行情直击04-24
4月24日，英特尔盘前上涨22.16%，报81.06美元/股。消息面上，英特尔发布第一财季财报，营收同比增长7%至136亿美元，远超市场预期的124亿美元，调整后每股收益同样大幅超出预期，二季度指引亦高于市场共识。
本次业绩超预期的核心驱动力在于AI基础设施建设浪潮推动服务器芯片需求激增，马斯克与谷歌超级大单为公司提供了强力背书，市场对英特尔的定价逻辑正从"求生存"转向"大反攻"。公司表示已有效应对当前PC行业内存芯片短缺带来的压力。不过需注意，本季度调整后毛利率仅41%，远低于巅峰期60%以上水平；制造部门当季亏损24亿美元，并计提41亿美元Mobileye商誉减值相关重组费用，基本面修复仍任重道远。
（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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