记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 北京时间21日晚，美股三大股指集体高开，截至22时55分，道指涨0.51%，纳指涨0.53%，标普500指数 涨0.6%。 中概股方面，纳斯达克中国金龙指数涨超2%。热门个股多数上涨，哔哩哔哩、百度集团涨超6%，爱奇 艺、金山云、名创优品涨超4%。消息面上，高盛再次发声看好中国资产，据中国基金报，1月20日，高 盛首席中国经济学家闪辉在媒体会上表示，2026年预计中国GDP增速为4.8%，出口保持强劲增长为经 济提供支撑。高盛首席中国股票策略师刘劲津预计MSCI中国指数年底目标点位为100点，沪深300指数 年底目标点位为5200点。2026年，南向资金净流入预计达2000亿美元（约1.4万亿元），再创新高。 | 14191911 | 32.230 | 6.48% | -0.19% | | --- | --- | --- | --- | | BILI.O | | | | | 万国数据 | 40.665 | 5.54% | 0.44% | | GDS.O | | | | | 世纪互联 | 9.990 | 5.38% | 0.05% | | VNET.O | | | | ...

每经AI快讯，1月21日，英特尔股价攀升6.7%，触及逾三年高点。 ...

Core Viewpoint - Intel has secured a significant contract with the U.S. Department of Defense, which is expected to enhance its market position and drive stock performance [1] Group 1: Contract Announcement - Intel has been awarded an indefinite delivery/indefinite quantity (IDIQ) contract for the U.S. Missile Defense Agency's SHIELD project, with a maximum ceiling of $151 billion [1] - This contract marks a strategic win for Intel, positioning the company as a key supplier for defense technology [1] Group 2: Stock Performance - On Wednesday, Intel's stock opened with a gain of over 6%, bringing its year-to-date increase to 40%, currently priced at $51.62 [1] - The positive stock performance reflects investor confidence in the company's transformation plans and the strong demand for its traditional server chips [1] Group 3: Upcoming Financial Report - Intel is scheduled to release its earnings report after market close on January 22 [1] - Shareholder optimism regarding the upcoming financial results has reached a peak not seen in several quarters, driven by expectations of successful implementation of the CEO's transformation strategy [1]

此外，英特尔将于美东时间01月22日盘后发布财报。英特尔股东对公司本次财报的乐观情绪达到数季度 以来的峰值，他们押注首席执行官陈立武承诺的转型计划已落地见效，同时数据中心的大规模扩建正推 动市场对英特尔传统服务器芯片的强劲需求。 智通财经APP获悉，周三，英特尔(INTC.US)开盘涨超6%，今年已累涨40%，现报51.62美元。消息面 上，1月20日，英特尔新任政府技术副总裁James Chew宣布，英特尔公司成功赢得了一项重要的美国战 争部(原国防部)合同，成为美国导弹防御局可扩展国土创新企业分层防御(SHIELD)项目的无限期交付/ 无限量(IDIQ)合同的芯片供应商，最高限额为1510亿美元。 ...

此外，近期有多家投行上调对英特尔的目标价，其中花旗将其目标价从29美元上调至50美元，评级则 从"卖出"上调至"中性"，巴克莱将其目标价从35美元上调至45美元，Susquehanna将其目标价从40美元 上调至45美元。(格隆汇) 英特尔(INTC.US)大涨超7%，最高触及52.17美元，创2022年3月以来新高。 消息面上，英特尔将于1月22日美股盘后发布2025年Q4财报，投资者对此份财报持乐观态度，押注英特 尔CEO陈立武承诺的转型计划已落地见效，同时数据中心的大规模扩建正推动市场对英特尔传统服务器 芯片的强劲需求。根据伦敦证券交易所集团汇总的数据，英特尔四季度数据中心业务营收预计将大增超 30%，达到44.3亿美元。 ...

