---
title: "SA 分析師對英特爾的態度轉為看空，原因是認為其在人工智能狂熱中估值過高"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287099135.md"
description: "Seeking Alpha 的分析師們對英特爾（INTC）轉為看空，因其在人工智能熱潮下的高估值引發擔憂。分析師 Johnny Zhang 將其評級下調至強烈賣出，指出其市盈率高達 100 倍不可持續。東方交易員將評級從強烈買入下調至持有，強調了競爭挑戰。另一位分析師建議採用對沖的 AMD 多頭/英特爾空頭策略，認為在英特爾證明其增長潛力後可能會更具吸引力。總體而言，英特爾的平均評級仍為持有"
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 分析師對英特爾的態度轉為看空，原因是認為其在人工智能狂熱中估值過高

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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