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2026-06-26 15:01:29 G Sachs issued a research report initiating coverage on Intel Corporation (INTC.US) with a Neutral rating and a target price of USD150. The broker expects Intel to benefit from rising demand for server CPUs driven by agent-based artificial intelligence, estimating that the GPU/CPU ratio could gradually decline from 2x to around 1.1x to 1.4x. G Sachs also noted that, as a leading US-based foundry player, Intel is likely to make near-term progress in its advanced packaging business. Revenue from advanced packaging is projected to reach approximately USD10 billion by 2030, while external foundry revenue is expected to reach USD11 billion by 2030. The broker believes Intel癒礎s current risk-reward profile is relatively balanced, with peers such as Advanced Micro Devices, Inc. (AMD.US), NVIDIA Corporation (NVDA.US) and Broadcom Inc. (AVGO.US) offering more attractive opportunities. (gc/u)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |