富国银行警示中国市场流失风险给予英特尔(INTC.US)“持股观望”评级

智通财经2025-04-18

智通财经APP获悉，中美芯片战再掀波澜，美国富国银行最新报告直指英特尔(INTC.US)本土扩产战略暗藏隐患——其美国本土生产的芯片可能面临中国高达84%的报复性关税，而竞争对手通(QCOM.US)和AMD(AMD.US)等通过台积电(TSM.US)代工的芯片却有望豁免。对此，富国银行给予英特尔“持股观望”评级，目标价25美元。这场关税风暴的症结在于原产地认定规则。中国半导体行业协会(CSIA)...

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富国银行警示中国市场流失风险 给予英特尔(INTC.US)“持股观望”评级

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富国银行警示中国市场流失风险给予英特尔(INTC.US)“持股观望”评级