美股周四收盘，道指收跌0.38%，标普500指数跌0.5%，纳斯达克综合指数跌0.5%。特斯拉(TSLA.O)跌 超4%，英特尔(INTC.O)涨8.8%，Circle(CRCL.N)跌5%，骨文(ORCL.N)跌5.5%。纳斯达克中国金龙指数 收涨0.42%，阿里巴巴(BABA.N)跌0.5%，小鹏汽车(XPEV.N)涨4.6%。 ...

周四美股三大股指收跌，道指跌0.38%，纳指跌0.5%，标普跌0.5%。英特尔已就投资或制造合作事宜与 台积电进行接触，股价收涨超8%。Meta、台积电跌超1%，苹果涨超1%，特斯拉跌超4%。 来源：滚动播报 道琼斯 ( ▲ 指 US.DJJ 45947.320 -173.961 -0.38% 已收盘 Sep 25 04:03PM EDT 今开 46097.430 最高 46122.422 量 5亿 昨收 46121.281 最低 45785.172 振幅 0.73% 上涨 10 下跌 10 下跌 10 下跌 20 平盘 0 / 道琼斯指数期货 46261.80 -0.39% 相关ETF 道琼斯ETF 1.187 -0.50% 分时 五日 日K 周K 月K 更多 MA - MA5:46211.638 10:46069.450 20:45814.534 30:45586.782 46926.827 46714.270- 45757.759 445 43084.070 0 mm 42250.553 2025/06/26 2025/08/26 2025/09/25 2025/07/28 ...

Core Viewpoint - Intel is experiencing a resurgence after a challenging decade, securing investments from the U.S. government and Nvidia, and is now seeking further investment from Apple to stabilize its operations and enhance collaboration [1][2]. Group 1: Recent Investments and Collaborations - Nvidia has announced a $5 billion investment in Intel, acquiring approximately 4% of the company, which includes plans for joint development of PC and data center chips [1]. - The U.S. government has facilitated a deal for federal ownership of 10% of Intel, ensuring around $10 billion in funding for building or expanding factories in the U.S. [2]. - Intel has also received an additional $2 billion in equity investment from SoftBank, contributing to a 40% increase in its stock since mid-August and a 54% rise year-to-date [3]. Group 2: Potential Apple Investment - Intel is in preliminary discussions with Apple for potential investment, which could signify a renewed trust from Apple, a former long-term customer before transitioning to in-house chip designs [3]. - If the investment materializes, it may allow Intel to package chips for Apple, aiding Apple's efforts to diversify its chip manufacturing suppliers beyond TSMC [3]. - This potential partnership could also strengthen Apple's relationship with the U.S. government, as the company has committed to investing approximately $600 billion in domestic projects over the next four years [3]. Group 3: Future Strategies and Challenges - Intel is focusing on its foundry services (IFS) to secure major clients and long-term orders, which are crucial for improving production line utilization and profit margins [4]. - The company is emphasizing rapid technological iteration and customer acquisition as essential to reversing its current challenges in the competitive semiconductor industry [4]. - Intel's CEO has expressed a commitment to advancing the foundry business, with significant progress reported in the development of the Intel 18A process technology and collaborations on the Intel 14A process [5].

每经AI快讯，9月25日，英特尔涨幅扩大至8%。知情人士表示，英特尔已请求苹果投资，双方还讨论了 更紧密合作的可能性。 ...

Group 1 - Intel showcased its next-generation Xeon processors at the 2025 Yunqi Conference, utilizing the new Intel 18A process technology and Foveros Direct3D advanced packaging technology to enhance performance and efficiency [1] - The advanced packaging market is rapidly growing, driven by AI market demand, with a projected market size increase from $44.3 billion in 2022 to $78.6 billion by 2028, representing a compound annual growth rate (CAGR) of 10% from 2022 to 2028 [1] - In the advanced packaging market, FC packaging held the largest share at 51% in 2022, while 2.5D/3D packaging accounted for 21%. By 2028, FC packaging's share is expected to decrease to 47%, and 2.5D/3D packaging's share is projected to rise to 33%, making 2.5D/3D packaging the fastest-growing advanced packaging form [1] Group 2 - Changdian Technology possesses advanced and comprehensive chip manufacturing technologies, including wafer-level packaging (WLP), 2.5D/3D packaging, and system-in-package (SiP) solutions [1] - Northern Huachuang is actively developing in the advanced packaging field, providing comprehensive thin film deposition, electroplating, and etching equipment for 2.5D/3D packaging and system-in-package (SiP) technologies [2]

