半导体行业（美股）周报：美就业市场有回暖迹象，关注市场敏感性

Group 1 - The investment rating for Intel (INTC.O) is under pressure due to multiple challenges, suggesting potential structural and operational adjustments [3][33] - The core viewpoint indicates that Intel's Q2 2024 revenue was $12.833 billion, a year-over-year decline of -1$100 million [33] - Intel's Q3 2024 revenue guidance is projected to be between $12.5 billion and$13.5 billion, with the midpoint also falling short of Bloomberg consensus expectations [33] Group 2 - The report highlights that Intel plans to cut costs by $10 billion and anticipates a 15% workforce reduction while lowering revenue expectations for 2024-2026 [33] - The analysis notes that despite challenges in the consumer and enterprise markets, as well as intense competition, there are still growth potentials in the DCAI and CCG segments driven by AI trends [33][37] - The semiconductor sector is currently experiencing a cyclical adjustment, with the Philadelphia Semiconductor Index showing a weekly increase of 4.20% [37]