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04-29 23:41

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英特尔再刷历史新高，月内累涨逾110%！传芯片代工业务迎多线突破

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href=\"https://laohu8.com/S/INTC\">英特尔</a>盘中涨幅扩大至10%，股价再刷历史新高，该股月内累涨逾110%。消息面上，英特尔代工业务正迎来久违的多线突破。据报道，苹果正在评估采用英特尔18A-P制程生产M系列芯片，谷歌则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，特斯拉已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21032fb72e1739119abf64ea50a8a737\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。</p><p style=\"text-align: justify;\">英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。</p><p style=\"text-align: justify;\">英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","INTW":"2倍做多INTC ETF-GraniteShares","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","INTC":"英特尔","BK4585":"ETF&股票定投概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LINT":"Direxion Daily INTC Bull 2X ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","LU2931357623.SGD":"MANULIFE GF GLOBAL 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AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":1.5,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":558881160414288,"gmtCreate":1777477297456,"gmtModify":1777480471141,"author":{"id":"4217388927053962","authorId":"4217388927053962","name":"无聊刷刷","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4217388927053962","idStr":"4217388927053962"},"themes":[],"title":"","htmlText":"毫无道理可言","listText":"毫无道理可言","text":"毫无道理可言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558881160414288","repostId":"1135345728","repostType":2,"repost":{"id":"1135345728","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1777474800,"share":"https://www.laohu8.com/m/news/1135345728?lang=zh_CN&edition=full","pubTime":"2026-04-29 23:00","market":"us","language":"zh","title":"英特尔再刷历史新高，月内累涨逾110%！传芯片代工业务迎多线突破","url":"https://stock-news.laohu8.com/highlight/detail?id=1135345728","media":"老虎资讯综合","summary":"4月29日，$英特尔(INTC)$续涨逾3%，股价再刷历史新高，该股月内累涨近100%。","content":"<html><head></head><body><p>4月29日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘中涨幅扩大至10%，股价再刷历史新高，该股月内累涨逾110%。消息面上，英特尔代工业务正迎来久违的多线突破。据报道，苹果正在评估采用英特尔18A-P制程生产M系列芯片，谷歌则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，特斯拉已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21032fb72e1739119abf64ea50a8a737\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。</p><p style=\"text-align: justify;\">英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。</p><p style=\"text-align: justify;\">英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”</p></body></html>","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>英特尔再刷历史新高，月内累涨逾110%！传芯片代工业务迎多线突破</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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\">\n英特尔再刷历史新高，月内累涨逾110%！传芯片代工业务迎多线突破\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-29 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月29日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘中涨幅扩大至10%，股价再刷历史新高，该股月内累涨逾110%。消息面上，英特尔代工业务正迎来久违的多线突破。据报道，苹果正在评估采用英特尔18A-P制程生产M系列芯片，谷歌则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，特斯拉已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21032fb72e1739119abf64ea50a8a737\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。</p><p style=\"text-align: justify;\">英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。</p><p style=\"text-align: justify;\">英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4543":"AI","BK4527":"明星科技股","BK4512":"苹果概念","INTW":"2倍做多INTC ETF-GraniteShares","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","INTC":"英特尔","BK4585":"ETF&股票定投概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LINT":"Direxion Daily INTC Bull 2X ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","LU2931357623.SGD":"MANULIFE GF GLOBAL 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AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":1.5,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}