当地时间8月7日，英特尔发布声明称，该公司、董事会和首席执行官陈立武致力于推进美国的国家和经 济安全利益，并正在进行符合总统"美国优先"议程的重大投资。英特尔称，该公司在美国生产已有56年 的历史，将继续在美国半导体研发和制造领域投资数以十亿计美元，包括在亚利桑那州新建晶圆厂，该 工厂将采用美国最先进的制造工艺技术。英特尔表示，期待与特朗普政府继续合作。 当天早些时候，美国总统特朗普表示，英特尔首席执行官存在"严重的利益冲突"，必须立即辞职，并 称"这个问题没有其他解决办法"。受其言论影响，英特尔美股盘前一度跌超5%，收盘跌近3%。英特尔 现任CEO陈立武于今年3月上任。 ...

Market Performance - Dow Jones Industrial Average closed down 0.51% [1] - S&P 500 index decreased by 0.08% [1] - Nasdaq Composite index increased by 0.35% [1] Company Performance - Intel (INTC.O) fell over 3% [1] - AMD (AMD.O) rose by 5.69% [1] - Apple (AAPL.O) increased by over 3% [1] Chinese Stocks - Nasdaq Golden Dragon China Index rose by 0.95% [1] - Li Auto (LI.O) and Xpeng Motors (XPEV.N) both increased by nearly 2% [1] - Alibaba (BABA.N) saw a slight increase of 0.1% [1]

Core Viewpoint - US stock market showed mixed performance with the Dow Jones Industrial Average declining while the Nasdaq saw a slight increase [1] Group 1: Market Performance - Dow Jones Industrial Average closed down by 0.51% [1] - S&P 500 index fell by 0.08% [1] - Nasdaq Composite index increased by 0.35% [1] Group 2: Company Performance - Intel (INTC.O) experienced a decline of over 3% [1] - AMD (AMD.O) saw an increase of 5.69% [1] - Apple (AAPL.O) rose by more than 3% [1] Group 3: Chinese Stocks - Nasdaq Golden Dragon China Index increased by 0.95% [1] - Li Auto (LI.O) and Xpeng Motors (XPEV.N) both rose nearly 2% [1] - Alibaba (BABA.N) saw a slight increase of 0.1% [1]

据悉，本周早些时候，美国共和党参议员Tom Cotton要求英特尔董事会主席就陈立武与中国的关系作出 解释，包括其在中国半导体公司的投资。在写给英特尔董事会主席Frank Yeary的信中，Tom Cotton询问 了陈立武在被任命为英特尔首席执行官之前在中国的投资情况。Tom Cotton特别指出，陈立武曾长期担 任Cadence Design Systems的管理层，而该公司曾向中国出售产品。 周四，英特尔(INTC.US)跌逾3%，报19.71美元。消息面上，美国总统特朗普周四在社交平台上发文敦 促英特尔首席执行官陈立武辞职，理由是所谓的"利益冲突"。特朗普表示："英特尔的首席执行官存在 严重利益冲突，必须立即辞职。这是解决该问题的唯一方式。" ...

Group 1 - The U.S. President Trump has targeted the technology sector, announcing a 100% tariff on chips and semiconductors, and calling for Intel's CEO, Pat Gelsinger, to resign due to alleged conflicts of interest [1][3] - Intel's stock dropped by 5% in pre-market trading following Trump's comments [1] - Senator Tom Cotton expressed concerns about Intel's operational integrity and its potential impact on U.S. national security, questioning the CEO's background [3] Group 2 - Intel has been losing its dominance in the chip manufacturing sector to competitors like TSMC and has little presence in the AI chip market led by Nvidia [4] - In its Q2 earnings report, Intel exceeded market expectations but announced plans to cut costs, aiming to reduce its workforce by 22% to 75,000 employees [4] - The company is also scaling back its operations, including shutting down its costly foundry division, which reported a $3.17 billion operating loss in the quarter [4]

(本文来自第一财经) 道指涨0.59%，纳指涨0.75%，标普500指数涨0.55%。礼来跌超9%，英特尔跌超2%，本田汽车跌超 2%，苹果涨超2%。 ...

