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今夜,跳水!
中国基金报· 2025-08-19 16:12
Group 1 - The core viewpoint of the article highlights the mixed performance of US stock indices, with the Dow Jones reaching a historical high while the Nasdaq and S&P 500 faced declines due to pressure from major chip manufacturers [2][9] - The Dow Jones Industrial Average (DJIA) fluctuated, initially reaching a high of 45,207.39 before dropping, while the Nasdaq Composite Index fell by approximately 1% [3][4] - Notable declines were observed in major tech stocks, including Nvidia, AMD, and Tesla, contributing to the overall downward trend in the Nasdaq and S&P 500 indices [9][10] Group 2 - Nvidia's stock dropped by 2% amid reports of developing a new chip for China, which is expected to outperform the currently allowed H20 model [9] - Other chip manufacturers, such as AMD and Broadcom, saw declines of 4% and 2% respectively, indicating a broader trend of weakness in the semiconductor sector [9] - OpenAI's CEO expressed concerns about the current AI industry's bubble phase, suggesting that while there may be significant losses for some investors, the technology will ultimately drive societal change [9] Group 3 - Home Depot's stock rose by 3.7%, positively impacting the Dow Jones, despite the company reporting second-quarter profits below expectations [10] - Investors are awaiting earnings reports from Lowe's, Walmart, and Target to gauge consumer conditions amid uncertain inflation and changing US trade policies [10] - The market is closely monitoring Federal Reserve Chairman Jerome Powell's upcoming speech for insights into future monetary policy directions [15][16]
Bessent says the US wouldn't use a rumored stake in Intel 'to drum up business'
Business Insider· 2025-08-19 15:59
A US stake in Intel doesn't mean that President Donald Trump would put his finger on the scale for the beleaguered chipmaker. Treasury Secretary Scott Bessent said on Tuesday that while the White House wants to increase US-based production of semiconductors, it would not pressure companies to do business with Intel. "Yeah, the last thing we're going to do is put pressure, is to take a stake and then try to drum up business," Bessent said during an interview on CNBC." Business Insider tells the innovative st ...
SoftBank's $2B Intel investment
CNBC Television· 2025-08-19 15:58
possibilities. >> Shares of Intel soaring today after this $2 billion investment from SoftBank. It comes as the Trump administration considers at least a 10% stake in the chip maker.Kristina Partsinevelos has the latest in today's tech check. What a busy day on your beat. >> KP yeah, it's been a busy few years, which is great for me, but let's talk about Intel because it is getting a $2 billion lifeline from SoftBank.And shareholders really need to understand what this means for their investment. It's not s ...
X @The Wall Street Journal
SoftBank’s $2 billion investment in Intel offers the challenged chip maker a lifeline https://t.co/QsrPuNJABb ...
Lutnick says Intel has to give government equity in return for CHIPS Act funds
CNBC· 2025-08-19 15:40
Commerce Secretary Howard Lutnick said Tuesday that Intel must give the U.S. government an equity stake in the company in return for CHIPS Act funds. "It's not governance, we're just converting what was a grant under Biden into equity for the Trump administration, for the American people," Lutnick said. "Non-voting." Bloomberg reported Monday that the White House was discussing a 10% stake in Intel, in a deal that could see the U.S. government become the chipmaker's largest shareholder. Intel and SoftBank a ...
深夜美股下挫,黄金跌破3330美元,中概股逆势飘红
21世纪经济报道· 2025-08-19 15:38
Market Overview - The U.S. stock market showed mixed performance with the Nasdaq down 1.14%, S&P 500 down 0.38%, and Dow Jones up 0.25% as of 23:02 [1] - Major indices such as Nasdaq 100 and the Wande American Technology Seven Giants Index also experienced declines of 1.10% and 1.41% respectively [2] - Commodities saw a drop in gold prices and a decline in oil prices across the board [2] Precious Metals and Energy - Gold prices fell below $3,330 per ounce, with the latest price at $3,329.80, down 0.09% [3] - COMEX gold futures also saw a slight decline of 0.12% [3] - WTI crude oil and ICE Brent crude oil prices decreased by 1.00% and 0.83% respectively [3] Chinese Stocks Performance - Several Chinese concept stocks rose against the trend, particularly in the new energy vehicle sector, which saw an increase of over 2% [6] - Notable gainers included Color Star Technology, which surged over 22%, and several others like YSXT and RAYA, which rose over 10% [7][8] Economic Indicators and Federal Reserve Outlook - Jerome Powell is set to deliver a significant speech, with market concerns that he may counter the growing expectations for aggressive rate cuts [5][18] - Analysts suggest that a 50 basis point rate cut in September may be unlikely, as Powell is expected to maintain a cautious stance [18][19] - The upcoming Jackson Hole Economic Symposium is anticipated to be a platform for Powell to clarify the Fed's position on interest rates [18][20] Market Reactions and Predictions - Historical data indicates that the "Jackson Hole week" typically yields positive returns for the S&P 500, with a median weekly gain of 0.8% [22] - However, the current high P/E ratio of 25.5 for the S&P 500 raises concerns about potential market corrections if Powell's remarks disappoint investors [22] - Analysts predict that if Powell maintains a hawkish tone, it could lead to a negative impact on the market, although a 25 basis point cut remains a strong possibility [23][24]
利好突袭!飙涨!
