Core Viewpoint - Intel's stock opened nearly 3% lower at $35.53 following news that Nvidia has paused testing of Intel's 18A advanced process technology for manufacturing an AI chip, which is a significant setback for Intel's advanced manufacturing roadmap [1] Group 1: Intel's 18A Process Technology - The 18A process, equivalent to 1.8 nm technology, is a crucial milestone in Intel's advanced manufacturing roadmap aimed at enhancing chip performance and efficiency through the use of RibbonFET transistor structure and PowerVia back power delivery technology [1] - The 18A process is not only intended for Intel's own CPU series but is also seen as a key technology node to attract customers for its foundry business [1] Group 2: Market Reaction - Following the news, Intel's stock price dropped nearly 3%, indicating market concerns regarding the company's competitive position in the semiconductor industry [1]

Market Overview - The three major U.S. stock indices opened slightly lower, with the Dow Jones Industrial Average down 0.11%, the S&P 500 down 0.01%, and the Nasdaq Composite down 0.02% [1] Company Specifics - Nike opened with a gain of over 3% following an increase in holdings by Apple CEO Tim Cook [1] - Intel opened down 3% amid reports that Nvidia has chosen to pause testing of Intel's 18A process technology [1]

Market Overview - The three major U.S. stock indices opened slightly lower, with the Dow Jones Industrial Average down 0.11%, the S&P 500 down 0.01%, and the Nasdaq Composite down 0.02% [1] Company Specifics - Nike opened with a gain of over 3% following an increase in holdings by Apple CEO Tim Cook [1] - Intel opened down 3% amid reports that Nvidia has chosen to pause testing of Intel's 18A process technology [1]

(格隆汇) 初请失业金数人数意外下降，美国12月失业率或继续处高位。美股三大指数小幅低开，纳指跌0.03%， 标普500指数跌0.02%，道指跌0.09%。 英特尔跌3.8%，知情人士称英伟达已暂停对英特尔18A制程工艺的测试。 耐克涨3.4%，苹果CEO库克周一"逢低买入"5万股耐克股票，总价值近300万美元。 自动化企业UiPath涨7.5%，获纳入标普中型股400指数成分股。 ...

更多消息，持续更新中 英特尔美股盘前跌近1%，据报道，英伟达已暂停对英特尔18A制造工艺的测试。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、 观点或结论是否符合其特定状况。据此投资，责任自负。 更多消息，持续更新中 英特尔美股盘前跌近1%，据报道，英伟达已暂停对英特尔18A制造工艺的测试。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、 观点或结论是否符合其特定状况。据此投资，责任自负。 ...

智通财经APP获悉，美国老牌芯片巨头英特尔(INTC.US)股价在周三美股盘前交易中走低，一度大跌超 5%。此前据两位知情人士向媒体透露，"AI芯片霸主"英伟达(NVDA.US)在实际评估了使用英特尔18A 先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺 的测试。 全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注 于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这两大芯片设计领军者与英特 尔进行了高端芯片制造测试。 然而，自那以后，英特尔的18A芯片技术持续面临挑战，因为初期的那些客户测试结果不乐观导致了客 户们对于英特尔技术层面的不满，并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造 领域的最强竞争对手台积电(TSM.US)。 英特尔当前迫切需要大客户来撑起芯片代工业务 对于英特尔而言，掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌 芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High ...

