异动解读|英特尔夜盘上涨3.34%,CPU再涨价10%叠加半导体板块集体走强

行情直击
Sep 08

9月8日,英特尔夜盘上涨3.34%,报99.0美元/股,成交额692.36万美元。

消息面上,供应链人士透露,英特尔PC CPU暂定10月上旬再涨价10%。自去年底以来,英特尔已多次上调CPU价格,此次涨价显示公司将拉升毛利率作为首要目标,CEO陈立武正推动战略调整,低毛利Small Core产品线或逐步退出。此外,近期多重利好持续发酵:台积电CoWoS先进封装产能紧缺,客户正转向英特尔EMIB-T方案;SK海力士考虑将HBM4E基础芯片部分交由英特尔代工;英特尔14A制程缺陷密度表现创22纳米后最佳。周末半导体板块盘前普涨,三倍做多半导体ETF(SOXL)上涨7.59%,行业情绪偏暖为个股提供支撑。

(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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