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英特尔日内回落2.33%,但Q2财报意外亮眼——AI驱动的需求推动销售增速创十年新高,盘后一度跳涨。管理层称与AMD一样在代工与产品端"重获多年未有的议价筹码",被视为传统芯片龙头借AI周期翻身的信号。不过毛利修复与先进制程放量仍需验证。当市场愿意重新给英特尔讲成长故事,这轮反转能走多远?

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