英特尔财报前瞻:CPU缺货或提振业绩,但这可能是把“双刃剑”

华尔街见闻
Jan 20

摩根士丹利认为,供应短缺的现状将帮助英特尔在数据上超越市场预期,公司可能会在每股收益(EPS)上带来些许惊喜。但因产能不足导致的服务器CPU短缺可能是把“双刃剑”,这将损害公司长期前景:AMD正趁机夺取增量市场,而英特尔自身的产能瓶颈也削弱了外界对其代工业务的信心。随着美股财报季拉开帷幕,芯片巨头英特尔即将于1月22日周四盘后发布最新季度财报。据追风交易台,摩根士丹利1月20日发布最新报告指出,在...

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