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总结
英特尔宣布基于18A先进制程的芯片开始首批出货，推动市场对其制程与代工路线的信心回升。机构Melius据此将英特尔（INTC）评级上调至“买入”，带动股价走强。与此同时，公司在CES相关场合展示并解读Panther Lake等新品定位，强调其有望成为AI计算与PC平台的重要一代，并确认推进新的游戏芯片与平台计划；多家媒体的预发布测试也指向其1080p游戏表现具备竞争力。上述进展被视为英特尔扭转产品节奏与争夺AI/PC市场的关键节点。
正文
Intel jumps on first shipments of chips built on 18A process; Melius upgrades stock to Buy (INTC:NASDAQ) Seeking Alpha Intel hopes its new chip can be the future of AI. An executive explains how CNN Intel stock rallies as CES debut of Panther Lake chip marks make-or-break moment Yahoo Finance Intel exec confirms company will build new gaming chip, platform (INTC:NASDAQ) Seeking Alpha Intel Panther Lake pre-release testing delivers over 80 fps in Cyberpunk, 100 fps in F1 - Arc B390 offers playable 1080p frame rates with XeSS quirks in our hands-on tests Tom's Hardware
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