周二，三大指数涨跌不一。美国商务部宣布，将407个产品类别纳入钢铁和铝关税清单，适用税率为 50%，已于周一生效。商务部声明称，此次新增清单涵盖范围广泛，包括风力涡轮机及其部件、移动起 重机、铁路车辆、家具、压缩机与泵类设备等数百种产品。 【美股】截至收盘，道指涨10.45点，涨幅为0.02%，报44922.27点；纳指跌314.82点，跌幅为1.46%，报 21314.95点，创4月关税冲击以来第二大跌幅；标普500指数跌37.78点，跌幅为0.59%，报6411.37点。科 技股普跌，英伟达(NVDA.US)跌3.5%，特斯拉(TSLA.US)跌1.75%，Palantir(PLTR.US)跌9.35%，美国超 微公司(AMD.US)跌5.44%。 【欧股】德国DAX30指数涨111.25点，涨幅0.46%，报24413.52点；英国富时100指数涨34.01点，涨幅 0.37%，报9191.75点；法国CAC40指数涨95.03点，涨幅1.21%，报7979.08点；欧洲斯托克50指数涨 46.01点，涨幅0.85%，报5480.65点；西班牙IBEX35指数涨63.10点，涨幅0.41%，报15302 ...

Market Overview - The three major U.S. indices showed mixed results, with the Dow Jones increasing by 10.45 points (0.02%) to 44922.27, while the Nasdaq fell by 314.82 points (1.46%) to 21314.95, marking its second-largest decline since the tariff impacts in April [1] - The S&P 500 index decreased by 37.78 points (0.59%) to 6411.37, with significant declines in technology stocks such as Nvidia (down 3.5%), Tesla (down 1.75%), Palantir (down 9.35%), and AMD (down 5.44%) [1] European Market - The German DAX30 index rose by 111.25 points (0.46%) to 24413.52, while the UK FTSE 100 index increased by 34.01 points (0.37%) to 9191.75 [2] - The French CAC40 index gained 95.03 points (1.21%) to 7979.08, and the European Stoxx 50 index rose by 46.01 points (0.85%) to 5480.65 [2] Asia-Pacific Market - The Nikkei 225 index fell by 0.38%, the KOSPI index decreased by 0.81%, and the Indonesian Composite index dropped by 0.45% [3] Commodities - Light crude oil futures for September fell by $1.07 to $62.35 per barrel (1.69% decline), while October Brent crude oil futures decreased by $0.81 to $65.79 per barrel (1.22% decline) [3] - Spot gold declined by 0.52% to $3315.34 per ounce, with COMEX gold futures down by 0.56% to $3359.10 per ounce [4] U.S. Treasury Bonds - The yield on the 10-year U.S. Treasury bond fell by 2.73 basis points to 4.3062%, while the 2-year yield decreased by 1.49 basis points to 3.7480% [4] Macro News - Traders are betting on aggressive rate cuts by the Federal Reserve, with significant demand for options betting on a cut exceeding 25 basis points next month [5] - The U.S. housing starts rose by 5.2% in July, reaching an annualized rate of 1.43 million units, driven by a rebound in multi-family housing construction [6] Company News - Google faces a collective lawsuit from nearly 100 million users seeking $29 billion in damages for allegedly collecting personal data despite users disabling tracking features [7] - Apple will no longer be required to provide a "backdoor" for U.S. user data access to the UK government, ending a prolonged privacy dispute [8] - Meta Platforms is reportedly restructuring its AI business, potentially splitting it into four groups to enhance product development and competition [9] - The U.S. government is negotiating with Intel to acquire shares as a replacement for subsidies under the CHIPS Act, without granting governance rights [10]

Taking the decision hard The company doing the investing was SoftBank, and its target was not AMD but the U.S. company's longtime rival Intel. A longtime competitor is receiving a fresh investment from abroad. On Tuesday, the No. 1 tech sector, water cooler conversation item was a giant financial company's investment into a major American chip maker. Unfortunately for shareholders of American Micro Devices (AMD -5.49%), their company wasn't the one chosen by the suitor. With many investors surely feeling le ...

An early trading shift for Intel follows an announcement late Monday by SoftBank it would invest $2 billion in the beleaguered chipmaker. https://t.co/GXNGl6vuVD https://t.co/ukdq1BZcPV ...

