花旗指出,若供应无虞,四季度销售额本应更高。核心矛盾在于供应不足掩盖了真实需求,关键转折点需待2026年下半年:届时18A制程良率有望达到行业标准,且客户可能做出坚定的供应商决定。英特尔最新发布的财报呈现出明显的割裂局面:尽管第四季度业绩超出预期,但由于当前季度指引疲软,引发了市场的抛售潮。华尔街分析师普遍认为,供应受限是导致指引不及预期的核心原因,这一因素暂时掩盖了人工智能驱动下强劲的市场需求。...
Source Link花旗指出,若供应无虞,四季度销售额本应更高。核心矛盾在于供应不足掩盖了真实需求,关键转折点需待2026年下半年:届时18A制程良率有望达到行业标准,且客户可能做出坚定的供应商决定。英特尔最新发布的财报呈现出明显的割裂局面:尽管第四季度业绩超出预期,但由于当前季度指引疲软,引发了市场的抛售潮。华尔街分析师普遍认为,供应受限是导致指引不及预期的核心原因,这一因素暂时掩盖了人工智能驱动下强劲的市场需求。...
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