半导体行top20，_老虎社区_美港股上老虎 - 老虎社区

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Fred_6810
04-14

半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。也是英特尔历史上最高价格，但利润，市场份额，行业地位和历史最高点，不在一个水平上了。[难过] [难过] [难过] 看不懂

9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持

英特尔股价九连涨创历史纪录，58天累涨58%，服务器CPU提价10%、马斯克Terafab合作、14A制程节点等多重利好接踵而至。然而，瑞银分析师警告，当前估值已对应2030年乐观预期约20倍，"上行空间相当有限"，长期盈利能力仍存疑虑。

9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持

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<span>[难过]&nbsp;</span> 看不懂</p></body></html>","text":"半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。 也是英特尔历史上最高价格， 但利润，市场份额，行业地位和历史最高点，不在一个水平上了。[难过] [难过] [难过] 看不懂","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/553539977412960","repostId":2627464201,"repostType":2,"repost":{"id":"2627464201","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1776124758,"share":"https://www.laohu8.com/m/news/2627464201?lang=zh_CN&edition=full","pubTime":"2026-04-14 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id=\"id_4277685628\">服务器CPU需求回暖，提价约10%</h2><p>Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求&#34;具有韧性&#34;，而服务器CPU需求正&#34;实质性走高&#34;。</p><p>值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作，俄亥俄晶圆厂前景受关注</h2><p>近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。</p><p>此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为&#34;向其晶圆厂融资模式重新注入运营杠杆的重要第一步&#34;。</p><h2 id=\"id_191718287\">14A制程节点，代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为&#34;代工业务的关键催化剂&#34;。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过，Arcuri在周一报告中也坦言，即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。</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>9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-14 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价正经历有史以来最强劲的连涨行情，但分析师警告，估值已趋于丰厚，进一步上行空间或受限。</p><p>周一，英特尔美股股价收涨4.52%，连续第九个交易日收红，创下有史以来最佳九连涨纪录。据道琼斯市场数据，该股在此期间累计涨幅达58.29%，过去一个月涨幅约40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e446d31096698760b246569d0a0ae6b6\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>推动此轮行情的核心驱动力，<strong>来自服务器CPU需求回暖、产品提价，以及与马斯克旗下Terafab达成的芯片制造合作协议。</strong></p><p>然而，瑞银分析师Timothy Arcuri在周一的研究报告中指出，英特尔股价目前对应2030年乐观情景共识预期约20倍，“意味着当前水平的上行空间已相当有限”。尽管如此，他仍预计该股在今年余下时间内将&#34;偏向上行&#34;。</p><h2 id=\"id_4277685628\">服务器CPU需求回暖，提价约10%</h2><p>Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求&#34;具有韧性&#34;，而服务器CPU需求正&#34;实质性走高&#34;。</p><p>值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作，俄亥俄晶圆厂前景受关注</h2><p>近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。</p><p>此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为&#34;向其晶圆厂融资模式重新注入运营杠杆的重要第一步&#34;。</p><h2 id=\"id_191718287\">14A制程节点，代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为&#34;代工业务的关键催化剂&#34;。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过，Arcuri在周一报告中也坦言，即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"BK4604":"机器人概念","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","INTC":"英特尔","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4575":"芯片概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF 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34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为\"向其晶圆厂融资模式重新注入运营杠杆的重要第一步\"。14A制程节点，代工业务关键催化剂待释放Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为\"代工业务的关键催化剂\"。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。不过，Arcuri在周一报告中也坦言，即便英特尔从Brookfield Asset Management手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。","news_type":1,"symbols_score_info":{"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":284,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":151,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}