Market Overview - Dow futures rose by 0.10%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.25% [1] Chinese Stocks Performance - Chinese stocks showed mixed results in pre-market trading, with Xpeng Motors up over 2.5%, NIO up over 1.5%, Alibaba down nearly 2%, and JD.com down over 1% [2] Company-Specific News - Firefly Aerospace saw a pre-market drop of over 10%. The company went public this week, with its first-day closing up 34.11%, reaching a market value of approximately $8.5 billion [2] - Gilead Sciences experienced a pre-market increase of nearly 3%. The company reported a 4% year-over-year growth in product sales (excluding remdesivir), totaling $6.9 billion for Q2 2025 [2] - Intel's stock rose nearly 1% after CEO Pat Gelsinger responded to calls from President Trump for his resignation, stating he has full support from the board [2] - Tesla's stock fell by 1.97% as the company reportedly disbanded its Dojo supercomputer team, with plans to rely more on external technology partners like NVIDIA and AMD [2] Technology Developments - Microsoft announced the integration of OpenAI's GPT-5 into its Copilot ecosystem, enhancing reasoning and task-specific responses [3] - TSMC reported a 26% year-over-year revenue growth for July, indicating increased spending by tech companies on artificial intelligence and a rising demand for AI chips [3] Economic Insights - JPMorgan noted that the nomination of Stephen Miran to the Federal Reserve Board by President Trump could increase the likelihood of a rate cut in September [3]

Group 1 - Dow futures rose by 0.10%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.25% [1] - Chinese concept stocks showed mixed performance, with Xpeng Motors up over 2.5% and NIO up over 1.5%, while Alibaba fell nearly 2% and JD.com dropped over 1% [1] - Firefly Aerospace saw a pre-market drop of over 10% after its first trading day, where it closed up 34.11% with a market capitalization of approximately $8.5 billion [1] - Gilead Sciences experienced a pre-market increase of nearly 3%, reporting a 4% year-over-year growth in product sales (excluding remdesivir), reaching $6.9 billion [1] - Intel's CEO responded to calls from President Trump for his resignation, stating he has full support from the board, leading to a nearly 1% pre-market rise in Intel's stock [1] Group 2 - Tesla is reportedly disbanding its Dojo supercomputer team, with plans to rely more on external technology partners like NVIDIA and AMD, resulting in a 1.97% drop in Tesla's stock [2] - Microsoft announced the integration of OpenAI's GPT-5 into its Copilot ecosystem, enhancing reasoning and task-specific responses [2] - TSMC reported a 26% year-over-year increase in revenue for July, indicating accelerated spending by tech companies on artificial intelligence and sustained demand for AI chips [2] Group 3 - JPMorgan indicated that the nomination of Stephen Miran to the Federal Reserve Board by President Trump may increase the likelihood of a rate cut in September [3]

Group 1 - Major index futures are showing positive movement with Dow futures up 0.10%, S&P 500 futures up 0.22%, and Nasdaq futures up 0.25% [1] - Chinese concept stocks are mixed in pre-market trading, with Xpeng Motors up over 2.5% and NIO up over 1.5%, while Alibaba is down nearly 2% and JD.com down over 1% [1] - Firefly Aerospace saw a pre-market drop of over 10% after its initial public offering (IPO) on Thursday, where it rose 34.11% on its first day, reaching a market capitalization of approximately $8.5 billion [1] - Gilead Sciences is up nearly 3% in pre-market trading following its Q2 2025 financial report, which showed a 4% year-over-year increase in product sales (excluding remdesivir), totaling $6.9 billion [1] - Intel's stock is up nearly 1% as CEO Pat Gelsinger responds to calls from President Trump for his resignation, stating he has full support from the board and has contacted the White House to clarify misinformation [1] Group 2 - Tesla is reportedly disbanding its Dojo supercomputer team, with plans to rely more on external technology partners like NVIDIA and AMD for computing and Samsung for chip manufacturing, resulting in a 1.97% drop in Tesla's stock [2] - Microsoft plans to integrate OpenAI's GPT-5 into its Copilot ecosystem, enhancing its products for consumers, developers, and enterprises, with new intelligent modes supporting dynamic model switching [2] - TSMC reported a 26% year-over-year increase in revenue for July, confirming the accelerating spending by tech companies on artificial intelligence and the ongoing demand for AI chips [2] Group 3 - JPMorgan's latest research indicates that the nomination of Stephen Miran to the Federal Reserve Board by President Trump may increase the likelihood of a rate cut in September [3]

