以下是海豚投研整理的关于$英特尔(INTC.US)2025 年第二季度的财报电话会纪要,财报解读请移步《英特尔:大裁员后,美式 “中芯” 就是好终局?》一、英特尔财报核心信息回顾1. 市场情况: Q2 市场整体正常运转,核心需求驱动力显现:a. 客户端:Windows 10 停止服务 + 疫情期设备老化,推动 PC 需求;AI PC 占比提升。b. 服务器:超大规模企业与普通企业更新 CPU,偏好...
Source Link以下是海豚投研整理的关于$英特尔(INTC.US)2025 年第二季度的财报电话会纪要,财报解读请移步《英特尔:大裁员后,美式 “中芯” 就是好终局?》一、英特尔财报核心信息回顾1. 市场情况: Q2 市场整体正常运转,核心需求驱动力显现:a. 客户端:Windows 10 停止服务 + 疫情期设备老化,推动 PC 需求;AI PC 占比提升。b. 服务器:超大规模企业与普通企业更新 CPU,偏好...
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