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说说你对这篇新闻的看法...
英特尔绩后遭遇近半世纪最惨烈抛售！大行下调目标价，技术派却称迎来买入良机
JINGLE_8942
2024-12-12
$Adobe(ADBE)$
看来会有比较大的回调
去老虎APP查看更多动态
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08:30","market":"fut","language":"zh","title":"英特尔绩后遭遇近半世纪最惨烈抛售！大行下调目标价，技术派却称迎来买入良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2680785619","media":"智通财经","summary":"智通财经APP获悉，英特尔公布令人失望的2026年第三季度业绩后，股价于上周五下跌超过28%。财报显示，英特尔Q3营收同比增长21%至165亿美元，调整后每股收益52美分，均高于市场预期。指引方面，英特尔预计第四季度营收为150亿至160亿美元，调整后每股收益25美分，均大幅低于预期。在英特尔公布第三季度业绩后，华尔街大行摩根大通和美银证券一同下调对该股目标价。他将英特尔的评级从“卖出”上调至“买入”。","content":"<html><head></head><body><p>英特尔(INTC.US)公布令人失望的2026年第三季度业绩后，股价于上周五下跌超过28%。财报显示，英特尔Q3营收同比增长21%至165亿美元，调整后每股收益52美分，均高于市场预期。业务板块冷热分化明显。数据中心与人工智能事业部(DCAI)成为核心增长引擎，Q3营收73.18亿美元，同比飙升78%，营业利润30.39亿美元，利润率达到41.5%。与个人电脑(PC)相关的客户端计算与物理AI事业部(CCPG)则表现疲软，营收80.97亿美元，同比下降5%，营业利润同步收缩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ea8a6fc34771508b0f9ab60355926\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>英特尔管理层表示，服务器CPU需求高涨，但供给成为最大制约，公司正通过提升工厂产能、优化良率缓解至强处理器供货紧张。该公司同时表示，预计PC市场的放缓态势至少将持续至2027年上半年。</p><p>指引方面，英特尔预计第四季度营收为150亿至160亿美元，调整后每股收益25美分，均大幅低于预期。业绩承压部分受以色列工厂爆炸事故影响，预计将导致Q4营收减少约3亿美元、毛利率下降约200个基点。该公司还将2026年资本开支预期从180亿美元上调至200亿美元，并预计2027年进一步增加。</p><p>在英特尔公布第三季度业绩后，华尔街大行摩根大通和美银证券一同下调对该股目标价。其中，摩根大通维持对英特尔“中性”评级，目标价由85美元降至80美元;美银证券则将对英特尔的评级从“买入”直接下调至“中性”，目标价由145美元砍到100美元。</p><p>不过，在Seeking Alpha平台上，仍有多位分析师上调对英特尔的评级。分析师Mike Zaccardi基于技术分析认为，此次抛售是英特尔自20世纪70年代以来最严重的一次，但也构成了一个关键的买入机会。Mike Zaccardi写道：“英特尔2026年以来的股价涨幅仍高达87%，在我看来，目前的暴跌似乎构成了一个关键的技术性买入机会。”他将英特尔的评级从“卖出”上调至“买入”。</p><p>分析师Bohdan Kucheriavyi同样上调了英特尔的评级。他指出，考虑到公司营收同比增长约21%、且调整后每股收益超出预期0.12美元，其业绩报告“表现相当不错”。不过，这位分析师还写道：“问题在于，预计第四季度的表现将明显弱于第三季度。”他因此将该股评级从“卖出”上调至“持有”。</p><p>分析师Kenio Fontes上调英特尔评级的依据，则是股价暴跌后安全边际有所改善。Kenio ">The Asian Investor也发布了类似的评级上调报告，认为英特尔股价暴跌后，其估值“已经恢复正常”，目前股价较一年前的水平低了50%。该分析师写道：“英特尔股价较过去一年约142美元的高点下跌约50%，其估值已回归至更接近这家芯片制造商历史平均水平的位置。”</p><p>不过，Seeking Alpha投资研究团队负责人Quad 7 Capital则将英特尔的评级从“持有”下调至“卖出”。该机构指出，英特尔股价仍处于一个“已经完全计入完美预期”的水平，但公司的未来表现已经开始显示出，其高企的市场预期未能得到满足。Quad 7 Capital认为：“在全年资本支出(CapEx)仍然维持高位、第四季度盈利能力迅速减弱的情况下，该股目前高企的估值溢价正变得越来越难以持续。”</p></body></html>","source":"stock_zhitongcaijing","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>英特尔绩后遭遇近半世纪最惨烈抛售！大行下调目标价，技术派却称迎来买入良机</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1516857.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4605":"半导体精选","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SOXX":"iShares费城交易所半导体ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","INT":"2倍做多INTC ETF-Corgi","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTW":"2倍做多INTC ETF-GraniteShares","BK4575":"芯片概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","QQQA":"ProShares 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SGD","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1516857.