We have two economies. There's the tremendous economy with amazing growth, the one that's connected to artificial intelligence. And then there's the anemic economy connected to the consumer, which seems to deteriorate by the day.Oh, it's a stark contrast, but you can't really see it by looking at the averages. They mask it. Dow to climb 174 points.It has to be losing 5%. NASDAQ's clipping 0 five today. The AI economy just takes up too much weight in the averages.makes it harder to see the weaker consumer ec ...

Group 1 - There are two contrasting economies: a thriving AI economy and a struggling consumer economy [1][2] - The AI economy is experiencing significant growth, while the consumer economy is deteriorating [1][2] - Intel, a semiconductor company, is reportedly seeking funds from Apple to re-enter the AI market [2][3] Group 2 - There is no confirmation regarding Intel's funding request from Apple, but it is a plausible scenario given Apple's financial strength [3] - Apple has committed to investing $600 billion in the United States, which could potentially benefit Intel if it were to request assistance [3][4] - Apple could play a role in building foundries for Intel, aligning with previous initiatives for chip subsidies [4]

英特尔再次大涨。 当地时间9月25日（周四），美股三大指数集体收跌，截至收盘，道指跌0.38%，报45947.32点；纳指跌0.5%，报22384.70点；标普500指数跌0.5%，报 6604.72点。这已经是连续第三个交易日美股三大指数下行，而中概股则涨跌互现，整体延续反弹走势。 热门个股方面，英特尔大涨8.87%。消息面上，英特尔已经与台积电接洽，商讨投资或制造合作事宜。 大型科技股普遍下挫，特斯拉跌超4% 当地时间周四，美股大型科技股普遍下跌。特斯拉下跌4.38%，创下两个月以来最大单日跌幅。消息面上，据欧洲汽车制造商协会数据，特斯拉8月在欧盟市 场的新车注册量下降近37%，而比亚迪8月欧盟新车注册量增长201%，特斯拉在欧盟市场份额已经连续第二个月被比亚迪超越。 英特尔上涨8.87%。消息面上，据华尔街日报报道，英特尔已经与台积电接洽，商讨投资或制造合作事宜。据了解，在8月份美国总统特朗普对英特尔表现出 兴趣之前，英特尔就已经在接触苹果和台积电。在获得美国政府入股后，英特尔加快了相关工作。前一交易日，英特尔收涨6.41%。 其他大型科技股中，苹果涨1.81%，英伟达涨0.41%，谷歌跌0.56%，微 ...

当地时间9月25日，美股三大指数集体收跌，道指跌0.38%，纳指跌0.5%，标普500指数跌0.5%。 WTI原油期货收跌0.02%，报64.98美元/桶。布伦特原油期货收涨0.16%，报69.42美元/桶。 个股上，甲骨文跌超5%；特斯拉跌超4%，市值一夜蒸发645亿美元（约合人民币4602亿元）；Meta跌 超1%；苹果涨超1%。 英特尔大涨近9%。消息面上，英特尔公司已就获得苹果公司的投资事宜与其接触。知情人士称，此举 是为加强这家目前部分由美国政府持股的芯片企业的业务基础。这些知情人士表示，苹果与英特尔还讨 论了如何进一步深化合作。相关磋商仍处于早期阶段，未必会达成协议。如果协议达成，这笔交易将延 续近期对英特尔的外部注资浪潮：上周，英伟达宣布出资50亿美元，并计划与英特尔在个人电脑与数据 中心芯片上展开合作。上个月，日本科技巨头软银集团也宣布向英特尔投资20亿美元。 知情人士还称，英特尔已与其他多家公司接触潜在的投资与合作。 加密货币、减肥药概念股跌幅居前，Hut 8跌超7%，Circle跌超5%，诺和诺德、Coinbase跌超4%，礼来 跌超3%。稀土概念、贵金属涨幅居前，赫克拉矿业涨超5%，美洲 ...

