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]

Market Trends & Government Intervention - Intel's stock performance has seen a 19% increase this week, potentially influenced by President Trump's focus on Lip Bhutan [1] - The discussion suggests Intel could become a significant foundry business, similar to Taiwan Semiconductor Manufacturing [2] - The Trump administration's focus on national champion companies and bringing back manufacturing to the US aligns with potential government support for Intel [3][5] - Government taking a stake in a company typically doesn't lead to stock rallies, unlike the observed 8% increase [4] - The administration might have been considering investing in Intel while publicly criticizing them [4] - Concerns arise from Lip Bhutan's relationships in China, emphasizing the US versus China tech war and the need for Intel to prioritize US concerns [7] - Government ownership could provide more control over Intel, which might be necessary in the current geopolitical climate [7][8] Financial & Strategic Considerations - The idea of government taking stakes in companies outside of a crisis is unconventional, especially post-Great Financial Crisis [9] - The government's potential stake in Intel is viewed as a strategic move, similar to the 15% stake in MP Materials [11][12] - The discussion highlights the potential for the government to take stakes in other strategic companies [12]

Intel and the Trump administration are discussing the possibility of the U.S. government taking a financial stake in the troubled chip maker https://t.co/yLuzs7ChMl ...

Intel shares ripped higher on news the Trump administration is considering the US government taking a stake in the chipmaker. Hear more in the latest Stock Movers report https://t.co/xQzZTdlgfe ...

U.S. government is reportedly in discussions to take stake in Intel | TechCrunch https://t.co/sLEGvwutGg ...

Core Viewpoint - Intel's stock experienced a significant increase of 7.4% following reports of potential equity investment discussions with the Trump administration aimed at bolstering U.S. manufacturing presence [2]. Group 1: Stock Performance - Intel shares closed up 7.4% on Thursday, marking their highest level since March and recovering from a decline that occurred after a disappointing earnings report last month [2]. - The stock surge occurred in the final hour of trading, indicating strong market interest and investor confidence [1]. Group 2: Government Involvement - The Trump administration is reportedly in talks with Intel regarding a potential equity stake, which would support Intel's manufacturing initiatives in the U.S., particularly a new plant in Ohio [2]. - The size of the potential stake remains unspecified, highlighting uncertainty around the deal [3]. Group 3: Manufacturing Plans - Intel is planning to build two manufacturing facilities in Ohio, with a total investment of $28 billion expected to be completed by 2030 [3]. - The discussions about the potential investment are still in the speculative stage, as noted by White House Spokesman Kush Desai [3].