<p>有些人认为英特尔（Intel，股票代码：INTC）与 SambaNova 的合作是个错误。这种感觉主要源于英特尔首席执行官谭立夫（Lip-Bu Tan）同时也是 SambaNova 的执行董事长。但最近有消息称，英特尔计划加大与 SambaNova 之前建立的关系，包括新增 1500 万美元的投资。这一消息奇妙地激励了投资者，导致周四下午的交易中股价上涨近 4%。</p>
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<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
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<p>报道称，英特尔计划再向 SambaNova 投资 1500 万美元，这意味着英特尔将拥有该公司的 9% 股份。当然，这项投资还需获得监管批准。英特尔还投资了其他几家公司，包括 OPAQUE Systems、EPIC Microsystems 和 3D Glass Solutions，报道称这些公司也与谭立夫有联系。</p>
<p>但对于那些担心这些关联的人，报告指出英特尔对此事已经掌控。英特尔表示，它 “……保持严格、成熟的治理和利益冲突政策，并有活跃的董事会监督，以确保所有决策都符合公司及其股东的最佳利益。” 这听起来可能并不特别令人安心，但根据过去两天的股价飙升，这对大多数股东来说一定是令人宽慰的。</p>
<h2><strong>值得重新考虑</strong></h2>
<p>与此同时，D.A. Davidson 的分析师 Gil Luria——在 TipRanks 上获得四星评级——明确表示英特尔值得再看一眼。Luria 维持了对英特尔的持有评级，并保持每股 45 美元的目标价。Luria 的评估主要与最近以比 2024 年出售时高出 30 亿美元的价格回购其在爱尔兰制造中心的股份有关。</p>
<p>Luria 指出：“英特尔与 Apollo Global Management 宣布达成一项最终协议，英特尔将以 142 亿美元回购与爱尔兰 Fab 34 相关的 49% 股权。这笔交易实际上撤销了 2024 年 Apollo 以 112 亿美元收购 49% 股份的协议。我们认为这一公告对英特尔的转型故事是个好兆头，同时显著增强了资产负债表。”</p>
<h2><strong>英特尔是买入、持有还是卖出？</strong></h2>
<p>转向华尔街，分析师对 INTC 股票的共识评级为持有，过去三个月内有七个买入、22 个持有和四个卖出，如下图所示。在过去一年股价上涨 114.13% 后，INTC 的平均目标价为每股 47.97 美元，意味着有 3.6% 的下行风险。</p>

英特尔

标普半导体 ETF - SPDR

动态半导体 ETF - Invesco

半导体 3 倍做多 - Direxion

SOXQ

费城交易所 半导体 ETF - iShares

半导体 ETF - VanEck Vectors

2 倍做多 INTC ETF - GraniteShares

AMDL

<p>英特尔计划通过一项 1500 万美元的新投资来加强与 SambaNova 的关系，将其持股比例提高至 9%。这一消息导致英特尔的股票上涨近 4%。尽管对首席执行官 Lip-Bu Tan 的双重角色可能引发的利益冲突表示担忧，英特尔仍然保证其严格的治理政策。分析师 Gil Luria 维持对英特尔的持有评级，目标价为 45 美元，并指出最近以 142 亿美元回购爱尔兰一家制造中心的股份是英特尔扭转局面的积极信号。华尔街的共识仍然是持有，评级意见不一</p>