8月8日，在被美国总统特朗普点名"应立刻辞职"后，英特尔CEO陈立武晚时写了一封近700字的信给英 特尔员工，并发表在公司官网上。 同时，他还表示自己有40多年的行业经验，始终遵循最高的法律和道德标准，声誉建立于言出必行。 信的末尾，陈立武暗示自己不会辞职。他表示，公司未来目标明确、面临重大机遇，其将继续"与英特 尔员工并肩同行"。 陈立武在信中强调，他感谢给他机会，而关于他的事情，"有很多不是事实，需要去澄清"。 ...

2025-08-08 01:41:38 作者：狼叫兽 美国前总统特朗普近日在社交平台上发声，要求英特尔现任华人首席执行官辞职。他在声明中指出，该 高管存在严重的利益冲突，必须立即离开岗位，并强调这一问题没有其他解决办法。 受此言论影响，英特尔的股价在盘前交易中大幅下跌，跌幅超过4%。 据透露，NVIDIA与苹果两家公司已满足条件，获得关税豁免资格，主要原因是它们已在美进行大规模 投资布局。 同日，特朗普还宣布了其关税计划，拟对进口芯片及相关半导体产品征收100%的关税。不过，已在美 建厂或已承诺在美投资设厂的企业可获豁免。他表示，只要作出承诺，即便工厂尚未动工或仍在建设 中，均可享受政策优惠。但若企业未能按承诺推进项目，将面临追溯性补税。 ...

Core Viewpoint - Intel's CEO, Pat Gelsinger, received full support from the company's board amid calls from President Trump for his resignation due to alleged conflicts of interest [1] Group 1: Company Response - Gelsinger clarified that he has contacted the White House to address "misinformation" regarding his background [1] - He expressed agreement with the President's commitment to advancing U.S. national and economic security [1] - The company is engaging with the government to resolve the issues raised and ensure accurate information is communicated [1] Group 2: Political Pressure - President Trump called for Gelsinger's resignation on Truth Social, citing supposed conflicts of interest, adding to the turmoil faced by Intel as it strives to remain competitive in the AI era [1] - Republican Senator Tom Cotton questioned Intel's board regarding Gelsinger's connections to China, particularly concerning investments in Chinese semiconductor companies [1] Group 3: Personal Clarification - Gelsinger addressed the circulation of "misinformation" about his previous roles at Walden International and Cadence Design Systems [1] - He emphasized his 40 years of experience in the industry and adherence to the highest legal and ethical standards [1]

（全球TMT2025年8月8日讯）今日要点：特朗普称英特尔CEO必须立即辞职；OpenAI正式发布GPT-5模型；苹果遭遇人工智能 人才流失；特斯拉被曝解散Dojo超级计算机团队；微信坚持不推已读功能；中芯国际产能供不应求状态至少持续至10月；今年 全球科技业裁员人数已超8万人。 特朗普称英特尔CEO必须立即辞职 OpenAI近期为应对Meta的激烈人才争夺，宣布了一项突破性的员工激励计划：向每名员工（包括新入职者）提供价值150万美 元的奖金，分两年发放（以现金或股票形式，两年内兑现，基本没有附加条件）。这一措施被业界称为"扎克伯格挖角效应"， 旨在稳固团队并抵御Meta年薪高达2000万美元的顶级人才挖角攻势。 苹果遭遇人工智能人才流失 苹果公司正经历顶尖的人工智能人才流失至竞争对手公司，包括OpenAI、Meta、xAI和Cohere等。近几个月来，约有十几名资深 研究人员离职，其中许多人曾参与基础模型的开发工作。 苹果大规模扩张办公空间 《旧金山纪事报》报道，苹果公司已签约以3.65亿美元的价格收购桑尼维尔（Sunnyvale）的Mathilda园区。这是该公司今年在湾 区的第三笔大规模交易，过去三个 ...