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680785619","content_text":"英特尔(INTC.US)公布令人失望的2026年第三季度业绩后，股价于上周五下跌超过28%。财报显示，英特尔Q3营收同比增长21%至165亿美元，调整后每股收益52美分，均高于市场预期。业务板块冷热分化明显。数据中心与人工智能事业部(DCAI)成为核心增长引擎，Q3营收73.18亿美元，同比飙升78%，营业利润30.39亿美元，利润率达到41.5%。与个人电脑(PC)相关的客户端计算与物理AI事业部(CCPG)则表现疲软，营收80.97亿美元，同比下降5%，营业利润同步收缩。英特尔管理层表示，服务器CPU需求高涨，但供给成为最大制约，公司正通过提升工厂产能、优化良率缓解至强处理器供货紧张。该公司同时表示，预计PC市场的放缓态势至少将持续至2027年上半年。指引方面，英特尔预计第四季度营收为150亿至160亿美元，调整后每股收益25美分，均大幅低于预期。业绩承压部分受以色列工厂爆炸事故影响，预计将导致Q4营收减少约3亿美元、毛利率下降约200个基点。该公司还将2026年资本开支预期从180亿美元上调至200亿美元，并预计2027年进一步增加。在英特尔公布第三季度业绩后，华尔街大行摩根大通和美银证券一同下调对该股目标价。其中，摩根大通维持对英特尔“中性”评级，目标价由85美元降至80美元;美银证券则将对英特尔的评级从“买入”直接下调至“中性”，目标价由145美元砍到100美元。不过，在Seeking Alpha平台上，仍有多位分析师上调对英特尔的评级。分析师Mike Zaccardi基于技术分析认为，此次抛售是英特尔自20世纪70年代以来最严重的一次，但也构成了一个关键的买入机会。Mike Zaccardi写道：“英特尔2026年以来的股价涨幅仍高达87%，在我看来，目前的暴跌似乎构成了一个关键的技术性买入机会。”他将英特尔的评级从“卖出”上调至“买入”。分析师Bohdan Kucheriavyi同样上调了英特尔的评级。他指出，考虑到公司营收同比增长约21%、且调整后每股收益超出预期0.12美元，其业绩报告“表现相当不错”。不过，这位分析师还写道：“问题在于，预计第四季度的表现将明显弱于第三季度。”他因此将该股评级从“卖出”上调至“持有”。分析师Kenio Fontes上调英特尔评级的依据，则是股价暴跌后安全边际有所改善。Kenio \">The Asian Investor也发布了类似的评级上调报告，认为英特尔股价暴跌后，其估值“已经恢复正常”，目前股价较一年前的水平低了50%。该分析师写道：“英特尔股价较过去一年约142美元的高点下跌约50%，其估值已回归至更接近这家芯片制造商历史平均水平的位置。”不过，Seeking Alpha投资研究团队负责人Quad 7 Capital则将英特尔的评级从“持有”下调至“卖出”。该机构指出，英特尔股价仍处于一个“已经完全计入完美预期”的水平，但公司的未来表现已经开始显示出，其高企的市场预期未能得到满足。Quad 7 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看来会有比较大的回调","text":"$Adobe(ADBE)$ 看来会有比较大的回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380794279616864","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":624906085643472,"gmtCreate":1793580103577,"gmtModify":1793580970596,"author":{"id":"3552619811369763","authorId":"3552619811369763","name":"JINGLE_8942","avatar":"https://static.tigerbbs.com/84102bbf7de2391ff34adc07081fe893","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552619811369763","authorIdStr":"3552619811369763"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624906085643472","repostId":"2680785619","repostType":2,"repost":{"id":"2680785619","kind":"news","pubTimestamp":1793579415,"share":"https://www.laohunote.com/m/news/2680785619?lang=zh_CN&edition=full","pubTime":"2026-11-02 08:30","market":"fut","language":"zh","title":"英特尔绩后遭遇近半世纪最惨烈抛售！大行下调目标价，技术派却称迎来买入良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2680785619","media":"智通财经","summary":"智通财经APP获悉，英特尔公布令人失望的2026年第三季度业绩后，股价于上周五下跌超过28%。财报显示，英特尔Q3营收同比增长21%至165亿美元，调整后每股收益52美分，均高于市场预期。