Core Viewpoint - Intel's CEO Pat Gelsinger faced intense criticism from President Trump due to the company's significant investments in China, leading to a crucial meeting at the White House that resulted in a $5.7 billion investment from the U.S. government in exchange for nearly 10% equity in Intel, making the government its largest single shareholder [1][2]. Group 1: White House Meeting and Investment - The meeting at the White House lasted approximately 40 minutes and showcased Gelsinger's ability to navigate political pressures by aligning personal narratives with U.S. interests [2]. - Following the announcement of the investment, Intel's stock price surged, increasing by about 80% since Gelsinger took over, outperforming the market [2]. - The U.S. government's investment is seen as a "strategic cornerstone" for Intel, opening doors to attract other major clients, including a $2 billion investment from SoftBank and a $5 billion strategic partnership with Nvidia [2]. Group 2: Challenges and Reforms - Gelsinger is implementing significant reforms at Intel, including a 15% workforce reduction and a shift towards a more engineering and customer-focused culture [3]. - Despite the positive developments, there are ongoing concerns regarding Gelsinger's ability to lead Intel back to a position of manufacturing leadership, particularly given his extensive ties to China and the company's challenges in advanced manufacturing processes [3][5]. - Intel's production capabilities, especially in advanced processes like the 18A technology, remain critical for regaining customer trust, with Nvidia recently halting progress on using Intel's 18A process for chip manufacturing [6]. Group 3: Strategic Implications of Government Investment - The U.S. government's investment is viewed as a "strategic vote of confidence" for Intel, with implications for its competitive standing in the semiconductor industry [4]. - The involvement of the government may create new challenges, as it raises concerns among other chip manufacturers about fair competition in the market [4]. - Officials have stated that while the investment provides Intel with opportunities, it does not grant the company undue advantages, emphasizing that Intel is not "too big to fail" [4].

9. 苹果CEO库克周一"逢低买入"5万股耐克股票，交易金额接近300万美元。 10. 波音获美国空军授予一份价值20亿美元的合同，旨在推进B-52项目。 1. 美国三大股指期货小幅下跌，纳指期货跌0.01%，标普500指数期货跌0.02%，道指期货跌0.07%。 2. 美股今日提前3小时休市(提前于北京时间25日02:00休市)，圣诞节(周四)美股休市1日。 3. 穆迪：剔除技术性因素影响，美国第三季基础实质GDP增长约2%。 4. 知情人士称英伟达已暂停对英特尔18A制程工艺的测试。 5. 摩根大通：苹果iPhone 17系列交货前置时间明显缩短，供需状况正趋于稳定。 6. 苹果与巴西反垄断机构和解，将开放第三方应用商店。 7. 赛诺菲拟斥约22亿美元收购德纳维制药，旨在扩充疫苗产品线。 8. 华纳兄弟探索关键股东：派拉蒙修改后的条件仍不够好，将继续观望。 11. 洛克希德马丁获美国国防部将一项涉及C-130J运输机的合同总金额提高至250亿美元。 12. 英国石油接近以100亿美元将嘉实多(Castrol)润滑油业务的多数股权出售给Stonepeak。 13. 自动化企业UiPath获纳入标普中型股40 ...

经济观察网英特尔美股盘前跌幅扩大至5%，据悉英伟达暂停测试英特尔18A制程工艺。 ...

Group 1 - US stock index futures showed slight declines, with Nasdaq futures down 0.01%, S&P 500 futures down 0.02%, and Dow futures down 0.07% [1] - Moody's reported that the US real GDP growth for Q3 is approximately 2% after excluding technical factors [4] - Nvidia has reportedly paused testing of Intel's 18A process technology [5] - Morgan Stanley noted that the delivery lead times for Apple's iPhone 17 series have significantly shortened, indicating a stabilizing supply-demand situation [5] Group 2 - Apple reached a settlement with Brazil's antitrust agency, allowing the opening of third-party app stores [2] - Sanofi plans to acquire Denali Therapeutics for approximately $2.2 billion to expand its vaccine product line [8] - Warner Bros. Discovery's key shareholders stated that Paramount's revised conditions are still not satisfactory and will continue to observe [9] - Apple CEO Tim Cook purchased 50,000 shares of Nike stock for nearly $3 million [10] Group 3 - Boeing received a $2 billion contract from the US Air Force to advance the B-52 program [11] - Lockheed Martin's contract with the US Department of Defense for the C-130J transport aircraft has been increased to a total of $25 billion [12] - BP is nearing a $10 billion deal to sell a majority stake in its Castrol lubricants business to Stonepeak [13] - Automation company UiPath will be included in the S&P MidCap 400 index, effective before the market opens on January 6 [14] Group 4 - Notable event during US trading hours: Initial jobless claims for the week ending December 20 [8]