英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响_老虎社区_美港股上老虎

英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响

IT之家01-23

IT之家 1 月 23 日消息，据科技媒体 TechPower Up 今天报道，英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报，同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响，公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI（数据中心与人工智能事业群）和 CCG（...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

火火兔爸
·01-23
看了具体内容并没有预期的那么糟糕
回复
1
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2605447653?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-23 17:35","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2605447653","market":"us","top_or_hot":-1,"title":"英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响","media":"IT之家","content":"<div>\n<p>IT之家 1 月 23 日消息，据科技媒体 TechPower Up 今天报道，英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报，同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响，公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI（数据中心与人工智能事业群）和 CCG（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响</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英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 17:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 23 日消息，据科技媒体 TechPower Up 今天报道，英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报，同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响，公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI（数据中心与人工智能事业群）和 CCG（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b","article_id":"2605447653","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2605447653","pubTimestamp":1769160959,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI和 CCG两个部门都会受到供应限制的影响。简单来说，英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。而这些工艺节点如今会被重新分配给 DCAI 事业部，导致 CCG 部门的供给减少。不过值得注意的是，CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺，因此不会受到此次调整影响，且 Arrow Lake 等处理器实际上是在台积电生产，因此也不会受到影响。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","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","BK4575":"芯片概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4515":"5G概念","BK4612":"AI芯片","BK4209":"餐馆","BK4550":"红杉资本持仓","04335":"英特尔-T","BK4579":"人工智能","BK4588":"碎股","BK4605":"半导体精选","LU0097036916.USD":"贝莱德美国增长A2 USD","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC"},"translate_title":"Intel allocates PC processor capacity to server CPUs, Panther Lake, Arrow Lake and other products are not affected","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INTC":1.96,"04335":1.96},"content_text":"IT之家 1 月 23 日消息，据科技媒体 TechPower Up 今天报道，英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报，同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响，公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI（数据中心与人工智能事业群）和 CCG（用户端运算事业群）两个部门都会受到供应限制的影响。我们正在尽可能将更多资源转向数据中心以满足需求，但我们也不可能完全放弃普通客户市场。因此我们正在尽最大努力同时支持这两个领域，并逐步解决当前供应问题。我相信第一季度将是最低点，第二季度的供应情况会有所改善。这其中的部分挑战在于，去年第三、第四季度我们主要依赖产能供应，同时还有相当多成品库存可以消化。不过今年的情况不一样，目前的库存水平已下降至巅峰时期的 40%。简单来说，英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。而这些工艺节点如今会被重新分配给 DCAI 事业部，导致 CCG 部门的供给减少。不过值得注意的是，CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺，因此不会受到此次调整影响，且 Arrow Lake 等处理器实际上是在台积电生产，因此也不会受到影响。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":524950299004928,"gmtCreate":1769166530264,"gmtModify":1769166532458,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"htmlText":"看了具体内容并没有预期的那么糟糕","listText":"看了具体内容并没有预期的那么糟糕","text":"看了具体内容并没有预期的那么糟糕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524950299004928","repostId":2605447653,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}