothy Arcuri在周一的研究报告中指出，英特尔股价目前对应2030年乐观情景共识预期约20倍，“意味着当前水平的上行空间已相当有限”。尽管如此，他仍预计该股在今年余下时间内将\"偏向上行\"。服务器CPU需求回暖，提价约10%Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求\"具有韧性\"，而服务器CPU需求正\"实质性走高\"。值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。马斯克Terafab合作，俄亥俄晶圆厂前景受关注近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为特斯拉、SpaceX及xAI制造芯片。Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为\"向其晶圆厂融资模式重新注入运营杠杆的重要第一步\"。14A制程节点，代工业务关键催化剂待释放Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为\"代工业务的关键催化剂\"。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。不过，Arcuri在周一报告中也坦言，即便英特尔从Brookfield Asset Management手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。","news_type":1,"symbols_score_info":{"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":584,"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":151,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553539977412960"}
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