指引方面，英特尔预计第四季度营收为150亿至160亿美元，调整后每股收益25美分，均大幅低于预期。在英特尔公布第三季度业绩后，华尔街大行摩根大通和美银证券一同下调对该股目标价。他将英特尔的评级从“卖出”上调至“买入”。","content":"<html><head></head><body><p>英特尔(INTC.US)公布令人失望的2026年第三季度业绩后，股价于上周五下跌超过28%。财报显示，英特尔Q3营收同比增长21%至165亿美元，调整后每股收益52美分，均高于市场预期。业务板块冷热分化明显。数据中心与人工智能事业部(DCAI)成为核心增长引擎，Q3营收73.18亿美元，同比飙升78%，营业利润30.39亿美元，利润率达到41.5%。与个人电脑(PC)相关的客户端计算与物理AI事业部(CCPG)则表现疲软，营收80.97亿美元，同比下降5%，营业利润同步收缩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27ea8a6fc34771508b0f9ab60355926\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>英特尔管理层表示，服务器CPU需求高涨，但供给成为最大制约，公司正通过提升工厂产能、优化良率缓解至强处理器供货紧张。该公司同时表示，预计PC市场的放缓态势至少将持续至2027年上半年。</p><p>指引方面，英特尔预计第四季度营收为150亿至160亿美元，调整后每股收益25美分，均大幅低于预期。业绩承压部分受以色列工厂爆炸事故影响，预计将导致Q4营收减少约3亿美元、毛利率下降约200个基点。该公司还将2026年资本开支预期从180亿美元上调至200亿美元，并预计2027年进一步增加。</p><p>在英特尔公布第三季度业绩后，华尔街大行摩根大通和美银证券一同下调对该股目标价。其中，摩根大通维持对英特尔“中性”评级，目标价由85美元降至80美元;美银证券则将对英特尔的评级从“买入”直接下调至“中性”，目标价由145美元砍到100美元。</p><p>不过，在Seeking Alpha平台上，仍有多位分析师上调对英特尔的评级。分析师Mike Zaccardi基于技术分析认为，此次抛售是英特尔自20世纪70年代以来最严重的一次，但也构成了一个关键的买入机会。Mike Zaccardi写道：“英特尔2026年以来的股价涨幅仍高达87%，在我看来，目前的暴跌似乎构成了一个关键的技术性买入机会。”他将英特尔的评级从“卖出”上调至“买入”。</p><p>分析师Bohdan Kucheriavyi同样上调了英特尔的评级。他指出，考虑到公司营收同比增长约21%、且调整后每股收益超出预期0.12美元，其业绩报告“表现相当不错”。不过，这位分析师还写道：“问题在于，预计第四季度的表现将明显弱于第三季度。”他因此将该股评级从“卖出”上调至“持有”。</p><p>分析师Kenio Fontes上调英特尔评级的依据，则是股价暴跌后安全边际有所改善。Kenio ">The Asian Investor也发布了类似的评级上调报告，认为英特尔股价暴跌后，其估值“已经恢复正常”，目前股价较一年前的水平低了50%。该分析师写道：“英特尔股价较过去一年约142美元的高点下跌约50%，其估值已回归至更接近这家芯片制造商历史平均水平的位置。”</p><p>不过，Seeking Alpha投资研究团队负责人Quad 7 Capital则将英特尔的评级从“持有”下调至“卖出”。该机构指出，英特尔股价仍处于一个“已经完全计入完美预期”的水平，但公司的未来表现已经开始显示出，其高企的市场预期未能得到满足。Quad 7 Capital认为：“在全年资本支出(CapEx)仍然维持高位、第四季度盈利能力迅速减弱的情况下，该股目前高企的估值溢价正变得越来越难以持续。”</p></body></html>","source":"stock_zhitongcaijing","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>英特尔绩后遭遇近半世纪最惨烈抛售！大行下调目标价，技术派却称迎来买入良机</title>\n<style 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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\">\n英特尔绩后遭遇近半世纪最惨烈抛售！大行下调目标价，技术派却称迎来买入良机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-02 08:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1516857.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔(INTC.US)公布令人失望的2026年第三季度业绩后，股价于上周五下跌超过28%。财报显示，英特尔Q3营收同比增长21%至165亿美元，调整后每股收益52美分，均高于市场预期。业务板块冷热分化明显。数据中心与人工智能事业部(DCAI)成为核心增长引擎，Q3营收73.18亿美元，同比飙升78%，营业利润30.39亿美元，利润率达到41.5%。与个人电脑(PC)相关的客户端计算与物理AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1516857.