据英特尔中国官微消息，英特尔通用快接头互插互换联盟今日正式成立，首批认证合作伙伴包括英维 克、丹佛斯、立敏达科技、蓝科电气和正北连接。 (本文来自第一财经) ...

【文/观察者网 陈思佳】继英特尔之后，美国总统特朗普又盯上了韩国半导体巨头三星。据韩联社8月 20日报道，半导体行业消息人士披露，美国政府正考虑入股三星电子等在美建厂的半导体企业。这一消 息让韩国业界感到不安，分析人士警告称，韩国需要对特朗普影响企业的举动保持警惕。 消息人士称，特朗普政府正在探索用补贴换取美国芯片制造商英特尔公司股份，由于美国也将通过《芯 片法案》向三星电子、台积电等企业提供补贴，特朗普政府可能采取同样的方式获得这些公司的股份。 如果补贴全部转化为股份，美国政府可获得三星电子约1.6%的股份。 美国商务部去年年底敲定向三星提供47.5亿美元、向美光提供62亿美元和向台积电提供66亿美元补贴的 计划，用于在美国生产芯片。但今年6月，美国商务部长卢特尼克称，前任总统拜登提供的拨款"过于慷 慨"，商务部正在重新确定补贴计划。 但韩国业界对特朗普政府方案的可行性提出质疑，他们指出，美国政府此前从未以这种方式收购海外半 导体企业的股份，也从未公开说明过收购股份的方式。一位业界相关人士表示："对此很难发表评论， 因为不知道这是否现实，也不知道实际计划是什么。" 业界人士还表示，特朗普政府想要入股经营面临 ...

8月19日，美国影像技术公司柯达KODK发布澄清声明，否认部分媒体关于其即将停止运营、终止业务或申 请破产保护的不实报道。声明指出，相关报道源于对柯达向美国证券交易委员会（SEC）提交的第二季度财 报中"持续经营披露"的技术性信息的误解。柯达强调，公司没有停止运营、终止业务或申请破产的计划，并 将在债务及优先股到期前完成偿还、展期或再融资。 广东：鼓励企业聚焦可重复使用液体火箭发动机等领域开展核心技术攻关 广东省人民政府办公厅印发《广东省推动商业航天高质量发展若干政策措施（2025—2028年）》，其中提 出，加强关键核心技术攻关。鼓励企业聚焦可重复使用液体火箭发动机、新一代低成本卫星和关键载荷、卫 星星座组网与测运控、直连卫星通信等领域开展核心技术攻关，以应用基础研究、创新产品研发和技术验证 示范为重点，优先纳入省、市相关科技计划项目支持方向。支持企业申报"国家重大科技专项""国家重点研 发计划项目""国家国防科技项目"，符合配套条件的国家重大科技专项项目，省级按照规定给予不超过50% 的配套资金支持。支持企业加大研发投入，落实企业研发支出100%税前加计扣除政策。 我国动产融资市场总体规模约15万亿元 从 ...

A US government plan to take a stake in Intel would give the ailing chipmaker a powerful backer, even if a bigger challenge still lies ahead: finding enough paying customers https://t.co/XUPbR65Fjk ...

*Stock prices used were from the trading day of Aug. 19, 2025. The video was published on Aug. 19, 2025. Intel stock is up 30% this month. In this video, I will cover the recent updates regarding Intel (INTC 7.00%). Watch the short video to learn more, consider subscribing, and click the special offer link below. ...

Core Viewpoint - The Trump administration is considering a significant shift in U.S. industrial policy by potentially converting federal subsidies into direct equity investments in Intel, which could make the government its largest shareholder [1][6]. Group 1: Government Involvement - The Trump administration is discussing converting part or all of the funding from the CHIPS and Science Act into equity, potentially acquiring about 10% of Intel's shares [1]. - Intel is set to receive approximately $10.9 billion in subsidies for commercial and military purposes, which aligns closely with the estimated $10.5 billion needed for a 10% equity stake [1]. - The government’s potential investment reflects a broader trend of increased intervention in strategic industries, as seen in previous actions involving U.S. Steel and MP Materials Corp. [6]. Group 2: Market Reactions - Following reports of the government's potential investment, Intel's stock price initially dropped by 5.5% but later narrowed the decline to over 3.6% [1][4]. - In contrast, SoftBank's announcement of a $2 billion investment in Intel at $23 per share led to a rise in Intel's stock price during after-hours trading [1][5]. Group 3: Intel's Current Situation - Intel is currently facing stagnant sales growth and ongoing losses, struggling to regain its technological leadership in the industry [3][6]. - The new CEO, Pat Gelsinger, is focusing on cost-cutting and layoffs as primary measures to turn the company around [3]. - As of January, Intel had received $2.2 billion in subsidies, but it remains unclear how this amount will factor into the potential equity conversion [4]. Group 4: Strategic Investments - SoftBank's investment is seen as a vote of confidence in Intel's role in the expansion of advanced semiconductor manufacturing in the U.S. [1][5]. - The collaboration aims to deepen commitments to U.S. advanced technology and chip innovation [5]. - Intel received nearly $8 billion in subsidies last year, making it one of the largest beneficiaries of the CHIPS and Science Act [7].

