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美股異動|英特爾盤後跌近5%,二季度營收指引欠佳,下調全年資本開支目標
英特爾盤後跌近5%。英特爾一季度調整後EPS爲0.13美元,分析師預期0.0074美元。一季度營收126.7億美元,預期123.1億美元。一季度數據中心和AI營收41.3億美元,分析師預期29.6億美元。一季度客戶計算營收76.3億美元,分析師預期69.3億美元。一季度英特爾代工(Intel Foundry)營收46.7億美元,分析師預期43億美元。一季度調整後運營利潤率5.4%。將精簡組織架構,消除(若幹)管理層。至3月29日,公司員工總數10.26萬,2024年12月爲10.89萬。一季報沒有考慮重組計提因素。預計二季度營收112億-124億美元,分析師預期128.8億美元。業績指引體現出消費者開支和投資顧慮。2025年總體資本開支目標將從200億美元下調至180億美元,全年調整後運營資本開支目標砍掉大約170億美元,預計全年淨資本開支大約80億-110億美元。

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