Market Overview - US stock indices closed mixed as investors await Fed Chair Powell's speech at the Jackson Hole conference, looking for signals on interest rate direction [1] - Rate futures indicate the Fed is expected to cut rates twice this year, each by 25 basis points, with the first cut anticipated in September [1] - Concerns arise as some investors rotate out of tech stocks into high-growth sectors, influenced by the significant weight of tech giants in major indices [1][2] Consumer Behavior - Consumers are currently cautious in their spending, observing the impact of tariffs on holiday consumption [2] - Major retailers like Lowe's, Walmart, and Target are set to release earnings reports, which will provide insights into the health of American consumers [1][2] Sector Performance - The S&P 500's sectors showed declines in technology (-1.88%), telecommunications (-1.16%), and consumer discretionary, while real estate gained 1.80% [3] - Semiconductor ETFs fell by 2.02%, and various tech sector ETFs declined between 1.34% and 1.89% [2] Notable Stock Movements - Major tech stocks experienced declines, with Nvidia down 3.50% and Meta down 2.07%, while Intel surged approximately 7% after SoftBank announced a $2 billion investment [4][5] - Home Depot's stock rose 3.2% despite second-quarter earnings missing market expectations, as the company maintained its full-year guidance [5] Company News - The US government is negotiating with Intel to acquire equity in exchange for subsidies under the CHIPS Act, emphasizing a non-voting stake [7] - Meta is restructuring its AI team into four independent groups to enhance its focus on achieving "superintelligence" [7] - Ford is seeking external customers for its joint battery plant with SK On due to a slowdown in electric vehicle demand [8] AI Developments - OpenAI's CEO Sam Altman announced that GPT-6 is in development, promising more personalized interactions through memory capabilities [9]

每经编辑｜胡玲 王晓波 V 中国8月一年、五年期贷款市场报 将公布 2 国务院新闻办公室将于8月20日上 兵准备工作有关情况举行新闻发布会 3 2025第十四届中国煤焦钢产业大 日至22日在青岛召开 4 谷歌将于8月20日举办发布会, 品牌硬件 1 隔夜市场 美股三大指数收盘涨跌不一，纳指跌1.46%，标普500指数跌0.59%，道指涨0.02%，其中，道指盘中一度创历史新高；大型科技股多数下跌，AMD跌超 5%，英伟达跌超3%，创4月21日以来最大单日跌幅；奈飞、Meta跌逾2%，特斯拉、微软、亚马逊跌超1%，苹果、谷歌小幅下跌；英特尔涨近7%，此前软 银集团宣布对英特尔进行20亿美元股权投资。中概股普跌，纳斯达克中国金龙指数跌0.9%，迅雷跌超10%，微博跌逾6%，金山云跌近5%，爱奇艺、搜狐跌 逾2%，京东、阿里巴巴、网易、百度跌超1%。 国际贵金属期货普遍收跌，COMEX黄金期货跌0.57%，报3358.90美元/盎司；COMEX白银期货跌1.84%，报37.33美元/盎司。 国际油价集体收跌，美油主力合约跌1.12%，报62.00美元/桶；布伦特原油主力合约跌0.95%，报65.97美元/桶。 欧洲 ...

Core Viewpoint - The U.S. government is actively pursuing the acquisition of a 10% stake in Intel Corporation, with ongoing discussions regarding the details of this transaction [2] Group 1: Government Actions - The U.S. Department of Commerce is working on the acquisition of Intel shares, with Secretary Gina Raimondo addressing the specifics of the deal [2] - Reports indicate that the Trump administration is considering converting federal subsidies approved for Intel into equity stakes in the company [2] Group 2: Company Obligations - Intel is required to provide equity in exchange for federal subsidies, as stated by Secretary Raimondo during an interview [2]

So I go to Asia. First. I ask you why SoftBank is taking that $2 billion stake.Why are they getting Intel to sell more equity to them. Yeah, there's a lot going on here with Intel, but on the software on the SoftBank front, in particular, the founder Masayoshi Son, has had ambitions in the chip area for a long time. He bought ARM Holdings, of course, the chip designer.That's that's that's commonplace in all sorts of smartphones. And he has ambitions to be able to compete in A. I.chips against in Vedere in p ...

Christian, you've put out a React note along with colleagues really talking about how this is all for support, this potential stake. But it wouldn't close the gap with TSMC. Just talk us through your thinking.Yeah, there's like the positives of this stake one near-term that it can help, but we don't think it's it's really positive long term for stakeholders in terms of the near-term positives they get the 10 billion infusion, they get us signaling that the government is behind this and behind and Dylan and ...

Is this a good thing for Intel. It's a life saver. They were on an unclear path before the government decided to renegotiate its deal.Let's not forget that the U.S. government already had a deal with Intel. It's we're going to give you $6 billion and we're going to get a colored profit share down the line. What this administration is doing is just renegotiating the deal.It's saying that's not good enough. We want to take an equity stake. And by the way, Intel is different because part of this deal is a big ...