A | 服务器CPU需求的强劲复苏正在为英特尔和AMD提供关键支撑，但PC市场的持续疲软构成不可忽视的下行风险，两家公司即将发布的季度财报将在这一分化格局下接受市场检验。
B | If there is anything apart from Shah Rukh Khan's films that have raised the bar for romance for Indian fans, it's definitely Korean dramas. Over the years, K-dramas have redefined what on-screen love can look like. More than just visually stunning, these dramas resonate because they are rooted in sincerity, good storytelling, layered characters, and meaningful writing. K-dramas don't just show dreamy love stories, many of them spotlight social issues, evolving relationships and personal growth. So, scroll through our list of some of the most romantic K-dramas for every mood and moment. In This Article Crash Landing on YouAll of Us Are DeadGoblin (Guardian: The Lonely and Great God)Twenty-Five Twenty-OneCoffee PrinceOur Beloved SummerCrash Landing on You Director: Lee Jung-hyo Cast: Hyun Bin, Son Ye-jin, Seo Ji-hye, Kim Jung-hyunCrash Landing On You is the drama everyone will ask you to watch if you are new into Korean shows. It follows Yoob Se-ri (Son Ye-jin), a successful South Korean businesswoman who accidentally lands in North Korea after a paragliding mishap. There, she meets the Captain in the Korean People's Army Ri Jeong-hyeok (Hyun Bin), who gives her shelter and helps her return back home. Se-ri navigates the harsh realities of North Korean life and bonds with her new neighbours as well as Captain Ri's subordinates. The two of them slowly develop a deep bond. On the other hand, Seo Dan, a wealthy North Korean woman who is engaged to Captain Ri is not happy with Se-ri's arrival. However, destiny brings her closer to Gu Seung-jun (Alberto Gu), a charming yet morally grey South Korean conman. All of Us Are Dead Directors: Lee Jae-kyoo and Kim Nam-su Cast: Park Ji-hu, Yoon Chan-young, Cho Yi-hyun, Lomon, Yoo In-soo, Lee Yoo-mi All of Us Are Dead isn't a conventional love story. It unfolds in the middle of a terrifying zombie apocalypse. The story follows a group of students trapped inside their school after a deadly virus outbreak turns their classmates and teachers into zombies. Confined within those four walls, they fight for survival and are faced with tough choices that make them question their believes and morals. Amid this chaos, the show explores the tender moments of young love. Childhood best friends Lee Cheong-san (Yoon Chan-young) and Nam On-jo (Park Ji-hu) begin to realise their feels for each other as the danger around them grows. Their bond becomes the emotional core of the series. Another romantic thread involves Su-hyeok (Lomon) and Choi Nam-ra (Cho Yi-hyun), whose budding romance blossoms slowly, even as the world around them falls apart. The drama also explores questions of survival, friendship, and the erosion of social norms during a horrible incident. Goblin (Guardian: The Lonely and Great God) Directors: Lee Eung-bok and Kwon