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].

Core Viewpoint - Intel's stock price surged by 7.38% on August 14, marking a five-day increase of 20.69%, driven by news of potential government investment to support its manufacturing expansion plans [1][2]. Group 1: Stock Performance - Intel's stock reached a year-high of $24.20, the highest since March 2025, reflecting positive market sentiment [1]. - The stock's recent performance indicates strong investor interest and confidence in the company's future prospects [1]. Group 2: Government Involvement - Negotiations are underway between the Trump administration and Intel regarding potential government equity investment to bolster the company's domestic manufacturing efforts [1][2]. - This initiative aims to revitalize Intel's Ohio factory plans, which have faced delays, with the goal of establishing the site as a leading global chip manufacturing hub [1]. Group 3: Financial Implications - If the agreement is finalized, it would provide Intel with financial support to navigate cost-cutting measures and layoffs [2]. - The situation exemplifies direct government intervention in critical industries, similar to past actions in semiconductor and rare earth sectors [2]. Group 4: Investor Considerations - Investors should monitor the progress of negotiations between the Trump administration and Intel, as it could significantly influence the company's strategic direction and market performance [2]. - The evolving dynamics in this strategic industry highlight the importance of staying informed about potential investment opportunities and macroeconomic factors affecting individual stocks [2].

据环球网援引路透社报道，美国总统特朗普要求芯片制造商英特尔的新任首席执行官陈立武立即辞职，称其因与中国企业的关 系而存在 "高度 (利益) 冲突"。消息一出，舆论哗然，英特尔股价也随之大幅波动。这背后到底有着怎样的故事，又折射出美 国怎样的心态呢？ 陈立武何许人也？他出生于马来西亚，后来成为美国公民，在芯片领域那可是经验丰富、投资眼光独到。今年 3 月 18 日，他 正式担任英特尔 CEO，本想着大展拳脚，带领英特尔重振雄风，毕竟英特尔曾是硅谷在全球芯片领域主导地位的基石。 但近年来，英特尔日子不太好过，制造优势被台积电抢走，在英伟达主导的人工智能芯片市场几乎没啥存在感，在长期占据主 导的的数据中心和个人电脑市场，市场份额也被 AMD 不断蚕食。 特朗普突然发难，要求陈立武辞职，这事儿看似突兀，实则不然。此前一天，美国阿肯色州共和党参议员汤姆・科顿就致信英 特尔董事会，就陈立武与中国公司的关系，以及其前公司楷登电子近期涉及的一起刑事案件提出质询。 特朗普便以此认定陈立武存在 "利益冲突"。不过陈立武 8 日在英特尔网站发表声明称，有关自己过去的从业经历，坊间流传着 许多不实信息，他本人 "始终遵循最高的法律和 ...

Core Insights - Intel Corporation has been trading below $30 per share for one year, following a significant decline of approximately 37% between late July and early August [1] Group 1 - The stock has not recovered and remains in the red, indicating ongoing challenges for the company [1]

周四，三大指数波动不大，标普500指数连续第三个交易日创历史新高。美国最新公布的PPI数据强于预 期，促使交易商减少对美联储下月降息的押注并令美国国债走低。对货币政策变化最为敏感的两年期国 债收益率一度上涨两个基点，至3.69%，扭转了早些时候的跌势。美元兑一篮子货币亦上涨。利率互换 显示，美联储在9月会议上降息的可能性为90%，而在一天前，市场已经完全消化了美联储9月的降息。 【美股】截至收盘，道指跌11.01点，跌幅为0.02%，报44911.26点；纳指跌2.47点，跌幅为0.01%，报 21710.67点；标普500指数涨1.96点，涨幅为0.03%，报6468.54点。英特尔(INTC.US)涨7.38%，纳斯达克 中国金龙指数跌2.13%，阿里巴巴(BABA.US)跌3.64%。 【欧股】德国DAX30指数涨190.84点，涨幅0.79%，报24380.75点；英国富时100指数涨10.51点，涨幅 0.11%，报9175.74点；法国CAC40指数涨65.37点，涨幅0.84%，报7870.34点；欧洲斯托克50指数涨 47.40点，涨幅0.88%，报5435.65点；西班牙IBEX35指数涨1 ...

