---
title: "SA 分析师对英特尔的态度转为看空，原因是认为其在人工智能狂热中估值过高"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287099135.md"
description: "Seeking Alpha 的分析师们对英特尔（INTC）转为看空，因其在人工智能热潮下的高估值引发担忧。分析师 Johnny Zhang 将其评级下调至强烈卖出，指出其市盈率高达 100 倍不可持续。东方交易员将评级从强烈买入下调至持有，强调了竞争挑战。另一位分析师建议采用对冲的 AMD 多头/英特尔空头策略，认为在英特尔证明其增长潜力后可能会更具吸引力。总体而言，英特尔的平均评级仍为持有"
datetime: "2026-05-20T17:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287099135.md)
  - [en](https://longbridge.com/en/news/287099135.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287099135.md)
---

# SA 分析师对英特尔的态度转为看空，原因是认为其在人工智能狂热中估值过高

Seeking Alpha analysts are becoming less bullish on chipmaker Intel (INTC) following the stock's recent rally. SA analyst Johnny Zhang cut his rating to Strong Sell from Hold, questioning Intel's "lofty valuation." "Most concerning is that INTC's valuation has expanded to an unsustainable level, propelled by AI mania across the equity market," Zhan...

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