Hyuk-chan (Ep. 5–16) Cast: Gong Yoo, Kim Go-eun, Lee Dong-wook, Yoo In-na and Yook Sung-jae One of the most popular K-dramas, Goblin tells the story of Kim Shin aka Goblin (Gong Yoo), a general from the Goryeo era who is cursed with immortality after his death. Bound to live forever as a punishment for all the people he had killed in war, he carries a sword invisibly logged in his chest. The only way to free him is if the Goblin's Bride appears and removes the sword. Enter Ji Eun-tak (Kim Go-eun), a cheerful yet lonely high school girl who can see ghosts. When she accidentally summons the goblin, their lives intertwine in unexpected ways. She realises that she might be the destined bride who can end his eternal life. Adding a dash of comedy is the hilarious dynamic between the Goblin and the Grim Reaper (Lee Dong-wook), whose constant bickering bring in some of the show's most iconic moments. Goblin became a cultural phenomenon in South Korea after its release. Twenty-Five Twenty-One Director: Jung Ji-hyun Cast: Kim Tae-ri, Nam Joo-hyuk, Bona, Choi Hyun-wook, Lee Ju-myoung Twenty-Five Twenty-One is a coming-of-age romantic drama set between the late 1990s and early 2000s. It follows Na Hee-do (Kim Tae-ri), a passionate high school fencer whose life turns upside down during South Korea’s IMF financial crisis. Her fencing team is disbanded, forcing her to shift to another school. She crosses paths with Baek Yi-jin (Nam Joo-hyuk), once the son of a wealthy family but now struggling after his father’s business collapses. Forced to juggle multiple part-time jobs, Yi-jin slowly rebuilds his life and Hee-do’s fiery spirit brings warmth into his bleak world. Hee-do also crossed paths with fencing prodigy Ko Yu-rim (Bona), her idol turned rival and later close friend, class clown Ji Seung-wan (Lee Ju-myoung), and loyal friend Moon Ji-woong (Choi Hyun-wook), each pursuing their own dreams while navigating the changes of youth. The show ends on a bittersweet note with Na Hee-do and Baek Yi-jin growing older and moving in different directions, not becase they stopped loving each other, but because they couldn't find a way to grow together in the same direction. Coffee Prince Director: Lee Yoon-jung Cast: Gong Yoo, Yoon Eun-hye, Lee Sun-kyun, Chae Jung-an Coffee Prince tells the story of unlikely romance between a tomboyish woman and a young food empire moghul. Go Eun-chan (Yoon Eun-hye), a tomboyish woman who disguises herself as a man to get a job at Choi Han-kyul’s (Gong Yoo) cafe, Coffee Prince. Han-kyul hires her believing she’s a boy, and the two grow close, leading him into emotional turmoil as he begins to fall for her. When Eun-chan finally reveals she’s a woman, the confusion gives way to a genuine romance. Their relationship is later tested when Eun-chan moves to Italy to train as a barista, but Han-kyul supports her dreams. Our Beloved Summer Director: