行情直击04-24
4月24日，英特尔盘中上涨23.36%，报83.31美元/股，成交额34.05亿美元。
消息面上，英特尔发布一季度财报，营收达136亿美元，同比增长7%，较指引中值高出14亿美元，调整后每股收益0.29美元，连续第六个季度超出市场预期。数据中心与AI业务营收51亿美元，同比增长22%，AI相关业务已占总营收60%、同比增长40%。
CEO陈立武在电话会上表示，随着AI从训练向推理和智能体演进，CPU作为AI计算栈核心调度层的地位正在重新确立，全产品线需求远超供应。公司还宣布与谷歌签署长期协议，并与马斯克建立TeraFab战略合作。不过，本季度调整后毛利率为41%，距巅峰期60%以上仍有差距，公司在技术追赶与代工业务落地方面仍面临挑战。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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