每经AI快讯，美股开盘，道琼斯指数涨0.50%，标普500指数涨0.67%，纳斯达克综合指数涨0.88%。英 特尔涨5.6%，Q3营收超预期增长且扭亏为盈。 ...

Core Insights - Intel has experienced a significant recovery in its stock price, more than doubling this year after a 60% decline last year, largely due to investments from the U.S. government, Softbank, and Nvidia [1][2] - The U.S. government is now Intel's largest shareholder, having acquired nearly a 10% stake in the company [1] Financial Performance - Intel reported Q3 revenues of $13.7 billion, a 3% year-over-year increase, surpassing analyst expectations of $13.14 billion and exceeding its own guidance for the fourth consecutive quarter [4] - The adjusted earnings per share (EPS) for Q3 was $0.23, compared to the guidance of breakeven [4] - Q4 revenue guidance is projected between $12.8 billion and $13.8 billion, slightly below market estimates, with expected adjusted gross margins falling to 36.5% due to an unfavorable product mix and other factors [5] AI Positioning - During the Q3 earnings call, Intel emphasized its role in the artificial intelligence (AI) sector, noting a 5% sequential increase in AI PC revenues [6] - The company highlighted the importance of CPUs in the data center ecosystem, with inference workloads growing faster than training workloads [6] Management Confidence - Intel's management expressed increased confidence in the company's outlook, supported by a strong financial position with over $30 billion in cash and cash equivalents at the end of Q3 [7] - The company repaid $4.3 billion in debt during Q3 and plans to further reduce its debt levels by addressing upcoming maturities in 2026 [7]

Group 1 - The U.S. Consumer Price Index (CPI) for September came in below expectations, boosting market expectations for interest rate cuts [1] - The Nasdaq Composite Index rose by 0.87%, the S&P 500 increased by 0.7%, and the Dow Jones Industrial Average gained 0.48% [1] - Intel's stock surged over 6% as the company reported a return to profitability in Q3, with revenue growth and an optimistic outlook [1] Group 2 - Procter & Gamble's shares rose more than 3% after the company reported first-quarter results that exceeded expectations, maintaining its full-year guidance while lowering tariff impact [1] - Google's stock increased by over 1% as the company announced plans to supply up to 1 million specialized AI chips to Anthropic [1]

杰富瑞分析师布莱因·柯蒂斯(Blayne Curtis)在给客户的报告中写道："剔除各项变动因素后，考虑到服务 器需求加速增长以及个人电脑(PC)更新周期进入初期阶段，英特尔的业绩与指引表现略好于预期。晶圆 代工业务仍面临挑战，但至少18A制程工艺已投入运营，我们期待能在国际消费电子展(CES)上看到 Panther Lake系列产品。 总体而言，本次业绩表现稳健，但更多是受益于终端市场的强劲复苏。"柯蒂斯对英特尔维持"中性"评 级，但将目标价从35美元上调至40美元。 分析师路易斯·杰拉德(Louis Gerard)表示，英特尔本季度业绩表现出色，为其未来发展奠定了良好基 础。 杰拉德表示，"我对公司的客户端计算部门(Client Computing Group)尤为满意，该部门同比增长约5%， 仍是目前公司的核心增长引擎——这一业务的盈利能为英特尔其他高增长业务提供资金支持"。 摩根士丹利分析师约瑟夫·摩尔(Joseph Moore)指出，英特尔第三季度业绩的超预期部分源于其首席执行 官陈立武(Lip Bu-Tan)主导的保守策略。不过他补充称，自己对"数据中心市场存在供应短缺但同比增长 微乎其微"这一情 ...

Intel (INTC) reported its third-quarter earnings on Thursday, Oct. 23. The beaten-down chip maker brought in a new CEO, Lip-Bu Tan, earlier in the year to help it regain lost ground in a market now dominated by Nvidia (NVDA), Advanced Micro Devices (AMD), and Taiwan Semi (TSM). It seems the turnaround is starting to pay off. Intel’s shares have soared 101.9% year-to-date, compared to the S&P 500 Index ($SPX) gain of 14.6%. More News from Barchart Let’s dig into the quarterly results to see where Intel s ...

