据媒体报道，8月7日，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。 受此影响，英特尔股价盘前一度大跌超5%。截至发稿，跌逾3%。 陈立武在内部信中指出，此次人员缩减涵盖裁员和自然流失。二季度末，裁员计划已初见成效，管理层级也削减了约50%。他强调，"这些是必要且艰难 的决策，旨在简化组织结构、提高执行效率、把更多资源投入未来增长领域，尤其是AI和晶圆代工。" 在最新发布的二季报中，英特尔实现营收129亿美元，同比微增（去年同期为128亿美元），略超分析师预期。但该季度净亏29亿美元，其中包括19亿美元 重组费用、8亿美元资产减值和2亿美元一次性费用，并导致每股亏损0.67美元（GAAP），非GAAP每股亏损0.10美元，均未达预期。 英特尔曾是全球最大的芯片制造商，但受内外部多重因素影响，多年来股价一直处于下跌态势，并在近年加速下跌。 英特尔在去年11月被道琼斯工业平均指数剔除，英伟达取而代之。英特尔的股价去年下跌了60%，而英伟达的股价则飙升了171%。今年以来，英特尔股 价波动不大，而英伟达已成为全球第一家市值突破四万亿美元的公司。 值得一提的是，英特尔 ...

Market Performance - The Nasdaq China Golden Dragon Index opened slightly higher, currently up over 1% with notable gains in companies such as ZTO Express and Miniso, both rising over 4%, and GDS Holdings up over 3% [1] - The US stock market opened with all three major indices showing gains: the Dow Jones up 0.59%, the Nasdaq up 0.75%, and the S&P 500 up 0.55% [2] - Futures for the three major US indices were also up, with Dow futures rising 0.45%, S&P 500 futures up 0.57%, and Nasdaq futures increasing by 0.73% [3] Company-Specific Movements - Eli Lilly saw a significant drop of over 9%, while Intel and Honda both fell over 2%. In contrast, Apple experienced an increase of over 2% [2] - Intel's pre-market decline expanded to 5% following comments from Trump demanding the resignation of Intel's CEO [3]

今年4月，作为英特尔新任CEO的他发表了首次公开演讲，称英特尔在创新和适应市场变化的速度上已 落后于竞争对手。"我们在某些方面未能达到客户期望"，他表示，"公司需要补充流失的工程人才，简 化业务流程，并剥离非核心资产，以更灵活地满足客户对高性能计算的需求。" 陈立武称，产品和晶圆代工是英特尔的两个"紧迫优先事项"，英特尔的目标是"打造最好的产品，并在 未来几年内成为最优秀的晶圆代工厂"。 他还回应了为什么在这个阶段接任英特尔CEO："我热爱这家公司，看着它挣扎让我感到很痛苦。在知 道自己能够帮助公司扭转局面的情况下，我不能袖手旁观。" 智通财经记者 | 宋佳楠 8月7日，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职，并称"这个问 题没有其他解决办法"。 对此，英特尔方面尚未有任何回应。受这一消息影响，英特尔美股盘前一度跌超5%，截至发稿，跌幅 收窄至3.62%。 英特尔现任CEO为陈立武，于今年3月正式上任。当时资本市场对这项人事任命持肯定态度，消息公布 后，英特尔股价上涨10%以上。 这位65岁的美籍华人此前曾在2022年至2024年间担任英特尔董事，但因与英特尔前任CEO基辛格（P ...

Core Viewpoint - The CEO of Intel is facing serious conflict of interest allegations, leading to calls for immediate resignation, which has negatively impacted the company's stock price [1][3]. Company Summary - Intel appointed Lip-Bu Tan as the new CEO effective March 18, 2023, after a brief tenure of less than six months for the previous CEO [4]. - The company is undergoing significant layoffs, planning to reduce its workforce from approximately 109,800 to 75,000 by the end of the year, marking a 15% reduction [4]. - As of the second quarter of 2023, Intel reported revenues of $12.9 billion, a slight increase from $12.8 billion year-over-year, but incurred a net loss of $2.9 billion, including restructuring costs and asset impairments [4]. - Intel's stock price has been in a downward trend, with a 60% decline in 2022, and it was removed from the Dow Jones Industrial Average in November 2022 [5]. - As of August 6, 2023, Intel's stock closed at $20.41 per share, with a market capitalization of $89.335 billion, significantly lower than Nvidia's market value [5].

①普京：或在阿联酋会晤特朗普； 【时政新闻】 ②美国上周初请失业金人数22.6万人，前值由21.8万人修正为21.9万人； ③特朗普周四将签署行政命令，允许私募基金、地产、加密货币以及其他另类资产纳入401(K)退休帐 户； ④英国央行降息25个基点至4.00%。交易员预计今年英国央行将再降息17个基点； ②礼来美股盘前跌幅收窄至7%，曾一度跌超14%。公司第二季度营收155.6亿美元，同比增长38%； ③丰田汽车美股盘前跌逾1%，公司第一财季净利润同比下降36.9%； ④OpenAI将于北京时间8日凌晨1点举行直播活动； ⑤马斯克：接下来几天Grok lmagine视频生成对所有美国用户免费。 (本文来自第一财经) 【市场动态】 ①美股三大股指期货上扬，截至发稿，道指期货涨0.46%，标普500指数期货涨0.62%，纳指期货涨 0.77%； ②欧洲主要股指多数走高，截至发稿，英国富时100指数跌0.76%，法国CAC40指数涨1.18%，德国DAX 指数涨1.7%，欧洲斯托克50指数涨1.55%； 【公司新闻】 ①英特尔美股盘前跌超2%，特朗普敦促英特尔CEO辞职； ⑤美国财长贝森特：已开始美联储主席的面试 ...

