①普京：或在阿联酋会晤特朗普； 【时政新闻】 ②美国上周初请失业金人数22.6万人，前值由21.8万人修正为21.9万人； ③特朗普周四将签署行政命令，允许私募基金、地产、加密货币以及其他另类资产纳入401(K)退休帐 户； ④英国央行降息25个基点至4.00%。交易员预计今年英国央行将再降息17个基点； ②礼来美股盘前跌幅收窄至7%，曾一度跌超14%。公司第二季度营收155.6亿美元，同比增长38%； ③丰田汽车美股盘前跌逾1%，公司第一财季净利润同比下降36.9%； ④OpenAI将于北京时间8日凌晨1点举行直播活动； ⑤马斯克：接下来几天Grok lmagine视频生成对所有美国用户免费。 (本文来自第一财经) 【市场动态】 ①美股三大股指期货上扬，截至发稿，道指期货涨0.46%，标普500指数期货涨0.62%，纳指期货涨 0.77%； ②欧洲主要股指多数走高，截至发稿，英国富时100指数跌0.76%，法国CAC40指数涨1.18%，德国DAX 指数涨1.7%，欧洲斯托克50指数涨1.55%； 【公司新闻】 ①英特尔美股盘前跌超2%，特朗普敦促英特尔CEO辞职； ⑤美国财长贝森特：已开始美联储主席的面试 ...

智通财经APP获悉，美国总统特朗普周四在社交平台上发文敦促英特尔(INTC.US)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。"受此消息影响，截至发稿，英特尔周四美股盘前跌近4%。 英特尔在周三的一份声明中表示："英特尔和陈立武先生对美国国家安全以及我们在美国国防生态系统 中的角色完整性始终高度重视。"该公司称将就信中的相关问题与该参议员进行沟通。 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。 ...

Group 1: Company Performance - Sony's Q1 revenue increased by 2.2% year-on-year to 2.622 trillion yen, with net profit rising by 23% to 259.03 billion yen; PS5 console sales reached 2.5 million units [1] - Eli Lilly's Q2 revenue grew by 38% year-on-year to $15.56 billion, with Zepbound sales increasing by 172%; however, the oral drug Orforglipron's average weight loss of nearly 12% fell short of expectations [1] - Lyft's Q2 revenue rose by 11% year-on-year to $1.59 billion, slightly below expectations; net profit surged to $40.3 million from $5 million in the same period last year [1] - DoorDash's Q2 revenue increased by 25% year-on-year to $3.28 billion, exceeding expectations; net profit turned around to $285 million from a loss of $157 million last year [1] - Duolingo's Q2 revenue grew by 41% year-on-year to $252 million, with net profit soaring to $44.8 million, or $0.91 per share, all surpassing expectations [1] Group 2: Market and Economic Events - U.S. stock index futures rose, with Nasdaq futures up 0.44%, S&P 500 futures up 0.59%, and Dow futures up 0.44% [1] - European stock indices showed mixed results, with Germany's DAX index up 1.64%, UK's FTSE 100 down 0.81%, France's CAC index up 1.07%, and the Euro Stoxx 50 index up 1.49% [1] - President Trump plans to sign an executive order allowing private equity, real estate, cryptocurrencies, and other alternative assets to be included in 401(k) plans [1] - President Trump announced a 100% tariff on imported semiconductor chips, excluding companies with manufacturing facilities in the U.S., potentially benefiting TSMC [1] - Apple plans to invest an additional $100 billion in the U.S., with a total investment of $600 billion over the next four years; the "American Manufacturing Plan" will include chip partners like Applied Materials, Texas Instruments, and Samsung [1] - Treasury Secretary Mnuchin mentioned that Micron Technology has a visit scheduled this week, with plans to invest $200 billion [1] - Google committed to investing $1 billion over three years to support AI education and vocational training programs in the U.S. [1] - Amazon's autonomous vehicle subsidiary Zoox has passed regulatory and safety investigations [1] - Toyota plans to build a new factory in Japan, set to begin operations in the early 2030s [1] - General Motors aims to collaborate with Hyundai to develop five new models to reduce costs amid intense competition [1]

每经AI快讯，8月7日，英特尔美股盘前跌近3%，特朗普敦促英特尔首席执行官辞职。 ...

8月7日，特朗普敦促英特尔首席执行官辞职。英特尔股价盘前跌超4%。 ...