<p>There were those who thought that chip stock Intel (INTC) was making a mistake by aligning itself with SambaNova. A lot of that feeling coalesced around the notion that Intel CEO Lip-Bu Tan was also SambaNova's executive chairman. But news emerged recently that Intel was planning to step up the relationship it had established previously with SambaNova, including a new $15 million investment. That news was oddly inspiring to investors, who sent shares surging up nearly 4% in Thursday afternoon's trading.</p>
<div class="lb-trans"><p>有些人认为英特尔（Intel，股票代码：INTC）与 SambaNova 的合作是个错误。这种感觉主要源于英特尔首席执行官谭立夫（Lip-Bu Tan）同时也是 SambaNova 的执行董事长。但最近有消息称，英特尔计划加大与 SambaNova 之前建立的关系，包括新增 1500 万美元的投资。这一消息奇妙地激励了投资者，导致周四下午的交易中股价上涨近 4%。</p>
</div><h3>End of Quarter Sale - 50% Off TipRanks</h3>
<div class="lb-trans"><h3>季末促销 - TipRanks 50% 折扣</h3>
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<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领袖的投资组合，使用智能投资者精选</li>
</ul>
</div><p>Intel's plan to put another $15 million into SambaNova would mean that Intel would own 9% of the operation, reports noted. The investment is, of course, subject to regulatory approval. Intel also piled into several other companies, putting investment behind OPAQUE Systems, EPIC Microsystems, and 3D Glass Solutions, reports noted. The report also suggested that each of these companies also had connection to Lip-Bu Tan.</p>
<div class="lb-trans"><p>报道称，英特尔计划再向 SambaNova 投资 1500 万美元，这意味着英特尔将拥有该公司的 9% 股份。当然，这项投资还需获得监管批准。英特尔还投资了其他几家公司，包括 OPAQUE Systems、EPIC Microsystems 和 3D Glass Solutions，报道称这些公司也与谭立夫有联系。</p>
</div><p>But for those concerned about all these connections, the report noted that Intel has the matter in hand. Intel noted that it &#34;…maintains rigorous, well-established governance and conflict-of-interest policies, with active Board oversight to ensure all decisions are made in the best interests of the company and its shareholders.&#34; This might not sound particularly comforting, but based on the surges seen in the last two days, it must be comforting to a majority of shareholders.</p>
<div class="lb-trans"><p>但对于那些担心这些关联的人，报告指出英特尔对此事已经掌控。英特尔表示，它 “……保持严格、成熟的治理和利益冲突政策，并有活跃的董事会监督，以确保所有决策都符合公司及其股东的最佳利益。” 这听起来可能并不特别令人安心，但根据过去两天的股价飙升，这对大多数股东来说一定是令人宽慰的。</p>
</div><h2><strong>Worth Reconsidering</strong></h2>
<div class="lb-trans"><h2><strong>值得重新考虑</strong></h2>
</div><p>Meanwhile, word from D.A. Davidson analyst Gil Luria—who has a four-star rating on TipRanks—made it clear that Intel was worth a second look. Luria maintained his rating of Hold, and kept a $45 per share price target in place. The biggest reason for Luria's assessment seems connected to the recent move to buy back its portion of an Irish fabrication center for $3 billion more than it sold it for in 2024.</p>
<div class="lb-trans"><p>与此同时，D.A. Davidson 的分析师 Gil Luria——在 TipRanks 上获得四星评级——明确表示英特尔值得再看一眼。Luria 维持了对英特尔的持有评级，并保持每股 45 美元的目标价。Luria 的评估主要与最近以比 2024 年出售时高出 30 亿美元的价格回购其在爱尔兰制造中心的股份有关。</p>
</div><p>Luria noted, &#34;Intel and Apollo Global Management announced a definitive agreement in which Intel will repurchase the 49% equity interest in the JV related to Fab 34 in Ireland for $14.2 billion. The transaction effectively unwinds the 2024 agreement where Apollo acquired the 49% stake for $11.2 billion. We believe the announcement bodes well for the INTC turnaround story while significantly strengthening the balance sheet.&#34;</p>
<div class="lb-trans"><p>Luria 指出：“英特尔与 Apollo Global Management 宣布达成一项最终协议，英特尔将以 142 亿美元回购与爱尔兰 Fab 34 相关的 49% 股权。这笔交易实际上撤销了 2024 年 Apollo 以 112 亿美元收购 49% 股份的协议。我们认为这一公告对英特尔的转型故事是个好兆头，同时显著增强了资产负债表。”</p>
</div><h2><strong>Is Intel a Buy, Hold or Sell?</strong></h2>
<div class="lb-trans"><h2><strong>英特尔是买入、持有还是卖出？</strong></h2>
</div><p>Turning to Wall Street, analysts have a Hold consensus rating on INTC stock based on seven Buys, 22 Holds and four Sells assigned in the past three months, as indicated by the graphic below. After a 114.13% rally in its share price over the past year, the average INTC price target of $47.97 per share implies 3.6% downside risk.</p>
<div class="lb-trans"><p>转向华尔街，分析师对 INTC 股票的共识评级为持有，过去三个月内有七个买入、22 个持有和四个卖出，如下图所示。在过去一年股价上涨 114.13% 后，INTC 的平均目标价为每股 47.97 美元，意味着有 3.6% 的下行风险。</p>
</div>

Intel Plans to Ramp Up Relationship With SambaNova, Intel Stock (NASDAQ:INTC) Surges

- 英特尔计划向 SambaNova 投资 1500 万美元，拟持有 9% 股份。  
- 此举令投资者信心恢复，股价在周四交易中上涨近 4%。  
- 分析师认为，英特尔在逆转局势方面取得积极进展。

英特尔计划加深与 SambaNova 的合作关系，英特尔股票（NASDAQ:INTC）大幅上涨