9月15日，英特尔盘中上涨3.22%，报100.22美元/股，成交额6.75亿美元。此前一个交易日，英特尔因瑞穗将目标价从109美元下调至92美元、瑞银将目标价从121美元下调至112美元，叠加AI巨头呼吁放缓研发及美国8月PPI超预期推升加息预期等多重利空共振，单日重挫逾7%至94.69美元，存在明显超跌修复需求。
消息面上，小摩指出阿斯麦拟于2028年生产逾110部EUV光刻机，英特尔料成重要客户，为其先进制程战略提供支撑。此外，英特尔此前公布的High-NA EUV晶圆处理量突破百万片、旗下Altera拟年内IPO融资超20亿美元及CPU持续涨价等中期利好仍在发酵，共同支撑股价反弹。
（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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