[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio851789ac":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio851789ac","英特尔(INTC)绩前Wedbush唱多：Q2业绩料表现强劲-但市场情绪仍是最大变数","\u002Fdoc\u002Fdcio851789ac","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，美国老牌芯片制造巨头英特尔(INTC)将于美东时间7月23日美股盘后公布第二季度财报。对此，投行Wedbush表示，英特尔预计将交出“强劲”业绩，但投资者情绪仍是一个巨大的不确定因素。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Wedbush分析师马特·布赖森在给客户的一份报告中写道“随着营收和利润率看起来都将轻松超过第二季度预期，同时第三季度也可能出现类似情况(公司此前再次实施裁员计划后，第三季度或将受益于运营费用下降)，我们认为市场对业绩预期将出现明显上调。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">但同时，他补充称“然而，正如我们在台积电身上看到的那样，即使业绩大幅超预期、并且销售增长重新加速，也不足以抵消半导体\u002F硬件板块遭遇的抛售压力。而这种抛售源于一些看似模糊的担忧，包括中国在人工智能领域取得进展、整体经济担忧(美伊冲突升级、通胀对未来美国利率政策的影响)，以及数据中心支出问题(超大规模云计算企业的投资回报率、数据中心项目延期等)。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“虽然英特尔可能在应对其中至少一个担忧方面具备更好的定位，但由于英特尔当前估值明显高于历史平均水平、也高于行业竞争对手，我们认为它可能更容易受到更广泛市场波动的影响(不像台积电或英伟达等公司)。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">展望即将公布的财报，布赖森认为，数据中心业务可能将成为推动英特尔季度业绩增长的主要动力，预计该业务销售额将环比增长10%、同比增长40%。他表示，由于该季度平均销售价格(ASP)实现两位数百分比增长，公司也可能受益于定价能力增强。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">布赖森进一步指出“随着英特尔提高18A制程节点的个人电脑CPU产量，并借此将旧制程产能转向支持服务器业务增长，生产方面可能获得一定程度的增量提升。因此，我们认为服务器业务有望超过我们的营收预期。”类似的情况也可能出现在PC处理器业务中。尽管销售表现弱于预期，但产品定价仍然保持强劲。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">布赖森解释称“此外，这一定价趋势也应该会延续至第三季度(我们再次预计该季度将实现小幅增长)，这使得我们认为英特尔超过营收预期的可能性更高，而不是令人失望。”最后，布赖森预计，由于上述定价能力增强，英特尔利润率表现将“远高于此前预期”，并且这一趋势可能还会持续数个季度。布赖森给予英特尔“中性”评级，目标价为95美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FI\u002FINTC\u002FINTC.jpg","2026-07-21T18:53:24","2026.07.21","2026\u002F07\u002F21",31929,[22],"INTC","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]