本周一，特朗普在会见了英特尔CEO陈立武后，对陈立武表示赞赏，并称政府将与其进行谈判。周四有报道称，特朗普政府正在与英特尔进行谈判，考虑由美国政府入股该公司，该协议将有助于巩固英特尔在俄亥俄州规划的工厂基地，扩展本土制造。英特尔周四盘中飙升7%，盘后继续涨超4%。外汇交易员 (@myfxtrader):特朗普敦促英特尔CEO陈立武辞职，英特尔美股盘前跌近3%， ...

美国政府考虑入股芯片巨头英特尔。 据媒体报道，本周一，特朗普在会见了英特尔首席执行官陈立武（Lip-Bu 陈立武）后，提出计划通过收购股权来帮助这家陷入困境的美国芯片制 造商。 值得注意的是，就在此次会面前一周，特朗普还曾呼吁陈立武辞职。但会面后，特朗普对陈立武表示赞赏，并称政府将与其进行谈判。 报道称，推动政府介入英特尔的关键因素是特朗普希望重振该公司在俄亥俄州的工厂项目。 芯片、钢铁、稀土……特朗普政府加速扶持"战略行业" 这一举措进一步体现了特朗普政府对美国企业、尤其是战略行业企业采取的干预主义策略。 今年早些时候，特朗普政府在批准日本新日铁收购美国钢铁时获得了所谓的"黄金股（a Golden Share）"，赋予华盛顿对关键决策的否决权。 上个月，美国国防部还宣布将以4亿美元收购鲜为人知的美国稀土生产商MP Materials Corp.的优先股，成为该公司的最大股东。 有分析指出，此举颠覆了投资者、分析师、行业高管，甚至资深政府官员对私营企业与政府"打交道"的传统看法。 政府资本注入或缓解财务压力 来自政府的资本注入可能有助于重启英特尔发展势头，并缓解这家公司在削减成本和裁员上所面临的压力。 此前， ...

英特尔股价在尾盘出现快速拉升，最终上涨7.38%，盘后交易中继续上涨超过3%。有报道称特朗普政府 正考虑入股英特尔。彭博社援引知情人士消息称，特朗普政府正在与英特尔谈判，探讨美国政府入股的 可能性。英特尔是美国唯一拥有本土尖端芯片制造技术的公司，政府入股可能有助于资助其在俄亥俄州 建厂的计划。此前，特朗普曾要求英特尔CEO陈立武辞职，但双方会面后，特朗普转而称赞陈立武的成 功与崛起是一个了不起的故事。 来源：金融界 当前英特尔正处于战略调整的困难阶段。其2025年第二季度财报显示，公司营收128.6亿美元，同比几 乎持平，但净亏损超过29亿美元，同比扩大了81%。此外，英特尔正在进行大规模裁员。在发布二季报 时，CEO陈立武宣布计划在2025年底前将员工总数从约10.98万人削减至7.5万人，降幅达15%，人员缩 减将包括裁员和自然流失。陈立武表示："这些是必要且艰难的决定，旨在简化组织结构、提高执行效 率，并将更多资源投入到未来增长领域，尤其是AI和晶圆代工。" ...

英特尔尾盘突然爆发。 当地时间8月14日（周四）收盘，美股三大指数涨跌不一，标普500指数涨0.03%，纳指跌0.01%，道指跌0.02%。 此外，英特尔还在进行大规模裁员。在2025年二季报发布之时，英特尔CEO陈立武宣布计划将员工数量减少15%，在2025年年底 之前将员工总数从约10.98万人削减至7.5万人，人员缩减涵盖裁员和自然流失。陈立武表示："这些是必要且艰难的决策，旨在简 化组织结构、提高执行效率、把更多资源投入未来增长领域，尤其是AI和晶圆代工。" 特朗普预测"普特会"成功率 当地时间8月14日，美国总统特朗普表示，他与俄罗斯总统普京15日将在美国阿拉斯加州举行的会晤有"25%的几率"不成功。特 朗普表示，相信普京有意愿就俄乌冲突达成协议，他与普京的会晤如果取得积极进展，将给有乌克兰总统泽连斯基参与的下一次 会晤铺路。 中概股普遍下跌，纳斯达克中国金龙指数下跌2.13%，理想汽车、高途、金山云、名创优品跌超4%，小鹏汽车、网易、蔚来、亿 咖通、阿里巴巴跌超3%，京东、百度、亚朵、哔哩哔哩、爱奇艺、搜狐跌超2%。不过，迅雷大涨12.72%，微博大涨11.28%，有 道大涨9.91%，这些公司二 ...

