格隆汇9月18日｜英伟达出人意料的投资引发英特尔股价创下近四十年来最大涨幅后，美国政府对英特 尔的投资押注正获得丰厚回报。就在不到一个月前，特朗普促成一项协议，美国政府将收购英特尔约 10%的股份。周四英特尔股价的暴涨使其股价一度攀升至31.79美元，这使得美国政府所持股份的市值 升至约140亿美元——相较于8月协议达成时，账面浮盈达49亿美元。英伟达的投资是英特尔获得的最 新"救命钱"。多年来，英特尔一直深陷困境：一方面其制造业务难题缠身，另一方面人工智能（AI）所 用芯片已成为半导体行业的核心增长领域（而英特尔在此领域进展滞后）。 ...

Core Viewpoint - Intel has received significant investments from Nvidia, SoftBank, and the U.S. government, indicating strong confidence in its future growth and technological advancements [1][2]. Group 1: Investment Details - Nvidia announced a $5 billion investment in Intel, purchasing shares at $23.28 each, pending regulatory approval [1]. - SoftBank invested $2 billion in Intel at $23 per share, aimed at supporting digital transformation and AI advancements [1]. - The U.S. government agreed to acquire 433.3 million shares at $20.47 each, totaling $8.9 billion, making it a major shareholder with a 9.9% stake [1]. Group 2: Strategic Collaborations - Intel and Nvidia will collaborate on developing custom data center and PC products to enhance applications for large-scale, enterprise, and consumer markets [1]. - Intel will provide custom x86 CPUs for Nvidia's AI infrastructure, while Nvidia will integrate its RTX GPU chips into Intel's x86 system-on-chip products [1]. Group 3: Financial Performance - Intel's Q2 2025 revenue was $12.86 billion, remaining flat year-over-year, while the net loss expanded to $2.9 billion [2]. - Over the past five years, Intel has invested $108 billion in capital and $79 billion in R&D, primarily to expand its manufacturing capabilities in the U.S. [2]. Group 4: Market Position and Analyst Insights - Analysts view the partnership with Nvidia as a significant boost for Intel, providing access to valuable intellectual property and enhancing its credibility in AI product development [3].

Core Viewpoint - AMD's stock dropped over 3.6% to $153.42 following Nvidia's announcement of a $5 billion investment in Intel, indicating potential competitive challenges for AMD in the PC and data center chip markets [1] Company Summary - Nvidia plans to invest $5 billion in Intel, which may lead to a collaboration in developing PC and data center chips [1] - Analysts suggest that Nvidia could potentially transfer some of its business operations to Intel, intensifying competition for AMD [1]

Core Viewpoint - The collaboration between NVIDIA and Intel marks a significant partnership aimed at developing AI infrastructure and personal computing products, leading to a notable surge in Intel's stock price by over 25% following the announcement [1][4]. Group 1: Partnership Details - NVIDIA will invest $5 billion in Intel at a price of $23.28 per share, focusing on custom data center and client CPUs based on NVIDIA's NVLink technology [3]. - The partnership will integrate NVIDIA's AI and accelerated computing strengths with Intel's CPU technology and x86 ecosystem [4]. - Intel will design and launch x86 SoCs integrated with NVIDIA RTX GPU Chiplets to support high-performance demands in personal computing [4]. Group 2: Market Context - Intel has faced significant challenges over the past two years, including severe losses, strategic instability, and leadership changes, making this partnership a potential turning point for the company [4][5]. - The collaboration is seen as a fusion of two world-class platforms, aiming to expand their ecosystems and lay the groundwork for the next computing era [4][5]. Group 3: Financial Backing - Intel has recently secured multiple investments, including an agreement with the U.S. government for $8.9 billion at $20.47 per share, representing a 9.9% stake in the company [5]. - SoftBank is also investing $2 billion in Intel at $23 per share, further strengthening Intel's financial position [5]. - These investments are intended to bolster domestic semiconductor capabilities and reduce supply chain risks amid geopolitical competition [5][8]. Group 4: Future Outlook - The partnership with NVIDIA, along with government and capital support, provides Intel with a safety net for its transformation efforts [8]. - The ability of Intel to leverage these alliances to transition from its current struggles to a revitalized position in the AI-driven computing landscape remains to be seen [8].

