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Citrini观点:英特尔产品组合与定价能力正在改善,Q2服务器CPU出货量份额下滑但营收上升

BlockBeats 消息,8 月 13 日,Citrini 分析师 Jukan 发文称,2026 年第二季度英特尔在服务器 CPU 市场出现了一个有意思的现象——出货量份额下降,但营收份额反而上升。当季 AMD 服务器 CPU 出货量份额增加约 0.9 个百分点,英特尔下降约 1.4 个百分点,ARM 也开始出现在份额图中;但在营收份额维度,英特尔逆势增加约 1.7 个百分点。 Jukan 认为,英特尔虽然卖出了更少的芯片却盈利增加,说明其产品组合或定价能力正在改善——很可能是高 ASP(平均售价)的高端服务器芯片销售占比提升所致。长期来看英特尔在服务器市场持续被 AMD 侵蚀,但本季度营收份额的逆势上升或暗示其高端产品策略开始见效。社区中出现一些看多英特尔的声音。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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