---
title: "Intel climbs 5% on Tigress upgrade and SK Hynix fab talks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/299212698.md"
description: "Intel gained in regular trading on Tigress' $145 target and reports of SK Hynix US fab partnership talks."
datetime: "2026-09-16T16:49:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/299212698.md)
  - [en](https://longbridge.com/en/news/299212698.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/299212698.md)
generator: "portal-rs"
---

# Intel climbs 5% on Tigress upgrade and SK Hynix fab talks

英特尔 (INTC.US) 盘中涨 4.87%，现报 101.87 美元。

消息面上，Tigress Financial Partners 重申英特尔买入评级，并将目标价从 118 美元上调至 145 美元。该机构指出，英特尔的 AI 驱动转型正在加速，其与 Terafab（特斯拉和 SpaceX）的代工合作进一步加强了这一趋势。分析师 Ivan Feinseth 强调，英特尔第二季度业绩表现强劲，营收增长 25%，数据中心和代工业务收入均实现显著提升，AI 基础设施和先进制造领域的扩张机会持续扩大。

此外，据报苹果核心存储供应商 SK 海力士正与英特尔进行初步谈判，探讨通过租赁英特尔俄亥俄州工厂空间或成立合资企业的方式在美国生产存储芯片。此举旨在应对 AI 需求推动下 DRAM 供应紧张的局面。尽管 SK 海力士后续表示尚未做出最终决定，但市场对该潜在合作前景保持乐观。

板块方面，费城半导体指数盘中上涨逾 2%，芯片股集体走强，英特尔、AMD 等领涨。市场同时关注美联储即将公布的利率决议，期货定价显示加息 25 个基点的概率接近 90%。

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