被英伟达反超之后，“不服”的英特尔开始发力_老虎社区_美港股上老虎

被英伟达反超之后，“不服”的英特尔开始发力

金十数据2023-06-19

英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了...

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。

暂无评论

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2344904364?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/71c58cd3254523a8c02e2599358c6634","is_english":false,"pubTime":"2023-06-19 17:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2344904364","market":"us","top_or_hot":-1,"title":"被英伟达反超之后，“不服”的英特尔开始发力","media":"金十数据","content":"<div>\n<p>英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=115280&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","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>被英伟达反超之后，“不服”的英特尔开始发力</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被英伟达反超之后，“不服”的英特尔开始发力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-19 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=115280&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=115280&type=news&data_type=0\">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":"LU1718418525.SGD","symbol_name":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=115280&type=news&data_type=0","article_id":"2344904364","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/71c58cd3254523a8c02e2599358c6634"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2344904364","pubTimestamp":1687167668,"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","INTC":"英特尔","BK4585":"ETF&股票定投概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4587":"ChatGPT概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4535":"淡马锡持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4579":"人工智能","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4503":"景林资产持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4551":"寇图资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0109392836.USD":"富兰克林科技股A","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4581":"高盛持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4512":"苹果概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0079474960.USD":"联博美国增长基金A","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4549":"软银资本持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4529":"IDC概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4515":"5G概念"},"translate_title":"After being overtaken by Nvidia, Intel, which is \"dissatisfied\", began to exert its strength","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ba421e012f5afc1e1e50065af653e7c9","symbols_score_info":{"INTC":0.9},"content_text":"英特尔将斥资250亿美元在以色列建厂，另外又获得了德国价值100亿欧元的建厂补贴。这家老牌芯片厂商明显开始发力了。最近，人工智能的火爆传遍了大街小巷，分析师和投资者们对科技股更是兴奋不已。吃到“红利”的AI芯片制造商英伟达和AMD市值暴涨，一夜之间占据了各大新闻头条。另一家老牌计算机厂商——英特尔也开始发力。上周，英特尔宣布在波兰建立一个价值46亿美元的半导体组装和测试工厂；周五，英特尔股价创下了14年来最佳单周表现，上涨16.1%，带动分析师和投资者进一步看多科技股。周日，以色列总理内塔尼亚胡宣布，英特尔公司计划在以色列城市Kiryat Gat斥资250亿美元，建造一个“巨大的、前所未有的”先进芯片制造厂。根据以色列财政部的一份声明，该芯片制造厂计划于2027年开业，至少运营到2035年。英特尔发言人证实公司的确“打算扩大在以色列的制造能力”，以支持首席执行官基辛格提出的“IDM 2.0”战略。6月19日，英特尔又与德国达成一项协议，获得价值100亿欧元(约合109亿美元)补贴，用于在德国东部建设半导体制造工厂。此前，英特尔同意以68亿欧元的政府援助在马格德堡市建造工厂，但由于经济因素而推迟了工厂的开工。在多重利好消息刺激下，摩根士丹利分析师Joseph Moore将英特尔的目标价从31美元上调至38美元。回顾英特尔这一路英特尔这十几年的发展之路可谓是群狼环伺。早在2009年，英特尔就达到了1,090亿美元的市值，当时的第二大芯片制造商高通公司市值为780亿美元，而台积电以520亿美元位列第三。在那时，英伟达估值仅为67亿美元，AMD也只是一家价值28亿美元的公司。转眼到了2020年初，台积电已经以3030亿美元的市值把英特尔甩在了身后，英特尔2610亿美元位居第二，而此时的英伟达也已加速追了上来，以1450亿美元紧随其后。2020年中，英特尔宣布延迟发布下一代芯片，随后英伟达市值反超英特尔。而现在，英伟达颇有后来者居上的意味，最近成为第一个加入万亿市值俱乐部的芯片制造商。但随着英特尔新任CEO基辛格（Pat Gelsinger）大刀阔斧地改革公司业务发展，推出“IDM 2.0”战略，并计划打造一个以美国和欧洲为基础核心的制造网络，减弱整个产业链对于亚洲的依赖，英特尔的未来似乎又出现了新的生机。前路未必一帆风顺不过，想要在AI领域拔得头筹并没有那么简单。就如Moore提醒道的：“英特尔确实有发展AI芯片的机会，但由于其传统服务器业务占比颇大，业务侧重点转移意味着更大的支出。要带动AI业务增长，英特尔首先需要在数据中心和CPU业务等方面扭亏为盈。”此前的疫情期间，英特尔芯片最初十分短缺，但大约一年前又出现了供应过剩，导致数据中心和CPU业务陷入亏损。就投资方面，Moore说，短期内他看好英特尔几年前收购的Habana实验室，明年可能会给英特尔带来芯片方面的实质性收入。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}