今日盘后，英特尔将发_老虎社区_美港股上老虎 - 老虎社区

今日盘后，英特尔将发布Q2财报，据分析师预测，英特尔2026年第二季度营业收入将达到144.31亿美元，同比增长12.2%。估值上看，英特尔当前市净率达4.63，为近五年较高水平。

英特尔2026年第二季度财务数据预测

英特尔近五年市净率

$英特尔(INTC)$

英特尔增发150亿跌4.1%,摊薄3%为何砸5%?

英特尔周一收跌4.06%,消息是公司要增发约150亿美元股票为AI产能建设融资。账面上的摊薄只有约3%,但盘前一度被砸下5%,反应明显过头于稀释本身——市场真正在计价的是:重资产扩张需要不断补血,而代工客户的落地节奏还没跟上这个速度。上周它刚拿下一个值得关注的代工新客户,叙事本来在转暖。当扩产要靠股权融资来养,英特尔的AI故事该按成长还是按周期估?

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

ruan_7128
07-23
ruan_7128
从7月开始就一路下跌，财报好也要跌
金银手指
07-23
金银手指
继续做空

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