智通财经APP获悉，周二，英特尔(INTC.US)涨近8%，报25.53美元。消息面上，8月19日，英特尔宣布 与日本软银集团签署最终证券购买协议，软银将以每股23美元的价格，向英特尔投入20亿美元，拟直接 认购普通股。 根据公告，这笔资金将为英特尔在美国推进制造转型和人工智能生态建设提供支持。 此外，近日有消息称，美国联邦政府正在考虑对英特尔的潜在投资，计划将该公司从《芯片与科学法 案》(US Chips and Science Act)中获得的部分或全部补贴转换为股权。根据该法案，英特尔已获批获得 总计109亿美元的补贴，用于商业和军事芯片生产。 ...

道指涨0.09%，标普500指数跌0.04%，纳指跌0.12%。 21:30 美股开盘丨道指涨0.09% 英特尔涨逾6% 三大指数涨跌不一，道指涨0.09%，标普500指数跌0.04%，纳指跌0.12%。英特尔涨逾6%，软银斥资20 亿美元入股英特尔；小鹏汽车涨逾3%。爱奇艺涨逾2%，传公司春节前或在香港二次上市。 21:11 美股三大股指期货盘前涨跌不一，道指期货涨0.2%，标普500指数期货跌0.07%，纳指期货跌 0.19% | 标普500期货小型 | 6464.50 d | -4.75 | -0.07% | | --- | --- | --- | --- | | 纳斯达克100期货小型 | 23753.50 d -44.25 | | -0.19% | | 纳斯达克100期货微型 | 23753.25 d - 44.50 | | -0.19% | | 道琼斯期货小型 | 45076d | 90 | 0.20% | 20:50 小米集团ADR美股盘前涨超2%，公司Q2净利润同比增75.4%，大家电收入增66.2%创历史新高， 手机业务下降2.1%。 20:28 英特尔盘前涨近6%。消息面上，此前软银集团宣 ...

美股三大指数涨跌不一，纳指跌0.13%，标普500指数跌0.04%，道指涨0.18%。 英特尔涨7.4%，特朗普政府考虑入股英特尔10%或成最大股东，软银同意向英特尔投资20亿美元。 小鹏汽车涨2.6%，Q2总收入同比增长125.3%至182.7亿元，净亏损收窄至4.8亿元，毛利率17.3%。 爱奇艺涨2.5%，消息称其已聘请银行安排其在香港二次上市事宜，或筹资2亿至3亿美元。 Viking Therapeutics大跌超40%，实验性口服肥胖症药物VK2735在13周内帮助患者平均减轻12.2%的体 重，分析师预期为10%至15%。 (格隆汇) ...

每经AI快讯，8月19日，美股三大指数开盘涨跌互现，道琼斯指数涨0.17%，标普500指数跌0.04%，纳 斯达克综合指数跌0.12%。英特尔涨超7%。 ...

Group 1 - SoftBank Group announced an investment of $2 billion in Intel, purchasing shares at $23 each, equivalent to approximately 143.69 billion RMB [1] - Discussions between SoftBank's founder Masayoshi Son and Intel's CEO Pat Gelsinger have been ongoing since March, focusing on potential transactions related to Intel's underperforming chip manufacturing business [3] - Intel is seeking solutions for its advanced chip manufacturing business, which is currently struggling to compete with TSMC [3] Group 2 - The talks between SoftBank and Intel could lead to various outcomes, including joint ventures or minority stake investments, with the possibility of larger transactions in the future regarding Intel's wafer foundry business [3]

Group 1 - SoftBank's founder Masayoshi Son has held multiple meetings with Intel's new CEO Lip-Bu Tan to discuss potential acquisition of Intel's foundry business, highlighting SoftBank's ambitions in AI infrastructure [1][2] - Intel's foundry business has struggled since its opening to external customers in 2021, with high costs and financial difficulties leading to warnings from the new CEO about possibly exiting advanced chip manufacturing [2][3] - The U.S. government is exploring the possibility of investing in Intel, which could support SoftBank's further investments, reflecting a shift in perception towards Tan's leadership [3] Group 2 - The potential acquisition aligns with SoftBank's strategy to build a comprehensive AI infrastructure, which includes robotics, energy, and chip manufacturing, with existing investments in OpenAI and NVIDIA [4] - SoftBank has previously attempted to negotiate with Intel for AI chip production, but those plans fell through due to Intel's inability to meet SoftBank's requirements [4] - Despite a recent drop in SoftBank's stock price, the company has seen a year-to-date increase of over 75%, as investors anticipate returns from its portfolio companies and the rising valuation of OpenAI [4]

