Intel 昨天公布出亮麗財報，今天卻遭摩根史丹利調降目標價，表示pc端庫存將面臨另一波修正~ 報告一出， 盤前就跌了4%。
霎時間..市場上都是壞消息了嗎...
Intel downgraded at Morgan Stanley
Up more than 2% following a headline beat for Q3 results, Intel (NASDAQ:INTC) is lower by 3.6% premarket as Morgan Stanley cuts the stock to Underweight, citing concerns over an inventory build (also not helping is another slump in the broad averages).
Commenting on "very solid" results, analyst Joseph Moore says the disparity between unit growth of 15% and flat PC unit growth implies an inventory build, and is thus worrisome. This suggests a larger risk of an overbuild in H2, and unit growth deceleration in 2015 H1.
Previously: Intel talks server demand and mobile profits on CC; AMD and MU higher
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