Zhong Guo Ji Jin Bao· 2025-08-19 15:36
Group 1 - SoftBank Group has signed a final securities purchase agreement to invest $2 billion in Intel, acquiring shares at a price of $23 each, which is slightly below the previous closing price of $23.66 [6][5] - This investment positions SoftBank among Intel's top ten shareholders, reflecting a long-term vision to support digital transformation and advanced technologies [6][5] - Intel's CEO expressed enthusiasm for deepening the partnership with SoftBank, highlighting the shared commitment to advancing U.S. technology and manufacturing leadership [6][5] Group 2 - The Trump administration is considering converting part or all of the funding from the CHIPS and Science Act into equity to acquire approximately 10% of Intel, potentially making the U.S. federal government the largest shareholder [9][8] - Intel is set to receive around $10.9 billion in subsidies for commercial and military purposes, which aligns closely with the estimated $10.5 billion needed for the 10% equity acquisition [9][8] - Recent discussions between Trump and Intel's CEO focused on strengthening U.S. technology and manufacturing leadership, with potential government investment seen as a way to revitalize Intel's struggling foundry business [10][9]
US pursuing stake in struggling chipmaker Intel, commerce secretary says
The Guardian· 2025-08-19 15:19
The US government is pursuing a stake in Intel, the US commerce secretary said on Tuesday, confirming reports of discussions between officials and the company that have circulated for the better part of a week. The Trump administration wants to convert funding from the Chips and Science Act, which funds research and manufacturing of semiconductor chips in the US, into equity in the struggling tech company, according to Howard Lutnick. Intel was once a leader in producing computer processors, but is now seen ...
X @Bloomberg
Bloomberg· 2025-08-19 15:02
Less than two weeks after Trump called for the ouster of Intel’s Lip-Bu Tan, the company’s CEO has a shot at securing billions of dollars in fresh capital that could help him turn around the chipmaker https://t.co/HEKSxwrngR ...
深夜,暴涨!芯片,传出大消息!
券商中国· 2025-08-19 15:00
软银20亿美元投资英特尔 当地时间周一晚间,英特尔与软银集团联合宣布,双方已签署最终证券购买协议。根据该协议,软银集团将对英特尔普 通股进行20亿美元的投资。完成投资后,软银将成为英特尔第五大股东,持股比例约2%。周二美股盘中,英特尔股价一 度暴涨近12%。 根据协议,软银集团将以每股23美元的价格购买英特尔的普通股,较英特尔周一收盘价(23.66美元/股)折价约2.8%。软 银集团此举被视为对英特尔的重要支持。近年来,英特尔陷入经营困境,2024年,英特尔亏损188亿美元,为1986年以来 首次年度亏损。 软银集团表示,对英特尔的投资建立在长期愿景之上,即通过加速获取支持数字化转型、云计算和下一代基础设施的先 进技术,实现人工智能革命。 软银集团董事长兼CEO孙正义称,半导体是每个行业的基础。50多年来,英特尔一直是值得信赖的创新领导者。这项战 略投资反映了软银的信念,即先进的半导体制造和供应将在美国进一步扩大,英特尔将发挥关键作用。 据路透社报道,知情人士表示,这家日本公司将只持有英特尔的股权,既不会寻求董事会席位,也不会承诺购买英特尔 的芯片。 芯片巨头,迎来"救兵"! 北京时间19日晚间,在美股市场上 ...