Lee Yoon-jung Cast: Gong Yoo, Yoon Eun-hye, Lee Sun-kyun and Chae Jung-an Our Beloved Summer follows to ex-lovers, Choi Ung (Choi Woo-shik) and Kook Yeon-soo (Kim Da-mi), who breakup and promise bever to meet again. However, the documentary they filmed in high school goes viral, forcing them to face each other once again. As they work together again, old wounds resurface, but so do old feelings. Ung, now a rising illustrator, still carries unresolved hurt, while Yeon-soo, a successful PR professional, confronts the emotional walls she built to survive her difficult upbringing. Also Read: 12 Winter-set K-dramas To Watch On Cosy Nights In: Goblin, Romance Is A Bonus Book and More。 追风交易台消息，据伯恩斯坦研究7月21日发布的前瞻报告，分析师Stacy A. Rasgon维持英特尔"市场表现"评级及100美元目标价，维持AMD"跑赢大市"评级及600美元目标价。
C | 报告指出，数据中心业务的强劲势头有望部分抵消客户端业务的拖累，但两家公司的全年预测均低于市场一致预期，主要分歧集中于PC需求假设。 英特尔股价年初至今已累计上涨163%，显著跑赢大盘与费城半导体指数；AMD同期涨幅达135%，但均已从近期高点明显回落。 伯恩斯坦认为，服务器CPU需求的周期性复苏叠加智能体AI（agentic AI）带来的需求上修，是推动两家公司股价强势的核心驱动力，而PC市场的内存价格压力则是当前最主要的不确定因素。 英特尔：服务器叙事提振情绪，PC与代工仍是变量 英特尔定于7月23日（周四）美东时间下午5时公布2026年第二季度业绩。 伯恩斯坦预测英特尔第二季度营收143亿美元、非GAAP每股收益0.20美元，略低于彭博一致预期的144亿美元和0.21美元。全年2026年预测为576亿美元/每股1.07美元，低于一致预期的586亿美元/1.11美元；2027年预测为633亿美元/1.50美元，亦低于一致预期的660亿美元/1.57美元。 报告指出，英特尔目前正受益于极为强劲的服务器需求——这既是新冠疫情后多年积压需求的周期性修复，也叠加了智能体AI带来的需求急剧上修。值得注意的是，即便英特尔当前服务器产品竞争力相对薄弱，仍得以将此前被认为已报废的库存产品售出，因为客户愿意购买任何可以获得的产品。与此同时，围绕英特尔代工业务（IFS）的市场讨论日趋活跃，涉及苹果潜在合作及AI封装业务等传言，尤其在封装领域被认为具备一定可信度。 然而，PC业务前景仍令人担忧。 IDC和Gartner数据显示，2026年第二季度全球PC出货量同比分别下降5%和4%，较第一季度的中个位数增长明显减速，环比基本持平（IDC：+0.4%，Gartner：-0.9%），与新冠疫情前的季节性规律大体吻合，但弱于近年表现。中国台湾ODM笔记本出货量4月同比下降4%、5月同比下降12%，内存市场动态被认为将进一步压制下半年PC需求。 伯恩斯坦表示，服务器业务的强劲表现及代工叙事的强化有望形成对冲，但这可能伴随资本支出的上调，进而对自由现金流和利润率构成压力。报告称，分析师对英特尔的看法"比一段时间以来任何时候都要乐观"，但基本面（市场份额走势、PC前景等）整体仍面临挑战。 AMD：AI GPU潜力被低估，2027年预期或仍偏低 AMD定于8月4日（周二）公布第二季度业绩，并将于7月22日至23日在旧金山举办2026年"Advancing AI"大会，CEO Dr. Lisa Su将于23日上午9时30分（太平洋时间）发表主题演讲。 伯恩斯坦预测AMD第二季度营收112亿美元、非GAAP每股收益1.60美元，略低于一致预期的113亿美元和1.62美元。第三季度预测为117亿美元/1.65美元，显著低于一致预期的124亿美元/1.84美元，主要原因是PC假设偏弱，以及MI450 GPU放量被建模为主要集中在第四季度。全年2026年预测为479亿美元/6.98美元，低于一致预期的500亿美元/7.30美元。 然而，伯恩斯坦对AMD 2027年的预测则高于市场：预测营收822亿美元/每股14.61美元，高于一致预期的777亿美元/13.35美元。报告认为，彭博一致预期对AMD 2027年AI GPU收入的预测（约335亿美元）明显偏低，而伯恩斯坦自身预测约为430亿美元，假设OpenAI和Meta等客户届时已实现规模化出货。
D | 报告指出，AMD在服务器CPU市场的受益程度甚至超过英特尔，原因在于其产品具备真实的市场竞争力，正在持续获取份额。在AI GPU方面，MI450的放量节奏（第三季度还是第四季度？）是近期需要重点关注的变量。伯恩斯坦认为，随着服务器CPU和AI GPU双线并进，AMD有望提前数年实现其2030年每股收益超过20美元的目标——该机构预测AMD在2028年即可接近这一水平。 即将举行的"Advancing AI"大会被视为潜在催化剂，可能带来新客户公告、产品路线图细节及可寻址市场（TAM）更新。报告还提及AMD近期宣布与微软达成合作，并指出AMD股价虽从近期高点明显回调，但伯恩斯坦认为当前位置存在投资机会。 PC市场：内存压力构成下半年隐忧 PC市场的疲软是贯穿两家公司前瞻报告的共同主线，也是伯恩斯坦预测低于市场一致预期的核心原因。 IDC和Gartner数据显示，第二季度PC出货量同比下降4%至5%，较第一季度的中个位数增长出现明显减速。
E | 中国台湾ODM笔记本出货量在4月至5月合计同比下降8%，4月环比大幅下滑34%后，5月仅小幅回升2%。 伯恩斯坦认为，内存市场动态将进一步压制下半年PC出货量，渠道库存状况及CPU通路是否已恢复正常，将是两家公司财报电话会议上的重要关注点。对于英特尔而言，PC业务的疲软还叠加了笔记本CPU市场份额下滑的压力；对于AMD而言，PC客户端风险同样是2026年全年预测低于一致预期的主要拖累因素。
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