【环球时报综合报道】彭博社14日援引知情人士的消息称，美国总统特朗普正与英特尔谈判，让美国政 府入股这家陷入困境的芯片制造企业。英特尔股价周四上涨超过7%。报道称，这是白宫有意模糊政府 与产业之间界限的最新迹象。 上周，特朗普以"利益冲突"为由，要求英特尔新任首席执行官（CEO）陈立武辞职，后者于周一赴白宫 与特朗普会面。知情人士称，入股计划源于本周两人的会面，总体构想是由美国政府出资购买英特尔股 份，具体细节仍在梳理。另一位知情人士表示，相关计划仍有变数，谈判可能无疾而终。白宫发言人回 应称，除非政府正式宣布，否则有关假设性交易的讨论应被视为猜测。英特尔则表示，期待继续与特朗 普政府合作，但"不会对传闻或猜测发表评论"。彭博社提到，英特尔近年来受到市场份额流失和技术优 势丧失的打击。陈立武前一任CEO表示要在俄亥俄州扩建新工厂，以振兴该公司，但如今因财务问题不 得不宣布放缓该计划。报道还称，特朗普在三次总统竞选中都赢下了俄亥俄州。 彭博社援引知情人士的话说，如果政府与英特尔达成协议，将有助于支持英特尔兴建俄亥俄州的工厂园 区。英国广播公司引述科技分析师的话说，美政府入股能为英特尔提供资金和政府支持。尽管这并 ...

Group 1 - The U.S. government is considering using funds from the Chips Act to acquire shares in Intel, with discussions still in early stages regarding funding sources and structure [1][4] - Intel has already benefited significantly from the Chips Act, receiving $7.9 billion in commercial semiconductor manufacturing subsidies and up to $3 billion from the Department of Defense [4] - The Chips Act, signed into law in August 2022, provides $39 billion in subsidies and authorizes $75 billion in loans for the semiconductor industry [4] Group 2 - Direct government intervention in Intel is seen as crucial for national security, reflecting a trend of increased government involvement in key industries [3][6] - Analysts have mixed opinions on the potential government stake in Intel, with some viewing it as necessary for national security, while others express concerns about governance risks [6][7] - Previous government investments in key industries have had mixed results, with some leading to taxpayer losses [6][8]

Group 1 - The Trump administration is considering using funds from the CHIPS and Science Act to directly invest in Intel, indicating a shift towards direct intervention in key industries [1][2] - Intel is the largest beneficiary of the CHIPS Act, having received $7.9 billion in semiconductor manufacturing grants and additional funding opportunities, which could alleviate its financial pressures if the investment proceeds [1][2] - Following a meeting between Trump and Intel's CEO, Intel's stock price rose by 5.3%, reflecting market optimism regarding the potential investment [2] Group 2 - The U.S. government has accelerated the allocation of idle CHIPS Act funds towards national security core industries, previously intervening in steel acquisitions and investing in rare earth producer MP Materials [2] - Analysts suggest that this combination of equity, loans, and government procurement guarantees can enhance market confidence and protect taxpayer funds [2] - Intel has faced challenges due to a loss of technological leadership and declining market share, with significant delays in its Ohio chip factory plans [2] Group 3 - Political factors add significance to the potential deal, as Ohio is a key state for Trump, and the upcoming elections may influence the dynamics of the investment [3]

Core Viewpoint - Intel's stock rose nearly 4% on Friday, accumulating an 11% increase over two days, amid reports that the Trump administration is exploring the possibility of acquiring equity in Intel using funds from the U.S. Chips Act [1] Group 1: Financial Implications - Intel is the largest expected beneficiary of the Chips Act, having already secured $7.9 billion in semiconductor manufacturing grants [1] - The company is also set to receive up to $3 billion in grants for the Pentagon's secure enclave program and has obtained $11 billion in loans under the 2022 legislation [1] Group 2: Government Negotiations - Discussions are in early stages regarding whether to convert part or all of Intel's existing Chips Act grants into equity, allocate new funds, or combine Chips Act funding with other financing sources [1] - The government aims to quickly utilize unused Chips Act funds for sectors deemed critical to U.S. national security [1] Group 3: Leadership and Stability - Intel's CEO, Pat Gelsinger, met with President Donald Trump, and despite previous criticisms from the President, his position appears secure [1] - The discussions surrounding funding sources remain unstable and have not been reported previously [1]

英特尔首席执行官陈立武周一会见了唐纳德·特朗普总统，据说尽管早些时候受到总统批评，但他的职 位很安全。政府的目标是将未使用的《芯片法案》资金迅速用于被认为对美国国家安全至关重要的部 门。白宫拒绝置评。 （原标题：美股异动 | 传特朗普政府考虑利用芯片法案资金入股 英特尔(INTC.US)逆势涨近4%） 智通财经APP获悉，周五，英特尔(INTC.US)逆势涨近4%，两日累涨11%，报24.76美元。消息面上，据 彭博报道，知情人士透露，特朗普政府正在探索利用美国芯片法案资金收购英特尔公司的股权。谈判仍 处于早期阶段，重点是是否将英特尔现有的部分或全部《芯片法案》赠款转换为股权、分配新资金，或 将《芯片法案》资金与其他融资来源合并。英特尔已经是该计划的最大预期受益者，已获得 79 亿美元 的商业半导体制造赠款，为五角大楼的安全飞地计划提供高达 30 亿美元的赠款，并根据 2022 年法律获 得 110 亿美元的贷款。潜在的资金来源此前尚未报告，讨论仍然不稳定。 ...

