Ib hnub tom qab, Bernstein kws tshuaj ntsuam Dab neeg Rasgon txo qis nws lub hom phiaj rau cov chip txiag cov khoom lag luam rau $ 30 los ntawm $ 35, hais txog lub tuam txhab kev lag luam tsis zoo. Nws kuj tau lees paub nws qhov kev ntsuas tsis zoo ntawm cov khoom lag luam.
"Intel's Q2 yog qhov khoom plig rau qhov phem tshaj plaws uas peb tau pom hauv peb txoj haujlwm," nws sau. "Txawm hais tias qee cov tub ua lag luam tuaj yeem pom lub hauv paus chav ua noj hauv cov txiaj ntsig, nws zoo li yuav muaj ntau yam uas ncig lub qhov dej."
Intel Tshuag tau nqis 8.4%, ntawm $ 36.38, hauv kev lag luam tsis ntev los no. Cov
S&P 500
tau nce 0.8%.
Tus kws tshuaj ntsuam tau hais tias Intel cov nyiaj tau los ntawm peb lub hlis thib ob poob 17% piv nrog nws thawj peb lub hlis twg, ua rau nws qhov kev ua haujlwm tsis zoo tshaj plaws rau lub tuam txhab rov qab los tsawg kawg rau xyoo 2000.
Nws tau hais txog Intel cov lus tawm tswv yim txog nws cov nyiaj tau los nrog cov tub ua lag luam rau hnub Thursday txog kev ncua sij hawm ntawm lub tuam txhab cov neeg siv khoom rau tiam tom ntej nti npe hu ua Sapphire Rapids thiab yuav ua li cas nws yuav tsis xa khoom ntim mus txog rau xyoo tom ntej.
Intel kuj tau hais tias ntawm kev hu nws cov ntaub ntawv-chaw rau server nti kev lag luam yuav loj hlob qeeb dua li tag nrho cov ntaub ntawv-chaw ua lag luam rau ob xyoos tom ntej. Cov xov xwm ntxiv rau Wall Street qhov kev txhawj xeeb txog qhov kev poob qis ntxiv rau nws cov neeg sib tw tseem ceeb
Advanced Micro Devices
(
AMD
).
"Frankly nws zoo li tias lawv cov neeg sib tw tab tom yuav rhuav tshem lawv ntawm kev sib koom server," Rasgon sau.
Intel tsis kam tawm tswv yim rau Bernstein tus kws tshuaj ntsuam daim ntawv. Hloov chaw, nws tau taw qhia rau kev tswj hwm cov lus pom thaum hnub Thursday cov nyiaj tau los hu rau cov ntsiab lus ntawm lub quarter thib ob thiab lub tuam txhab lub sijhawm ntev.
Lub hli dhau los, Barron tus pheej ceeb toom cov tub ua lag luam dhau qhov kev pheej hmoo uas Intel tuaj yeem plam nws cov kev taw qhia nyiaj txiag los ntawm tus nqi tseem ceeb, muab nws cov khoom lag luam qeeb thiab qhov cuam tshuam loj heev ntawm macro ib puag ncig. Peb kuj ceeb toom hais txog qhov muaj feem ntau lub tuam txhab yuav plam feem ntau hauv kev lag luam chip server, hais txog AMD cov khoom ua tau zoo dua thiab nws cov kav dej raws sijhawm.
Nrog Intel tam sim no lees paub tag nrho cov teeb meem no, lub tuam txhab cov tub ua lag luam yuav tsum tau npaj lawv tus kheej kom muaj kev kub ntxhov ntau ntxiv rau xyoo tas los.
Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Intel Tshuag yuav poob ntxiv, tus kws tshuaj ntsuam hais
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/intel-plunge-further-after-worst-quarter-51659111559?siteid=yhoof2&yptr=yahoo