---
title: "HSBC: Intel's stock rally this year is unsustainable"
description: "HSBC downgraded the rating of semiconductor company Intel, stating that the re-rating of its stock is \"unsustainable.\" \"Intel recently announced three transactions that led to a significant upgrade of"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/260301721.md"
published_at: "2025-10-08T14:57:13.000Z"
---

# HSBC: Intel's stock rally this year is unsustainable

> HSBC downgraded the rating of semiconductor company Intel, stating that the re-rating of its stock is "unsustainable." "Intel recently announced three transactions that led to a significant upgrade of its stock rating: SoftBank invested $2 billion, the U.S. government invested $11.1 billion to acquire a 9.9% stake, and NVIDIA invested $5 billion to acquire (approximately) a 4% stake," analyst Frank Lee wrote in a report to clients

HSBC downgraded the rating of semiconductor company Intel, stating that the re-rating of its stock is "unsustainable."

"Intel recently announced three transactions that led to a significant upgrade of its stock rating: SoftBank invested $2 billion, the U.S. government invested $11.1 billion to acquire a 9.9% stake, and NVIDIA invested $5 billion to acquire (approximately) a 4% stake," analyst Frank Lee wrote in a report to clients

### Related Stocks

- [INTC.US - Intel](https://longbridge.com/en/quote/INTC.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 全球首秀！英特尔亮出 ZAM 内存原型：单芯 512GB、功耗砍半，正面硬刚 HBM | 英特尔与软银合作开发的 Z-Angle Memory（ZAM）内存技术首次亮相，单芯片容量可达 512GB，功耗降低 40%-50%。该技术采用垂直堆叠架构，旨在挑战高带宽内存（HBM）市场。ZAM 原型计划于 2027 年推出，2030  | [Link](https://longbridge.com/en/news/275571223.md) |
| CPU 供应短缺再升级，英特尔和 AMD 被曝告知中国客户交货延长 | 英特尔和 AMD 已通知中国客户，服务器用中央处理器（CPU）出现供应短缺，交货期可能延长至六个月。供货紧张导致英特尔服务器产品在中国市场价格上涨逾 10%。中国市场占英特尔总营收的 20% 以上，第四代和第五代至强（Xeon）CPU 供应 | [Link](https://longbridge.com/en/news/275112327.md) |
| 这只从低谷中复苏的半导体股票真的重新找回了活力吗？ | 牛市投资者比以往更加乐观，但仍然存在很多怀疑 | [Link](https://longbridge.com/en/news/275985722.md) |
| 期权热点｜周二 INTC 大跌 6%，部分看跌期权飙升 300% | 美东时间 02 月 10 日，英特尔期权总成交 586753 张，看涨期权占比 65%，看跌期权占比 34%。 | [Link](https://longbridge.com/en/news/275549473.md) |
| 英特尔进军 GPU！ | 英特尔硬刚英伟达！宣布进军 GPU 直指 AI 数据中心业务，并挖来高通高管任首席架构师。同时，14A 制程代工已与客户深度接洽，今年晚些时候开启量产爬坡。市场关注英特尔后续兑现 GPU 产品化与代工量产进度。 | [Link](https://longbridge.com/en/news/274751517.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.