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 ...

Group 1 - US stock index futures showed mixed performance with Nasdaq futures down 0.11%, S&P 500 futures down 0.04%, and Dow futures up 0.13% [1] - European stock indices collectively rose, with Germany's DAX up 0.34%, UK's FTSE 100 up 0.35%, France's CAC up 0.95%, and the Euro Stoxx 50 up 0.75% [1] - Standard & Poor's Global Ratings confirmed the US sovereign credit rating at "AA+/A-1+" with a stable outlook [1] Group 2 - UBS raised its gold price target for March 2026 by $100 to $3,600 per ounce [1] - Reports indicate Nvidia is developing a new AI chip based on its latest Blackwell architecture for China, outperforming H20 [1] - The Trump administration is considering acquiring a 10% stake in Intel, potentially making it the largest shareholder; SoftBank agreed to invest $2 billion in Intel [1] Group 3 - Tesla launched a new six-seat electric SUV Model Y L in China, starting at 339,000 yuan, with expected delivery in September 2025 [1] - Gurman reported that India has achieved local production of the entire iPhone 17 series, including the Pro model [1] - Starbucks announced a 2% salary increase for all salaried employees in North America this year [1] Group 4 - Arm hired Amazon's AI chip director Rami Sinno to advance its plan for developing complete chips independently [2] - JD.com has provided social insurance for 150,000 full-time delivery riders and called for other platforms to fulfill their obligations [3] - iQIYI has hired an investment bank to arrange its secondary listing in Hong Kong, planning to submit the application in Q3 [4] - New Oriental issued a statement denying that CEO Zhou Chenggang is under investigation for related party transactions [5] Group 5 - Home Depot reported Q2 net sales of $45.28 billion, adjusted EPS of $4.68, and same-store sales growth of 1% [6] - BHP's FY2025 underlying profit fell over 25% year-on-year to $10.16 billion, slightly below expectations; the board announced a dividend of $0.60 per share, exceeding expectations [6] - Palo Alto Networks reported Q4 revenue growth of 16% year-on-year to $2.54 billion, with adjusted EPS of $0.95, exceeding expectations; optimistic guidance for Q1 [6] - XPeng Motors reported Q2 total revenue growth of 125.3% year-on-year to 18.27 billion yuan, with net loss narrowing to 480 million yuan and a gross margin of 17.3% [6]

Market Movements - As of the report, U.S. stock index futures showed mixed results with Dow futures up by 0.05%, S&P 500 futures down by 0.07%, and Nasdaq futures down by 0.14% [1] - European indices also saw positive movement, with Germany's DAX up by 0.25%, UK's FTSE 100 up by 0.36%, France's CAC40 up by 0.81%, and the Euro Stoxx 50 up by 0.64% [2][3] - WTI crude oil prices fell by 0.91% to $62.13 per barrel, while Brent crude oil prices decreased by 0.86% to $66.03 per barrel [3][4] AI Investment Insights - OpenAI's CEO Sam Altman raised concerns about potential over-excitement among investors regarding AI, while Citigroup's analyst Rob Ro countered the comparison of the current AI boom to the internet bubble, emphasizing the profitability and strong cash flow of current AI companies [5] - Bank of America strategists indicated that if the Federal Reserve begins a rate-cutting cycle, the current bull market in large-cap stocks may be nearing its end, suggesting a structural opportunity in small-cap stocks [5] Technology Sector Concerns - There is growing concern among options traders about a potential repeat of the tech stock sell-off seen in April, leading to increased purchases of "disaster puts" to hedge against possible declines [5] - Nvidia is reportedly developing a new AI chip specifically for the Chinese market, which is expected to outperform its current H20 model [7] Company Performance Highlights - Home Depot reported Q2 sales of $45.28 billion, falling short of market expectations, with adjusted EPS of $4.68 also below forecasts [8] - XPeng Motors achieved record levels in core business metrics, with total vehicle deliveries of 103,181 units, a year-on-year increase of 241.6% [9] - Medtronic's Q1 revenue exceeded expectations at $8.6 billion, driven by growth in its cardiovascular product segment [10] - Palo Alto Networks provided an optimistic 2026 fiscal year guidance, driven by increased demand for AI-driven cybersecurity solutions, with Q4 revenue of $2.54 billion [11] - BHP reported a 26% decline in annual profit due to weak demand for iron ore and coking coal, with a basic distributable profit of $10.2 billion [12]

来源：格隆汇APP 格隆汇8月19日｜美国财长贝森特：美国对英特尔的投资将是对拨款的转换，并可能增加资金，以帮助 英特尔实现稳定；没有强迫企业采购英特尔产品的说法。将与11位美联储主席人选会面。将在劳动节前 后与美联储候选人会面。PPI通胀的大部分来自投资服务。我们必须停止半导体芯片行业的单一故障 点。投资服务通胀只是意味着市场上涨。这些美联储候选人是"一群了不起的人"。 ...

