$INTC · Schwab Network · 2026-10-30
英特尔的转型尚未见效：PC需求疲软造成冲击，因为英特尔大部分收入来自PC，而以色列的一起制造事故损害了执行。其数据有所改善，但缺乏好的叙事；25%的跌幅似乎有些过头，但仍是糟糕的一天。
逐段跳播
然后还有来自英特尔和其他公司的一些黯淡展望，让我们对这个板块失去了一些信心。
And then there are a few grim outlooks from Intel and other companies on top of that, causing us to lose some confidence in this sector.
毕竟，英特尔一直是一个这样的扭转故事，但到了某个时候，你必须扭转局面。我完全同意，Alex，还有他们关于PC市场及其疲软的评论……说实话，英特尔从PC上赚的钱最多，而他们谈论PC市场疲软以及PC板块放缓，对这样一家公司来说可不是好消息。
Intel has been such a turnaround story, after all, but at some point, you have to turn the tide. I completely agree, Alex, and their comments about the PC market and its weakness...
And let's be honest , Intel makes the most money from PCs, and their talk about a weak PC market and the slowdown in the PC sector is not good news for a company like this.
别忘了，我们原本在寻找关于芯片制造的更好消息，但他们在以色列发生了一起事件，给他们添了乱。所以英特尔就是没有交出成绩。我找不到他们在哪方面表现出色。他们的数字有所改善，但他们就是没有一个好故事。
别忘了，在这些财报中，指引是如此重要，而且，英特尔，你知道，今早下跌25%，这似乎有点过头了，但这仍然是一家没有任何好消息的公司。而在这种环境下，伴随着所有这些夸张的反应，25%的跌幅对英特尔来说是糟糕的一天。
And don't forget that we were looking for better news about chip manufacturing, but they had an incident in Israel that played tricks on them. So Intel simply didn't deliver. I can't find anything they performed well at.
Their numbers have improved, but they just didn't have a good story. Do n't forget that the forecasts are so important with these earnings reports, and uh, Intel, you know , 25% lower this morning, that seems a bit much, but this is still a company that didn't have any good news.
And in this environment, with all those exaggerated reactions, a 25% drop is a bad day for Intel.
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