<p><strong>英特尔</strong>(INTC 6.28%) 的股票在周二飙升。截止东部时间下午 3:45，这家半导体公司的股价上涨了 6.4%，而 <strong>标准普尔 500 指数</strong> 上涨了 1.2%，<strong>纳斯达克综合指数</strong> 上涨了 1.5%。</p>
<p>今天，英特尔的估值因最近发布的半导体行业市场份额报告而飙升。该股票还受到宏观经济和地缘政治动态的推动，这些因素支持了更广泛市场的看涨势头。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3OTkvZ2V0dHlpbWFnZXMtMTI5MjUzMTE2MS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3OTkvZ2V0dHlpbWFnZXMtMTI5MjUzMTE2MS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英特尔股票因铸造报告而上涨</h2>
<p>Counterpoint Research 发布了一份关于半导体制造行业的新报告，其中包含了一些对英特尔投资者的好消息。尽管 <strong>台湾半导体制造公司</strong> 在今年第一季度的 Counterpoint 的铸造 2.0 类别中保持了 35.3% 的市场份额，但英特尔以 6.5% 的市场份额位居第二。虽然英特尔的市场份额从 2024 年第一季度的 6.8% 下降，但相比 2024 年第四季度的 5.9% 有所上升。</p>
<p>更重要的是，Counterpoint 的更新中包含了一些关于英特尔 18A 制造工艺的有利进展的迹象。英特尔旨在挑战台积电，成为第三方客户的芯片制造服务提供商，而短期前景在很大程度上取决于 18A 的芯片良率是否对潜在客户具有吸引力。</p>
<p>另一个看涨的催化剂是，三星据报道正在将重点从其 1.4nm 工艺转向改善其 2nm 工艺技术的良率。如果这一消息属实，这表明英特尔的一个竞争对手可能面临挫折。</p>
<h2>地缘政治和宏观经济因素也在推动今天的芯片股票上涨</h2>
<p>以色列和伊朗之间停火的宣布正在推动更广泛的市场上涨，英特尔也参与了这一反弹。这两个国家之间的战争一直被视为可能导致更广泛冲突和市场明显看跌转变的风险因素，但投资者看到事情可能正朝着持续降温的方向发展。</p>
<p>另一个看涨的催化剂是，美联储主席杰罗姆·鲍威尔今天表示，中央银行的联邦公开市场委员会（FOMC）下个月可能会降息。虽然 7 月降息可能会发生，也可能不会发生，但美联储似乎正在采取更加鸽派的立场——这对英特尔和其他芯片股票来说是个好消息。</p>

英特尔

<p>英特尔的股票在积极的市场背景下上涨了 6.4%，这得益于 Counterpoint Research 发布的有利半导体市场份额报告。英特尔的市场份额为 6.5%，较之前几个季度有所改善。此外，地缘政治因素，包括以色列和伊朗之间的停火，以及美联储可能的降息，正在为英特尔及更广泛的芯片市场带来看涨的势头</p>

