芯片股午后反弹 天数智芯(09903)涨3.68% 英特尔料CPU景气周期将延续至2028年

金吾财讯
Jul 24

金吾财讯 | 芯片股午后反弹,澜起科技(06809)涨7.38%,天数智芯(09903)涨3.68%,晶门半导体(02878)涨3.57%,中芯国际(00981)涨2.47%,兆易创新(03986)涨2.14%,华虹宏力(01347)涨2.01%,宏光半导体(06908)涨1.37%,豪威集团(00501)涨1.26%。

消息面上,英特尔(INTC)公布第二季度财报。Q2实现营收161.28亿美元,同比增长加快至25%,为近十五年来季营收最强劲增速。其中,数据中心相关业务的收入同比增长将近60%,为总营收增速的两倍多。客户计算业务部门(CCG)二季度营收同比增长13%至89亿美元,代工服务Intel Foundry二季度营收同比增长31%至58亿美元。

当地时间7月23日,英特尔发布2026财年二季度财报并召开分析师电话会,AI算力需求爆发带动公司交出十五年最强营收增速。英特尔预计,未来服务器CPU行业出货量在2026、2027年将维持高双位数增长,景气周期延续至2028年。公司CEO陈立武直白强调:“当下市场对我们所有产品的强劲需求,持续跑赢我们不断扩张的产能供给。”全球算力基础设施的大规模建设浪潮,为我们产品业务与晶圆代工业务创造巨大机遇。当前整个行业正面临史上最严峻的供应链瓶颈,先进制程逻辑芯片、硅片、内存、基板全面短缺,且这类供需紧张局面短期内难以缓解。

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