凤凰网科技讯 北京时间8月15日，据彭博社报道，知情人士称，特朗普政府正与英特尔公司进行谈判， 让美国政府入股这家陷入困境的芯片制造商。这再次表明，白宫有意模糊国家与产业之间的界限。 知情人士表示，该交易将有助于支持英特尔在俄亥俄州规划的工厂枢纽建设。英特尔曾承诺将该枢纽打 造为全球最大芯片制造设施，但项目已多次延期。目前，美国政府可能持有的英特尔股份规模尚不清 楚。 英特尔股价周四一度大涨8.9%。截至周四收盘，英特尔股价上涨7.4%，报收于23.86美元，市值约为 1044亿美元。在盘后交易中，英特尔股价继续上涨4%。(作者/箫雨) ...

昨夜今晨，美股市场冲击新高的势头撞上现实——关税引发的美国通胀浪潮终于冒头了。美股三大指数全天陷入挣扎，最终几乎全部平收。 截至收盘，标准普尔500指数涨0.03%，报6468.54点；纳斯达克综合指数跌0.01%，报21710.67点；道琼斯工业平均指数跌0.02%，报44911.26点。理论上标普 500指数再度刷新了"收盘历史新高"，但今天显然不是那种欢快的场景。 （标普500指数日线图，来源：TradingView） 作为背景，美国7月工业生产者出厂价格指数环比暴增0.9%，创2022年6月通胀见顶以来的最大涨幅，市场的事前预期只有0.2%。同比增速也达到3.3%，比 预期值2.5%高了一大截。 Oxford Economics的经济学家马修·马丁表示，PPI报告很可能预示着未来美国消费者将面临的情况。 这也令昨日还在畅想美联储提速降息的市场泄了气。昨日充分预测9月100%降息的交易员们，目前又将降息25个基点的概率回退至92%。 热门股表现 科技巨头整体走势低迷，不过也为稳住大盘贡献了力量。截至收盘，苹果跌0.24%、微软涨0.36%、开打"外卖大战"的亚马逊涨2.86%、英伟达涨0.24%、谷 歌 ...

Group 1 - The Trump administration is in discussions with Intel (INTC.US) regarding a potential government investment to support the company's manufacturing expansion plans in the U.S. [1] - This investment aims to advance Intel's plans for a factory cluster in Ohio, which has faced multiple delays despite being a key project for the company [1][2] - Intel's stock price surged by 8.9% to $24.20 following the news, and the stock has increased approximately 11% year-to-date as of Wednesday's close [1] Group 2 - The Trump administration's intervention in key industries is evident, as it has previously secured a 15% share from semiconductor sales to China and invested in MP Materials Corp. [2] - Intel has been struggling due to market share loss and weakened technological advantages, with CEO Pat Gelsinger focusing on improving the company's financial situation since his appointment [2] - The Ohio expansion plan, initially a significant opportunity under the 2022 CHIPS and Science Act, has faced uncertainty and delays, with the timeline pushed back to the 2030s [2]

Market Overview - The S&P 500 index reached a new all-time high for the third consecutive trading day, while the Dow Jones and Nasdaq experienced slight declines [1] - The latest PPI data in the U.S. exceeded expectations, leading traders to reduce bets on a rate cut by the Federal Reserve next month [1] - The two-year Treasury yield rose by two basis points to 3.69%, reversing earlier declines [1] U.S. Economic Indicators - The PPI increased by 0.9% month-over-month and 3.3% year-over-year, marking the highest inflation rate in three years, driven by a surge in service costs [6] - Initial jobless claims decreased by 3,000 to 224,000, indicating that employers are reluctant to lay off workers [7] - The average rate for a 30-year fixed mortgage fell to 6.58%, the lowest since October of the previous year [8] Company-Specific News - Berkshire Hathaway reduced its stake in Apple by 20 million shares while establishing new positions in UnitedHealth and Nucor [8] - Hillhouse Capital's HHLR Advisors reported a total market value of $3.105 billion, with over 90% in Chinese stocks, highlighting a strong preference for quality Chinese assets [9] - The Trump administration is negotiating a potential investment in Intel to support its domestic manufacturing efforts [10] - Apple Watch's blood oxygen tracking feature has returned to the U.S. market after a legal dispute, now allowing data to be displayed on paired iPhones [11]