每经AI快讯，8月15日，英特尔涨超2%，有报道称，特朗普政府考虑动用芯片法案资金投资英特尔股 份。 ...

道指涨0.59%创历史新高，标普500指数涨0.13%，纳斯达克综合指数跌0.02%。纳斯达克中国金龙指数 开盘涨0.4%。 联合健康涨10%，公司获巴菲特旗下伯克希尔哈撒韦新建仓。英特尔涨超4%，应用材料跌超13%。 据央视新闻报道，俄罗斯总统普京和美国总统特朗普定于8月15日在美国阿拉斯加州安克雷奇举行一对 一会晤，这将是俄美领导人2021年6月以来的首次面对面会晤。美国总统特朗普在飞往阿拉斯加安克雷 奇的飞机上，谈及将与俄罗斯总统普京的会晤时称，乌克兰必须就领土问题作出决定。特朗普重申，如 果俄罗斯不结束冲突将面临"严重后果"。 经济数据方面，美国商务部公布数据显示，美国7月零售销售环比增长0.5%，前值由0.6%修正为0.9%。 当地时间8月15日，美股三大指数开盘涨跌互现，道指涨0.59%创历史新高，标普500指数涨0.13%，纳 斯达克综合指数跌0.02%。纳斯达克中国金龙指数开盘涨0.4%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 45174.51 | 263.25 | 0.59% | | 纳斯达克指数 | 217 ...

Core Viewpoint - Intel (INTC.US) shares rose by 4.82% to $25.01, reaching a new high since March 19, amid reports of negotiations between the Trump administration and Intel for potential government investment to support domestic manufacturing [1] Group 1: Government Involvement - The Trump administration is in talks with Intel to potentially acquire a stake in the struggling chip manufacturer [1] - This investment aims to assist Intel in expanding its manufacturing capabilities in the United States, particularly in Ohio [1] Group 2: Manufacturing Plans - Intel has committed to transforming its Ohio facility into the largest chip manufacturing plant in the world, although this promise has faced multiple delays [1] - The discussions stem from a recent meeting between Trump and Intel's CEO, focusing on government equity participation [1] Group 3: Uncertainty of the Deal - Details of the potential investment are still being organized, and the scale of the government's stake remains unclear [1]

8月7日，特朗普在自创的社交媒体Truth Social上表示，"英特尔CEO陈立武存在严重的利益冲突，必须马上辞职，且没有其他解决办法"。 消息一出，引发市场震动。 迫于压力，陈立武前往白宫与特朗普进行了会谈。会谈后，特朗普形容说这是一次"有趣"的会见。他一改之前要求陈立武辞职时"咄咄逼人"的口吻，称赞了 陈立武的个人成长历程和事业的成功，称那是"一个美妙的故事"。特朗普称，他的内阁成员将与陈立武一起进行商讨，并在下周向他提交"建议"。但特朗普 并未在帖文中提及，他要求陈立武等人提交的建议是什么。 特朗普这一出，让英特尔坐了一趟"过山车"（股价单日跌幅3.14%，后又回升），但这次事件远非该公司"真正的麻烦"。 近年来，全球著名的半导体芯片制造商英特尔早已深陷泥潭。 2020年7月，英特尔宣布7nm芯片量产因技术缺陷延迟6个月，良率不足问题曝光。随后，其股价单日暴跌16.24%，市值蒸发415亿美元。同年10月，因第三 季度财务状况不及预期，财报发布后的第二天，英特尔股价跌超10%，市值蒸发242亿美元。 2021年，帕特里克·基辛格（Patrick Gelsinger）临危受命，重返英特尔担任CEO，并推 ...

① 【市场静待明日凌晨3时"普特会"】据央视新闻，特朗普与普京的会晤将于阿拉斯加当地时间8月15日上午11时（北京时间8月16日凌晨3时）举行。特 朗普将于美国东部时间8月15日清晨6时45分（北京时间15日下午6时45分）离开白宫，并在与普京的会晤结束后，于阿拉斯加时间8月15日下午5时45分 （北京时间16日上午9时45分）离开安克雷奇。 ② 【三大期指涨跌不一】道指期货涨0.65%、标普500指数期货涨0.07%、纳指期货跌0.18%。 ③ 【"蔚小理"盘前齐涨】中国新能源汽车公司"蔚小理"盘前齐涨，小鹏汽车、蔚来汽车涨超2%，理想汽车涨近1.5%。 每经记者｜郑雨航 每经编辑｜段炼 高涵 ④ 【伯克希尔建仓利好，联合健康盘前涨近13%】联合健康盘前涨近13%。消息面上，伯克希尔在二季度大手笔建仓503.9万股陷入困境的联合健康，建 仓成本价为314美元，季末持仓市值达15.7亿美元，为伯克希尔的第18大持仓，在总持仓中占比0.61%。 ⑤ 【英特尔盘前一度涨近5%】英特尔盘前一度涨近5%。消息面上，据外媒，知情人士透露称，特朗普政府正在与英特尔进行谈判，以让美国政府入股这 家陷入困境的芯片制造商。 ⑥ ...