英特尔(INTC.US)跌超5%，报35.31美元。 消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、服务器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。(格隆汇)
英特尔(INTC.US)跌超5%，报35.31美元。 消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、服务器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。(格隆汇)
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