--- title: "英特爾預計將公佈第一季度收入下降——收益預覽" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/283734203.md" description: "英特爾即將公佈其第一季度業績，預計每股虧損 14 美分，收入為 124.1 億美元。該公司最近股價上漲了 20%，收盤價為 65.27 美元。分析師們關注英特爾與谷歌以及埃隆·馬斯克的 Terafab 項目的新合作關係，以及內存成本上升對個人電腦銷售的影響。儘管對個人電腦市場應保持謹慎，但由於人工智能技術的增長，預計服務器 CPU 的需求將強勁" datetime: "2026-04-22T23:05:36.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283734203.md) - [en](https://longbridge.com/en/news/283734203.md) - [zh-HK](https://longbridge.com/zh-HK/news/283734203.md) --- # 英特爾預計將公佈第一季度收入下降——收益預覽 By Kelly Cloonan Intel is scheduled to report its first-quarter results on Thursday. Here is what you need to know. EARNINGS: The chipmaker is expected to post a loss of 14 cents a share, compared with a loss of 19 cents a year before, according to FactSet. ADJUSTED EARNINGS: Stripping out certain one-time items, earnings are expected to come in at 2 cents a share, compared with 13 cents a share the prior year. REVENUE: The company is expected to report $12.41 billion in sales, compared with $12.67 billion in the year-ago quarter, according to FactSet. The stock has risen 20% during the past three months and closed up Wednesday at $65.27. WHAT TO WATCH: \-- Intel recently landed a major chip supply deal with Google and was named a partner in Elon Musk's Terafab project, which aims to build a massive new chip production facility in Texas that would serve the needs of both Tesla and SpaceX. Analysts will be looking for further details around those projects, especially given the Terafab announcement gave few details. Benchmark analyst Cody Acree said the Terafab announcement has clear symbolic importance, validating that Intel has made progress on its 18A technology and manufacturing execution, while the Google partnership shows it's still squarely involved in the AI chip game. \-- Analysts will also continue to keep an eye on any commentary around elevated memory costs, which could drag on personal computer sales and hurt Intel's core business in designing processors for PCs. "We are incrementally more cautious on the PC market this year resulting from memory shortages and price inflation," Raymond James analysts said. "The supply chain is re-prioritizing memory from PCs and mobile devices, to data center servers." \-- Mizuho analysts expect near-term server CPU demand has accelerated with the rise of agentic artificial intelligence, setting up for a boost for Intel. The analysts forecast strong demand for server CPUs will continue through the end of this year, and potentially through 2030. Write to Kelly Cloonan at kelly.cloonan@wsj.com (END) Dow Jones Newswires April 22, 2026 18:56 ET (22:56 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相關股票 - [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md) - [INTW.US](https://longbridge.com/zh-HK/quote/INTW.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [FDS.US](https://longbridge.com/zh-HK/quote/FDS.US.md) - [GOOGL.US](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/zh-HK/quote/GOOG.US.md) - [TSLA.US](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [RJF.US](https://longbridge.com/zh-HK/quote/RJF.US.md) - [MFG.US](https://longbridge.com/zh-HK/quote/MFG.US.md) - [8411.JP](https://longbridge.com/zh-HK/quote/8411.JP.md) - [RJF-B.US](https://longbridge.com/zh-HK/quote/RJF-B.US.md) ## 相關資訊與研究 - [CPU 翻身成 AI 關鍵！從馬斯克到 Google 都在搶，英特爾卡位「代理人時代」能否終結瓶頸危機](https://longbridge.com/zh-HK/news/284127486.md) - [CPU 市場供不應求，英特爾出售下腳料晶片獲意外收入](https://longbridge.com/zh-HK/news/284462507.md) - [英特爾績後飆 23% 創 25 年高 美政府賬賺 2340 億 大行：增長潛力仍低估](https://longbridge.com/zh-HK/news/284093393.md) - [連廢料都能賣！CPU 缺貨 英特爾連低良率晶片都賣光](https://longbridge.com/zh-HK/news/284266209.md) - [HBM4 快落伍了！英特爾和軟銀傳 6 月將發布 HB3DM 頻寬是兩倍多](https://longbridge.com/zh-HK/news/284741414.md)