文章核心观点 - 该文章主要介绍了一个名为"Beyond the Wall Investing"的投资研究订阅服务,可以为用户节省大量的股票研究报告费用,并提供最新和最高质量的分析 [1] - 文章还提到作者之前对英特尔公司(INTC)股票发出了"买入"评级,但该评级表现不佳 [1] 公司相关内容 - 英特尔公司(NASDAQ: INTC)是作者之前发出"买入"评级的对象 [1] 行业相关内容 - 该文章提到了股票研究报告这一行业,Beyond the Wall Investing可以为用户节省大量的研究报告费用 [1]

文章核心观点 - 英特尔公司近几年一直处于艰难的处境 [1] - 英特尔在2020年的"芯片危机"中无法跟上AMD和英伟达在7nm芯片技术上的发展 [1] 公司概况 - 英特尔是一家专注于半导体和计算机技术的公司 [1] - 英特尔在过去几年一直面临着技术落后的问题 [1] 行业分析 - 英特尔在7nm芯片技术上落后于竞争对手AMD和英伟达 [1] - 英特尔的技术落后导致其在市场上的竞争力下降 [1]

文章核心观点 - Micron 公司发布了业绩超预期的财报,并提供了积极的前瞻性指引 [1] - 这对 Intel、AMD 和 Nvidia 等公司来说意味着什么 公司业绩 - Micron 公司最新财报实现了双重超预期 [1] - 公司提供了积极的前瞻性指引 [1] 行业影响 - Micron 公司的业绩表现可能会对 Intel、AMD 和 Nvidia 等公司产生影响 [1]

The tech giant's stock price is down by more than 54% just in 2024.2024 has been a tough year for Intel (INTC 3.20%) -- and it's not even over yet. The tech giant's shares have lost more than half their value in a bullish market, while the stocks of many of its rival chipmakers have soared. For comparison purposes, Nvidia, Arm Holdings, and Broadcom have all seen their shares surge more than 50% in 2024.Intel's struggles have reportedly drawn the interest of competitors and private equity investors looking ...

文章核心观点 - Intel是当前芯片行业的一大争议股票 [1] - Intel股价大跌,但近期有所反弹,有投资者认为其股价被低估 [2] 公司情况总结 - Intel二季度业绩未达预期,并宣布裁员15%、取消股息等 [2] - 但Intel近期获得美国国防部30亿美元订单,与亚马逊扩大合作 [2] - 其他公司如高通和Apollo也对Intel表示兴趣,认为其股价被低估 [2] 估值分析 - 从收入估值(P/S)来看,Intel估值较同行更低 [3][4] - 但从盈利估值(P/E)和自由现金流来看,Intel表现较差,是唯一未实现利润增长的公司 [6][7] 未来发展前景 - Intel希望通过发展晶圆代工业务和AI芯片等来提升盈利能力 [8] - 美国政府也将通过CHIPS法案支持Intel,这为其晶圆代工业务带来优势 [8] - 但Intel过去产品失误和机会错失的历史仍是一大挑战 [8] - 能否实现2030年的利润目标,决定了Intel股价是否有较大上涨空间 [8]

Intel stock is down 53% in 2024 -- is it poised for a big comeback?Intel (INTC 2.76%) stock is gaining ground Wednesday following the unveiling of two new artificial intelligence (AI) products. The company's share price was up 3.5% as of 12:30 p.m. ET. The semiconductor stock had been up as much as 5.5% earlier in the day. Yesterday, Intel launched its Xeon 6 central processing unit (CPU) and its Gaudi 3 AI accelerator. The new chips are central to the next stages of the company's strategy to gain ground in ...

文章核心观点 - Broadcom是一家更加均衡、更加多元化和增长更快的公司 [1] - 相比之下,Intel的业绩在过去10年中一直表现不佳,股价下跌37%,而同期半导体指数上涨243% [1] - Intel面临芯片短缺、延迟和战略不一致等问题,失去了移动CPU市场,在制程工艺上落后于台积电,并在台式机和笔记本CPU市场输给了AMD [1] 根据相关目录分别进行总结 Broadcom的优势 - Broadcom通过有机增长和大规模收购实现了出色的业绩表现,2018-2023财年收入和调整后每股收益分别以11%和15%的复合年增长率增长 [4] - 相比之下,同期Intel的收入和调整后每股收益分别以5%和26%的复合年降幅下滑 [4] - Broadcom是一家无晶圆厂的芯片公司,外包制造给第三方代工厂,主要生产较便宜的芯片,研发和制造成本较低 [5] - Broadcom受益于AI市场的快速增长,其AI芯片销售有望在2024财年翻三倍,占总收入近四分之一 [5] - Broadcom的毛利率在过去两年中持续提升,而Intel生产AI CPU的毛利率反而下降 [6] - Broadcom通过收购VMware等软件公司,降低了对苹果等主要客户的依赖,增强了业务多元化 [7] Broadcom的未来前景 - 分析师预计Broadcom在2024财年和2025财年的收入和调整后每股收益将分别增长44%/17%和14%/28% [8] - Broadcom的估值合理,股价仅为28倍预期收益,股息收益率为1.2% [8] - 相比之下,Intel的前景更加不确定,分析师预计其2024年收入和调整后每股收益将分别下降4%和74% [8] - Intel目前正在采取一些措施试图扭转局面,但成功的可能性较小 [9]

文章核心观点 - 本文是一篇由资深研究分析师撰写的行业和公司研究报告 [1] - 报告旨在通过深入解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] 行业概况 - 科技行业是一个充满噪音和不确定性的领域 [1] - 报告团队通过专业的研究流程,筛选出行业中的优质标的 [1] 公司概况 - 报告作者表示自己没有持有任何所提及公司的股票或期权头寸,也没有在未来72小时内有此类计划 [1] - 报告是作者自己撰写的,表达的是自己的观点,没有从任何机构获得报酬 [1]

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email.Access your favorite topics in a personalized feed while you're on the go. download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewAmerica's future success in chipmaking has a lot riding on Intel.With more than half a century of history i ...

"Supermicro X14 systems have been completely re-engineered to support the latest technologies including next-generation CPUs, GPUs, highest bandwidth and lowest latency with MRDIMMs, PCIe 5.0, and EDSFF E1.S and E3.S storage," said Charles Liang, president and CEO of Supermicro. "Not only can we now offer more than 15 families, but we can also use these designs to create customized solutions with complete rack integration services and our in-house developed liquid cooling solutions."Approved customers can o ...