花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单_老虎社区_美港股上老虎

花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单

智通财经01-16

智通财经APP获悉，投资公司花旗集团周四上调了英特尔(INTC.US)的评级，并将美光科技(MU.US)从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。马利克进一步...

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Heinz
·01-16
花旗前两天不是看跌$英特尔(INTC)$ 呢？筹码吸够了？这种机构真是居心不良。
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P/14A工艺良率提升，在后端环节，英特尔将率先收获人工智能专用集成电路(像TPU这类)所带来的溢出效应，而后这一利好会延伸至前端代工客户领域。”尽管存在诸多积极因素，比如美国政府以投资者身份入局，且资本支出有望趋于“稳定”，但马利克指出，英特尔仍未完全走出困境。这位分析师推测，英特尔预计会将部分CPU市场份额拱手让给AMD(AMD.US)和Arm(ARM.US)，同时，个人电脑市场的疲软态势或许会引发内存价格上涨。美光科技美光科技被移出美国重点观察名单。原因是马利克指出，动态随机存取存储器(DRAM)的定价势头在第二季度相较于第一季度可能会出现“放缓”情况。马利克解释道：“美光的股价通常与季度环比的价格走势保持同步。”他还进一步表示：“不过，鉴于晶圆厂产能受限以及人工智能领域需求强劲，我们预计内存的供需平衡状态将延续至2026/27年。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":522470223897280,"gmtCreate":1768546258990,"gmtModify":1768546262433,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"40182151190748","authorIdStr":"40182151190748"},"htmlText":"花旗前两天不是看跌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 呢？筹码吸够了？这种机构真是居心不良。","listText":"花旗前两天不是看跌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 呢？筹码吸够了？这种机构真是居心不良。","text":"花旗前两天不是看跌$英特尔(INTC)$ 呢？筹码吸够了？这种机构真是居心不良。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522470223897280","repostId":2603952670,"repostType":2,"repost":{"id":"2603952670","kind":"news","pubTimestamp":1768543951,"share":"https://www.laohu8.com/m/news/2603952670?lang=zh_CN&edition=full","pubTime":"2026-01-16 14:12","market":"hk","language":"zh","title":"花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2603952670","media":"智通财经","summary":"智通财经APP获悉，投资公司花旗集团周四上调了英特尔的评级，并将美光科技从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。","content":"<html><body><p>智通财经APP获悉，投资公司花旗集团周四上调了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的评级，并将<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)从其美国重点观察名单中移除。</p><p><span>英特尔</span></p><p>英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。</p><p>马利克进一步补充道：“我们相信，随着英特尔18A - P/14A工艺良率提升，在后端环节，英特尔将率先收获人工智能专用集成电路(像TPU这类)所带来的溢出效应，而后这一利好会延伸至前端代工客户领域。”</p><p>尽管存在诸多积极因素，比如美国政府以投资者身份入局，且资本支出有望趋于“稳定”，但马利克指出，英特尔仍未完全走出困境。这位分析师推测，英特尔预计会将部分CPU市场份额拱手让给<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)和<a href=\"https://laohu8.com/S/ARM\">Arm</a>(ARM.US)，同时，个人电脑市场的疲软态势或许会引发内存价格上涨。</p><p><span>美光科技</span></p><p>美光科技被移出美国重点观察名单。原因是马利克指出，动态随机存取存储器(DRAM)的定价势头在第二季度相较于第一季度可能会出现“放缓”情况。</p><p>马利克解释道：“美光的股价通常与季度环比的价格走势保持同步。”他还进一步表示：“不过，鉴于晶圆厂产能受限以及人工智能领域需求强劲，我们预计内存的供需平衡状态将延续至2026/27年。”</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>花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-16 14:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1393744.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，投资公司花旗集团周四上调了英特尔(INTC.US)的评级，并将美光科技(MU.US)从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。马利克进一步...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1393744.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - 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