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← @_wmoon

$INTC

BEARISH2026-08-13
Price around the call
↓ 2026-08-13
By horizonMaturing · ~1 trading days to go
1d
✗ +1.4%
5d
✓ -10.8%
21d
…
Original post
问月wmoon | StableStock🐳 · 2026-08-13

之前聊过 $INTC Server CPU份额持续流失,Q2的新数据又提供了一个有意思的观察: 英特尔服务器CPU出货量份额环比再降约1.4个百分点 > 但营收份额反而回升约1.7个百分点 > 关键在ASP Q2英特尔服务器ASP同比大涨48%,公司自己的归因是,ASP 上涨大部分来自高核心数、高价值的高端产品占比提升。换句话说,英特尔虽然没有靠更多出货拿回份额,但卖出的CPU正在向更高价值的产品倾斜,从而拉高整体ASP和营收份额 但高端市场的产品力竞争依然激烈:独立测试中,同为 128 核的 AMD EPYC 9755 Turin 整体性能仍明显领先 Xeon 6980P,AMD 甚至还有 192 核的 EPYC 9965,下一代Venice更将来到256核,而且用的是台积电 2nm 所以Q2营收份额回升是好消息,但更多证明英特尔的产品结构正在高端化,还不能证明Server CPU竞争格局已经反转 接下来才是真正的考验:Granite Rapids 用的是 Intel 3(产能还在爬坡中),而下一阶段服务器产品将逐步进入 18A / 18A-P。Clearwater Forest 是 18A,2027 年的 Diamond Rapids 则是 18A-P。届时英特尔不仅要面对 AMD Venice,还要同时证明自己的先进制程能够把产品性能、良率和产能一起拉上来

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