Group 1 - Intel announced the establishment of the Universal Fast Connector Interoperability Alliance on August 20 [1] - The first certified partners of the alliance include Invec (002837), Danfoss, Liminda Technology, Lanke Electric, and Zhengbei Connection [1]

Market Overview - Global stock market rally pauses after reaching new highs, primarily due to significant sell-off in technology stocks, raising concerns among investors about the rapid gains since April [1] - On August 20, S&P 500 futures fell over 0.2%, European stocks opened mostly lower, and Asian markets declined by 0.8%, with companies like TSMC and SoftBank leading the losses [1] - The 10-year U.S. Treasury yield rose by 1 basis point to 4.32%, while oil prices increased by 0.6% [1] Technology Sector Performance - Major U.S. stock futures declined, with S&P 500 and Dow futures down over 0.2%, and Nasdaq 100 futures down over 0.5% [3][12] - Technology stocks continued to drop post-market, with Nvidia down 0.3%, Intel down 1.2%, and Palantir down 2.7%, marking its longest losing streak since March [11] - Nvidia's upcoming earnings report is causing significant sell-off pressure, as investors express concerns over its high valuation [11][14] European and Asian Market Trends - European Stoxx 50 index opened down 0.46%, with Germany's DAX down 0.72%, UK's FTSE 100 down 0.11%, and France's CAC40 down 0.34% [4] - Japan's Nikkei 225 index closed down 1.5%, and South Korea's Seoul Composite index fell by 0.7% [5] Currency and Commodity Movements - The U.S. dollar index has risen for three consecutive days, remaining stable, while the euro slightly decreased by 0.1% [6][14] - Gold prices increased by over 0.2%, while silver prices fell by over 0.5% [8] - Crude oil prices rose by over 0.7%, with U.S. oil above $62.80 and Brent oil above $66.30 [9][17] Federal Reserve Outlook - Market participants are closely watching Federal Reserve Chairman Jerome Powell's upcoming speech at Jackson Hole for potential signals regarding a rate cut in September [2][20] - Investors are almost certain that the Fed will cut rates by 25 basis points in September and possibly again by the end of the year [20] - Comments from market strategists suggest that if Powell indicates a preference for rate cuts, it could bolster market confidence and lead to a rebound in stock prices [20]

Market Trends - Intel shares experienced a jump following signals of potential support from the Trump administration for its foundry business [1] Company Specifics - The potential lifeline from the Trump administration is aimed at Intel's troubled foundry business [1]

Group 1: Macroeconomic Insights - In July, the growth rate of broad fiscal expenditure slowed to 12.1% from 17.6% in June, with an estimated year-on-year growth of 7.6% after excluding special bonds, which is still higher than the nominal GDP growth of 3.9% in Q2, indicating that fiscal easing supports nominal growth [2] - The broad fiscal deficit recorded 352.5 billion yuan, an increase of approximately 213.4 billion yuan year-on-year, highlighting the continued liquidity injection into the real economy through special bonds and capital injections [2] Group 2: Market Activity and Investment Trends - A-share market activity has rebounded, with trading volumes increasing and the number of active retail investors reaching a year-to-date high, indicating sustained interest from retail investors [3] - Private equity product registrations were high, with 666 new products registered in early August, a 6% increase from July, suggesting robust private investment activity [3] - Foreign and insurance capital are expected to be significant sources of incremental investment, with insurance capital's market entry ratio increasing in Q2 2025 [3] Group 3: Industry Developments - The State Administration of Radio and Television's new measures aim to enhance the supply of quality content for television, which is expected to boost viewership and commercial levels in the film and television industry [8] - The strategic importance of rare earths is highlighted, with expectations of price increases due to supply-demand imbalances in 2025-2026, driven by geopolitical factors and domestic policies [9] - The automation of warehousing through robotics is anticipated to transform the logistics industry, with a focus on enhancing efficiency and reducing costs [10] Group 4: Company-Specific Insights - China Everbright Bank has been rated as "Accumulate" with a target price of 4.62 HKD, benefiting from group resources and a strong non-interest income base [12] - Crystal International, a leading garment manufacturer, has been rated "Buy" with a target price of 7.38 HKD, supported by its global presence and strategic acquisitions [13] - Dingdong Maicai, a fresh e-commerce leader, has been rated "Accumulate" with a target price of 2.77 USD, focusing on product strength and market expansion [13] Group 5: Financial Performance Highlights - The financial performance of various companies shows promising growth, with notable increases in revenue and net profit across sectors such as energy, pharmaceuticals, and technology [18][20][22] - For instance, Longyuan Power reported a revenue of 156.57 billion yuan in H1 2025, with a net profit of 33.75 billion yuan, exceeding expectations due to favorable wind power pricing [21] - The performance of companies like Huazhong Medicine and Meihua Biological indicates stable growth and potential for future profitability, supported by innovative product pipelines and market demand [24][33]