-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将目标股价从75美元上调至100美元，基于2028年每股收益预期，市盈率为33.3倍，高于同行及历史平均水平，以反映我们对利润率及预期增长的预期。鉴于第一季度和第二季度业绩指引好于预期，我们将2026年每股收益预期从0.70美元上调至1.05美元，2027年从1.30美元上调至1.40美元，2028年从2.64美元上调至3.00美元。我们预计英特尔的营收增长将受益于人工智能服务器领域内容份额的提升，在推理、智能体人工智能和物理人工智能等对CPU要求更高的工作负载的推动下，CPU与加速器的比例正从1:8回落至1:4甚至可能持平。这使得至强处理器产品线拥有强劲且可持续的需求，其产品线正以五年来最快的速度扩张。在客户端领域，人工智能PC目前已占客户端CPU市场的60%以上。我们也对英特尔晶圆代工业务在尖端晶圆产能短缺的情况下仍保持强劲势头感到鼓舞，埃隆·马斯克与Terafab的合作以及与谷歌的多年长期协议都为此提供了强有力的支持。英特尔18A工艺的良率表现良好。
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
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