Market Overview - The U.S. stock market opened mixed on January 7, with the Dow Jones down 0.41%, the S&P 500 down 0.1%, and the Nasdaq up 0.15% [1][2]. Major Indices Performance - Dow Jones Index: 49,259.86, down 202.22 points (-0.41%) - S&P 500 Index: 6,938.05, down 6.77 points (-0.10%) - Nasdaq Composite: 23,581.57, up 34.40 points (+0.15%) [2]. Technology Sector Highlights - Intel shares surged over 11%, marking its largest increase since September 18, following the launch of its next-generation PC platform processor, Core Ultra3, at CES [2][3]. - Nvidia rose over 2%, while Google and Microsoft increased by over 1%. Facebook saw a decline of over 2% [2][3]. Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell by 1.43%. Notable declines included: - Manbang Group down over 7% - Hesai Technology down nearly 4% - NetEase down over 3% - JD.com and Alibaba down over 2% - Conversely, Huya rose over 4%, and iQIYI increased by over 1% [2][3]. Commodity Market - Gold and silver stocks experienced significant declines, with Hecla Mining down 10% and Pan American Silver down over 7%. Spot gold fell over 1% to around $4,440, while spot silver dropped over 6% below $77 [4]. Oil Market - Both U.S. and Brent crude oil prices declined [5]. Cryptocurrency Market - Major cryptocurrencies collectively fell, with Bitcoin down nearly 3% to $91,260. Over 120,000 traders faced liquidation in the past 24 hours [7][8]. Stock Market Outlook - Morgan Stanley's chief U.S. equity strategist predicts continued growth in the U.S. stock market driven by earnings, regulatory easing, and AI applications, with a projected earnings growth rate of nearly 14% for 2026 [10]. - Concerns remain regarding high valuations and capital intensity among large tech companies, prompting some analysts to adopt a more cautious stance [10]. - The founder of Bridgewater Associates warned that the AI-driven surge in tech stocks may be in the "early stages of a bubble" [10]. AI Sector Investment - In 2025, the S&P 500 rose by 16%, with significant contributions from Nvidia, Alphabet, Broadcom, and Microsoft. However, there are growing concerns about the return on investment from the substantial capital expenditures in AI, projected to increase by 34% to approximately $440 billion [11].

Core Viewpoint - Intel's stock surged over 10%, marking its largest intraday gain since September 18 of the previous year, following the official launch of its AI PC chip series based on the 18A process technology at CES, which is seen as a critical milestone for the company's manufacturing revival and technological leadership [1] Group 1 - The new generation of chips features groundbreaking transistor architecture and power design, representing Intel's first large-scale production using the 18A process [1] - The launch aims to reclaim market share from AMD and demonstrates that Intel's foundry business has returned to the forefront of technological competition [1] - Intel's CEO, Pat Gelsinger, emphasized that the company has fulfilled its commitment to deliver the first batch of 18A process products by 2025 [1] Group 2 - Johnson indicated that 2026 will be a strategic turning point for both the industry and Intel, suggesting that technological iterations and market dynamics will enter a new phase [1]

每经AI快讯，1月7日，英特尔股价上涨超过10%，创9月18日以来最大涨幅。 （文章来源：每日经济新闻） ...

英特尔股价上涨超过10%，创去年9月18日以来最大涨幅。 来源：滚动播报 ...

#四大芯片巨头CEO齐聚#【英伟 达、英特尔、AMD、高通，四巨头CEO历史同框：一同现身联想发布会】1月7日，全球消费电子展 2026开幕。AI浪潮下不可或缺的几名巨头在此齐聚一堂。在全球创新科技大会上，联想集团董事长兼 CEO杨元庆与英伟达创始人兼CEO黄仁勋、超威半导体（AMD）董事会主席兼CEO苏姿丰、英特尔 CEO陈立武，以及高通CEO克里斯蒂亚诺·安蒙一齐亮相。联想释出了多项重磅合作计划。 0:00 ...

Core Viewpoint - Intel (INTC.US) aims to regain market share in the personal computer and local AI computing sectors by launching its next-generation PC platform processor, Core Ultra3, at the Consumer Electronics Show (CES) [1] Group 1: Product Launch - Intel introduced the Core Ultra3 processor, which is part of its strategy to reclaim market share lost to competitors [1] - The first consumer laptops featuring the Core Ultra3 will begin pre-sales on January 6, 2026, and will be available globally starting January 27, 2026 [1] - Edge systems equipped with the new generation processor are expected to hit the market in the second quarter of 2026 [1] Group 2: Manufacturing Technology - Intel's CEO, Pat Gelsinger, announced the company's commitment to launching its first product using the 18A manufacturing process, named Panther Lake, by 2025 [1]

Melius Research将英特尔的目标价从44美元上调至50美元，评级上调至"买入"。(格隆汇) ...

国家知识产权局信息显示，英特尔（中国）研究中心有限公司取得一项名为"向量处理器"的专利，授权 公告号CN119576414B，申请日期为2025年2月。 天眼查资料显示，英特尔（中国）研究中心有限公司，成立于2004年，位于北京市，是一家以从事住宿 业为主的企业。企业注册资本610万美元。通过天眼查大数据分析，英特尔（中国）研究中心有限公司 专利信息25条，此外企业还拥有行政许可3个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 ...

Core Viewpoint - The event highlights the collaboration between Intel and Lenovo in developing AI-driven PC experiences, emphasizing the transformative impact of AI on the hardware and software market [1][2]. Group 1: AI and Market Impact - Intel's CEO, Chen Liwu, stated that AI is reshaping the entire hardware and software market landscape, enhancing user experiences through continuous iteration [1][2]. - The focus on AI is expected to drive significant advancements in daily life experiences for users [1][2]. Group 2: Product Launches - During CES 2026, Intel and Lenovo unveiled the Aura Edition AI PC and the FIFA-branded gaming laptop, Legion Pro 7i, which are products of their joint development efforts [1][2]. - The Aura Edition product line will feature Intel's first chip built on its proprietary 18A process technology, the Core Ultra 300 series processor [1][2]. Group 3: Future Collaboration - Chen Liwu indicated that Intel and Lenovo plan to deepen their collaboration in the areas of PCs, data centers, and cloud computing in the future [1][2].

Group 1 - US stock market opened with Dow Jones up 0.02%, S&P 500 up 0.09%, and Nasdaq up 0.2% [1] - Nvidia (NVDA.O) increased by 1.23% after launching a new generation AI server system [1] - Intel (INTC.O) rose by 1% following the release of a new generation PC chip at CES [1] - AMD (AMD.O) saw a 0.27% increase after announcing a new generation of mobile and desktop processors [1]