Schwab Network 对 $INTC 的判断变化

频道资料 →本频道有 11 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 2 条

2026-09-21看涨

《The Big 3: AMD, INTC, ARM》

Intel 作为唯一一家美国本土芯片代工厂的独特地位构成结构性优势，支撑其近期突破以及在半导体同行中的领先地位。

如果我们推进到这张网格中的下一张图，就能看到 AMD 在这里这些更为专业化的名字中排在第二位，落后于 Intel，而 Intel 在相当长一段时间里都是这个组别中的落后者。

So um if we could advance to the next uh chart in our grid here, we would be able to see that AMD second place here out of some of these more specialized names here uh behind Intel which was for quite a while a lagard in the group here.

但今天 Intel 和 ARM 也因同样的事情与 AMD 同步走高。我们先来说 Intel。上周晚些时候，Tigers Financial 给 Intel 上调了目标价，颇为可观。可以看到那里有一些看多的乐观情绪。

But also moving along in tandem with AMD today on this same thing. Intel and ARM. So, let's talk about Intel first. And we got a nice price target increase uh for Intel over at Tigers Financial late last week. Seeing some bullish optimism there.

看原视频01:58

2026-09-17看涨

《The Big 3: V, VLO, INTC》

Intel 的技术形态显示其将自盘整区间向上突破，动能改善与趋势转变支撑其上行潜力至 117 以上。

你最后一个是 Intel，它因可能为 SKH 在美国本土生产芯片这一潜在消息而大涨。双方都还没有确认，但我们看到 Intel 上涨了 8.5%。

Your last one is Intel riding high off of this potential news of uh perhaps making chips domestically for SKH. Still no confirmation there uh from either side, but we are seeing a nice 8 and a half% pop to the upside for Intel.

是的，在我看来，无论从技术角度还是纯粹的基本面角度，动能都显示这里有冲击新高的潜力，因为过去几天它确实找到了一点稳定性，而且在我看来它也像是在形成一个更高的低点。我很好奇 Rick 会怎么看，但我认为这里有进一步上行的潜力，因为它现在看起来正在突破部分盘整区间。

we are and to me from a technical standpoint also just a pure fundamental and uh standpoint as well momentum that this is the potential here for a push to new highs as it does find a little bit of stability over the last few days and to me also I believe it looks like it puts in a higher low so I'll be interesting to see how Rick looks at this but I think that this is a potential for further upside as it now looks to be breaking out of some of this consolidation

看原视频11:02