来源：滚动播报 英特尔盘前股价涨近5%。此前有报道称该公司正寻求获得苹果的投资。 ...

Core Viewpoint - Intel (INTC.US) is experiencing a pre-market increase of over 5%, reaching $32.8, driven by potential price adjustments for its "Raptor Lake" processors and discussions with Apple regarding investment and collaboration [1] Group 1: Pricing Strategy - Intel is considering a price increase of $20 for its "Raptor Lake" processors, which would represent an increase of over 10% from the current price range of $150 to $160 [1] - The supply of Raptor Lake processors has been tight since mid-year, indicating strong demand and potential for revenue growth [1] Group 2: Strategic Partnerships - Intel has reportedly engaged in discussions with Apple regarding investment opportunities, aimed at revitalizing the company, which is partially government-owned [1] - The talks between Intel and Apple also include exploring closer collaboration, although it is noted that these negotiations are still in the early stages and may not result in a formal agreement [1] Group 3: Market Performance - Intel's stock rose by over 6% in the previous trading session, reflecting positive market sentiment ahead of the potential pricing changes and strategic partnerships [1]

Group 1 - Intel is planning to increase the pricing of its "Raptor Lake" processors by $20 in Q4, raising the current price range from $150-$160 to $170-$180, which represents an increase of over 10% [1] - The supply of Raptor Lake processors has been tight since mid-year, with ongoing shortages affecting availability [1]

据悉，这些协商中可能对英特尔而言最重要的便是与前 大客户苹果的谈判：英特尔已就接受苹果投资与后者接 洽，双方还讨论了如何更紧密合作的事宜。消息人士表 示，英特尔-苹果的谈判尚处于早期阶段，可能不会最终 达成正式协议。（IT之家） 9月25日消息，彭博社当地时间24日报道称，在接连收获 软银、美国政府、英伟达的投资后，由陈立武执掌的英 特尔并未止步，正与多家公司进行接触以寻求更多外部 资金注入与合作项目的机会。 ...

Group 1 - Intel, under the leadership of Chen Liwu, is actively seeking to expand external partnerships and funding sources after receiving investments from SoftBank, the U.S. government, and Nvidia [1][3] - Intel is in discussions with multiple companies, including Apple, to explore potential investments and collaborations, particularly in the semiconductor sector [1][3] - The negotiations with Apple are at an early stage, and while details are not finalized, there is uncertainty regarding the potential for a formal cooperation agreement [3] Group 2 - If the collaboration with Apple materializes, it is likely to focus on semiconductor contract manufacturing, with Apple potentially becoming a customer of Intel's advanced packaging business [3] - The partnership discussions between Intel and Apple could impact the competitive landscape of the global semiconductor industry, given their historical collaboration [3] - Both companies have not publicly commented on the negotiations, and further developments in the partnership are awaited [3]

外界认为，若苹果入股，将为英特尔重整计划增添背书。 英特尔的 18A 制程面临延迟，其竞争对手台积电的 2 纳米 (N2) 制程进展顺利，并在 2025 年下半年进入量产。 苹果近期强调持续投资美国，并在 8 月宣布四年内将投入 6,000 亿美元，包括对玻璃供应商康宁投资 25 亿美元。执行长库克 (Tim Cook) 指出，这些举措将 带动更多企业增加美国产能，形成多米诺骨牌效应。 媒体援引知情人士透露，双方也讨论过可能的合作，但谈判仍在早期阶段，未必会有结果。英特尔同时正寻求其他潜在投资人。 消息曝光后，英特尔股价上涨 6.4% 收报每股 31.22 美元；苹果小跌不到 1% 收报每股 252.31 美元。对手台积电 ADR 微跌 0.71% 至每股 280.71 美元。 英特尔执行长陈立武 (Lip-Bu Tan) 正依靠美国政府的支持推动改革。特朗普政府 8 月收购英特尔约 10% 股权，并承诺协助其加速先进制程量产，凸显白宫 将英特尔视为推动本土半导体的战略支柱。 经观新科技 经济观察网 据媒体报道，英特尔近日已接触苹果，希望争取资金帮助。 ...