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4605":"半导体精选","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SOXX":"iShares费城交易所半导体ETF","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","INT":"2倍做多INTC ETF-Corgi","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTW":"2倍做多INTC ETF-GraniteShares","BK4575":"芯片概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","QQQA":"ProShares 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TECH OPPORTUNITY \"P\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1516857.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680785619","content_text":"英特尔(INTC.US)公布令人失望的2026年第三季度业绩后，股价于上周五下跌超过28%。财报显示，英特尔Q3营收同比增长21%至165亿美元，调整后每股收益52美分，均高于市场预期。业务板块冷热分化明显。数据中心与人工智能事业部(DCAI)成为核心增长引擎，Q3营收73.18亿美元，同比飙升78%，营业利润30.39亿美元，利润率达到41.5%。与个人电脑(PC)相关的客户端计算与物理AI事业部(CCPG)则表现疲软，营收80.97亿美元，同比下降5%，营业利润同步收缩。英特尔管理层表示，服务器CPU需求高涨，但供给成为最大制约，公司正通过提升工厂产能、优化良率缓解至强处理器供货紧张。该公司同时表示，预计PC市场的放缓态势至少将持续至2027年上半年。指引方面，英特尔预计第四季度营收为150亿至160亿美元，调整后每股收益25美分，均大幅低于预期。业绩承压部分受以色列工厂爆炸事故影响，预计将导致Q4营收减少约3亿美元、毛利率下降约200个基点。该公司还将2026年资本开支预期从180亿美元上调至200亿美元，并预计2027年进一步增加。在英特尔公布第三季度业绩后，华尔街大行摩根大通和美银证券一同下调对该股目标价。其中，摩根大通维持对英特尔“中性”评级，目标价由85美元降至80美元;美银证券则将对英特尔的评级从“买入”直接下调至“中性”，目标价由145美元砍到100美元。不过，在Seeking Alpha平台上，仍有多位分析师上调对英特尔的评级。分析师Mike Zaccardi基于技术分析认为，此次抛售是英特尔自20世纪70年代以来最严重的一次，但也构成了一个关键的买入机会。Mike Zaccardi写道：“英特尔2026年以来的股价涨幅仍高达87%，在我看来，目前的暴跌似乎构成了一个关键的技术性买入机会。”他将英特尔的评级从“卖出”上调至“买入”。分析师Bohdan Kucheriavyi同样上调了英特尔的评级。他指出，考虑到公司营收同比增长约21%、且调整后每股收益超出预期0.12美元，其业绩报告“表现相当不错”。不过，这位分析师还写道：“问题在于，预计第四季度的表现将明显弱于第三季度。”他因此将该股评级从“卖出”上调至“持有”。分析师Kenio Fontes上调英特尔评级的依据，则是股价暴跌后安全边际有所改善。Kenio \">The Asian Investor也发布了类似的评级上调报告，认为英特尔股价暴跌后，其估值“已经恢复正常”，目前股价较一年前的水平低了50%。该分析师写道：“英特尔股价较过去一年约142美元的高点下跌约50%，其估值已回归至更接近这家芯片制造商历史平均水平的位置。”不过，Seeking Alpha投资研究团队负责人Quad 7 Capital则将英特尔的评级从“持有”下调至“卖出”。该机构指出，英特尔股价仍处于一个“已经完全计入完美预期”的水平，但公司的未来表现已经开始显示出，其高企的市场预期未能得到满足。Quad 7 Capital认为：“在全年资本支出(CapEx)仍然维持高位、第四季度盈利能力迅速减弱的情况下，该股目前高企的估值溢价正变得越来越难以持续。”","news_type":1,"symbols_score_info":{"INT":0.6,"INYY":0.6,"LEGR":0.6,"FTXL":0.6,"XNTK":0.6,"AIQ":0.6,"QQQA":0.6,"DRIV":0.6,"LINT":0.6,"TTEQ":0.6,"AIS":0.6,"SOXX":0.6,"CHPS":0.6,"INTW":0.6,"INTC":1.96}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380794279616864,"gmtCreate":1734011449156,"gmtModify":1734012276708,"author":{"id":"3552619811369763","authorId":"3552619811369763","name":"JINGLE_8942","avatar":"https://static.tigerbbs.com/84102bbf7de2391ff34adc07081fe893","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552619811369763","authorIdStr":"3552619811369763"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$ </a><v-v data-views=\"0\"></v-v> 看来会有比较大的回调","listText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$ </a><v-v data-views=\"0\"></v-v> 看来会有比较大的回调","text":"$Adobe(ADBE)$ 看来会有比较大的回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380794279616864","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
