<p><strong>英特尔</strong>(INTC 8.62%) 的股价在周四连续第二天上涨，截至东部时间中午 12:23 上涨了 6.4%。</p>
<p>英特尔昨天收到了关于其关键终端市场的最终需求基本面的好消息。然而，过去一个月股价的强劲反弹主要是由于外部投资者的投资，包括 <strong>英伟达</strong>、<strong>软银</strong> 和美国政府。</p>
<p>昨晚，又有关于潜在投资的传闻出现，彭博社报道下一个投资对象可能是 <strong>苹果</strong>(NASDAQ: AAPL)。这条消息以及关于英特尔提高某些 PC 芯片价格的其他消息可能导致今天的强劲反弹。</p>
<h2>Lip-Bu Tan 向苹果推介</h2>
<p>根据彭博社的报道，英特尔首席执行官 Lip-Bu Tan 显然已接触苹果，寻求对该公司的潜在投资。</p>
<p>这笔交易看起来似乎不太可能，因为苹果是 <strong>台湾半导体制造公司</strong> 的一个庞大且优先的客户。然而，苹果在其 A 系列 iPhone 芯片组和各种 M 系列笔记本及台式机芯片组之间有巨大的硅需求。该公司还希望赢得特朗普政府的青睐，而特朗普政府一直在倡导更多投资于美国科技制造。最后，如果英特尔的代工努力失败，而台积电成为真正的垄断，台积电可能会继续随意提高对包括苹果在内的客户的晶圆价格。</p>
<p>来自苹果的投资将进一步增强英特尔的资产负债表，并可能表明苹果未来可能成为英特尔 14A 节点的代工客户。</p>
<p>除了苹果的传闻外，还有报道称英特尔正在提高其老一代 Raptor Lake CPU 的价格。</p>
<p>看到英特尔提高老旧节点芯片的价格有些奇怪，但这可能表明低端笔记本的需求强劲。另一种可能性是英特尔正在将更多设备转移到供应更新的节点，这将表明对新 PC 芯片的需求更强。昨天，内存巨头 <strong>美光</strong> 表示其 PC 需求强于预期，因此这无论如何对英特尔的收入和利润率都是好消息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUxNDAvZ2V0dHlpbWFnZXMtMjIwMzE0MDIxMC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUxNDAvZ2V0dHlpbWFnZXMtMjIwMzE0MDIxMC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>英特尔的上涨是结束还是刚刚开始？</h2>
<p>英特尔的股价现在已恢复到自 2024 年 7 月以来未见的水平，此前经历了一个漫长的冬天，其未来曾受到质疑，股价跌破了公司的账面价值。然而，尽管其稀释效应，Tan 从知名无晶圆厂芯片制造商那里筹集资金似乎正在增强对英特尔战略和技术的信心。</p>
<p>英特尔的下一个重大步骤将是证明其 18A 节点的可行性，该节点将于第四季度推出其 Panther Lake CPU。</p>

英特尔

<p>英特尔（INTC）的股价连续第二天上涨 6.4%，这得益于积极的终端需求基本面以及苹果、英伟达和软银等主要玩家的潜在投资。英特尔首席执行官谭立夫已接洽苹果进行投资，这可能会增强英特尔的资产负债表和未来的代工前景。此外，英特尔正在提高旧款 Raptor Lake CPU 的价格，显示出强劲的需求。随着英特尔的股价恢复到自 2024 年 7 月以来未见的水平，市场对其战略的信心正在增强，因为公司准备在今年晚些时候推出其 Panther Lake CPU</p>

