⑥ 【特斯拉将在部分亚洲市场推出Robotaxi】8月11日，特斯拉高管称，公司计划在部分亚洲市场推出Robotaxi服务。截至发稿，特斯拉上涨1.33%。 ⑦ 【营收预期大削超30%，C3.ai跌超28%】近日，企业级AI软件开发商C3.ai将2025财年第一季度的初步营收预期下调至7020万至7040万美元，较此前预 期的中点低约33%。截至发稿，C3.ai盘前下跌28.29%。 每经记者｜岳楚鹏 每经编辑｜金冥羽 兰素英 ① 【三大期指齐涨】截至发稿，道指期货涨0.23%、标普500指数期货涨0.10%、纳指期货涨0.05%。 ② 【加密货币概念股普涨】美股加密货币概念股盘前集体上扬，BMNR大涨超14%，SBET、BTCS涨超10%，Coinbase、Strategy涨超4%。 ③ 【芯片股多数下跌】芯片股多数下跌。截至发稿，AMD下跌1.97%，英伟达下跌0.95%，台积电下跌0.21%。 ④ 【CEO陈立武即将访问白宫，英特尔涨1.4%】当地时间8月10日，据媒体报道，在特朗普上周呼吁将其罢免后，英特尔公司首席执行官陈立武将于8月 11日访问白宫。据媒体援引知情人士的话称，陈立武预计将与特朗普讨论 ...

Group 1 - Major stock index futures are showing slight gains, with Dow futures up 0.23%, S&P 500 futures up 0.10%, and Nasdaq futures up 0.05% [1] - Cryptocurrency-related stocks are experiencing a collective rise, with BMNR up over 14%, SBET and BTCS up over 10%, and Coinbase and Strategy up over 4% [1] - Chip stocks are mostly down, with AMD down 1.97%, Nvidia down 0.95%, and TSMC down 0.21% [1] - Intel's CEO, Chen Liwu, is set to visit the White House, leading to a 1.4% increase in Intel's stock price [1] - A Bank of America survey indicates that 91% of respondents believe U.S. stocks are overvalued, the highest percentage since 2001 [1] Group 2 - Tesla plans to launch Robotaxi services in select Asian markets, resulting in a 1.33% increase in Tesla's stock price [2] - C3.ai has significantly lowered its revenue expectations for Q1 FY2025, leading to a drop of over 28% in its stock price [2] - Baidu's AI search has reached over 322 million monthly active users, maintaining its position as the leader in the domestic AI search industry, with a slight increase of 0.15% in its stock price [2]

值得关注的是，18A制程对英特尔来说意义重大，这是其追赶竞争对手先进制程的关键一步。良率是衡量芯片生产工艺成熟度的重要指标，10%的良率意味 着在生产过程中，大量的晶圆可能无法达到合格标准，这会直接导致生产成本的上升，也会影响产品的按时交付。 从英特尔近期的业绩表现来看，2025年第二季度财报显示，英特尔净亏损29亿美元，同比扩大81%，股价月内下跌11.36%，市值缩水至853亿美元，仅为 AMD的29.8%。 近期，有关英特尔18A良率仅为10%的消息在业内流传。 据报道，英特尔用于生产下一代笔记本芯片Panther Lake的18A工艺，当前良率仅为10%左右，远低于50%的量产启动门槛，而盈利一般需达到70%-80%。 公开数据显示，英特尔在PC市场需求疲软的大环境下，芯片销量也受到了一定影响。为了应对市场变化，英特尔在业务结构上也有一些调整，比如加大对 数据中心芯片等领域的投入，试图寻找新的增长引擎。 另外，英特尔为缓解压力，在最近几年里"疯狂"裁员。今年7月，英特尔再次宣布裁员，新任CEO陈立武宣布裁员15%（约2.5万人）、分拆网络与边缘业务 （NEX）、推迟俄亥俄州晶圆厂项目，甚至出售Mobi ...