此前，特朗普曾要求英特尔CEO陈立武辞职，但在双方会面之后，特朗普改口盛赞陈立武成功与崛起堪称一个了不起的故事。 英特尔尾盘突然爆发。 当地时间8月14日（周四）收盘，美股三大指数涨跌不一，标普500指数涨0.03%，纳指跌0.01%，道指跌0.02%。 热门科技股方面，英特尔尾盘直线拉升，股价上涨7.38%，盘后该股继续上涨超3%；亚马逊股价上涨2.86%，奈飞上涨2.17%， 谷歌A上涨0.49%，微软股价上涨0.36%，Meta上涨0.26%，英伟达股价上涨0.24%，苹果下跌0.24%，特斯拉下跌1.12%。 中概股普遍下跌，纳斯达克中国金龙指数下跌2.13%，理想汽车、高途、金山云、名创优品跌超4%，小鹏汽车、网易、蔚来、亿 咖通、阿里巴巴跌超3%，京东、百度、亚朵、哔哩哔哩、爱奇艺、搜狐跌超2%。不过，迅雷大涨12.72%，微博大涨11.28%，有 道大涨9.91%，这些公司二季度财报业绩均超出预期。 特朗普政府考虑"入股英特尔" 据彭博社援引知情人士消息，特朗普政府正在与英特尔进行谈判，讨论美国政府入股英特尔潜在事宜，英特尔是美国唯一一家拥 有在美国本土制造尖端芯片技术的公司，而政府入股将有助于 ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 44911.26 | -11.01 | -0.02% | | | 纳斯达克 | 21710.67 | -2.47 | -0.01% | | | 标普500 | 6468.54 | 1.96 | 0.03% | | | 欧洲斯托克50 | 5434.70 | 46.45 | 0.86% | | | 英国富时100 | 9177.24 | 12.01 | 0.13% | | | 法国CAC40 | 7870.34 | 65.37 | 0.84% | | | 德国DAX30 | 24377.50 | 191.91 | 0.79% | | | 俄罗斯RTS | 1175.86 | -0.68 | -0.06% | | | 创业板指导 | | 2469.66 " . 80 gu c 36.84 0 " | -1.08% | | | 恒生指数 | 25519.32 | -94.35 | -0.37% | | | 恒生国企指数 | 9128.93 | -21.12 | - ...

Core Viewpoint - Intel's stock experienced a significant surge, rising 7.38% during the trading session, attributed to potential government investment discussions and strategic adjustments within the company [2][6]. Group 1: Intel's Stock Performance - On August 14, Intel's stock price increased by 7.38%, continuing to rise over 3% in after-hours trading [2]. - The broader market showed mixed results, with the S&P 500 up 0.03%, while the Nasdaq and Dow Jones experienced slight declines [2]. Group 2: Government Involvement - The Trump administration is reportedly in talks with Intel regarding a potential government investment, which could support the establishment of a new factory in Ohio [6]. - This move is significant as Intel is the only U.S. company capable of manufacturing advanced chips domestically [6]. Group 3: Intel's Financial Situation - Intel's Q2 2025 revenue was reported at $12.86 billion, showing little year-over-year change, but the company faced a net loss exceeding $2.9 billion, a year-over-year increase of 81% [7]. - The company is undergoing a major workforce reduction, with plans to cut its employee count by 15%, reducing from approximately 109,800 to 75,000 by the end of 2025 [7]. - CEO Pat Gelsinger emphasized that these decisions are necessary to streamline operations and focus resources on future growth areas, particularly in AI and foundry services [7].

