Jim Cramer 表示，这家芯片制造商今年股价飙升超过 200% 后仍值得买入

CNBC's Jim Cramer said Wednesday that Intel still has room to run — even after the semiconductor giant's stock has more than tripled. “你想买哪只股票？我告诉俱乐部成员，答案是我在这个市场上最喜欢的新股票：英特尔，”《Mad Money》主持人说道，他指的是周三早些时候举行的 CNBC 投资俱乐部 6 月月度会议。 Cramer's Charitable Trust , the portfolio used by the CNBC Investing Club, initiated a position in Intel on June 3. It has since added to its stake twice. Under CEO Lip-Bu Tan, Intel's stock has staged a remarkable turnaround. It was in the low $20sa share in August 2025, when the US government announced a 10% stake in the company. Roughly a month later, chip industry rival Nvidia invested $5 billion in Intel. Shares now trade around $121 and are up 228% year to date. Cramer said that, ordinarily, a move of that magnitude would be enough to keep him on the sidelines. But he believes Intel's prospects are being transformed by the growing demand for artificial intelligence infrastructure. “I don't want to throw away the discipline of not touching a stock that's rallied like crazy, but when it comes to tech hardware that's connected to the data center, I think you may not have a choice,” he said. “You can't afford to care about where these stocks have been. You should only care about where they're going. When it comes to Intel, I think the answer is up.” Cramer's optimism centers on Intel's role in the AI buildout. He said the rise of inference and agentic AI could dramatically increase demand for central processing units, Intel's bread-and-butter product.代理系统能够在几乎不需要人工干预的情况下完成任务。 “There's a revolution going on and this revolution requires as many CPUs as possible,” Cramer said, contending that CPUs may experience a severe shortage that gives chipmakers immense pricing power and boosts profits. Cramer also pointed to Intel's nascent foundry business , which manufactures chips for third-party customers. With AI spending surging and leading foundry Taiwan Semiconductor Manufacturing Company operating near capacity, Cramer said more chip designers will seek alternative suppliers, particularly those who want US-based manufacturing.立即注册 CNBC 投资俱乐部，关注 Jim Cramer 在市场上的一举一动。 Disclaimer Questions for Cramer? Call Cramer: 1-800-743-CNBC Want to take a deep dive into Cramer's world? Hit him up! Mad Money Twitter – Jim Cramer Twitter – Facebook – Instagram Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com