Market Overview - The US stock market experienced a slight decline on Thursday, with major indices falling for three consecutive trading days due to economic data increasing uncertainty about the Federal Reserve's future interest rate cuts [2] - The Dow Jones Industrial Average dropped by 173.96 points to close at 45,947.32, a decrease of 0.38%; the S&P 500 fell by 33.25 points to 6,604.72, down 0.50%; and the Nasdaq Composite decreased by 113.16 points to 22,384.70, also down 0.50% [2] Sector Performance - Most sectors in the S&P 500 closed lower, with only the energy sector rising by 0.9% and the technology sector slightly increasing by 0.03% [2] - Large-cap tech stocks showed mixed performance, with Tesla down 4.38%, Meta down 1.54%, and Amazon, Microsoft, and Google all declining by up to 0.94%. In contrast, Nvidia rose by 0.41%, and Apple increased by 1.81% [2] Economic Indicators - Intel shares surged by 8.9% following reports of discussions with TSMC regarding potential investment or collaboration [3] - The Nasdaq China Golden Dragon Index rose by 0.42%, with notable gains from Kuaishou (over 6%), NIO, Xpeng Motors, and Bilibili (over 4%), while Alibaba fell by 0.55% [3] - The US Labor Department reported a decrease of 14,000 in initial jobless claims for the week ending September 20, adjusted to 218,000, indicating resilience in the labor market [3] - The Bureau of Economic Analysis revised the second quarter GDP growth rate to an annualized 3.8%, the fastest in nearly two years, driven by strong consumer spending and business investment [3] Federal Reserve Insights - Recent statements from Federal Reserve officials have added uncertainty to the policy outlook, with Chicago Fed President Austan Goolsbee expressing concerns about rapid interest rate cuts amid ongoing inflation risks [3] - Market expectations for another 25 basis point rate cut in October have decreased from approximately 92% to 83.4% [4] Investment Sentiment - Investors are looking forward to upcoming quarterly earnings reports, particularly in the context of high stock valuations [4] - Cherry Lane Investments' partner Rick Meckler noted that current valuations are historically high, but government support for large tech companies appears to be a positive factor [4] Bond and Commodity Markets - In the bond market, the yield on the 10-year US Treasury rose by 3 basis points to 4.177%, while the 2-year yield increased by 6.5 basis points to 3.663% [4] - In commodities, WTI crude oil futures fell by 0.02% to $64.98 per barrel, while Brent crude rose by 0.18% to $68.58 per barrel. COMEX gold futures increased by 0.08% to $3,771.10 per ounce [4]

摩尔线程科创板IPO上会； 2025人工智能计算大会在北京举办； 2025·青岛创投风投大会举办。 机构预计，节前上证指数围绕3800点进行窄幅震荡。 【财经日历】 COMEX黄金期货上涨0.08%，报3771.1美元/盎司。 ►►商务部获得的初步证据和信息显示，根据墨西哥《国会公报》2025年9月9日刊登的关于调整多项进口税的提案，墨西哥政府拟对中国等非自贸伙伴的产 品提高进口关税税率，该措施将严重损害中国企业的贸易投资利益。依据《中华人民共和国对外贸易法》第三十六条、第三十七条及《对外贸易壁垒调查规 则》第十二条、第三十五条的规定，商务部决定自2025年9月25日起对墨西哥相关涉华限制措施启动贸易投资壁垒调查。 ►►9月25日，农业农村部召开全国粮油作物大面积单产提升暨"三秋"生产视频会，部党组书记、部长韩俊出席会议并讲话。会议要求，要抓实抓好"三 秋"生产重点工作，毫不放松抓好秋粮收获，确保"颗粒归仓"，着力抓好冬小麦生产，持续巩固冬油菜扩种成果，确保冬小麦、冬油菜种足种满。要稳定"菜 篮子"产品生产供给，抓好冬春蔬菜稳产保供，强化生猪产能综合调控，持续抓好肉牛奶牛产业纾困，切实做好保供稳价工作。要严抓 ...

Group 1 - Investors are heavily betting on Intel (INTC.US), believing that the stock's upward trend will continue following a series of investments from the U.S. government, Nvidia (NVDA.US), and other companies [1] - Since September 17, Intel's stock price has increased by 37%, reaching $33.99 [1] - The implied volatility of Intel's three-month options surged to its highest level since early April, indicating strong investor interest in call options rather than hedging against downside risks [1] Group 2 - The premium of Intel's call options relative to put options has risen to its highest level since 2013, with over one-third of the options trading volume concentrated in short-term contracts expiring on Friday [3] - Intel is reportedly in discussions with Apple (AAPL.US) for potential investment as part of its recovery plan, although negotiations are still in early stages and may not lead to an agreement [3] - Other companies are also being approached by Intel for potential investment and collaboration, continuing the recent trend of financing for the company [3] Group 3 - Nvidia announced a $5 billion investment in Intel last week, aiming to collaborate in the personal computer and data center chip sectors [3] - SoftBank Group announced a $2 billion investment in Intel last month [3] - The U.S. government acquired approximately 10% of Intel's shares through a non-traditional transaction facilitated by the Trump administration in August [3]