Market Performance - Major global indices showed mixed performance on Wednesday, with US stock indices experiencing a second consecutive day of declines [1] - WTI crude oil futures rose by 2.49% to $64.99 per barrel, while Brent crude oil futures increased by 2.48% to $69.31 per barrel [2] Trade Agreements - The US announced a reduction of tariffs on EU imported cars to 15%, retroactive to August 1, as part of a framework trade agreement [3] - The European Parliament President expressed confidence that the trade agreement with the US, imposing a 15% tariff on nearly all EU goods exported to the US, will be approved [5] Economic Indicators - Germany's business climate index fell from 88.9 to 87.7 in September, marking the first decline of the year [6] - Russia's Prime Minister projected a GDP growth of 1.3% for 2026, with an expected inflation rate of 6.8% for 2025, decreasing to 4% by the end of 2026 [7] Corporate Developments - Intel is reportedly seeking investment from Apple to help revitalize its struggling chip manufacturing business, with discussions still in early stages [10] - Oracle initiated an $18 billion bond issuance, with demand reaching nearly $88 billion, marking the second-largest bond sale in the market since 2025 [11] - OpenAI is exploring the option of leasing NVIDIA chips to potentially save 10%-15% on costs associated with their new data center collaboration [12] - Amazon's autonomous driving subsidiary, Zoox, is seeking broader regulatory approval to deploy driverless cars without traditional controls, potentially allowing for the operation of up to 2,500 vehicles [13]

Core Viewpoint - Intel is in discussions with multiple companies, including Apple, to seek additional external funding and collaboration opportunities following investments from SoftBank, the U.S. government, and Nvidia [1] Group 1: Intel's Strategic Moves - Intel is exploring partnerships and funding opportunities with various companies, indicating a proactive approach to enhance its financial and operational capabilities [1] - The negotiations with Apple are particularly significant, as they may lead to a closer collaboration between the two companies [1] Group 2: Potential Collaboration with Apple - Intel has initiated talks with Apple regarding potential investment and collaboration, although these discussions are still in the early stages and may not result in a formal agreement [1] - The collaboration is expected to focus on semiconductor contract manufacturing, with Apple likely becoming a customer for Intel's advanced packaging services [1]

Core Insights - Intel is seeking investment from Apple as part of its efforts to improve its struggling business, which has been partially government-owned [1][4] - Discussions between Apple and Intel also include deepening cooperation, although negotiations are still in preliminary stages [1][2] - If an investment agreement is reached, it would represent significant external support for Intel, following recent investments from Nvidia and SoftBank [1][2] Group 1: Intel's Current Situation - Intel's CEO is pushing for a revival of the company with support from the U.S. government, which acquired approximately 10% of Intel's shares [4] - Despite receiving government backing, Intel faces significant challenges, including lost market share to competitors like AMD and missed opportunities in the AI sector [4] - Since receiving government funding, investor sentiment towards Intel has improved, with the stock price rising over 60% from early August [4] Group 2: Apple and Intel's Relationship - Apple has shifted away from Intel processors in favor of self-developed chips over the past five years, although an investment from Apple could signal support for Intel's revival plan [2][6] - Apple's investment strategy includes a commitment to invest $600 billion in U.S. projects over the next four years, which is higher than a previous commitment of $500 billion [6][7] - Apple's CEO expressed a willingness to see Intel succeed, indicating that competition in the chip foundry industry is beneficial [7] Group 3: Intel's Strategic Direction - Intel is cautiously advancing its foundry strategy under the current CEO, having previously struggled to attract enough external customers to support its expansion plans [5] - The company aims to launch a new generation of advanced production technology, contingent on securing customer commitments [5]

Core Insights - Intel is in discussions with Apple for potential investment to revitalize its business, with talks still in early stages and no guarantee of an agreement [1] - Following the news, Intel's stock rose by 6.4% to $31.22, while Apple's stock saw a slight decline of less than 1% to $252.31 [1] - Intel has also secured investments from Nvidia ($5 billion) and SoftBank ($2 billion) to expand its operations [1] Group 1 - Intel is seeking investment from Apple to strengthen its business and explore collaboration opportunities [1] - Apple has shifted to self-developed chips over the past five years, making a return to Intel processors unlikely [1] - Tim Cook, Apple's CEO, expressed that investment in the U.S. will encourage other companies to increase domestic production, creating a "domino effect" [1][2] Group 2 - Intel is exploring investment and collaboration opportunities with other companies beyond Apple [1] - Cook stated that competition will benefit the chip foundry industry and expressed support for Intel's recovery [2]