金吾财讯 | 英特尔（INTC）盘前股价扬升1.38%，暂报101.19美元。消息面上，软银集团新近披露的2027年第一财季业绩报告显示，公司当季净利润同比下降18%至3473亿日元（约合240亿美元），但仍远超此前市场预期，主要得益于对英特尔的投资——持有的英特尔股票，该项投资贡献了1.33万亿日元（约合85亿美元）收益，成为抵消其他拖累因素的关键缓冲。另一消息面上，联发科近日明确表示，英特尔EMIB（嵌入式多芯片互连桥接）先进封装技术的良率“已达到非常不错的水准”。Wedbush分析师对此分析指，联发科的评论“进一步验证了英特尔在封装领域的进展”，并可能意味着谷歌（GOOGL）的TPU订单已近在咫尺。
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