6月2日，英特尔盘中下跌3.31%，报104.38美元/股，成交额15.23亿美元。
消息面上，英伟达于6月1日台北GTC大会正式发布面向Windows PC的RTX Spark超级芯片，采用Blackwell GPU与20核Arm架构Grace CPU一体化方案，将于今秋登陆戴尔、联想、惠普等主流厂商笔记本及台式机，直接挑战英特尔在PC处理器领域数十年的主导地位。Wedbush分析师指出，英伟达此举对英特尔冲击尤为显著。此前Northland已将英特尔评级下调至与大市同步，理由为估值偏高。分析师普遍认为，英特尔股价年内累计涨幅逾200%，在遭遇新竞争格局冲击时回调风险较大。尽管英特尔同步发布了18A制程Xeon 6+处理器及年底前推出低成本AI推理芯片的计划，但市场关注度明显被英伟达抢占。
（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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