耐克开盘涨超3%，获苹果库克增持。英特尔开盘跌3%，传英伟达选择暂停对英特尔18A制程工艺的测 试。 凤凰网财经讯 12月24日，美股三大股指小幅低开，道琼斯指数跌0.11%，标普500指数跌0.01%，纳斯达 克综合指数跌0.02%。 ...

(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。 ...

Core Viewpoint - Intel is facing pressure following a report that Nvidia has halted testing of Intel's 18A chip production process, which Nvidia was considering for its own chip manufacturing [1] Group 1: Stock Performance - Intel's shares have increased over 35% since Nvidia's $5 billion investment announcement in September [1] - Year-to-date, Intel has shown strong outperformance, particularly in recent months, outperforming both the tech sector and semiconductor industry [2][3] Group 2: Technical Analysis - The stock is currently at a critical juncture, with significant long-term resistance and support levels identified between 15 to 20 [2] - Recent price movements indicate a potential breakout point, with key levels at 33 and 36 serving as notable support and resistance [5][6] - The 21, 5, and 63-day exponential moving averages are closely aligned with current prices, indicating a potential inflection point around 36 to 37 [6] Group 3: Trading Strategy - A cash-secured put strategy is suggested for investors looking to buy shares if the stock price falls, with a strike price of 34 and a potential profit of approximately $100 per put sold [10][12] - The break-even price for this strategy would be around $33, factoring in the premium collected from the put sale [12][13] - This strategy allows for profit if the stock remains above 34 over the next three and a half weeks, while also preparing for potential share acquisition if the price drops [14]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

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].

Market Overview - The S&P 500 reached a new record high, buoyed by investor confidence in corporate earnings growth and easing inflation for 2026, alongside the Federal Reserve's QE Lite injecting $40 billion into the market [1] - The VIX index remains low, indicating calm in equities, with no down month since April [1] - Precious metals, including gold, silver, and platinum, have hit record highs, driven by geopolitical concerns and expectations for interest rate cuts in 2026 [6][13] Corporate News - Sanofi agreed to acquire Dynavax Technologies for approximately $2.2 billion, aiming to expand its vaccine business [3][10] - Nike shares rose by 2.1% after Apple CEO Tim Cook purchased $2.95 million worth of Nike stock [1][5] - Intel shares fell by 3.2% following reports that Nvidia halted a test using Intel's technology [5][10] Economic Indicators - The latest MBA Mortgage Applications decreased by 5.0%, indicating a potential slowdown in the housing market [1] - Initial jobless claims are expected to be around 223,000, reflecting ongoing labor market conditions [29] Commodity Market - Gold prices reached $4,500 per ounce for the first time, while silver and platinum also surged to all-time highs, marking their best yearly gains since 1979 [6][8] - Copper prices hit a new record of approximately $12,200 per ton, set for its largest annual rise since 2009 [6][13]

格隆汇12月24日｜英特尔盘前跌幅扩大至4.3%，消息称英伟达已中止英特尔18A制程工艺的测试。 ...

Core Insights - Chip companies are currently testing Intel's new production process, referred to as 18A [1] Group 1 - The 18A process is a significant advancement in semiconductor manufacturing technology [1]

硅谷一个黎明前的周四，英特尔公司首席执行官陈立武正遭受来自美国总统的公开抨击。 美国太平洋时间 8 月 7 日凌晨 4 点 39 分，唐纳德・特朗普总统在其 "真实社交" 平台发文称："英特尔 首席执行官深陷利益冲突泥潭，必须立刻引咎辞职。" 出任英特尔首席执行官前，陈立武曾在中国企业 领域频繁布局投资，是业内知名的多产投资人。 特朗普与陈立武此前素未谋面。英伟达、超威半导体、开放人工智能研究中心、亚马逊、谷歌、帕兰提 尔等科技巨头的高管近期均陆续与特朗普会面，而这位执掌美国最具传奇色彩芯片制造商的掌舵人，自 3 月加入英特尔以来，却始终未曾与总统有过正式接触。 政治事务并非陈立武的首要工作重心。这位 66 岁的高管，距上次为总统选举提供政治献金已过去 20 余 年。尽管他在 4 月曾与美国商务部长霍华德・卢特尼克等几位政府高层有过沟通，但在前任民主党籍华 盛顿政策负责人辞职后，英特尔的该核心职位空缺数月，陈立武也迟迟未推进补缺工作。 据两位知情人士透露，特朗普发难后，英特尔迅速紧急协调，争取与总统会面的机会。这一系列努力最 终促成了陈立武数十年职业生涯中至关重要的一场约 40 分钟会面。 关于陈立武与英特尔 ...