英特尔因PC市场放缓给出疲弱指引，股价盘后大跌21%
Intel stock plunges 21% as chipmaker blames PC slowdown for weak guidance
Intel's third-quarter adjusted earnings per share were 52 cents and revenue was $16.51 billion, both higher than LSEG analysts' expectations, with revenue up 21% year-on-year. However, client computing and physical AI business revenue fell 5% year-on-year to US$8.1 billion, and data center and AI revenue increased 78% to US$7.3 billion. The company expects revenue for this quarter to be US$15 billion to US$16 billion, with adjusted earnings per share of 25 cents, lower than analysts’ expectations of US$17.1 billion and 43 cents. The stock price fell 21% after the market closed. Chief Financial Officer David Zinsner said the PC slowdown will continue until at least the first half of next year.
Intel's financial report showed clear differentiation: client computing business revenue fell by 5% year-on-year, and data center and AI business grew by 78%. However, the company's guidance for this quarter's revenue and earnings per share were lower than analysts' expectations. The stock price fell 21% after the market closed. The CFO even said that the PC slowdown will continue until at least the first half of next year. For traders, this reinforces the logic that the PC cycle is weakening and suppressing the chip sector. They need to pay attention to its transmission of risk appetite for technology stocks and the potential impact of changes in risk aversion on assets such as gold and the U.S. dollar.
财报给出客户端业务下滑与数据中心增长的分化数据，可观察PC周期对芯片厂商指引的影响。
来源：CNBC Top News · cnbc.com