金吾财讯 | 瑞银发研报指，截至9月末，英特尔(INTC)第三季度收入接近133亿美元，超出市场预期。这一成绩主要得益于数据中心和人工智能业务的强劲增长，以及网络业务和Mobileye的业绩略超预期。瑞银还注意到，英特尔在18A工艺技术上取得了进展，但要在未来几年内，在成本、性能和市场交付时间上获得更强的竞争力，仍面临挑战。瑞银认为，英特尔在恢复其工艺技术领先地位的过程中可能会遇到困难，并可能需要在制造和代工业务之间做出选择。瑞银预计，英特尔2025年的每股收益将达到大约1美元，2026年的盈利可能会略有提升。因此，瑞银将英特尔的目标价从25美元小幅上调至26美元，并保持“中性”评级，建议投资者保持观望。
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