英特尔前景好不好？绩后华尔街现分歧

147
8
Favorite

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%...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

147

Report

Comment（8）

JKY5978
·2021-07-25
[流淚] [流淚] [流淚]
Reply
Like
Report
Ycho
·2021-07-24
[微笑] [微笑]
Reply
2
Report
Fold Replies
- Ycho:
  ??
  2021-07-24
  Reply
  Report
ElmoElmo
·2021-07-24
[得意]
Reply
Like
Report
chuayonghock
·2021-07-24
......
Reply
Like
Report
甜甜圈大
·2021-07-24
[微笑] [微笑]
Reply
1
Report
Jamesim
·2021-07-24
???
Reply
Like
Report
JRQE99
·2021-07-24
[吃瓜] [吃瓜]
Reply
3
Report
小虎发财
·2021-07-24
???
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2153698973?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","is_english":false,"pubTime":"2021-07-24 09:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2153698973","market":"us","top_or_hot":-1,"title":"英特尔前景好不好？绩后华尔街现分歧","media":"智通财经","content":"<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\">Source Link</a>\n\n</div>\n","source":"stock_zhitongcaijing","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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; 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\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"INTC","symbol_name":"英特尔","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/520512.html","article_id":"2153698973","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2153698973","pubTimestamp":1627089666,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"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","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指"},"translate_title":"Is Intel's future good? Wall Street is divided after the performance","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b567c61bc6c6f70c55da3763ef4909e0","symbols_score_info":{"03086":0.9,"09086":0.9,"INTC":0.9},"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。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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,"authorIdStr":"4089280222525550","idStr":"4089280222525550"},"htmlText":"[流淚]&nbsp;[流淚]&nbsp;[流淚]&nbsp;","listText":"[流淚]&nbsp;[流淚]&nbsp;[流淚]&nbsp;","text":"[流淚] [流淚] [流淚]","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,"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,"authorIdStr":"4088075798937350","idStr":"4088075798937350"},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174220732","repostId":2153698973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5315653,"gmtCreate":1627103014409,"gmtModify":1663231423531,"authorId":4088075798937350,"author":{"id":4088075798937350,"idStr":"4088075798937350","authorId":4088075798937350,"name":"Ycho","avatar":"https://static.tigerbbs.com/4d82cfd170be64963f61a986dc340386","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":174220732,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"CN"},{"id":174697269,"gmtCreate":1627093761251,"gmtModify":1703484134639,"author":{"id":"3586830553889804","authorId":"3586830553889804","name":"ElmoElmo","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586830553889804","idStr":"3586830553889804"},"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174697269","repostId":2153698973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":174603025,"gmtCreate":1627092922567,"gmtModify":1703484109918,"author":{"id":"4087119540273580","authorId":"4087119540273580","name":"chuayonghock","avatar":"https://static.tigerbbs.com/8b76d0db3e9b22055172d1bb13319f56","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4087119540273580","idStr":"4087119540273580"},"htmlText":"......","listText":"......","text":"......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174603025","repostId":2153698973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":174849589,"gmtCreate":1627092328441,"gmtModify":1703484081631,"author":{"id":"3582620232503939","authorId":"3582620232503939","name":"甜甜圈大","avatar":"https://static.tigerbbs.com/49a5dbe8cbe156875b45e24460604fbc","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582620232503939","idStr":"3582620232503939"},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174849589","repostId":2153698973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":174857659,"gmtCreate":1627092232171,"gmtModify":1703484078881,"author":{"id":"4088770777339480","authorId":"4088770777339480","name":"Jamesim","avatar":"https://static.tigerbbs.com/35b24b077e00da0c09cdbd3013999d3f","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4088770777339480","idStr":"4088770777339480"},"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174857659","repostId":2153698973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":174862549,"gmtCreate":1627091224581,"gmtModify":1703484047245,"author":{"id":"4087940084041310","authorId":"4087940084041310","name":"JRQE99","avatar":"https://static.tigerbbs.com/e211bc6d950fccebd88314997101cab4","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4087940084041310","idStr":"4087940084041310"},"htmlText":"[吃瓜]&nbsp;[吃瓜]&nbsp;","listText":"[吃瓜]&nbsp;[吃瓜]&nbsp;","text":"[吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174862549","repostId":2153698973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":174863542,"gmtCreate":1627090995986,"gmtModify":1703484041047,"author":{"id":"3580132759340438","authorId":"3580132759340438","name":"小虎发财","avatar":"https://static.tigerbbs.com/7758d82b7ce140a2a1274568eb8f1f6b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580132759340438","idStr":"3580132759340438"},"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174863542","repostId":2153698973,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":147,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}