<p><strong>英特爾</strong>(INTC 8.62%) 的股價在週四連續第二天上漲，截至東部時間中午 12:23 上漲了 6.4%。</p>
<p>英特爾昨天收到了關於其關鍵終端市場的最終需求基本面的好消息。然而，過去一個月股價的強勁反彈主要是由於外部投資者的投資，包括 <strong>英偉達</strong>、<strong>軟銀</strong> 和美國政府。</p>
<p>昨晚，又有關於潛在投資的傳聞出現，彭博社報道下一個投資對象可能是 <strong>蘋果</strong>(NASDAQ: AAPL)。這條消息以及關於英特爾提高某些 PC 芯片價格的其他消息可能導致今天的強勁反彈。</p>
<h2>Lip-Bu Tan 向蘋果推介</h2>
<p>根據彭博社的報道，英特爾首席執行官 Lip-Bu Tan 顯然已接觸蘋果，尋求對該公司的潛在投資。</p>
<p>這筆交易看起來似乎不太可能，因為蘋果是 <strong>台灣半導體制造公司</strong> 的一個龐大且優先的客户。然而，蘋果在其 A 系列 iPhone 芯片組和各種 M 系列筆記本及台式機芯片組之間有巨大的硅需求。該公司還希望贏得特朗普政府的青睞，而特朗普政府一直在倡導更多投資於美國科技製造。最後，如果英特爾的代工努力失敗，而台積電成為真正的壟斷，台積電可能會繼續隨意提高對包括蘋果在內的客户的晶圓價格。</p>
<p>來自蘋果的投資將進一步增強英特爾的資產負債表，並可能表明蘋果未來可能成為英特爾 14A 節點的代工客户。</p>
<p>除了蘋果的傳聞外，還有報道稱英特爾正在提高其老一代 Raptor Lake CPU 的價格。</p>
<p>看到英特爾提高老舊節點芯片的價格有些奇怪，但這可能表明低端筆記本的需求強勁。另一種可能性是英特爾正在將更多設備轉移到供應更新的節點，這將表明對新 PC 芯片的需求更強。昨天，內存巨頭 <strong>美光</strong> 表示其 PC 需求強於預期，因此這無論如何對英特爾的收入和利潤率都是好消息。</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>圖片來源：Getty Images。</p>
<h2>英特爾的上漲是結束還是剛剛開始？</h2>
<p>英特爾的股價現在已恢復到自 2024 年 7 月以來未見的水平，此前經歷了一個漫長的冬天，其未來曾受到質疑，股價跌破了公司的賬面價值。然而，儘管其稀釋效應，Tan 從知名無晶圓廠芯片製造商那裏籌集資金似乎正在增強對英特爾戰略和技術的信心。</p>
<p>英特爾的下一個重大步驟將是證明其 18A 節點的可行性，該節點將於第四季度推出其 Panther Lake CPU。</p>

英特爾

<p>英特爾（INTC）的股價連續第二天上漲 6.4%，這得益於積極的終端需求基本面以及蘋果、英偉達和軟銀等主要玩家的潛在投資。英特爾首席執行官譚立夫已接洽蘋果進行投資，這可能會增強英特爾的資產負債表和未來的代工前景。此外，英特爾正在提高舊款 Raptor Lake CPU 的價格，顯示出強勁的需求。隨着英特爾的股價恢復到自 2024 年 7 月以來未見的水平，市場對其戰略的信心正在增強，因為公司準備在今年晚些時候推出其 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>英特爾</strong>(INTC 8.62%) 的股價在週四連續第二天上漲，截至東部時間中午 12:23 上漲了 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>英特爾昨天收到了關於其關鍵終端市場的最終需求基本面的好消息。然而，過去一個月股價的強勁反彈主要是由於外部投資者的投資，包括 <strong>英偉達</strong>、<strong>軟銀</strong> 和美國政府。</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，又有關於潛在投資的傳聞出現，彭博社報道下一個投資對象可能是 <strong>蘋果</strong>(NASDAQ: AAPL)。這條消息以及關於英特爾提高某些 PC 芯片價格的其他消息可能導致今天的強勁反彈。</p>
</div><h2>Lip-Bu Tan pitches Apple</h2>
<div class="lb-trans"><h2>Lip-Bu Tan 向蘋果推介</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>根據彭博社的報道，英特爾首席執行官 Lip-Bu Tan 顯然已接觸蘋果，尋求對該公司的潛在投資。</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>這筆交易看起來似乎不太可能，因為蘋果是 <strong>台灣半導體制造公司</strong> 的一個龐大且優先的客户。然而，蘋果在其 A 系列 iPhone 芯片組和各種 M 系列筆記本及台式機芯片組之間有巨大的硅需求。該公司還希望贏得特朗普政府的青睞，而特朗普政府一直在倡導更多投資於美國科技製造。最後，如果英特爾的代工努力失敗，而台積電成為真正的壟斷，台積電可能會繼續隨意提高對包括蘋果在內的客户的晶圓價格。</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>來自蘋果的投資將進一步增強英特爾的資產負債表，並可能表明蘋果未來可能成為英特爾 14A 節點的代工客户。</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>除了蘋果的傳聞外，還有報道稱英特爾正在提高其老一代 Raptor Lake CPU 的價格。</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>看到英特爾提高老舊節點芯片的價格有些奇怪，但這可能表明低端筆記本的需求強勁。另一種可能性是英特爾正在將更多設備轉移到供應更新的節點，這將表明對新 PC 芯片的需求更強。昨天，內存巨頭 <strong>美光</strong> 表示其 PC 需求強於預期，因此這無論如何對英特爾的收入和利潤率都是好消息。</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>圖片來源：Getty Images。</p>
</div><h2>Is Intel's run coming to an end or just getting started?</h2>
<div class="lb-trans"><h2>英特爾的上漲是結束還是剛剛開始？</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>英特爾的股價現在已恢復到自 2024 年 7 月以來未見的水平，此前經歷了一個漫長的冬天，其未來曾受到質疑，股價跌破了公司的賬面價值。然而，儘管其稀釋效應，Tan 從知名無晶圓廠芯片製造商那裏籌集資金似乎正在增強對英特爾戰略和技術的信心。</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>英特爾的下一個重大步驟將是證明其 18A 節點的可行性，該節點將於第四季度推出其 Panther Lake CPU。</p>
</div>

Why Intel Rallied Yet Again Today

- 英特爾股價連續第二天上漲，漲幅達 6.4%。  
- 消息稱，英特爾可能獲得蘋果的投資，且正在提高某些 PC 芯片價格。  
- 需求強勁的跡象可能有助於提升英特爾的收入和利潤。  

為什麼英特爾今天再次上漲