智通财经记者 | 李彪 晚些时分，英特尔在官网发表声明正式回应。 智通财经编辑 | 文姝琪 "因存在严重利益冲突，英特尔CEO必须立即辞职，这个问题没有其他解决办法。" 北京时间8月7日晚，在事先毫无征兆的情况下，美国总统特朗普其所创立的社交平台Truth Social（真实 社交）上突然发文，矛头直指今年3月才上任的英特尔新CEO陈立武。 源：真实社交 图 源：英特尔官网 在标题为"我们对推动美国国家安全与经济安全的承诺"声明中，英特尔公司写道，"英特尔、董事会及 陈立武深切致力于推动美国的国家与经济安全利益，并正围绕总统的'美国优先'（America First）议程 进行重大投资。英特尔在美国开展制造业务已有56年。我们将继续在国内半导体研发与制造领域投入数 十亿美元，包括在亚利桑那州新建的晶圆厂——该厂将采用美国最先进的制造工艺技术，同时我们也是 唯一一家在美国投资领先逻辑制程节点研发的企业。我们期待与政府继续开展合作。" 陈立武上台半年不到，英特尔就不得不被卷入一场与美国政府之间的"CEO保卫战"。 特朗普勒令陈立武"立即辞职"的指控源于美国共和党议员的一封信。 本月初，美国阿肯色州共和党参议员汤姆 ...

来源：环球网 【环球网科技综合报道】8月8日消息，据外媒透露，特斯拉正考虑对其第三代自研人工智能ASIC芯片 Dojo 3的供应链进行全面调整。据悉，该芯片的前端先进制程制造或将由三星晶圆代工负责，后端先进 封装则计划交由英特尔代工。 资料显示，特斯拉的Dojo 1芯片采用7nm先进制程和InFO-SoW大面积先进封装技术，完全由台积电代工 生产。而其第二代产品Dojo 2，预计将于年内由台积电实现量产。 此前，马斯克曾表示，计划将AI6与Dojo 3统一到一个架构中，即不再开发独立的Dojo 3，而是复用AI6 的ASIC Die并扩展到更大规模。另有消息称，三星电子美国泰勒晶圆厂将为AI6芯片提供2nm制程代 工，预计也将为Dojo 3提供支持；英特尔则将采用基于EMIB的先进封装技术连接多个芯片模块。（纯 钧） ...

Group 1 - OpenAI announced the launch of GPT-5, which significantly outperforms previous models in various fields including coding, mathematics, writing, health, and visual perception. The model will be available for free users and paid ChatGPT subscribers, with paid users having higher usage limits [1] - OpenAI reported an increase in error rates for the ChatGPT-4.5 model and is actively working to reduce these errors [2] - Baidu plans to launch a new reasoning model by the end of August that can handle more complex tasks [4] Group 2 - Elon Musk intends to introduce advertisements in the responses of the AI chatbot Grok on the X platform to boost the platform's declining advertising business [3] - Intel reaffirmed its commitment to advancing U.S. national and economic security through investments in semiconductor research and manufacturing, including a new fabrication plant in Arizona [5] - The U.S. government, under President Trump, plans to impose approximately 100% tariffs on chips and semiconductors, while exempting companies like Apple that manufacture in the U.S. [6][5] Group 3 - Synchron demonstrated a brain-machine interface that allows ALS patients to control Apple devices using their thoughts, marking a significant advancement in assistive technology [6] - Seven government departments in China, including the Ministry of Industry and Information Technology, released implementation opinions to promote innovation in the brain-machine interface industry, focusing on the development of auxiliary devices and high-precision surgical robots [7]