大型科技股表现分化。特斯拉下跌4.38%，Meta跌1.54%，亚马逊、微软、谷歌A至多跌0.94%，英伟达 逆势上涨0.41%，苹果上涨1.81%。 英特尔大涨8.9%，此前有消息称该公司正与台积电接触，探讨投资生产或合作事宜。 热门中概股多数上涨，纳斯达克中国金龙指数收涨0.42%。其中，金山云涨超6%，蔚来、小鹏汽车、哔 哩哔哩涨逾4%，百度、理想汽车涨超1%，阿里巴巴跌0.55%。 *美股三大指数小幅收跌； *美国二季度GDP增速上修至3.8%； *英特尔涨8.9%，被曝与台积电探讨投资或合作 美国股市周四收盘小幅下跌，经济数据加剧了美联储未来降息路径的不确定性，主要股指连续三个交易 日收跌。 截至收盘，道琼斯工业平均指数下跌173.96点，收于45947.32点，跌幅0.38%；标准普尔500指数下跌 33.25点，收于6604.72点，跌幅0.50%；纳斯达克综合指数下跌113.16点，收于22384.70点，跌幅 0.50%。 标普500指数多数板块收低，仅能源板块上涨0.9%，科技板块微涨0.03%。 投资者普遍期待企业即将公布的季度财报，尤其是在美股频频创新高、估值水平被认为偏高的背景下。 ...

当地时间9月25日，美股三大指数集体收跌，道指跌0.38%，纳指跌0.5%，标普500指数跌0.5%。 个股上，甲骨文跌超5%；特斯拉跌超4%，市值一夜蒸发645亿美元（约合人民币4602亿元）；Meta跌超1%；苹果涨超1%。 英特尔大涨近9%。消息面上，英特尔公司已就获得苹果公司的投资事宜与其接触。知情人士称，此举是为加强这家目前部分由美国政府持股的芯片企业的 业务基础。这些知情人士表示，苹果与英特尔还讨论了如何进一步深化合作。相关磋商仍处于早期阶段，未必会达成协议。如果协议达成，这笔交易将延 续近期对英特尔的外部注资浪潮：上周，英伟达宣布出资50亿美元，并计划与英特尔在个人电脑与数据中心芯片上展开合作。上个月，日本科技巨头软银 集团也宣布向英特尔投资20亿美元。 知情人士还称，英特尔已与其他多家公司接触潜在的投资与合作。 美国二季度核心个人消费支出（PCE）物价指数年化季环比终值为2.6%，高于预期的2.5%，前值为2.5%。 有分析指出，这份强劲的报告也显示出通胀压力比之前评估的更为顽固。 华尔街机构指出，最新发布的数据可能会限制美联储未来的降息空间。尽管美联储上周降息了25个基点，并预计今年还将有两 ...

Market Overview - The U.S. stock market closed slightly lower, with major indices declining for three consecutive trading days due to economic data increasing uncertainty about the Federal Reserve's future interest rate cuts [1][3] - The Dow Jones Industrial Average fell by 173.96 points to close at 45,947.32, a decrease of 0.38%; the S&P 500 dropped 33.25 points to 6,604.72, down 0.50%; and the Nasdaq Composite decreased by 113.16 points to 22,384.70, also down 0.50% [1] Sector Performance - Most sectors in the S&P 500 closed lower, with only the energy sector rising by 0.9% and the technology sector slightly up by 0.03% [2] - Large-cap tech stocks showed mixed performance, with Tesla down 4.38%, Meta down 1.54%, and Amazon, Microsoft, and Google all declining by up to 0.94%. In contrast, Nvidia rose by 0.41% and Apple increased by 1.81% [2] Company News - Intel shares surged by 8.9% following reports that the company is in discussions with TSMC regarding potential investment or collaboration [3] - Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index up by 0.42%. Notable gainers included Kingsoft Cloud up over 6%, NIO and Xpeng both up over 4%, and Baidu and Li Auto up over 1%. Alibaba, however, fell by 0.55% [3] Economic Data - The U.S. Labor Department reported a decrease of 14,000 in initial jobless claims for the week ending September 20, adjusted to 218,000, indicating some resilience in the labor market [3] - The Bureau of Economic Analysis revised the second-quarter GDP growth rate to an annualized 3.8%, the fastest in nearly two years, driven by strong consumer spending and business investment. The first quarter GDP had previously contracted [3] Federal Reserve Outlook - Statements from Federal Reserve officials have added uncertainty to the policy outlook, with Chicago Fed President Austan Goolsbee expressing concerns about rapid interest rate cuts amid ongoing inflation risks [3] - Market expectations for a potential rate cut in October have decreased, with the probability of a 25 basis point cut dropping from approximately 92% to 83.4% [3] Investor Sentiment - Investors are looking forward to upcoming quarterly earnings reports, especially given the high valuation levels in the stock market [4] - Cherry Lane Investments partner Rick Meckler noted that current valuations are historically high, but a positive factor is the government's apparent willingness to allow large tech companies to continue expanding [4] Bond and Commodity Markets - In the bond market, the yield on the 10-year U.S. Treasury rose by 3 basis points to 4.177%, while the 2-year Treasury yield increased by 6.5 basis points to 3.663% [4] - In commodities, international oil prices showed mixed results, with WTI crude oil futures down 0.02% to $64.98 per barrel and Brent crude oil futures up 0.18% to $68.58 per barrel [4] - COMEX gold futures rose by 0.08% to $3,771.1 per ounce [5]