Overall Performance - AMD reported Q2 2025 revenue of $7.69 billion, a year-over-year increase of 31.7%, exceeding market expectations of $7.43 billion. The growth was driven by client and gaming segments, as well as data center business [1][6] - The company's GAAP gross margin was 39.8%, significantly down due to an $800 million inventory impairment related to MI308. Excluding this impact, the actual gross margin would be 50.2%, flat compared to the previous quarter [1][6] Operating Expenses - R&D expenses for the quarter were $1.89 billion, up 19.6% year-over-year, while sales and administrative expenses rose 52% to $990 million [1][2] - The core operating expense ratio reached 37.5%, affecting profit margins [2] Profitability - AMD achieved a net profit of $872 million, influenced by non-recurring items. The core operating profit was $174 million, reflecting a significant decline with a core operating margin of only 2.3% [2][6] Business Segments - Client segment revenue grew to $2.5 billion, a 67.5% increase year-over-year, capturing over 50% of the desktop CPU market [2][7] - Data center revenue reached $3.24 billion, up 14.3% year-over-year, driven by increased server CPU shipments and improved product competitiveness [2][9] - The gaming segment saw revenue of $1.12 billion, a notable increase compared to previous quarters [5] Future Guidance - AMD expects Q3 2025 revenue to be between $8.4 billion and $9 billion, with a midpoint of $8.7 billion, reflecting a 13.2% sequential growth. This guidance does not include any revenue from MI308 sales to China [4][6] - The company anticipates a non-GAAP gross margin of around 54% for the next quarter [4] AI and Product Development - The MI350 series is expected to significantly boost AI GPU revenue, with projections of over $1.7 billion for the next quarter, aligning closely with market expectations [12][18] - AMD's market share in server CPUs has increased from 10% to approximately 30%, driven by the combination of CPU and GPU offerings [9][11] Market Trends - The overall demand for AI-related products remains strong, with major cloud companies expected to increase capital expenditures significantly in 2025 [14][17] - AMD's valuation reflects optimistic market expectations, with a projected CAGR of 30.3% for core operating profit from 2025 to 2029 [16][17]

格隆汇8月6日｜美股三大指数集体收跌，道指跌0.14%，纳指跌0.65%，标普500指数跌0.49%，热门科 技股多数下跌，微软、Meta、博通均跌超1%，英伟达跌近1%，英特尔涨超3%，亚马逊涨近1%。贵金 属、工业金属原材料涨幅居前，金田涨超6%，金罗斯黄金涨超5%，泛美白银、世纪铝业涨超3%。半导 体、稳定币概念走低，康特科技跌超8%，Coinbase、Circle跌超6%，科磊跌超3%，阿斯麦跌超1%。 来源：格隆汇APP 纳斯达克中国金龙指数收跌0.56%，热门中概股多数下跌，小鹏汽车、哔哩哔哩涨超2%，百度、蔚来跌 超2%。 ...

Group 1 - Intel's stock price increased by 5.15% to $20.505 per share, with a trading volume of $675 million and a total market capitalization of $89.75 billion as of August 5 [1] - As of June 28, 2025, Intel's total revenue was $25.526 billion, a year-over-year decrease of 0.12%, while the net profit attributable to shareholders was -$3.739 billion, reflecting a significant year-over-year decline of 87.8% [1] - Intel is recognized as the largest manufacturer of personal computer components and CPUs globally, leading in the design and manufacturing of critical technologies that power cloud computing and an increasingly intelligent, interconnected world [1] Group 2 - The company provides computing, networking, data storage, and communication solutions to a wide range of customers across multiple industries [1]

智通财经APP获悉，周二，英特尔(INTC.US)涨逾4%，报20.30美元。消息面上，据报道，作为降低关税 的条件，特朗普政府要求台积电联合收购英特尔高达49%股份。长期以来，英特尔深陷"经营泥潭"，自 2024年第三季度起连续五个季度亏损，为了让英特尔重回正轨，特朗普政府施压台积电。 ...

周二，英特尔(INTC.US)涨逾4%，报20.30美元。消息面上，据报道，作为降低关税的条件，特朗普政 府要求台积电联合收购英特尔高达49%股份。长期以来，英特尔深陷"经营泥潭"，自2024年第三季度起 连续五个季度亏损，为了让英特尔重回正轨，特朗普政府施压台积电。 ...