Market Overview - The Shanghai Composite Index has surpassed 3700 points, with total market trading volume exceeding 2 trillion yuan, indicating a strong market characteristic and further solidifying the foundation for a slow bull market [1][10] - The market shows clear signs of sector rotation and upward movement, suggesting that holding stocks is advisable in the short to medium term [1][10] Economic Data - The National Bureau of Statistics released the national economic operation data for July [2] - The U.S. Producer Price Index (PPI) rose by 3.3% year-on-year in July, with a month-on-month increase of 0.9% [6] U.S. Stock Market Performance - The U.S. stock market showed mixed results, with the S&P 500 index slightly up by 0.03%, while the Dow Jones Industrial Average fell by 0.02% [3] - Intel shares surged by 7.4% following reports of potential government investment, while other tech stocks like Amazon and Netflix rose over 2% [3] Chinese Stock Market Performance - The Nasdaq Golden Dragon China Index fell by 2.13%, with major Chinese stocks like Li Auto and Alibaba experiencing declines of over 4% [4] Company Announcements - JD Group reported a second-quarter revenue of 356.7 billion yuan, a year-on-year increase of 22.4%, but net profit decreased to 6.2 billion yuan from 12.6 billion yuan in the same period last year [7] - China Shipbuilding Industry Company announced plans to terminate the listing of China Shipbuilding Heavy Industry Company following a merger [9] - Aimeike's subsidiary REGEN is involved in a significant arbitration case, with claims amounting to approximately 1.6 billion yuan [10]

就在 Meta 以上亿美元年薪疯狂招揽 AI 人才之际，美国计算机专业的应届毕业生们却面临着毕业即失业的残酷现实。 这也印证了 Anthropic 创始人 Dario Amodei 经常谈论的那句话：AI 可能淘汰一半的初级白领工作，并将失业率推高 10%～20%。 在我们的认知里，好像计算机才是热门专业，高薪好就业。以前我们也经常听到公司高管们劝说学生学习计算机编程，他们的话术是，只要学会写代码、 努力拿到计算机学位，起薪就能轻松突破六位数。 这些金光闪闪的承诺，曾让无数年轻人前赴后继地扎进 CS 专业。 只是没想到，AI 首先淘汰的是学习计算机专业的毕业生。 根据纽约时报最新报道，纽约联邦储备银行最新数据显示，22～27 岁的计算机科学与计算机工程专业毕业生正面临最严峻的就业形势，失业率分别高达 6.1% 和 7.5%。 这一数字达到生物学和艺术史专业应届毕业生失业率（仅 3%）的两倍以上，颠覆了长期以来理工科就业优势的传统认知。 下面是对各专业大学毕业生的一些数据统计，包括失业率、平均薪资等。 | MAJOR | UNEMPLOYMENT | UNDEREMPLOYMENT | MEDIAN WAGE ...

Core Viewpoint - The Trump administration is negotiating with Intel to potentially invest in the company to support its domestic chip manufacturing efforts, particularly the stalled Ohio factory project, which has led to a significant increase in Intel's stock price [1][3]. Group 1: Government Involvement - The U.S. government is considering purchasing shares in Intel to bolster its domestic manufacturing initiatives, which could improve Intel's financial situation and suggest that CEO Pat Gelsinger will remain in his position [3][5]. - This move is part of a broader trend of direct government intervention in key industries, as seen with other companies like Nvidia and AMD, which have agreed to share a portion of their revenues from China with the U.S. government [6]. Group 2: Intel's Financial Situation - Intel has been struggling with market share and technological leadership, leading to delays in its Ohio factory project, which was initially seen as a key part of its revival strategy [7]. - The project has faced multiple postponements, with the timeline now pushed to the 2030s, and the company has been focusing on financial restructuring under the new CEO [7]. Group 3: Market Reaction - Following the news of potential government investment, Intel's stock price surged, closing up 7.38% at $23.86, with a year-to-date increase of 18% [3][5].