英特尔前景好不好？绩后华尔街现分歧

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英特尔前景好不好？绩后华尔街现分歧

智通财经2021-07-24

美东时间7月22日美股盘后，英特尔公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。数据显示，在GAAP会计准则下，该公司Q2营收196.31亿美元，上年同期为197.28亿美元，同比下滑0.49%;净利润50.61亿美元，上年同期为51.05亿美元，同比下滑0.86%。其中，备受关注的数据中心业务持续疲软，营收同比下降9%...

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JKY5978
·2021-07-25
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Curtis将英特尔目标价由58美元下调至50美元，维持“减持”评级。Curtis表示，虽然该公司第二季度超预期的业绩是积极的，但数据中心业务仍然乏力，同时，该公司提供的业绩指引也暗示了其增长空间有限。该分析师称，在PC业务好转、芯片制程处于困境，代工战略意义不大的情况下，对该公司管理层的乐观前景表示怀疑。\nBenchmark分析师David Williams维持英特尔“持有”评级，并称该公司核心业务面临持续的竞争挑战。Williams指出，尽管英特尔第二季度业绩超出预期，但考虑到整个半导体供应链的市场需求，该公司的增长不应令人惊讶。该分析师认为，整体市场强劲预示着AMD(AMD.US)前景良好，继续看好AMD的市场份额增长和竞争优势。\n瑞穗分析师Vijay Rakesh将英特尔目标价由72美元下调至70美元，维持“买入”评级。Rakesh表示，该公司公布了“稳健”的季度业绩，并上调了全年指引。虽然英特尔面临“多重挑战”，但通过新管理层、新处理器Ice Lake和Sapphire Rapids以及代工业务，英特尔在2021年下半年仍有望取得优异表现。\n花旗分析师Christopher Danely将英特尔目标价由60美元下调至57美元，维持“中性”评级。Danely表示，在数据中心业务的带动下，该公司第二季度表现“强劲”。该分析师认为，虽然英特尔上调了2021年全年营收和盈利指引，但这是因为第二季度收入的增长和税收的降低。Danely预计，公司的利润压力将持续下去，而PC终端市场的减速将加剧压力。\nRoth Capital分析师Suji Desilva将英特尔目标价由65美元下调至60美元，维持“中性”评级。Desilva表示，英特尔公布第二季度每股收益和营收高于市场预期，反映出尽管制造业供应紧张，但数据中心和客户的需求和复苏势头强劲。该分析师预计，下半年的需求势头仍将持续，但将被持续的供应紧张所抵消。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":177000493,"gmtCreate":1627157459212,"gmtModify":1703484814783,"author":{"id":"4089280222525550","authorId":"4089280222525550","name":"JKY5978","avatar":"https://static.tigerbbs.com/77c9fa687242b96d1012a7576ce913dd","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177000493","repostId":2153698973,"repostType":4,"repost":{"id":"2153698973","pubTimestamp":1627089666,"share":"https://www.laohu8.com/m/news/2153698973?lang=&edition=full","pubTime":"2021-07-24 09:21","market":"us","language":"zh","title":"英特尔前景好不好？绩后华尔街现分歧","url":"https://stock-news.laohu8.com/highlight/detail?id=2153698973","media":"智通财经","summary":"美东时间7月22日美股盘后，英特尔公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。\n数据显示，在GAAP会计准则下，该公司Q2","content":"<p>美东时间7月22日美股盘后，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。</p>\n<p>数据显示，在GAAP会计准则下，该公司Q2营收196.31亿美元，上年同期为197.28亿美元，同比下滑0.49%;净利润50.61亿美元，上年同期为51.05亿美元，同比下滑0.86%。其中，备受关注的数据中心业务持续疲软，营收同比下降9%至64.55亿美元。</p>\n<p>展望未来，该公司预计，在GAAP会计准则下，2021年第三季度营收191亿美元，每股收益1.08美元，毛利率53%；上调2021年全年业绩指引，预计全年营收776亿美元，每股收益4.09美元，毛利率54.2%。</p>\n<p>以下是各投行观点：</p>\n<p><b>Truist分析师William Stein将英特尔目标价由69美元下调至60美元，维持“持有”评级。</b>该分析师表示，英特尔第二季度业绩“稳健”，但该公司在技术方面的投资拖累了其中期每股收益前景。不过，Stein补充道，对英特尔而言，最好的消息是其在新技术方面的进展，如领先的7nm制程工艺、代工产能等。</p>\n<p><b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Joseph Moore将英特尔目标价由72美元下调至70美元，维持“增持“评级。</b>Moore表示，该公司“实际上略微下调了对今年剩余时间的预期”，从而引发了投资者对其在2022年的发展势头的质疑。不过，该分析师认为，考虑到目前该股的市盈率，他将坚持其看法。</p>\n<p><b><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>分析师Blayne Curtis将英特尔目标价由58美元下调至50美元，维持“减持”评级。</b>Curtis表示，虽然该公司第二季度超预期的业绩是积极的，但数据中心业务仍然乏力，同时，该公司提供的业绩指引也暗示了其增长空间有限。该分析师称，在PC业务好转、芯片制程处于困境，代工战略意义不大的情况下，对该公司管理层的乐观前景表示怀疑。</p>\n<p><b>Benchmark分析师David Williams维持英特尔“持有”评级，并称该公司核心业务面临持续的竞争挑战。</b>Williams指出，尽管英特尔第二季度业绩超出预期，但考虑到整个半导体供应链的市场需求，该公司的增长不应令人惊讶。该分析师认为，整体市场强劲预示着<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)前景良好，继续看好AMD的市场份额增长和竞争优势。