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瑞銀表示，英特爾財報後的演講顯示其全年營收有成長潛力。

-- 瑞銀證券週五在一份電子郵件報告中指出，英特爾（INTC）在財報發布後的評論表明，儘管其對下半年的展望可能較為保守，但2026年的營收仍有成長潛力。 週四晚些時候，這家晶片製造商公佈了超出預期的第一季業績，這主要得益於人工智慧驅動的對其產品需求的成長。該公司對本季也發布了樂觀的展望。 根據FactSet的會議記錄，英特爾首席財務官大衛·津斯納在周四晚些時候的財報電話會議上表示：“我們正在謹慎地規劃，預計下半年個人電腦需求將會減弱，並預計全年個人電腦銷量（總潛在市場）將下降兩位數百分比，與業內同行和專家的預期一致。” 財務長的展望意味著全年營收約580億美元，比華爾街先前的預期高出約40億美元，年增10%。瑞銀分析師（包括Timothy Arcuri）在致客戶的報告中指出。 分析師寫道：“伺服器（中央處理器）需求的快速增長使英特爾今年能夠更好地掌控自身命運，因此，即使是下半年的業績預期也可能仍然保守，實際數字仍有上升空間。” 瑞銀將英特爾股票的目標價從65美元上調至83美元，同時維持「中性」評級。 該公司股價在周五下午的交易中上漲了21%。今年迄今為止，該股已累計上漲118%。 瑞銀分析師表示：「代工方面的消息也應保持積極，因為今年稍後發布的14A量產設計套件可能會促成與英偉達(NVDA)、蘋果(AAPL)以及可能還有亞馬遜(AMZN)等公司達成一項或多項代工協議，並推出一款高端消費產品。」他們補充道：「製造業的發展基本符合我們的預期，但我們符合了市場預期的能力不足度。 Zinsner在電話會議上表示，英特爾各業務部門的短期客戶訂單模式依然「非常強勁」。他指出，過去90天裡，公司對伺服器CPU需求的預期有所改善，預計英特爾和整個產業今年的銷售量將實現兩位數成長，並補充說，這種成長勢頭預計將延續到明年。

Price: $81.22, Change: $+14.44, Percent Change: +21.62%

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