2026年1月23日美股开盘英特尔大跌及相关市场动态 - 老虎社区

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- HeinzHeinz
  ·01-26
  花旗这两周上蹿下跳调3次了吧[你懂的] 花猴子🐒
  大行评级｜花旗：下调英特尔目标价至48美元，维持“中性”评级
  花旗发表研报指，英特尔上季业绩胜于预期，但由于内部供应限制，导致毛利率下滑，致使今年首季指引低于市场预期，触发该股股价下跌。该行认为，由于AI带动的通用服务器CPU升级需求强劲，如果英特尔的供应不受限
  大行评级｜花旗：下调英特尔目标价至48美元，维持“中性”评级
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- HeinzHeinz
  ·01-26
  花旗这两周上蹿下跳调3次了吧[你懂的] 花猴子🐒
  大行评级｜花旗：下调英特尔目标价至48美元，维持“中性”评级
  花旗发表研报指，英特尔上季业绩胜于预期，但由于内部供应限制，导致毛利率下滑，致使今年首季指引低于市场预期，触发该股股价下跌。该行认为，由于AI带动的通用服务器CPU升级需求强劲，如果英特尔的供应不受限
  大行评级｜花旗：下调英特尔目标价至48美元，维持“中性”评级
  396 评论
  1
  分享
  举报

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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗发表研报指，英特尔上季业绩胜于预期，但由于内部供应限制，导致毛利率下滑，致使今年首季指引低于市场预期，触发该股股价下跌。该行认为，由于AI带动的通用服务器CPU升级需求强劲，如果英特尔的供应不受限制，其销售额本可超越季节性表现。基于毛利率下滑，该行将其目标价由50美元下调至48美元，维持“中性”评级。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4602":"量子计算概念","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU1201861249.SGD":"Natixis Harris 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