卧槽， amd，英_老虎社区_美港股上老虎 - 老虎社区

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Fred_6810
07-15

卧槽， amd，英伟达，台积电，特斯拉，google，三星，... 和谁没搞过。

把老古董产品线拿出来充数，你认为为啥？

英特尔已与多家科技巨头达成合作，盘前股价上涨2.64% KeyBanc将其目标价提升至155美元

金吾财讯 | 英特尔周三盘前股价上涨2.64%。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先三星 SF2 工艺 50% 至 60% 的良率。制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。金融机构KeyBanc将其目标股价从110美元提升至155美元。

英特尔已与多家科技巨头达成合作，盘前股价上涨2.64% KeyBanc将其目标价提升至155美元

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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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英特尔已与多家科技巨头达成合作，盘前股价上涨2.64%  KeyBanc将其目标价提升至155美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-15 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）周三盘前股价上涨2.64%。</p><p>据悉，当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2NjYTVjM2E3MDRjYTFiZmZmYzMyZjE2M2IwN2QyMTcwMjk2NTYxMTQ=.png","relate_stocks":{"AIQ":"Global X Artificial Intelligence & Technology ETF","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4575":"芯片概念","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","BK4543":"AI","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4554":"元宇宙及AR概念","XNTK":"SPDR NYSE Technology ETF","BK4534":"瑞士信贷持仓","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4535":"淡马锡持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LINT":"Direxion Daily INTC Bull 2X ETF","TTEQ":"T. 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