8月3日，英特尔盘中下跌4.2%，报86.50美元/股，成交额11.84亿美元。
消息面上，费城半导体指数盘中整体走弱，美光科技跌5.11%、SK海力士跌5.19%、AMD跌3.75%，半导体板块系统性承压。此前英特尔于7月30日至31日因罕见开放x86知识产权及代工业务预期改善，股价自低位连续反弹累计涨幅超10%，当前回调具有技术性消化特征。基本面方面，英特尔Q2营收161亿美元同比增25%，数据中心与AI业务营收同比增59%，但市场对关税风险及AI芯片赛道竞争加剧仍存担忧。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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