[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioa12aa138":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioa12aa138","二季报前夕再挥“裁员”利刃，英特尔(INTC)数据中心业务能否撑起估值修复？","\u002Fdoc\u002Fdcioa12aa138","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，半导体巨头英特尔(INTC)定于 7 月 23 日收盘后公布第二季度财报。分析师一致预期英特尔每股收益为 0.22 美元，营收为 144.5 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在财报发布前夕，英特尔针对数据中心部门（DCAI）发动的新一轮裁员引发热议。韦德布什证券表示，英特尔最新一轮的裁员(此次发生在数据中心部门)表明，首席执行官陈立武仍在对公司的组织架构进行重组。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师马特·布莱森在给客户的一份报告中写道，“英特尔表示，其产品承诺和路线图保持不变，并将此举定性为将数据中心与人工智能事业部(DCAI)调整得更加精简。这也是其整体重组计划的一部分——在过去四年中，该计划已将员工总数减少了约 40%，从 2022 年的约 13.2 万人降至约 8.1 万人，”“我们认为这一消息持续表明，陈立武尚未完成对英特尔架构的重组(尽管执行力方面已出现一些改善迹象，且基础需求状况也在好转)。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前尚不清楚将有多少员工受到影响。英特尔指出，裁员不会改变产品承诺或公司路线图；相反，英特尔希望这些变化能够提高效率。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英特尔的数据中心与人工智能(DCAI)部门主要专注于服务器 CPU、定制 AI 芯片以及数据中心架构。在 2026 年第一季度，该部门的营收同比增长 22%，达到 50.5 亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英特尔发言人表示，“作为我们打造一家更专注、更高效公司的大战略的一部分，我们的数据中心部门正在对组织架构进行调整，以确保拥有合适的职位和技能，从而为该业务的长期成功保驾护航，”“我们致力于尊重要受影响的所有员工，并提供资源支持他们度过这一过渡期。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI 浪潮与数据中心(DCAI)的需求修复\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师指出，AI 产业正逐步从“GPU 大模型训练”向“CPU 协调的实时推理与 Agent 架构”演进。这一趋势重新激活了市场对高算力服务器 CPU 的强劲需求。根据华尔街预期，二季度数据中心与 AI 业务(DCAI)将成为支撑英特尔业绩和毛利修复的最大支柱。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除了传统芯片销售，市场重点倾听高管在电话会上对英特尔代工服务的最新展望。汇丰银行(HSBC)近期将英特尔目标价大幅上调至 200 美元，其核心逻辑正是看好 18A 等先进制程节点的良率改善及潜在外部客户(如特斯乐、苹果等合作预期)的落地进展。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]