Core Viewpoint - Intel's CEO Lip-Bu Tan is scheduled to meet with President Trump on August 11, following Trump's public criticism of Tan's ties to Chinese companies, which has raised significant attention [2][3]. Group 1: Meeting Context - The meeting comes amid heightened tensions, as Trump has demanded Tan's immediate resignation due to alleged connections with Chinese firms [2][3]. - Tan aims to discuss his personal and professional background and explore potential collaborations between the government and Intel in manufacturing [2]. Group 2: Strategic Focus - Tan intends to emphasize Intel's manufacturing capabilities as a core element of national security to gain Trump's approval [2]. - Under Tan's leadership, Intel plans to continue its strategy of investing $100 billion in U.S. chip manufacturing over the next five years, benefiting from the "CHIPS Act" [5]. Group 3: Internal and External Challenges - Despite the strategic focus, Intel's foundry revenue is primarily driven by internal production, and the company has decided to slow down the construction of a large semiconductor plant in Ohio to align with customer demand [6]. - Tan has faced strategic disagreements with some board members, including Chairman Frank Yeary, and has communicated with Intel employees to clarify the company's position and ensure the government is informed of the facts [6].

陈立武上周四晚向英特尔员工发出信息称，美国是他生活了40多年的家。英特尔一直与政府保持沟通， 确保"他们掌握了真实情况"。 他表示："在半导体行业工作40多年，我在全球及多元化生态系统中建立了广泛的关系网，并始终遵守 最高的法律和道德标准。"(作者/箫雨) 特朗普一直在强力施压美国企业做出各种调整，从自行消化关税成本到与更多保守派及其他政治盟友开 展业务。就在宣布豁免苹果等科技公司的半导体新关税(条件是这些公司必须增加在美投资)的次日，特 朗普单独点名了陈立武。 特朗普上周四在其社交媒体真相社交上发文称："英特尔CEO存在高度利益冲突，必须立即辞职。这一 问题没有其他解决办法。" 凤凰网科技讯 北京时间8月11日，据《华尔街日报》独家报道，知情人士称，英特尔CEO陈立武(Lip-Bu Tan)将于周一访问白宫，与美国总统特朗普会面。上周，特朗普要求陈立武立即辞职，原因是他与中国 企业的关系存在所谓的"高度利益冲突"。 据知情人士透露，陈立武预计将与特朗普进行一场内容广泛的交谈，旨在向特朗普解释自己的个人及职 业背景。陈立武还可能会提出美国政府与英特尔合作的方案。 知情人士称，陈立武希望展示他对美国的承诺，并强 ...

Core Viewpoint - Former President Trump has called for Intel's current CEO, Pat Gelsinger, to resign due to alleged significant conflicts of interest, stating that there is no alternative solution to this issue [1] Company Summary - Intel's stock price experienced a pre-market decline of over 5% following Trump's comments, although the decline narrowed to over 2% during intraday trading [1] - Pat Gelsinger has been in the role of CEO for less than six months [1] - On July 24, coinciding with the announcement of Intel's Q2 2025 financial results, Gelsinger announced a major workforce reduction plan, aiming to cut the total number of employees from approximately 109,800 to 75,000 by the end of the year, representing a reduction of about 15% [1]

Group 1: OpenAI and AI Models - OpenAI has officially released its latest AI model, GPT-5, which features intelligent model version switching, lower hallucination rates, enhanced coding capabilities, and personalized settings [1][3] - GPT-5 achieved state-of-the-art scores in key coding benchmarks, scoring 74.9% in SWE-bench Verified tests and 88% in Aider polyglot tests, positioning it as a strong coding collaborator [3] - The model excels in front-end coding tasks, outperforming previous versions in 70% of internal tests [3] Group 2: Intel and CEO Response - Intel CEO Pat Gelsinger addressed employees in a letter, clarifying misconceptions and indicating he will not resign, emphasizing his commitment to the company's future goals and investments [4][5] - Intel has a 56-year history of semiconductor production in the U.S. and plans to invest billions in semiconductor R&D and manufacturing, including a new fab in Arizona [4] Group 3: Microsoft Layoffs - Microsoft has initiated a new round of layoffs in Washington state, reducing approximately 40 positions, bringing the total layoffs in the state to 3,160 this year [6] - The layoffs are part of a broader plan to cut over 15,000 jobs globally, with the latest round being relatively small compared to previous months [6] Group 4: ByteDance Recruitment - ByteDance has launched its 2026 campus recruitment, offering over 5,000 positions, a significant increase from the previous year's 4,000+ offers [10] - The recruitment focuses on various roles, with a 23% increase in R&D positions, particularly in algorithms and front-end development [10] Group 5: Gaming and Service Outages - Multiple games under NetEase experienced login issues, leading to a significant outage that lasted over 2 hours, attributed to internal server problems [8][9] - The outage affected several popular titles, causing widespread player frustration and highlighting the challenges in troubleshooting large-scale service disruptions [8][9] Group 6: AI Developments - OpenAI released two open-weight AI models, GPT-oss-120b and GPT-oss-20b, which can mimic human reasoning and perform complex tasks, although they are not fully open-source [13] - Google DeepMind introduced Genie 3, a universal world model capable of generating interactive 3D environments in real-time, marking a significant advancement in world modeling technology [14][15]

