第一:AI推理重塑C_老虎社区_美港股上老虎 - 老虎社区

第一:AI推理重塑CPU价值：行业逻辑从“模型训练”向“推理部署”切换，CPU作为“算力调度者”的地位重获认可。英特尔数据中心与AI业务（DCAI）收入同比大增22%至51亿美元，其中至强服务器CPU供不应求的局面已延伸至2027年。

第二:产能与技术突破：AI相关业务已占总营收60%。公司努力扩大产能，且其在18A（良率每月提升7%-8%）和更先进的14A工艺上的进展，增强了市场信心。

我估计短期会涨到100吧

英特尔绩后拉涨！股价看至？

芯片指数涨近2%，连涨17日、再创最长连涨纪录，季度业绩和指引强劲的德州仪器涨19%，一季度营收和二季度指引均优于预期的英特尔盘后一度涨超20%。【英特尔绩后股价持续飙升，股价能突破$100吗？现在你的操作策略是？】

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Liang0020
04-24
Liang0020
英特尔这次确实给力，CPU的价值又被看到了。

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