Core Viewpoint - Intel's stock price has increased by 7%, reaching its highest level since July 2024, driven by potential pricing adjustments for the "Raptor Lake" processors and discussions with Apple for investment [1] Group 1: Stock Performance - Intel's stock price has risen by 7%, marking the highest level since July 2024 [1] - The increase in stock price is attributed to anticipated pricing changes for the Raptor Lake processors [1] Group 2: Product Pricing and Supply - Intel is considering raising the price of the Raptor Lake processors by $20, which represents an increase of over 10% from the current price range of $150 to $160 [1] - Raptor Lake processors have been in short supply since mid-year, with ongoing supply constraints [1] Group 3: Strategic Partnerships - Intel is reportedly in discussions with Apple regarding potential investment, aimed at revitalizing the company, which is partially owned by the U.S. government [1]

智通财经APP获悉，周四，英特尔(INTC.US)逆势涨超7%，触及2024年7月以来的最高水平，月内累涨 37%，报33.38美元。消息面上，据知情人士透露，芯片制造商英特尔公司已向苹果公司(AAPL.US)发出 邀约，希望后者对其进行投资。目前英特尔经营状况不佳，且已部分由美国政府持股，此次寻求投资是 其提振业务的举措之一。上述知情人士表示，苹果与英特尔还就"深化合作"展开了讨论。同时该人士强 调，目前谈判仍处于初步阶段，最终未必能达成协议。 若苹果与英特尔达成投资协议，将是近期英特尔获得的又一重要外部支持。上周，英伟达公司 (NVDA.US)已宣布向英特尔投资50亿美元，并计划与英特尔合作开发个人电脑及数据中心芯片;上月， 日本科技巨头软银集团(SoftBank Group Corp.)为进一步拓展美国市场，也宣布向英特尔投资20亿美元。 ...

若苹果与英特尔达成投资协议，将是近期英特尔获得的又一重要外部支持。上周，英伟达公司 (NVDA.US)已宣布向英特尔投资50亿美元，并计划与英特尔合作开发个人电脑及数据中心芯片;上月， 日本科技巨头软银集团(SoftBank Group Corp.)为进一步拓展美国市场，也宣布向英特尔投资20亿美元。 周四，英特尔(INTC.US)逆势涨超7%，触及2024年7月以来的最高水平，月内累涨37%，报33.38美元。 消息面上，据知情人士透露，芯片制造商英特尔公司已向苹果公司(AAPL.US)发出邀约，希望后者对其 进行投资。目前英特尔经营状况不佳，且已部分由美国政府持股，此次寻求投资是其提振业务的举措之 一。上述知情人士表示，苹果与英特尔还就"深化合作"展开了讨论。同时该人士强调，目前谈判仍处于 初步阶段，最终未必能达成协议。 ...

人民财讯9月25日电，英特尔股价涨近7%。 ...

Group 1 - Dow futures rose by 0.08%, S&P 500 futures fell by 0.002%, and Nasdaq futures decreased by 0.05% [1] - Chinese concept stocks saw a pre-market rally, with Baidu up 2.43%, Li Auto up 2.94%, Xpeng Motors up 4.18%, and NIO up 2.19% [2] - Intel shares increased by 3.59% amid reports that the company is seeking investment from Apple, with negotiations still in early stages [2] - HSBC and IBM conducted the world's first quantum algorithm trading test, with HSBC reporting a 34% improvement in prediction accuracy compared to traditional methods [2] Group 2 - A major accident at the Grasberg copper mine in Indonesia has led Goldman Sachs to lower its copper supply forecasts, estimating a total loss of 525,000 tons, which results in a 160,000-ton reduction for 2025 and a 200,000-ton reduction for 2026 [3] - Freeport-McMoRan shares rose by 2.04%, Southern Copper Corporation by 1.09%, and BHP by 4.06% following the news [3] Group 3 - Rothschild Redburn initiated coverage of Oracle with a "sell" rating and a target price of $175, citing overvaluation of cloud revenue and concerns over weak non-IaaS growth [4] - Oracle shares fell by 1.68% after the downgrade [4] Group 4 - Apple called for amendments to the Digital Markets Act, warning it may stop supplying certain products and services to the EU if changes are not made, citing concerns over user experience and security risks [4] Group 5 - Jensen Huang sold $40.2 million worth of Nvidia stock, with 123,260 shares sold between September 22 and 24 [5] - Nvidia shares fell by 0.48% in pre-market trading following the sale [5]