<p><strong>Intel</strong>(INTC 6.28%) stock is soaring Tuesday. The semiconductor company's share price was up 6.4% as of 3:45 p.m. ET amid the backdrop of a 1.2% rise for the <strong>S&amp;P 500</strong> and a 1.5% rise for the <strong>Nasdaq Composite</strong>.</p>
<div class="lb-trans"><p><strong>英特尔</strong>(INTC 6.28%) 的股票在周二飙升。截止东部时间下午 3:45，这家半导体公司的股价上涨了 6.4%，而 <strong>标准普尔 500 指数</strong> 上涨了 1.2%，<strong>纳斯达克综合指数</strong> 上涨了 1.5%。</p>
</div><p>Intel's valuation is surging today following a recently released market share report on the semiconductor industry. The stock is also getting a boost from macroeconomic and geopolitical dynamics that are supporting bullish momentum for the broader market.</p>
<div class="lb-trans"><p>今天，英特尔的估值因最近发布的半导体行业市场份额报告而飙升。该股票还受到宏观经济和地缘政治动态的推动，这些因素支持了更广泛市场的看涨势头。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3OTkvZ2V0dHlpbWFnZXMtMTI5MjUzMTE2MS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F822799%2Fgettyimages-1292531161.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Intel stock rises on foundry report</h2>
<div class="lb-trans"><h2>英特尔股票因铸造报告而上涨</h2>
</div><p>Counterpoint Research published a new report on the semiconductor fabrication industry, and it included some good news for Intel investors. While <strong>Taiwan Semiconductor Manufacturing</strong> maintained a 35.3% market share in Counterpoint's Foundry 2.0 category in this year's first quarter, Intel ranked in second place with a 6.5% market share. While Intel's performance declined from a market share of 6.8% in Q1 2024, it was up from 5.9% in Q4 2024.</p>
<div class="lb-trans"><p>Counterpoint Research 发布了一份关于半导体制造行业的新报告，其中包含了一些对英特尔投资者的好消息。尽管 <strong>台湾半导体制造公司</strong> 在今年第一季度的 Counterpoint 的铸造 2.0 类别中保持了 35.3% 的市场份额，但英特尔以 6.5% 的市场份额位居第二。虽然英特尔的市场份额从 2024 年第一季度的 6.8% 下降，但相比 2024 年第四季度的 5.9% 有所上升。</p>
</div><p>More importantly, Counterpoint's update included some signs of favorable progress for Intel's 18A manufacturing process. Intel is aiming to challenge TSMC as a provider of chip fabrication services for third-party customers, and the near-term outlook on the front hinges heavily on whether chip yields from 18A wind up being attractive to potential clients.</p>
<div class="lb-trans"><p>更重要的是，Counterpoint 的更新中包含了一些关于英特尔 18A 制造工艺的有利进展的迹象。英特尔旨在挑战台积电，成为第三方客户的芯片制造服务提供商，而短期前景在很大程度上取决于 18A 的芯片良率是否对潜在客户具有吸引力。</p>
</div><p>Adding another bullish catalyst, Samsung is reportedly shifting focus away from its 1.4nm process in order to improve yields from its 2nm process technology. If that news is accurate, it suggests a setback for one of Intel's competitors.</p>
<div class="lb-trans"><p>另一个看涨的催化剂是，三星据报道正在将重点从其 1.4nm 工艺转向改善其 2nm 工艺技术的良率。如果这一消息属实，这表明英特尔的一个竞争对手可能面临挫折。</p>
</div><h2>Geopolitical and macroeconomic factors are also lifting chip stocks today</h2>
<div class="lb-trans"><h2>地缘政治和宏观经济因素也在推动今天的芯片股票上涨</h2>
</div><p>The announcement of a ceasefire between Israel and Iran is pushing the broader market higher today, and Intel is participating in the rally. The war between the two countries has been in focus as a risk factor that could lead to a broader conflict and a pronounced bearish turn for the market, but investors are seeing signs that things may now be on a path toward continued de-escalation.</p>
<div class="lb-trans"><p>以色列和伊朗之间停火的宣布正在推动更广泛的市场上涨，英特尔也参与了这一反弹。这两个国家之间的战争一直被视为可能导致更广泛冲突和市场明显看跌转变的风险因素，但投资者看到事情可能正朝着持续降温的方向发展。</p>
</div><p>Adding another bullish catalyst, Federal Reserve Chair Jerome Powell indicated today that it was possible that the central banking authority's Federal Open Market Committee (FOMC) could cut interest rates next month. While a July rate cut may or may not happen, the Fed seems to be adopting a more dovish stance -- and that's good news for Intel and other chip stocks.</p>
<div class="lb-trans"><p>另一个看涨的催化剂是，美联储主席杰罗姆·鲍威尔今天表示，中央银行的联邦公开市场委员会（FOMC）下个月可能会降息。虽然 7 月降息可能会发生，也可能不会发生，但美联储似乎正在采取更加鸽派的立场——这对英特尔和其他芯片股票来说是个好消息。</p>
</div>

Why Intel Stock Is Soaring Today

- 英特尔股票上涨 6.4%，受半导体市场份额报告推动。  
- Counterpoint Research 报告显示，英特尔在市场份额上位列第二，达 6.5%。  
- 地缘政治因素和美联储可能降息的预期也助推了股市上涨。  

为什么英特尔的股票今天大幅上涨