④佩斯科夫：俄将对西方新制裁作出回应； 来源：第一财经 【时政新闻】 ①美国9月CPI同比增长3%，前值增长2.9%；环比增长0.3%，前值增长0.4%； ②特朗普：美国终止与加拿大的所有贸易谈判； ③普京：布达佩斯会晤更像是改期而非取消； ①美股三大股指期货齐涨，截至发稿，道指期货涨0.58%，标普500指数期货涨0.79%，纳指期货涨 1.03%； ②欧洲主要股指多数下跌，截至发稿，英国富时100指数涨0.11%，法国CAC40指数跌0.6%，德国DAX 指数跌0.16%，欧洲斯托克50指数跌0.03%； ③现货黄金跌幅收窄至1%，现报4084.9美元/盎司； 【公司新闻】 ①Anthropic确认与谷歌云达成价值数百亿美元的合作协议； ⑤俄特使基里尔·德米特里耶夫已抵达美国。据报道，预计德米特里耶夫将会见特朗普政府官员，就俄 美关系展开磋商； ⑥巴西总统：已准备好与特朗普进行谈判； ⑦美官员否认与量子公司洽谈政府入股问题； ⑧俄罗斯央行降息50个基点至16.5%； ⑨欧元区10月制造业PMI初值为50，前值为49.8； 【市场动态】 ②英特尔美股盘前涨超5%，公司第三季度营收重现增长，利润转正。 (本文 ...

Intel deepens NVIDIA partnership to anchor AI inference strategy and expand its role in hybrid computing. ...

盘前市场动向 1. 10月24日(周五)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.16%，标普500指数期货涨0.33%，纳指期货涨 0.50%。 | = US 30 | 46,809.00 | 46,853.50 | 46,713.50 | +74.40 | +0.16% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,760.40 | 6.764.10 | 6.742.80 | +22.00 | +0.33% | | = US Tech 100 | 25,222.90 | 25,243.80 | 25,126.90 | +125.50 | +0.50% | 2. 截至发稿，德国DAX指数跌0.11%，英国富时100指数跌0.06%，法国CAC40指数跌0.57%，欧洲斯托克50指数跌0.20%。 | 德国DAX30 | 24,191.96 | 24,304.31 | 24,143.31 | -27.13 | -0.11% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9 ...

Core Viewpoint - Intel's third-quarter financial results indicate a positive turnaround, with revenue growth and profitability driven by AI chip demand and external investments [1][12][13]. Financial Performance - Intel reported third-quarter revenue of $13.7 billion, a 3% year-over-year increase, surpassing analyst expectations of $13.2 billion [4]. - The adjusted EPS for the third quarter was $0.23, significantly exceeding the expected $0.01 and the previous quarter's loss of $0.10 [4][13]. - The gross margin for the third quarter reached 40.0%, up from 29.7% in the previous quarter and 18% a year ago, marking a substantial improvement [4][14]. Segment Performance - The Client Computing Group (CCG) generated $8.5 billion in revenue, a 5% increase year-over-year, outperforming analyst expectations [5][21]. - The Data Center and AI (DCAI) segment saw a slight decline in revenue to $4.1 billion, down 1% year-over-year, but still above analyst forecasts [6]. - The foundry business reported $4.2 billion in revenue, a 2% decrease compared to the previous year [7]. Future Guidance - For the fourth quarter, Intel expects revenue between $12.8 billion and $13.8 billion, slightly below analyst expectations of $13.44 billion [9][24]. - The projected adjusted EPS for the fourth quarter is $0.08, with a gross margin forecast of 36.5% [10][11]. External Investments - Intel has secured $15.9 billion in external financing over the past three months, including $5 billion from Nvidia and $5.7 billion from the U.S. government [15][27]. - The company is working closely with the Trump administration to support domestic semiconductor production, which may provide long-term benefits [29]. Market Sentiment - Analysts suggest that investor interest in Intel is more focused on future potential rather than past performance, with government support for domestic chip manufacturing being a critical factor [31][32].

Good morning. Intel, once the world’s leading chipmaker, has struggled in recent years to keep pace with the rise of artificial intelligence computing. Under new CEO Lip‑Bu Tan, and bolstered by government and private investment, the tech company is pursuing an ambitious turnaround.“We took meaningful steps this quarter to strengthen our balance sheet, including accelerated funding from the U.S. government and investments by  Nvidia  and  SoftBank  Group that increase our operational flexibility and demonst ...