英特爾銷售預測強勁,股價大漲
Intel Shares Surge Following Strong Sales Forecast
英特爾股價在2026年4月下旬經歷了巨大的飆漲,達到歷史新高,主因是其第一季財報優於預期以及樂觀的銷售預測。
Intel shares experienced a massive surge in late April 2026, reaching record highs, following a stronger-than-expected first-quarter earnings report and an optimistic sales forecast.
4月24日,在公告發布後,英特爾股價跳漲了約23%至31%。
On April 24, Intel shares jumped approximately 23% to 31% after the announcement.
營收達到136億美元,年增7%,超過分析師預估的124億美元。
Revenue reached $13.6 billion, up 7% year-over-year, beating analyst expectations of $12.4 billion.
主要動力來自資料中心與人工智慧業務的增長,該板塊增長22%至51億美元,而代工營收則上升16%至54億美元。
Key drivers included Data Center and AI growth, which climbed 22% to $5.1 billion, and Foundry revenue, which rose 16% to $5.4 billion.
英特爾對第二季提出了強勁的財測,預計營收將在138億美元至148億美元之間。
Intel provided strong guidance for the second quarter, projecting revenue between $13.8 billion and $14.8 billion.
這種轉機在很大程度上歸功於「人工智慧轉型」,推論與代理人工智慧對CPU的需求已經增加。
This turnaround is largely attributed to the "AI pivot," where the demand for CPUs in inference and agentic AI has increased.
執行長譚立譜(Lip-Bu Tan)的復甦計畫在營運效率與代工成功方面展現了明顯的成果。
CEO Lip-Bu Tan's comeback plan is showing clear results in operational efficiency and foundry success.
儘管該公司因重組仍面臨37億美元的公認會計原則(GAAP)虧損,但市場情緒已經從沮喪轉為狂喜。
While the company still navigated a $3.7 billion GAAP loss due to restructuring, market sentiment has shifted from despondency to euphoria.
投資人現在將英特爾視為人工智慧時代的關鍵參與者,並受益於策略合作關係,例如與Google的協議,這釋放出了對長期發展軌跡的信心。
Investors now view Intel as an essential player in the AI era, sustained by strategic partnerships, such as the deal with Google, signaling a confident long-term trajectory.
