[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe65fdf9a":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe65fdf9a","传10月PC-CPU再提价10%，投行Northland上调英特尔(INTC)评级至“跑赢大盘”：服务器短缺赋予定价权","\u002Fdoc\u002Fdcioe65fdf9a","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，投行Northland Securities将英特尔(INTC)评级从“与大盘同步”上调至“跑赢大盘”，最新目标价120美元。此前据供应链人士透露，英特尔PC用CPU预计于2026年10月5日再度提价约10%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>受产品提价传闻的刺激，英特尔股价在盘前交易中涨超5%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师古斯·理查德表示该公司在其转型进程中取得了“实质性进展”。他还指出，英特尔可能会继续受益于持续存在的服务器 CPU 短缺。此外，英特尔与特斯拉在 Terafab 半导体项目上的合作将为其代工业务带来“重大利好”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>供应链人士透露，2026年10月5日，英特尔PC CPU预计将再度涨价10%。与此同时，毛利率偏低的小核产品线或将启动停产退市(EOL)。通过砍掉低毛利产品优化盈利结构，是英特尔CEO陈立武本轮战略调整的核心思路。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>自2025年底起，因整体成本飙升，英特尔PC端CPU价格持续上调。其于2026年一季度上调约10%，7月又针对部分消费级、服务器CPU调价，单颗涨幅从数十美元至上千美元不等。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>业内机构预估，2026年全球PC出货量约2.6亿台，2027年或将小幅回落至2.5亿台。核心原因并非PC需求大幅下滑，而是内存、PCB等零部件近期涨价明显，终端整机成本压力持续累积。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>2026年PC厂商手里还有一部分低价老库存，可以消化零部件涨价带来的压力，终端整机涨价幅度有限；但到2027年，采用新一轮高价零部件的产品将批量投产，PC涨价压力会进一步凸显，有可能压制用户换机意愿。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在2027年PC终端市场预期小幅走弱的背景下，英特尔依然选择上调CPU价格，足以说明拉升毛利率是第一优先级，过去依靠降价抢占市场份额的策略已经不再适用。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>业界透露，英特尔若缩减低毛利小核产品线，受到影响的未必是主流PC，而是工业电脑(IPC)、物联网(IoT)及嵌入式等长生命周期市场。这些需求一旦释放，高通、联发科等Arm阵营厂商有望借机切入，尤其在IPC、边缘运算及IoT市场，ArmSoC具备高整合度及低功耗优势。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>服务器CPU业务“更棘手” 产能持续紧张\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最新报道指出，对比PC CPU业务，服务器CPU才是英特尔当下更棘手的板块，英特尔正面临服务器CPU的持续短缺，该公司管理层此前预判，2026-2028服务器CPU出货维持双位数高增长，景气周期延续至2028年。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>供应链指出，目前英特尔自有晶圆厂产能优先供给服务器CPU，这块业务毛利率也高于台积电代工部分。即便如此，服务器CPU依旧产能紧张，挤占了PC CPU产能。如果英特尔想要进一步做大服务器CPU业务，或将部分订单交给台积电代工。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Wedbush证券分析师马特•布赖森此前表示，服务器CPU的持续短缺使英特尔拥有提价而不伤及需求的定价弹性。他表示，当前关键问题并非英特尔能否提价，而是涨价落在哪个环节。鉴于服务器芯片占英特尔业务比重更大，若涨价普遍落地，则意味着英特尔多年来首次重获定价权，折射出供给紧张格局。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FI\u002FINTC\u002FINTC.jpg","2026-09-09T13:08:53","2026.09.09","2026\u002F09\u002F09",34110,[22],"INTC","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]