<p>Shares of <strong>Intel</strong>(INTC 8.62%) rallied for the second day in a row on Thursday, up 6.4% as of 12:23 p.m. ET.</p>
<div class="lb-trans"><p><strong>英特尔</strong>(INTC 8.62%) 的股价在周四连续第二天上涨，截至东部时间中午 12:23 上涨了 6.4%。</p>
</div><p>Intel received good news yesterday regarding the end-demand fundamentals of its key end markets. However, the stock's strong rally over the past month has generally been due to investments from outside parties, including <strong>Nvidia</strong>, <strong>SoftBank</strong>, and the U.S. government.</p>
<div class="lb-trans"><p>英特尔昨天收到了关于其关键终端市场的最终需求基本面的好消息。然而，过去一个月股价的强劲反弹主要是由于外部投资者的投资，包括 <strong>英伟达</strong>、<strong>软银</strong> 和美国政府。</p>
</div><p>Last night, another rumor emerged regarding another potential investment along these lines, with Bloomberg reporting the next investee could be <strong>Apple</strong>(NASDAQ: AAPL). This and other news around Intel raising prices on certain PC chips could be leading to the strong rally today.</p>
<div class="lb-trans"><p>昨晚，又有关于潜在投资的传闻出现，彭博社报道下一个投资对象可能是 <strong>苹果</strong>(NASDAQ: AAPL)。这条消息以及关于英特尔提高某些 PC 芯片价格的其他消息可能导致今天的强劲反弹。</p>
</div><h2>Lip-Bu Tan pitches Apple</h2>
<div class="lb-trans"><h2>Lip-Bu Tan 向苹果推介</h2>
</div><p>According to Bloomberg, Intel CEO Lip-Bu Tan has apparently approached Apple for a potential investment in the company.</p>
<div class="lb-trans"><p>根据彭博社的报道，英特尔首席执行官 Lip-Bu Tan 显然已接触苹果，寻求对该公司的潜在投资。</p>
</div><p>A deal may seem far-fetched, as Apple is a massive, first-in-line customer of <strong>Taiwan Semiconductor Manufacturing</strong>. However, Apple has huge silicon needs between its A-series iPhone chipsets and various M-series laptop and desktop chipsets. The company is also looking to curry favor with the Trump administration, which has been advocating for more investment in U.S. tech manufacturing. And finally, if Intel's foundry efforts were to fail and TSMC became a true monopoly, TSMC could continue raising wafer prices as much as it wanted to customers, including Apple.</p>
<div class="lb-trans"><p>这笔交易看起来似乎不太可能，因为苹果是 <strong>台湾半导体制造公司</strong> 的一个庞大且优先的客户。然而，苹果在其 A 系列 iPhone 芯片组和各种 M 系列笔记本及台式机芯片组之间有巨大的硅需求。该公司还希望赢得特朗普政府的青睐，而特朗普政府一直在倡导更多投资于美国科技制造。最后，如果英特尔的代工努力失败，而台积电成为真正的垄断，台积电可能会继续随意提高对包括苹果在内的客户的晶圆价格。</p>
</div><p>An investment from Apple would further bolster Intel's balance sheet, and also could signal that Apple may become a future foundry customer for Intel's 14A node.</p>
<div class="lb-trans"><p>来自苹果的投资将进一步增强英特尔的资产负债表，并可能表明苹果未来可能成为英特尔 14A 节点的代工客户。</p>
</div><p>In addition to the Apple rumors, it was also reported Intel was raising prices on its older-generation Raptor Lake CPUs.</p>
<div class="lb-trans"><p>除了苹果的传闻外，还有报道称英特尔正在提高其老一代 Raptor Lake CPU 的价格。</p>
</div><p>It is strange to see Intel raising prices on an older node chip, but it could indicate strong demand for low-end laptops. Another possibility would be if Intel were moving more equipment to supply newer nodes, which would indicate stronger demand for new PC chips. Yesterday, memory giant <strong>Micron</strong> said it is seeing stronger PC demand than anticipated, so this is likely good news for Intel's revenue and margins either way.</p>
<div class="lb-trans"><p>看到英特尔提高老旧节点芯片的价格有些奇怪，但这可能表明低端笔记本的需求强劲。另一种可能性是英特尔正在将更多设备转移到供应更新的节点，这将表明对新 PC 芯片的需求更强。昨天，内存巨头 <strong>美光</strong> 表示其 PC 需求强于预期，因此这无论如何对英特尔的收入和利润率都是好消息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUxNDAvZ2V0dHlpbWFnZXMtMjIwMzE0MDIxMC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835140%2Fgettyimages-2203140210.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>Is Intel's run coming to an end or just getting started?</h2>
<div class="lb-trans"><h2>英特尔的上涨是结束还是刚刚开始？</h2>
</div><p>Intel's stock has now regained levels not seen since July 2024, after a long winter in which its future came into doubt and the stock price fell below the company's book value. However, it appears Tan's capital raise from prominent fabless chipmakers is boosting confidence in Intel's strategy and technology, despite their dilutive effects.</p>
<div class="lb-trans"><p>英特尔的股价现在已恢复到自 2024 年 7 月以来未见的水平，此前经历了一个漫长的冬天，其未来曾受到质疑，股价跌破了公司的账面价值。然而，尽管其稀释效应，Tan 从知名无晶圆厂芯片制造商那里筹集资金似乎正在增强对英特尔战略和技术的信心。</p>
</div><p>The next big step for Intel will be proving out its 18A node, which will debut with the fourth-quarter launch of its Panther Lake CPU.</p>
<div class="lb-trans"><p>英特尔的下一个重大步骤将是证明其 18A 节点的可行性，该节点将于第四季度推出其 Panther Lake CPU。</p>
</div>

Why Intel Rallied Yet Again Today

- 英特尔股价连续第二天上涨，涨幅达 6.4%。  
- 消息称，英特尔可能获得苹果的投资，且正在提高某些 PC 芯片价格。  
- 需求强劲的迹象可能有助于提升英特尔的收入和利润。  

为什么英特尔今天再次上涨