英特尔跌超8% 分析师称有被道琼斯指数除名风险
Leo962
发表于 4 Dayago
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根据分析师的说法,英特尔股价今年下跌近60%,成为道琼斯指数表现最差的公司之一。由于道琼斯指数采用的是价格加权的计算方式,英特尔低迷的股价使其在指数中的影响力有限。
卡森集团首席市场策略师Ryan Detrick称,英特尔被道琼斯指数除名似乎是迟早的事,最新的业绩表现可能是促使该指数最终将英特尔剔除的最后一根稻草。
今年8月,英特尔公布了2024年第二季度业绩:收入128亿美元,同比下降1%;净亏损16亿美元,预测第三季度营收将低于预期。为应对眼下危机,英特尔计划加大节流力度,宣布裁员15%,并从第四财务季度起暂停向股东派息。
从业绩来看,英特尔目前的发力点主要有两个,一是三年前一直在尝试的,凭借高端芯片制造“重现辉煌”,今年还将芯片代工业务单独拆分了出来,但代工业务的大额亏损引发了不少讨论;二是英特尔还在积极布局人工智能,但由于AI成本太高、利润太低,尚未从中充分受益。近日还有媒体报道称,英特尔曾在2017年和2018年探讨过对OpenAI的投资,但最终决定放弃这笔交易。
错过投资OpenAI后,英特尔目前决定在AI PC上继续加码。当地时间9月4日,英特尔下一代酷睿Ultra 200V系列Lunar Lake处理器将正式上市,瞄准AI PC,可支援20多家OEM推出的80多款笔记型电脑,这些电脑在未来将通过软件更新的方式添加新的Copilot+功能。根据英特尔预计,该公司将在今年交付超过4000万片酷睿Ultra处理器。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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