CPU产能告急要涨价，英特尔股价半年狂飙180%

Group 1 - The core viewpoint of the article highlights the surge in CPU concept stocks in the A-share market, driven by the AI wave and a significant shift in the global CPU supply-demand landscape, leading to optimistic market sentiment and price increase expectations [2][3] - Major players like Intel and AMD have seen their server CPU capacities for 2026 nearly sold out due to aggressive procurement by large cloud service providers, prompting both companies to plan a price increase of 10% to 15% for server CPUs [3] - The traditional view of CPUs as steadily growing products is changing, as the supply-demand dynamics are becoming more elastic, similar to the storage chip market, with pricing power shifting towards sellers [6] Group 2 - The rapid evolution of artificial intelligence has created a strong demand for high-performance computing and storage facilities, benefiting companies like Micron and Western Digital, while the market is now looking for the next structural opportunity, with CPUs being identified as a potential area of growth [7] - The importance of CPUs is expected to increase as new computing scenarios emerge, requiring higher computational speed and precision, especially as AI transitions from simple assistants to more complex agents [8][9] - Intel's upcoming quarterly earnings report is seen as a critical moment to assess the initial results of its recent transformation under CEO Pat Gelsinger, who emphasizes engineering innovation and customer-centric strategies [11][12]