格隆汇1月28日｜英特尔(INTC.US)大涨超10%，报48.33美元。今年迄今，英特尔已累计上涨超31%。 此外，供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作 中采用"量少、低阶、非核心"的策略。GPU核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A 或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。按先进封装比重计算，英特尔最高 约占25%，台积电约占75%。(格隆汇) 消息面上，据SEC文件，英特尔CFO David Zinsner于1月26日以每股42.5美元的价格购入价值249,985美 元的英特尔股票，这是自2024年以来的首次内部人士买入。 ...

Core Insights - Intel Corporation reported a revenue of $13.7 billion for Q4 2025 and an EPS of $0.15, with full-year revenue at $52.85 billion, a slight decrease from $53.1 billion the previous year [1] Company Strategy - The company focuses on identifying leadership economics linked to its business model while aiming to sell at a reasonable price [1] - The articles will primarily discuss Intel's strategy for driving growth, competitive advantages that yield superior returns on capital, capital structure, capital allocation, and management incentives [1] Investment Philosophy - The investment approach is characterized as value investing, seeking permanent ownership of strong companies with trustworthy management [1]

Core Insights - The article highlights the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership role in The Pragmatic Investor, which focuses on building diversified investment portfolios [1] Group 1: Company Overview - The Pragmatic Investor aims to preserve and increase wealth through robust portfolio construction [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] Group 2: Services Offered - The Pragmatic Investor provides features such as a dedicated portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1]

Intel (NASDAQ: INTC) stock suffered for years as peers like AMD, Nvidia, and Taiwan Semiconductor (TSMC) surpassed it on technical fronts, designing better chips and building better fabrication infrastructure. Previous management teams tried and failed to return the company to its former leadership position in the chip industry. However, under the new leadership of CEO Lip-Bu Tan, technical improvements and a coherent artificial intelligence (AI) strategy have begun to change investors' perceptions of the ...

此外，半导体板块走强， 英特尔、阿斯麦盘前涨逾4%，台积电涨逾2%，英伟达涨近2%。 编辑｜钉钉 1月28日，美股存储板块盘前大涨，希捷科技盘前涨近10%，西部数据涨超7%，闪迪涨近7%，美光科技 涨超4%。 | G | 希捷科技(SEAGATE) | | | | --- | --- | --- | --- | | STX.O | | | | | 371.760 = 735.4万 | 股本 2.18亿 市盈 46.3 | | 万得 | | 13.470 3.76% 换 3.44% 市值 794亿 市净 -1260 | | | 器口 | | 盘前 408.000 +36.240 +9.75% | 美东 07:13 √ | | | | 日K II ▼ 五日 | 中文 周K 月K | | | | 暨加 | 均价:410.861 | | | | 11 909 | 11.60% 卖一 408.580 | 7 | | | | 买一 406.500 | 28 | | | | 15:59 372.140 | 531 | | | | 15:59 372.251 | 100 | | | 371.760 | 0.00% 15:59 ...

Core Viewpoint - Intel Corporation reported a decent quarter but provided suboptimal guidance for the current quarter due to a CPU shortage, leading to a significant stock price decline of 17% [1]. Group 1: Company Overview - Intel Corporation (NASDAQ: INTC) designs and manufactures processors, chips, memory, and related hardware, and also provides software, optimization solutions, and AI-enabled platforms [2]. Group 2: Market Context - The CPU shortage is attributed to the data center boom, which has resulted in a supply constraint for components used in PCs and servers, impacting Intel's ability to capitalize on the market demand [1].

Market Overview - U.S. stock markets are experiencing a pivotal moment with anticipation surrounding the Federal Reserve's interest rate decision and earnings reports from major technology companies [1] - Premarket trading shows a mixed but generally upward trend, with S&P 500 Futures up 0.3% to 7,028.75 points and Nasdaq 100 Futures up 0.6% to 26,228.75 points, while Dow Jones Futures remain flat at 49,159.0 points [2] Semiconductor Industry - U.S. chip stocks are seeing notable gains, with Nvidia increasing by 1.7%, AMD rising by 1.4%, and Intel climbing 4.6%, reflecting strong investor confidence in AI and advanced computing [3] Major Market Indexes - The S&P 500 Index closed at a record high of 6,978.60 points, a 0.41% increase, driven by strength in chipmakers and AI infrastructure stocks, particularly Micron Technology, which announced a $24 billion investment in Singapore [4] - The Dow Jones Industrial Average closed at 49,003.41 points, down 0.83%, primarily due to weakness in the healthcare sector, with UnitedHealth Group forecasting a revenue decline for 2026 [5] - The Nasdaq Composite Index closed up 0.91% at 23,817.10 points, reaching a 2.75-month high, with nearly 30% year-over-year growth attributed to AI advancements [6] Upcoming Market Events - The Federal Reserve is expected to hold its key interest rate steady within the 3.5%-3.75% target range, following three consecutive rate cuts in late 2025, with a focus on the labor market and consumer spending [7] - Major earnings reports are anticipated from tech giants Meta Platforms and Microsoft, which will provide insights into the technology sector's health and AI investments [13] Company News - Infosys announced a strategic AI-focused collaboration, indicating ongoing investment in AI solutions [14] - Boeing's CEO outlined a turnaround plan after six consecutive annual losses, addressing operational challenges [14] - HSBC is scaling back its M&A and equities businesses in Europe, the UK, and the Americas to focus on Asian operations [14] - JetBlue Airways reported a significant Q4 loss and provided weaker-than-expected revenue guidance, raising concerns about profitability [14] - RTX Corporation delivered higher-than-expected Q4 results, showcasing strong growth across its business segments [14]

Core Viewpoint - The semiconductor sector, particularly companies like Intel and Micron Technology, is experiencing a rally due to strong earnings reports that indicate sustained demand driven by the artificial intelligence boom [1] Group 1: Company Performance - Intel reported its fourth-quarter earnings last week, contributing to the positive sentiment in the chip sector [1] - Micron Technology, along with other chip stocks, is benefiting from the overall market rally following these earnings reports [1] Group 2: Market Drivers - The ongoing artificial intelligence boom is a significant factor driving demand for semiconductors, which is reflected in the recent performance of chip stocks [1]

格隆汇1月28日｜英特尔(INTC.US)盘前续涨4.8%，报46.04美元。消息面上，供应链人士透露，英伟达 预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用"量少、低阶、非核心"的 策略。GPU核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程， 最后由英特尔EMIB进行先进封装。按先进封装比重计算，英特尔最高约占25%，台积电约占75%。(格 隆汇) ...

格隆汇1月28日｜美股盘前，半导体股普涨，阿斯麦涨约5%，此前公布了创纪录的第四季度订单量。美 光科技涨约5%，英特尔涨约5%，英伟达涨约2%。希捷科技涨约10%，公司Q2营收增21.5%，营业利润 率创历史新高，Q3收入指引超预期。 ...