智通财经APP获悉，在美国总统唐纳德·特朗普要求英特尔(INTC.US)首席执行官陈立武下台后不到两 周，戏剧性转机出现：陈立武有望为其复兴计划争取到逾百亿美元的资金支持。与此同时，软银集团意 外宣布向英特尔投资20亿美元，寻求在人工智能(AI)芯片领域深化布局。 据知情人士透露，特朗普政府正在商讨收购英特尔约10%的股份，可能采取的方式是将根据美国《芯片 与科学法案》向英特尔提供的拨款转换为股权。这可能使英特尔在陈立武制定复兴战略期间获得约100 亿美元的资金。 另一个意外消息是，软银集团同意向英特尔投资20亿美元。这家日本公司正寻求在人工智能热潮中发挥 更广泛的作用。软银已经持有芯片制造商Arm Holdings的多数股权，并已计划在人工智能芯片领域与英 伟达竞争。英特尔的制造技术可以帮助软银制造用于运行甚至训练ChatGPT等人工智能模型的芯片。 周二美股盘前，英特尔的股价上涨了约7%。软银股价在东京下跌了4%。 特朗普立场逆转 本月早些时候，特朗普以涉嫌利益冲突为由要求陈立武辞职，陈立武的首席执行官职位一度岌岌可危。 然而，这位高管很快前往白宫拜访了特朗普，以消除误会。特朗普随后称赞了陈立武的职业成就 ...

Core Viewpoint - SoftBank Group announced a $2 billion investment in Intel, reflecting its strategic positioning in the AI chip sector and providing Intel with crucial funding during its transformation phase [1][2]. Group 1: Investment Details - SoftBank will purchase newly issued Intel shares at $23 each, slightly below the previous closing price [1]. - Following the announcement, Intel's stock rose over 5% in after-hours trading, indicating positive investor sentiment towards the funding [1]. - Conversely, SoftBank's stock fell 5.4% in Tokyo, marking its largest single-day drop since April [1]. Group 2: Strategic Implications - The investment is seen as a response to the rapidly growing global AI chip market, which is projected to exceed $100 billion by 2029 [2]. - Intel is launching AI chips like Gaudi 3 to compete in the data center market and plans to deliver millions of devices with Neural Processing Units (NPU) for localized AI applications [3]. - SoftBank's investment extends its AI strategy from chip design (via Arm) to chip manufacturing, aiming to create a more comprehensive industry ecosystem [5]. Group 3: Market Context - The investment follows a recent meeting between Intel's CEO and U.S. President Trump, suggesting potential political influences on the decision [2]. - Analysts express concerns that if the investment is politically motivated, it may not be a sound business decision [2]. - The competitive landscape includes major players like NVIDIA, which currently holds over 60% of the AI chip market share [2]. Group 4: Future Outlook - The $2 billion investment may be insufficient for Intel, which requires hundreds of billions for technological advancements [5]. - The success of this investment hinges on Intel's ability to achieve technological breakthroughs and navigate the complex interplay of technology, capital, and geopolitics [5].

②美国财长贝森特表示，将在劳动节前后与美联储主席候选人会面；相信普京与泽连斯基将举行双边会 晤； ④俄外长：俄方不拒绝任何形式的乌克兰问题谈判； ⑤日本防卫省要求编制史上最大规模的防卫预算； ⑥泽连斯基：已着手制定具体安保方案； ⑦马克龙：建议俄乌领导人会晤在瑞士日内瓦举行； 【市场动态】 【时政新闻】 ①特朗普：正在安排普京和泽连斯基的会面； ③欧洲理事会举行视频会议，讨论华盛顿乌克兰会谈成果； ②欧洲主要股指集体走高，截至发稿，英国富时100指数涨0.33%，法国CAC40指数涨近1%，德国DAX 指数涨0.22%，欧洲斯托克50指数涨0.75%； ③英特尔美股盘前涨近6%，小鹏汽车盘前涨逾3%； 【公司新闻】 ①软银与英特尔就收购合同芯片制造业务展开谈判； ②软银集团斥资20亿美元入股英特尔。 ①美股三大股指期货盘前涨跌不一，截至发稿，道指期货涨0.12%，标普500指数期货跌0.06%，纳指期 货跌0.14%； ...

⑥ 【苹果iPhone17已进入大规模量产阶段】据悉，苹果iPhone17已进入大规模量产阶段。富士康作为苹 果iPhone的主要代工生产商，其郑州厂区正开展旺季招工。 ⑦ 【马斯克的孟菲斯超算集群预计总投资将达400亿美元】据外媒，超过208个特斯拉Megapack储能系 统正在为马斯克的人工智能初创公司xAI在孟菲斯的"巨像1"超算集群提供电力，该超算集群支持该公司 的人工智能模型Grok，预计总投资将达400亿美元。 ⑧ 【CoreWeave收购计划遇阻】美国云服务商CoreWeave全股票收购Core Scientific遇阻，据外媒，手握 CoreWeave公司6.3%股权的最大股东Two Seas Capital，公开发表抗议信，CoreWeave给出的0.1325股换1 股的报价"严重低估"了Core Scientific的资产价值，在得到公正报价的前提下，并不反对其他公司对Core Scientific进行竞价。 ⑨ 【标普维持美国主权信用评级，展望保持稳定】当地时间8月18日，标准普尔全球公司维持了对美国 的"AA+/A-1+"信用评级，展望保持稳定。并表示由于特朗普实施的关税政策能够在一定 ...