这些会谈涉及范围广泛，可能导致多种结果，包括与第三方成立合资企业，或者像周一宣布的那样进行 少数股权投资。然而，其中两位知情人士表示，周一的投资公告并未排除未来就英特尔代工业务达成更 大规模交易的可能性。 截至发稿，软银和英特尔不予置评。(作者/箫雨) 凤凰网科技讯 北京时间8月19日，据《金融时报》报道，就在软银宣布投资20亿美元入股英特尔的之前 数周时间里，软银CEO孙正义(Masayoshi Son)曾与英特尔CEO陈立武( Lip-Bu Tan)举行会谈，商讨收购 陷入困境的英特尔芯片代工业务。 多位知情人士称，自陈立武今年3月被任命为英特尔CEO以来，孙正义就与其会面，讨论潜在交易。眼 下，英特尔正为其苦苦挣扎的先进芯片制造业务寻找出路，该业务难于与台积电竞争。 ...

（文章来源：第一财经） 据报道，软银与英特尔就收购合同芯片制造业务展开谈判。 ...

Group 1 - SoftBank Group signed a final securities purchase agreement with Intel, investing $2 billion at a price of $23 per share, which represents approximately 2% of Intel's shares [1] - This investment positions SoftBank as Intel's fifth-largest shareholder, following major shareholders like BlackRock and Vanguard [1] - Intel's CEO expressed enthusiasm about deepening the relationship with SoftBank, highlighting their shared commitment to advancing U.S. technology and manufacturing leadership [2] Group 2 - Intel's second-quarter revenue was $12.86 billion, remaining flat year-over-year, while the company reported a net loss of $2.9 billion, widening from a loss of $1.6 billion in the same quarter last year [2] - The company is undergoing a significant transformation, including reducing the scale of planned manufacturing facilities and optimizing its global operations [2][3] - Intel aims to achieve $17 billion in operating expenses by 2025, having already reduced its workforce by approximately 15% [3] Group 3 - Intel plans to control total capital expenditures at $18 billion by 2025, focusing on enhancing capital efficiency and optimizing its manufacturing footprint [3] - Recent actions by SoftBank in the AI and semiconductor sectors include a $500 billion investment project for data centers and a partnership with OpenAI for enterprise-level AI services [3] - In March, SoftBank announced a $6.5 billion cash acquisition of Ampere, which focuses on cloud-native computing and sustainable AI computing [4]

软银集团（SBG）8月18日宣布向美国英特尔投资20亿美元。据报道，美国特朗普政府也计划向英特尔 投资。软银集团将与美国政府保持步调一致，助力美国的尖端半导体生产。 软银集团的孙正义（中）将与特朗普（左，reuters）保持步调一致，向陈立武（右，reuters）领导的英 特尔出资 软银的投资比例简单计算约为2%。 据报道，美国特朗普政府也计划向英特尔投资。软银集团将与美国政府保持步调一致，助力美国的尖端 半导体生产。通过此次出资，软银还可能将旗下的英国半导体设计商ARM与英特尔的合作纳入视 野…… 01 软银集团将以每股23美元的价格收购英特尔普通股。英特尔8月18日的收盘价为23.66美元，总市值约为 1000亿美元，软银的投资比例简单计算约为2%。在18日美国股市的盘前盘后交易中，英特尔股价比当 天收盘价上涨约6%。 软银集团会长兼社长孙正义就此次出资的目的发表声明称："期待英特尔发挥重要作用的先进半导体制 造和供应在美国国内得到进一步发展"。英特尔的首席执行官（CEO）陈立武（Lip-Bu Tan）表示："这 将推动美国在科技与制造业的领导地位"。 陈立武曾在2020～2022年担任软银集团的独立董事 ...

【#软银宣布向英特尔投资20亿美元##美国政府或将成英特尔最大股东#】18日，日本软银集团宣布将向 英特尔投资20亿美元，购买相当于该公司约2%的股票。消息公布后，截至18日收盘，英特尔股价收于 每股23.66美元。在盘后交易中上涨约6%，至每股24.93美元。此外，路透社等媒体18日报道称，特朗普 政府正在讨论通过将《芯片与科学法案》的部分或全部拨款转换为股权，以持有英特尔约10%的股份， 此举或将使美国政府成为英特尔最大的股东。（央视财经） ...