人民财讯8月26日电，当地时间8月25日，美股三大指数集体收跌，道指跌0.77%，标普500指数跌 0.43%，纳指跌0.22%。大型科技股涨跌不一，特斯拉涨近2%，英伟达、谷歌涨超1%；英特尔跌超 1%，亚马逊、Meta、苹果、微软小幅下跌。纳斯达克中国金龙指数收涨0.11%。热门中概股方面，搜狐 涨逾3%，网易、百度涨逾2%，阿里巴巴涨超1%。 ...

Core Viewpoint - Investor sentiment is high due to the potential for a Federal Reserve rate cut, which could benefit several stocks across consumer discretionary, construction, and tech sectors [1]. Group 1: Comcast (CMCSA) - Comcast has over $95 billion in long-term debt, making it sensitive to interest rate changes, which could lower refinancing costs [2]. - The stock is near its 52-week low of around $31, and lower interest expenses could enhance cash for buybacks, dividends, and strategic investments [3]. - Comcast has exceeded the Zacks EPS Consensus for 34 consecutive quarters and trades under 8X forward earnings, offering a 3.87% annual dividend yield [4]. Group 2: Century Communities (CCS) - Lower interest rates can reduce mortgage costs, potentially increasing housing demand, benefiting Century Communities as a homebuilder [7]. - The stock is currently 40% below its 52-week high of $108 and trades at a reasonable 12.5X forward earnings multiple, with a 1X forward sales ratio [8]. - Century Communities introduced dividends in 2021, with a payout ratio under 15%, indicating financial stability and commitment to returning capital to shareholders [9]. Group 3: Tech Stocks (ADBE & INTC) - Lower rates can boost discretionary spending, improving valuations for growth-oriented tech firms like Adobe and Intel [13]. - Adobe is focusing on AI and mobile expansion, with its stock trading 38% below its 52-week peak of $587 [14]. - Intel, after a challenging year with a loss of $18.8 billion, is positioned to benefit from lower borrowing costs and has received a 10% stake from the U.S. government through the CHIPS Act [15].

This is not GM. Yeah. In the bailout, the government took equity, the banks.Anybody remember Celindra. >> Sure. >> Okay.What I'm what I'm trying to say is that it doesn't those are different scenarios, Dan. But at the same time, it doesn't guarantee the success of a company. >> Let's separate a couple things here.Okay. This is a bailout for all intents and purposes. This company's going in the wrong direction.I think we can all look back through our careers and say there's plenty of strategically important ...

From @WSJopinion: Turning Intel’s grants into equity would weaken U.S. competitiveness and introduce unnecessary and novel policy risks related to government ownership in the economy, write Mike Schmidt and Todd Fisher https://t.co/5dsRJqRY9d ...

President Donald Trump says he's looking to make more deals like the one he announced last week with Intel, with the government taking a 10% stake in the chipmaker Friday. https://t.co/EVpz1AyhXf ...

来源：环球市场播报 哈塞特强调，政府不会干预企业运营，但同时表示，此次持股是一项持续推进计划的环节之一。 美国国家经济委员会（NEC）主任哈塞特在接受采访时表示："嗯，我认为这是一个非常、非常特殊的 情况，因为《芯片与科学法案》将带来巨额支出。但总统早在竞选期间就明确表示，他认为如果美国最 终能着手建立一只主权财富基金，那将是一件大好事。所以我确信，未来某个时候一定会有更多此类交 易 —— 即便不在芯片行业，也会涉及其他行业。" 今年 2 月初，特朗普签署行政令，启动主权财富基金的筹建工作。主权财富基金这一机制主要由拥有丰 富自然资源的小国采用，这些资源会作为交易的资金后盾。根据主权财富基金研究所（Sovereign Wealth Fund Institute）的数据，挪威的主权财富基金规模居全球首位，资产约达 1.8 万亿美元；中东多 个国家也拥有大型主权财富基金。 哈塞特表示，尽管美国政府大规模持有企业股份的做法并不常见，但并非没有先例。他以金融危机后政 府持有房利美（Fannie Mae）和房地美（Freddie Mac）股份为例进行说明。 美国总统特朗普于周一就政府新持有英特尔股份一事表示自豪，并宣称 ...

Joining us now is Dan Primac, Axio's business editor. Dan, good to see you. So, uh, from your understanding, what's the what's the upside and the downside here.I mean, I could imagine an argument that, uh, the the taxpayer ought to see some uh, more tangible benefit from the rescue of certain companies if they're being bailed out. But what if this does lead to some decrease in business from international customers feeling they can't trust Intel. >> I mean, for Intel, I mean, for starters, Intel didn't need ...

特朗普周一重申将推行更多类似入股英特尔的交易，批评人士指出，英特尔交易连同白宫为迫使美联储 降息实施的全面施压、动用紧急权力征收进口关税以及干预多家企业并购的行为，正威胁商业界的敏捷 性。 来源：滚动播报 ...

I'm a little surprised by those results. Is this a bailout. >> The company was struggling, right.I mean, the president doesn't see it as a bailout. He made it very clear we're going to get a big stake in Intel. He's a business person and he thinks in business terms.So, he said it was a no-brainer. We they've gotten nearly they've gotten 11.1% billion dollars in taxpayer money. Why shouldn't the US government take a stake.But the reason why he should be concerned and why many people are concerned is the minu ...

Mike, it is interesting that, of course the money comes from that that was already promised to Intel. Remind us of the detail of the deal. Well.So in the broad strokes, it's a nearly 10% stake totaling more than 400 million shares going to the U.S. government in this carries in exchange for what has not yet been spent out of the grant money that was to go to Intel through the Chips and Science Act. Remember, this is the law that was passed under President Joe Biden designed to spur domestic chip manufacturi ...