在强烈的AI需求、制造业进展和TSMC能力问题上, Intel 股份上升了3.4%。 Intel shares rose 3.4% on strong AI demand, manufacturing progress, and TSMC capacity issues.

英特尔股份上升了3.4%至48.56美元,而由于对AI服务器CPU的需求猛增、18A制造工艺的进展以及由于技监会面临能力限制,铸造机会增加,分析师乐观情绪强烈。 Intel shares rose 3.4% to $48.56 amid strong analyst optimism fueled by surging demand for AI server CPUs, progress on its 18A manufacturing process, and increased foundry opportunities as TSMC faces capacity constraints. Seaport、巴伦周刊和花旗等公司的积极提调凸显了政府合同中标和人工智能驱动的增长，而半导体行业更广泛的强劲支撑了此次上涨。 Positive upgrades from firms like Seaport, Barron’s, and Citi highlighted government contract wins and AI-driven growth, while broader semiconductor sector strength supported the rally. 尽管在2026年和近52周最高水平上增长了19%,但在1月22日Q4收入报告之前的利润幅度和执行方面仍然存在关切,一些分析家保持中立的评级,并降低价格目标。 Despite a 19% gain in 2026 and near-52-week highs, concerns remain over margins and execution ahead of the January 22 Q4 earnings report, with some analysts maintaining neutral ratings and a lowered price target. 股票的共识目标是40.68美元,选择活动表明潜在的波动性。 The stock’s consensus target is $40.68, and options activity suggests potential volatility.