英特尔，全球知名的半导体制造商，近日遭遇了自1982年以来的最大单日股价跌幅。北京时间今天凌晨，英特尔股价暴跌逾26%，市值蒸发高达323.7亿美元，这一跌幅标志着公司40年来最糟糕的交易日之一。
造成这一局面的是英特尔公布的第二季度财报。报告显示，公司营收仅为128亿美元，同比下降1%，净利润由去年同期的15亿美元亏损至16亿美元。英特尔预计第三季度营收将在125亿美元至135亿美元之间，远低于分析师预期的143亿美元。这一系列数据均未能达到市场预期，导致投资者对公司的未来前景感到悲观。
除了业绩不佳，英特尔还宣布了更为艰难的决定：暂停派发股息，并计划实施大规模的重组计划，包括裁员约1.5万人，约占公司员工总数的15%。CEO帕特·基辛格在给员工的备忘录中承认，这一系列的变动是公司历史上最重大的变革，旨在节约100亿美元成本，并改变公司的运营模式。
面对激烈的市场竞争和财务压力，英特尔正在积极转型，以应对来自AMD等竞争对手的挑战。公司计划投资数十亿美元在全球兴建工厂，以提高芯片制造份额，并试图在人工智能等技术领域取得突破。尽管数据中心和人工智能业务为英特尔提供了增长机会，但其GPU产品目前尚未达到英伟达的受欢迎程度。
此外，英特尔还面临着来自高通等竞争对手的挑战。高通推出的PC端芯片在能效和续航方面表现出色，对英特尔的市场地位构成了潜在威胁。英特尔也在积极准备推出新的PC芯片产品，以应对这一挑战。
英特尔的重组计划和业绩下滑引发了市场对于半导体行业未来的担忧。随着全球科技竞争的加剧，英特尔需要通过持续的创新和成本控制来维持其行业领导地位。对于英特尔而言，这是一个艰难的时期，但也是重塑公司竞争力的关键时刻。
英语如下：
Title: “Intel Shares Plummet, Worst Day in 40 Years”
Keywords: Plummet, Restructuring, Layoffs
Content: Intel, a global semiconductor manufacturer renowned for its technology, recently experienced its largest single-day drop in stock price since 1982. On the morning of today, Beijing time, Intel’s stock plummeted by over 26%, resulting in a loss of $32.37 billion in market value. This drop marked one of the worst trading days for the company in its 40-year history.
The cause of this situation was the second-quarter earnings report released by Intel. The report showed that the company’s revenue was only $12.8 billion, a decrease of 1% year-on-year, with net income falling from $1.5 billion in the same period last year to a loss of $1.6 billion. Intel expects its third-quarter revenue to range between $12.5 billion and $13.5 billion, far below the market’s expectation of $14.3 billion. These figures failed to meet market expectations, leading investors to feel pessimistic about the company’s future prospects.
In addition to the disappointing earnings, Intel announced a more challenging decision: to suspend dividend payments and plan a major restructuring that includes laying off about 15,000 employees, or 15% of the company’s workforce. CEO Pat Gelsinger acknowledged in a memo to employees that these changes are the most significant in the company’s history, aimed at saving $1 billion in costs and changing the company’s operational model.
Facing intense market competition and financial pressure, Intel is actively transforming to meet the challenges from competitors like AMD. The company plans to invest tens of billions of dollars to build factories globally, aiming to increase its share in chip manufacturing and strive for breakthroughs in artificial intelligence and other technical fields. While data center and artificial intelligence business opportunities have emerged for Intel, its graphics processing unit (GPU) products have yet to achieve the same level of popularity as NVIDIA’s.
Moreover, Intel also faces challenges from competitors like Qualcomm. Qualcomm’s PC-end chips have shown excellent performance in terms of energy efficiency and battery life, posing a potential threat to Intel’s market position. Intel is also actively preparing to launch new PC chip products to respond to this challenge.
Intel’s restructuring plan and declining performance have sparked concerns about the future of the semiconductor industry. As global tech competition intensifies, Intel must maintain its industry leadership through continuous innovation and cost control. This is a challenging time for Intel, but also a critical moment for reshaping its competitive edge.
【来源】https://www.jiqizhixin.com/articles/2024-08-04-3
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