Core Viewpoint - Intel has secured a long-term order with the U.S. Department of Defense's Missile Defense Agency (MDA) for the SHIELD project, highlighting its commitment to national security and advanced microelectronics for next-generation defense systems [1][2]. Group 1: Contract Details - The SHIELD program is a diversified contract framework aimed at enhancing homeland defense capabilities, with a total contract ceiling of $151 billion, although this amount is not exclusive to Intel [1][2]. - The project will involve prototype development, weapon design, systems engineering, data analysis, and cybersecurity [1]. Group 2: Strategic Importance - Intel's selection for the SHIELD project underscores its role as a key supplier to the U.S. defense system, building on previous engagements such as the $3.5 billion Secure Enclave project for producing high-security advanced chips [2]. - The collaboration with the U.S. government has deepened, especially after the government acquired approximately 10% of Intel's shares for $8.9 billion, making it a significant stakeholder [2]. Group 3: Financial Performance - Intel has shown signs of financial recovery, reporting revenues of $13.7 billion in Q3 2025, a 3% year-over-year increase, marking its first positive growth in 18 months [3]. - The company's non-GAAP adjusted earnings per share (EPS) turned positive at $0.23 for the same quarter [3]. Group 4: Market Context - The global "wafer foundry 2.0" market saw a 17% year-over-year revenue growth, reaching $84.8 billion, with TSMC leading the market with a 39% share, while Intel holds only 5% [3].

受美国总统特朗普就格陵兰岛问题向欧洲多国发出关税威胁影响，当地时间1月20日，美股市场全线重 挫，三大股指集体深度回调。截至收盘，纳斯达克综合指数领跌全场，跌幅达2.39%，报22954.32点； 标准普尔500指数收跌2.06%，报6796.86点；道琼斯工业平均指数亦下跌1.76%，报48488.59点。此外， 纽约证券交易所综合指数同步承压，收报22473.22点，跌幅1.46%。 | 道琼斯工业平均指数 | ↓ 1.76% | | --- | --- | | 48,488.59 | | | 标准普尔500指数 | J 2.06% | | 6.796.86 | | | 纳斯达克综合指数 | ↓ 2.39% | | 22,954.32 | | | 纽约证券交易所综合指数 | J 1.46% | | 22.473.22 | | 美股三大指数集体下跌谷歌财经 相比之下，存储与传统芯片板块展现出较强韧性，英特尔逆市上扬3.41%，报收48.56点，美光科技也在 此次调整中维持了微弱涨势。 英特尔涨幅3.41%谷歌财经 中概股方面，纳斯达克中国金龙指数跌1.45%，哔哩哔哩跌超6%，小鹏汽车、蔚来跌超3%，拼多多 ...

Core Viewpoint - Intel (INTC.US) experienced a significant stock increase of over 6% on Tuesday, with a cumulative rise of 35% in January, driven by strategic leadership changes and positive analyst ratings [1] Company Developments - Eric Demers, the former head of GPU at Qualcomm, joined Intel as Senior Vice President on January 20, which is expected to accelerate Intel's AI and data center GPU development [1] - This leadership change is aimed at enhancing Intel's competitiveness in the AI accelerator market [1] Analyst Ratings - HSBC analyst Frank Lee upgraded Intel's rating from "Reduce" to "Hold" and raised the target price from $24 to $50, reflecting improved business outlook recognition [1]

周二，英特尔(INTC.US)逆势涨超6%，1月已累涨35%。消息面上，1月20日，高通GPU负责人Eric Demers加盟英特尔担任高级副总裁，将加速英特尔AI和数据中心GPU研发，增强其在AI加速器市场的 竞争力。汇丰银行分析师Frank Lee将英特尔评级从减持上调至持有，目标价从24美元上调至50美元， 反映对其业务前景改善的认可。 ...

Core Viewpoint - Intel's stock price increased by 6% following HSBC's significant upgrade of its target price from $26 to $50, along with a change in rating from "Reduce" to "Hold" [1] Group 1 - Intel's stock experienced a notable rise of 6% on January 20 [1] - HSBC raised Intel's target price from $26 to $50, indicating a bullish outlook [1] - The rating change from "Reduce" to "Hold" suggests improved confidence in Intel's future performance [1]