美股异动丨英特尔涨幅扩大至10%!赢得美国军方大单+Q4业绩即将放榜+投行“唱多”

智通财经
Jan 21

1月21日,英特尔盘初涨幅扩大至10%,消息方面:赢得美国军方大单+Q4业绩即将放榜+投行“唱多”。

消息面上,1月20日,英特尔新任政府技术副总裁James Chew宣布,英特尔公司成功赢得了一项重要的美国战争部(原国防部)合同,成为美国导弹防御局可扩展国土创新企业分层防御(SHIELD)项目的无限期交付/无限量(IDIQ)合同的芯片供应商,最高限额为1510亿美元。

此外,英特尔将于美东时间01月22日盘后发布财报。英特尔股东对公司本次财报的乐观情绪达到数季度以来的峰值,他们押注首席执行官陈立武承诺的转型计划已落地见效,同时数据中心的大规模扩建正推动市场对英特尔传统服务器芯片的强劲需求。

另外,近期有多家投行上调对英特尔的目标价,其中花旗将其目标价从29美元上调至50美元,评级则从“卖出”上调至“中性”,巴克莱将其目标价从35美元上调至45美元,Susquehanna将其目标价从40美元上调至45美元。

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