</p>\n<p><b>瑞穗分析师Vijay Rakesh将英特尔目标价由72美元下调至70美元，维持“买入”评级。</b>Rakesh表示，该公司公布了“稳健”的季度业绩，并上调了全年指引。虽然英特尔面临“多重挑战”，但通过新管理层、新处理器Ice Lake和Sapphire Rapids以及代工业务，英特尔在2021年下半年仍有望取得优异表现。</p>\n<p><b>花旗分析师Christopher Danely将英特尔目标价由60美元下调至57美元，维持“中性”评级。</b>Danely表示，在数据中心业务的带动下，该公司第二季度表现“强劲”。该分析师认为，虽然英特尔上调了2021年全年营收和盈利指引，但这是因为第二季度收入的增长和税收的降低。Danely预计，公司的利润压力将持续下去，而PC终端市场的减速将加剧压力。</p>\n<p><b>Roth Capital分析师Suji Desilva将英特尔目标价由65美元下调至60美元，维持“中性”评级。</b>Desilva表示，英特尔公布第二季度每股收益和营收高于市场预期，反映出尽管制造业供应紧张，但数据中心和客户的需求和复苏势头强劲。该分析师预计，下半年的需求势头仍将持续，但将被持续的供应紧张所抵消。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔前景好不好？绩后华尔街现分歧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔前景好不好？绩后华尔街现分歧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/520512.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间7月22日美股盘后，英特尔公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。\n数据显示，在GAAP会计准则下，该公司Q2营收196.31亿美元，上年同期为197.28亿美元，同比下滑0.49%;净利润50.61亿美元，上年同期为51.05亿美元，同比下滑0.86%。其中，备受关注的数据中心业务持续疲软，营收同比下降9%...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/520512.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"09086":"华夏纳指-U","INTC":"英特尔","03086":"华夏纳指"},"source_url":"http://www.zhitongcaijing.com/content/detail/520512.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153698973","content_text":"美东时间7月22日美股盘后，英特尔公布了2021年第二季度财报。财报公布后，多家投行表示，英特尔Q2业绩表现稳定，但对于该公司给出的业绩指引却存在不同意见。\n数据显示，在GAAP会计准则下，该公司Q2营收196.31亿美元，上年同期为197.28亿美元，同比下滑0.49%;净利润50.61亿美元，上年同期为51.05亿美元，同比下滑0.86%。其中，备受关注的数据中心业务持续疲软，营收同比下降9%至64.55亿美元。\n展望未来，该公司预计，在GAAP会计准则下，2021年第三季度营收191亿美元，每股收益1.08美元，毛利率53%；上调2021年全年业绩指引，预计全年营收776亿美元，每股收益4.09美元，毛利率54.2%。\n以下是各投行观点：\nTruist分析师William Stein将英特尔目标价由69美元下调至60美元，维持“持有”评级。该分析师表示，英特尔第二季度业绩“稳健”，但该公司在技术方面的投资拖累了其中期每股收益前景。不过，Stein补充道，对英特尔而言，最好的消息是其在新技术方面的进展，如领先的7nm制程工艺、代工产能等。\n摩根士丹利分析师Joseph Moore将英特尔目标价由72美元下调至70美元，维持“增持“评级。Moore表示，该公司“实际上略微下调了对今年剩余时间的预期”，从而引发了投资者对其在2022年的发展势头的质疑。不过，该分析师认为，考虑到目前该股的市盈率，他将坚持其看法。\n巴克莱银行分析师Blayne Curtis将英特尔目标价由58美元下调至50美元，维持“减持”评级。Curtis表示，虽然该公司第二季度超预期的业绩是积极的，但数据中心业务仍然乏力，同时，该公司提供的业绩指引也暗示了其增长空间有限。该分析师称，在PC业务好转、芯片制程处于困境，代工战略意义不大的情况下，对该公司管理层的乐观前景表示怀疑。\nBenchmark分析师David Williams维持英特尔“持有”评级，并称该公司核心业务面临持续的竞争挑战。Williams指出，尽管英特尔第二季度业绩超出预期，但考虑到整个半导体供应链的市场需求，该公司的增长不应令人惊讶。该分析师认为，整体市场强劲预示着AMD(AMD.US)前景良好，继续看好AMD的市场份额增长和竞争优势。\n瑞穗分析师Vijay Rakesh将英特尔目标价由72美元下调至70美元，维持“买入”评级。Rakesh表示，该公司公布了“稳健”的季度业绩，并上调了全年指引。虽然英特尔面临“多重挑战”，但通过新管理层、新处理器Ice Lake和Sapphire Rapids以及代工业务，英特尔在2021年下半年仍有望取得优异表现。\n花旗分析师Christopher Danely将英特尔目标价由60美元下调至57美元，维持“中性”评级。Danely表示，在数据中心业务的带动下，该公司第二季度表现“强劲”。该分析师认为，虽然英特尔上调了2021年全年营收和盈利指引，但这是因为第二季度收入的增长和税收的降低。Danely预计，公司的利润压力将持续下去，而PC终端市场的减速将加剧压力。\nRoth Capital分析师Suji Desilva将英特尔目标价由65美元下调至60美元，维持“中性”评级。Desilva表示，英特尔公布第二季度每股收益和营收高于市场预期，反映出尽管制造业供应紧张，但数据中心和客户的需求和复苏势头强劲。该分析师预计，下半年的需求势头仍将持续，但将被持续的供应紧张所抵消。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":174220732,"gmtCreate":1627102982126,"gmtModify":1703484328507,"author":{"id":"4088075798937350","authorId":"4088075798937350","name":"Ycho","avatar":"https://static.tigerbbs.com/4d82cfd170be64963f61a986dc340386","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] 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