智通财经APP获悉，美国总统特朗普周四在社交平台上发文敦促英特尔(INTC.US)首席执行官陈立武辞 职，理由是所谓的"利益冲突"。特朗普表示："英特尔的首席执行官存在严重利益冲突，必须立即辞 职。这是解决该问题的唯一方式。"受此消息影响，截至发稿，英特尔周四美股盘前跌近4%。 英特尔在周三的一份声明中表示："英特尔和陈立武先生对美国国家安全以及我们在美国国防生态系统 中的角色完整性始终高度重视。"该公司称将就信中的相关问题与该参议员进行沟通。 据悉，本周早些时候，美国共和党参议员Tom Cotton要求英特尔董事会主席就陈立武与中国的关系作出 解释，包括其在中国半导体公司的投资。在写给英特尔董事会主席Frank Yeary的信中，Tom Cotton询问 了陈立武在被任命为英特尔首席执行官之前在中国的投资情况。Tom Cotton特别指出，陈立武曾长期担 任Cadence Design Systems的管理层，而该公司曾向中国出售产品。 ...

Group 1: Company Performance - Sony's Q1 revenue increased by 2.2% year-on-year to 2.622 trillion yen, with net profit rising by 23% to 259.03 billion yen; PS5 console sales reached 2.5 million units [1] - Eli Lilly's Q2 revenue grew by 38% year-on-year to $15.56 billion, with Zepbound sales increasing by 172%; however, the oral drug Orforglipron's average weight loss of nearly 12% fell short of expectations [1] - Lyft's Q2 revenue rose by 11% year-on-year to $1.59 billion, slightly below expectations; net profit surged to $40.3 million from $5 million in the same period last year [1] - DoorDash's Q2 revenue increased by 25% year-on-year to $3.28 billion, exceeding expectations; net profit turned around to $285 million from a loss of $157 million last year [1] - Duolingo's Q2 revenue grew by 41% year-on-year to $252 million, with net profit soaring to $44.8 million, or $0.91 per share, all surpassing expectations [1] Group 2: Market and Economic Events - U.S. stock index futures rose, with Nasdaq futures up 0.44%, S&P 500 futures up 0.59%, and Dow futures up 0.44% [1] - European stock indices showed mixed results, with Germany's DAX index up 1.64%, UK's FTSE 100 down 0.81%, France's CAC index up 1.07%, and the Euro Stoxx 50 index up 1.49% [1] - President Trump plans to sign an executive order allowing private equity, real estate, cryptocurrencies, and other alternative assets to be included in 401(k) plans [1] - President Trump announced a 100% tariff on imported semiconductor chips, excluding companies with manufacturing facilities in the U.S., potentially benefiting TSMC [1] - Apple plans to invest an additional $100 billion in the U.S., with a total investment of $600 billion over the next four years; the "American Manufacturing Plan" will include chip partners like Applied Materials, Texas Instruments, and Samsung [1] - Treasury Secretary Mnuchin mentioned that Micron Technology has a visit scheduled this week, with plans to invest $200 billion [1] - Google committed to investing $1 billion over three years to support AI education and vocational training programs in the U.S. [1] - Amazon's autonomous vehicle subsidiary Zoox has passed regulatory and safety investigations [1] - Toyota plans to build a new factory in Japan, set to begin operations in the early 2030s [1] - General Motors aims to collaborate with Hyundai to develop five new models to reduce costs amid intense competition [1]

每经AI快讯，8月7日，英特尔美股盘前跌近3%，特朗普敦促英特尔首席执行官辞职。 ...

8月7日，特朗普敦促英特尔首席执行官辞职。英特尔股价盘前跌超4%。 ...

Overall Performance - AMD reported Q2 2025 revenue of $7.69 billion, a year-over-year increase of 31.7%, exceeding market expectations of $7.43 billion. The growth was driven by client and gaming segments, as well as data center business [1][6] - The company's GAAP gross margin was 39.8%, significantly down due to an $800 million inventory impairment related to MI308. Excluding this impact, the actual gross margin would be 50.2%, flat compared to the previous quarter [1][6] Operating Expenses - R&D expenses for the quarter were $1.89 billion, up 19.6% year-over-year, while sales and administrative expenses rose 52% to $990 million [1][2] - The core operating expense ratio reached 37.5%, affecting profit margins [2] Profitability - AMD achieved a net profit of $872 million, influenced by non-recurring items. The core operating profit was $174 million, reflecting a significant decline with a core operating margin of only 2.3% [2][6] Business Segments - Client segment revenue grew to $2.5 billion, a 67.5% increase year-over-year, capturing over 50% of the desktop CPU market [2][7] - Data center revenue reached $3.24 billion, up 14.3% year-over-year, driven by increased server CPU shipments and improved product competitiveness [2][9] - The gaming segment saw revenue of $1.12 billion, a notable increase compared to previous quarters [5] Future Guidance - AMD expects Q3 2025 revenue to be between $8.4 billion and $9 billion, with a midpoint of $8.7 billion, reflecting a 13.2% sequential growth. This guidance does not include any revenue from MI308 sales to China [4][6] - The company anticipates a non-GAAP gross margin of around 54% for the next quarter [4] AI and Product Development - The MI350 series is expected to significantly boost AI GPU revenue, with projections of over $1.7 billion for the next quarter, aligning closely with market expectations [12][18] - AMD's market share in server CPUs has increased from 10% to approximately 30%, driven by the combination of CPU and GPU offerings [9][11] Market Trends - The overall demand for AI-related products remains strong, with major cloud companies expected to increase capital expenditures significantly in 2025 [14][17] - AMD's valuation reflects optimistic market expectations, with a projected CAGR of 30.3% for core operating profit from 2025 to 2029 [16][17]