据媒体报道，8月7日，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。 受此影响，英特尔股价盘前一度大跌超5%。截至发稿，跌逾3%。 陈立武在内部信中指出，此次人员缩减涵盖裁员和自然流失。二季度末，裁员计划已初见成效，管理层级也削减了约50%。他强调，"这些是必要且艰难 的决策，旨在简化组织结构、提高执行效率、把更多资源投入未来增长领域，尤其是AI和晶圆代工。" 在最新发布的二季报中，英特尔实现营收129亿美元，同比微增（去年同期为128亿美元），略超分析师预期。但该季度净亏29亿美元，其中包括19亿美元 重组费用、8亿美元资产减值和2亿美元一次性费用，并导致每股亏损0.67美元（GAAP），非GAAP每股亏损0.10美元，均未达预期。 英特尔曾是全球最大的芯片制造商，但受内外部多重因素影响，多年来股价一直处于下跌态势，并在近年加速下跌。 英特尔在去年11月被道琼斯工业平均指数剔除，英伟达取而代之。英特尔的股价去年下跌了60%，而英伟达的股价则飙升了171%。今年以来，英特尔股 价波动不大，而英伟达已成为全球第一家市值突破四万亿美元的公司。 值得一提的是，英特尔 ...

Market Performance - The Nasdaq China Golden Dragon Index opened slightly higher, currently up over 1% with notable gains in companies such as ZTO Express and Miniso, both rising over 4%, and GDS Holdings up over 3% [1] - The US stock market opened with all three major indices showing gains: the Dow Jones up 0.59%, the Nasdaq up 0.75%, and the S&P 500 up 0.55% [2] - Futures for the three major US indices were also up, with Dow futures rising 0.45%, S&P 500 futures up 0.57%, and Nasdaq futures increasing by 0.73% [3] Company-Specific Movements - Eli Lilly saw a significant drop of over 9%, while Intel and Honda both fell over 2%. In contrast, Apple experienced an increase of over 2% [2] - Intel's pre-market decline expanded to 5% following comments from Trump demanding the resignation of Intel's CEO [3]

今年4月，作为英特尔新任CEO的他发表了首次公开演讲，称英特尔在创新和适应市场变化的速度上已 落后于竞争对手。"我们在某些方面未能达到客户期望"，他表示，"公司需要补充流失的工程人才，简 化业务流程，并剥离非核心资产，以更灵活地满足客户对高性能计算的需求。" 陈立武称，产品和晶圆代工是英特尔的两个"紧迫优先事项"，英特尔的目标是"打造最好的产品，并在 未来几年内成为最优秀的晶圆代工厂"。 他还回应了为什么在这个阶段接任英特尔CEO："我热爱这家公司，看着它挣扎让我感到很痛苦。在知 道自己能够帮助公司扭转局面的情况下，我不能袖手旁观。" 智通财经记者 | 宋佳楠 8月7日，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职，并称"这个问 题没有其他解决办法"。 对此，英特尔方面尚未有任何回应。受这一消息影响，英特尔美股盘前一度跌超5%，截至发稿，跌幅 收窄至3.62%。 英特尔现任CEO为陈立武，于今年3月正式上任。当时资本市场对这项人事任命持肯定态度，消息公布 后，英特尔股价上涨10%以上。 这位65岁的美籍华人此前曾在2022年至2024年间担任英特尔董事，但因与英特尔前任CEO基辛格（P ...

Core Viewpoint - The CEO of Intel is facing serious conflict of interest allegations, leading to calls for immediate resignation, which has negatively impacted the company's stock price [1][3]. Company Summary - Intel appointed Lip-Bu Tan as the new CEO effective March 18, 2023, after a brief tenure of less than six months for the previous CEO [4]. - The company is undergoing significant layoffs, planning to reduce its workforce from approximately 109,800 to 75,000 by the end of the year, marking a 15% reduction [4]. - As of the second quarter of 2023, Intel reported revenues of $12.9 billion, a slight increase from $12.8 billion year-over-year, but incurred a net loss of $2.9 billion, including restructuring costs and asset impairments [4]. - Intel's stock price has been in a downward trend, with a 60% decline in 2022, and it was removed from the Dow Jones Industrial Average in November 2022 [5]. - As of August 6, 2023, Intel's stock closed at $20.41 per share, with a market capitalization of $89.335 billion, significantly lower than Nvidia's market value [5].