$INTC · Schwab Network · 2026-10-30
Intel 本季度业绩大体超出预期，营收符合预期，调整后每股收益为 52 美分，而预期为 40 美分，但指引令人失望：随着内存价格上涨，预计未来两个季度 PC 需求将下滑；AI 业务受到供应链中断的影响；以色列制造问题拖累了营收和利润。该股下跌超过 20%。
逐段跳播
我是说，Katie，你和我，还有Molly，我们都在分析来自Amazon、Intel和SanDisk的这些数据。
I mean, Katie, you and I, and Molly too, were analyzing these numbers from Amazon, from Intel, and from SanDisk .
但Intel也让人大感意外。我是说，这只股票让很多人失望，毕竟它背后有那么多公司、甚至政府本身的支持。很明显，过去两天市场对财报的反应对科技股并不有利。我是说，看看Intel，公司本季度的盈利其实大部分都好于预期，但业绩指引令人失望，这就是为什么我们看到该股今天盘中跌超20%。
But Intel was also a big surprise. I mean, there's a lot of disappointment about this name given that it had the backing of so many companies and even the government itself. It is clear that the market reaction to earnings over the past two days has not been favorable to technology stocks .
I mean, if you look at Intel, the company actually announced, for the most part, better-than-expected earnings for this quarter, but the forecasts were disappointing, and that's why we're seeing the stock down by more than 20% in today's session.
营收其实符合市场预期，调整后每股收益也超出了预期，对吧？他们公布的调整后每股收益是52美分。市场原本预期是40美分，但担忧集中在个人电脑业务上。他们预计未来两个季度整个PC业务会下滑，因为内存价格持续上涨，这也在摧毁该领域的需求。
The revenue actually came in line with market expectations, along with exceeding adjusted earnings per share estimates, didn't it? They actually announced adjusted earnings per share of 52 cents.
The market was expecting 40 cents , but the concern is focused on the personal computer business. They actually expect a decline over the next two quarters in the PC business as a whole, because memory prices continue to rise, and this is also destroying demand in that sector .
他们在整体AI业务上也面临一些问题，原因是遭遇了供应链中断，未能在AI和建设自有制造设施方面获得他们期望的那么多收益。现在，他们指出以色列制造工厂的一个问题影响了他们的营收和净利润。
They also face some problems with regard to AI business in general, due to supply chain disruptions they have experienced, as they have not been able to benefit as much as they would like with regard to AI and building their own manufacturing facilities .
Now, they have highlighted a problem at the manufacturing facility in Israel that has impacted their revenues and net profits.
但话说回来，这仍然是一个关于预期的问题——预期略低于人们原本的希望。
But, once again, this is a story about expectations that fell slightly short of what was hoped for.
但没错，Intel的股价大幅下跌了近30%。
but yes, there's a big drop in Intel's stock of almost 30%,
这个频道对 $INTC 的历次判断
Schwab Network 在这只股票上共 14 条判断，这里只列相邻的几条。