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美股異動丨英特爾盤前跌超7% Q2營收展望低於預期
格隆匯 04-26 16:05
英特爾(INTC.US)盤前跌超7%報32.42美元。英特爾週四盤後公佈業績顯示,一季度收入127.2億美元,分析師預期130億美元。一季度數據中心和AI收入30億美元。一季度客户計算收入75億美元,所有其他收入7.75億美元。一季度調整後EPS為0.18美元,分析師預期0.13美元。一季度調整後毛利潤率45.1%,分析師預期44.5%。預計二季度收入125億-135億美元,分析師預期136.3億美元。預計二季度調整後利潤率43.5%,分析師預期45.3%。對2024年季環比(收入)增長的那些計劃有信心。公司處於到2025年重奪處理器市場領袖地位的正軌之上。英特爾CFO稱,業績指引遭受(芯片)封裝產能短缺的衝擊。雲銷售業績好於AI電腦處理器。上半年表現疲軟在預料之中,預計下半年業績表現將會更好。預計代工部門處於兩年內實現盈虧平衡的正軌之上。預計利潤率將加速改善。第一季度屬於行業的低谷。諸多信號表明,需求將在下半年改善。
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