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
Pendapatan larasan suku ketiga Intel sesaham ialah 52 sen dan hasil ialah $16.51 bilion, kedua-duanya lebih tinggi daripada jangkaan penganalisis LSEG, dengan hasil naik 21% tahun ke tahun. Walau bagaimanapun, hasil pengkomputeran pelanggan dan perniagaan AI fizikal turun 5% tahun ke tahun kepada AS$8.1 bilion, dan pusat data serta hasil AI meningkat 78% kepada AS$7.3 bilion. Syarikat itu menjangkakan pendapatan bagi suku ini ialah AS$15 bilion hingga AS$16 bilion, dengan pendapatan sesaham larasan sebanyak 25 sen, lebih rendah daripada jangkaan penganalisis sebanyak AS$17.1 bilion dan 43 sen. Harga saham jatuh 21% selepas pasaran ditutup. Ketua Pegawai Kewangan David Zinsner berkata kelembapan PC akan berterusan sehingga sekurang-kurangnya separuh pertama tahun depan.
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