Core Viewpoint - Intel's stock surged over 25% to $31.21 following Nvidia's announcement of a $5 billion investment in Intel, aimed at joint development of chips for PCs and data centers, which will help Intel address its current operational challenges [1] Group 1: Investment and Partnership - Nvidia will acquire Intel common stock at a price of $23.28 per share as part of the investment [1] - The collaboration will see Intel integrate Nvidia's graphics processing technology into its next-generation PC chips and provide processor support for data center products based on Nvidia hardware [1] Group 2: Financial Context - The investment from Nvidia is significant for Intel, which has been struggling in the high-performance chip market and unable to independently fund advanced process research and development [1] - In recent months, Intel has received approximately 10% stake support from the U.S. government and a $2 billion strategic investment from Japan's SoftBank, alongside asset sales to accelerate financing [1] - Nvidia's involvement further strengthens Intel's financial position as a legacy chip giant [1]

Group 1 - Nvidia is investing $5 billion in Intel to assist the struggling competitor and collaborate on chip development for data centers and personal computers [1][2] - The partnership will focus on creating custom x86 chips that integrate Nvidia's RTX GPUs, enhancing both consumer and AI computing capabilities [1][3] - Intel will utilize Nvidia's NVLink to design and manufacture custom CPUs for data centers and client systems, combining Nvidia's AI strengths with Intel's CPU technology [2][3] Group 2 - Nvidia's CEO Jensen Huang emphasized that AI is driving a new industrial revolution, reshaping every aspect of computing, and this collaboration will merge Nvidia's AI stack with Intel's CPU ecosystem [4] - Intel's CEO Lip-Bu Tan highlighted the importance of the x86 architecture in modern computing and expressed optimism about the innovative potential of the partnership to drive business growth [6]

Core Viewpoint - Intel's stock surged over 25% to $31.21 following Nvidia's announcement of a $5 billion investment in Intel, aimed at joint development of chips for PCs and data centers, which will help Intel address its current operational challenges [1] Group 1: Investment and Partnership - Nvidia will acquire Intel common stock at a price of $23.28 per share as part of the investment [1] - The collaboration will see Intel integrate Nvidia's graphics processing technology into its next-generation PC chips and provide processor support for data center products based on Nvidia hardware [1] Group 2: Financial Context - The investment from Nvidia is significant for Intel, which has struggled in the high-performance chip market and has been unable to independently fund advanced process research and development [1] - In recent months, Intel has received approximately 10% stake support from the U.S. government and a $2 billion strategic investment from Japan's SoftBank, alongside asset sales to accelerate financing [1] - Nvidia's involvement further strengthens Intel's financial position and funding chain [1]

美股三大指数集体高开，纳指涨0.77%，标普500指数涨0.45%，道指涨0.08%。英特尔涨逾31%，英伟 达以50亿美元入股英特尔；其他芯片股表现活跃，阿斯麦涨逾6%，英伟达涨近3%；而超威半导体跌逾 5%，台积电跌逾1%。诺和诺德涨逾6%，口服版减重药物Wegovy在减重试验中接近注射版的效果。 LIFEWAY跌逾23%，遭达能撤回收购要约。 ...

Group 1 - The Federal Reserve has lowered interest rates by 25 basis points as expected, leading to a positive market reaction with the Nasdaq up 0.8% and the S&P 500 up 0.42%, both reaching new historical highs [1][1][1] - Intel shares surged by 26%, reaching a new high, following Nvidia's announcement of a $5 billion investment in Intel to jointly develop PC and data center chips [1][1][1] - Novo Nordisk's stock rose over 6% after positive results from phase three clinical trials of its oral weight loss medication, showing an average weight reduction of 16.6% [1][1][1] Group 2 - Tesla's stock increased by over 1% after securing a large order for 10,000 Optimus 3+ humanoid robots, with Goldman Sachs raising its target price to $395 [1][1][1] - Via Transportation, a U.S. ride-hailing service company, saw its shares rise over 4% as it collaborates with Waymo to introduce autonomous taxis into the public transportation system [1][1][1]

英特尔股价有望创下自1987年10月以来的最大单日百分比涨幅。 来源：滚动播报 ...