Group 1 - Intel's ongoing global business restructuring is causing significant repercussions within the Linux kernel community [1] - A recent batch of Intel-maintained drivers has lost official maintenance support, including Ethernet RDMA, PTP DFL ToD, WWAN IOSM, Keem Bay DRM, Kprobes, and T7XX 5G WWAN [3] - The Linux kernel follows a "no maintenance, no inclusion" policy, meaning that drivers without ongoing support may be removed, posing risks for enterprise users relying on these modules [3] Group 2 - The lack of maintenance for these drivers could lead to issues with security patches and compatibility with new hardware [3] - Specific applications, such as FPGA and time-sensitive applications, as well as devices using Intel WWAN modules and edge computing scenarios requiring Keem Bay VPU acceleration, face potential risks due to this situation [3]

Core Viewpoint - Intel's board chairman Frank Yeary attempted to split and potentially sell Intel's foundry business to TSMC earlier this year, facing strong opposition from newly appointed CEO Lip-Bu Tan, leading to internal conflicts within the board [2][3]. Group 1: Board Dynamics - The internal conflict within Intel's board arose as some directors supported Yeary's plan, resulting in failures of some strategic initiatives proposed by CEO Tan [2]. - Despite the board's official support for Tan, his leadership is under increasing pressure both internally and externally [2]. Group 2: Proposed Business Moves - There were rumors that Intel planned to spin off its foundry division into an independent company, potentially involving TSMC and other major fabless chip designers as shareholders [3]. - Another rumor suggested that Intel might sell all or part of its foundry to TSMC, which would gain operational and strategic control over the production facilities [3]. Group 3: Technical and Business Feasibility - TSMC has publicly stated that it has no interest in acquiring Intel's foundry or manufacturing assets due to technical challenges and business reasons [5]. - TSMC's employees lack experience with Intel's EUV-based processes, complicating any potential improvements to Intel's manufacturing technology [5]. - The complexity of transferring TSMC's technology to Intel's U.S. foundries is high, as both companies use different tools and processes, which could lead to significant costs and risks [5]. Group 4: Competitive Landscape - TSMC has little incentive to assist a direct competitor in enhancing its chip production capabilities and is not interested in investing billions in a foundry without assurance of profitability [6]. - Intel's EUV capacity in the U.S. is insufficient to meet the demands of both its own and TSMC's customers [6].

8月7日，美国总统特朗普在其社交媒体平台"真实社交"称，英特尔首席执行官陈立武应立即辞职。随后，陈立武在英特尔网站发布一封公开信进行回应。 陈立武说："美国是我生活了40多年的家。我热爱这个国家，也深深感激它给予我的种种机遇。我同样热爱这家公司。在这个关键时期领导英特尔，对我而 言不仅仅是一份工作，更是一份荣幸。这个行业给予了我太多，我们公司在其中扮演了举足轻重的角色，能和大家一起努力重振英特尔的优势，创造属于未 来的创新成果，是我职业生涯中的荣耀。" 陈立武英特尔网站 陈立武认为："英特尔的成功对美国的科技与制造业领先地位、国家安全以及经济实力都至关重要。这是我们在全球开展业务的动力所在，也是我加入这个 团队的初衷，更是我每天推动我们共同从事的这项重要工作、为打造更强大的未来而努力的原因。" 关于过去在华登国际和楷登电子的任职经历，他表示，目前有很多不实信息在流传。 陈立武说，在这个行业40多年的职业生涯中，他在全球范围内以及多元化的生态系统中建立了不少合作关系，而他工作期间始终遵守法律和最高道德标准。 "我的声誉建立在信任之上。说到做到，并且用正确的方式去做，"陈立武强调，"我领导英特尔，也秉持着同样的原 ...