英特尔盘前涨超4%，特朗普称苹果已投资英特尔。 来源：滚动播报 ...

| INTC 英特尔 | | | --- | --- | | 47 .290 + +3.230 +7.33% | 收盘价 01/13 15:59 美东 | | 48.950 ↑ 1.660 +3.51% | 盘前价 01/14 04:08 美东 | | 三 24 24 4 8 8 8 日 | ● 快捷交易 | | 最高价 48.240 | 开盘价 45.890 成交量 1.69亿 | | 最低价 45.215 | 昨收价 44.060 成交额 79.31亿 | | 平均价 47.026 | 市盈率TM 788.17 总市值 2255.73亿(---) | | 振 幅 6.87% | 市盈率(静) 亏损 总股本 47.7亿 | | 换手率 3.54% | 市净率 2.120 流通值 2251.83亿 | | 52周最高 48.240 | 委 比 -50.00% 流通股 47.62亿 | | 52周景低 17.665 | 量 比 1.37 每 手 1股 | | 历史最高 62.294 | 股息TIM -- | | 历史最低 0.495 | 股息率ITM -- | 昨日收涨7.33%的英特尔(INTC.US)今日美 ...

Group 1 - President Trump's intervention has led to substantial gains for Intel Corporation, although he is uncertain about further investments in the company [1][2] - Intel's valuation has increased significantly, attracting investments from major players like Apple and Nvidia [2] - The U.S. government acquired a 10% stake in Intel through an $8.9 billion investment linked to the CHIPS Act, making it Intel's largest shareholder [3] Group 2 - Intel secured a $5 billion investment from Nvidia as part of its AI reset strategy, aiming to establish itself as a leader in the AI sector [4] - Intel has approached Apple regarding a potential investment and has signed an NDA to explore advanced chip manufacturing processes [5] - Intel's stock surged 146.30% over the past six months, closing at $47.29 after a KeyBanc upgrade due to strong AI server demand [6]

据白宫官方发布的视频显示，特朗普在采访时透露，"苹果公司已出手投资英特尔"。目前，苹果公司及英特尔尚未证实此事。 ...

Group 1: AI Integration and Hardware Innovation - AI remains the main theme of CES 2026, with a significant shift from software to physical world integration, empowering various AI terminals [1] - Generative AI is driving a new wave of innovation, with AI smartphones and AI PCs expected to benefit from consumer upgrade cycles, entering an upward trend [1] - AI glasses and embodied intelligent robots have transitioned from the "0 to 1" stage to the "1 to N" stage, with product shipments anticipated to maintain rapid growth [1] Group 2: AI Chip Development - Major tech companies like NVIDIA, AMD, Intel, and Qualcomm showcased advancements in AI chips at CES 2026, with continuous iteration in chip architecture and manufacturing processes [1] - NVIDIA announced the full production of the Vera Rubin platform, integrating six key chips and achieving a tenfold reduction in AI inference costs [1] - AMD's Helios platform, based on MI455X, demonstrated a tenfold performance improvement over previous generations, gaining recognition from leading clients like OpenAI [1] Group 3: Traditional Consumer Electronics - Lenovo introduced innovative AI PCs with rollable screens and foldable designs, enhancing AI interaction experiences through its "hybrid AI" strategy [2] - Dell and HP upgraded their flagship AI PC products, significantly improving edge AI performance [2] - Samsung and Honor showcased advancements in AI smartphones, with Samsung presenting a foldable OLED display and Honor unveiling the world's first robot phone [2] Group 4: New AI Terminals - New AI terminals, particularly AI glasses, are innovating rapidly, with Chinese brands leading the charge [2] - Thunderbird showcased the world's first eSIM smart AR glasses, marking a shift towards independent communication for AR devices [2] - AI models are moving beyond software, enabling personalized applications in emotional companionship, health, and pet care, indicating a new phase for the AI terminal industry [2] Group 5: Automotive and Robotics - NVIDIA's open-source Alpamayo system is lowering the development threshold for Level 4 autonomous driving, while Chinese automakers like Geely and Great Wall are advancing full-stack autonomous driving solutions towards mass production [3] - Innovations in mobility are diversifying, with products like the Strutt smart wheelchair and Verge solid-state battery electric motorcycle reshaping future travel experiences [3] - Embodied intelligence is gaining traction, with NVIDIA's Jetson Thor chip and Isaac platform fostering an open ecosystem, while Boston Dynamics and LG are pushing for large-scale industrial applications [3]

Don’t call it a comeback. Actually, wait. In this case, definitely call it a comeback. Shares of Intel popped 7.3% on Tuesday after scoring an upgrade from KeyBanc Capital Markets analyst John Vinh, who said the company’s progress in leading-edge chips has positioned it to take Samsung’s spot as the world’s No. 2 foundry behind the Taiwan Semiconductor Manufacturing Company (TSMC). In this case, settling for the silver medal is pretty swell. SUBSCRIBE:  Receive more of our free The Daily Upside newslett ...

Macroeconomic and Market Analysis - The State Council Information Office will hold a press conference on January 14, 2026, to introduce the full-year import and export situation for 2025, which is significant for assessing China's external demand performance and related industry prosperity [1][5] Sector Hotspots and Rotation - The U.S. has relaxed export controls on Nvidia's H200 chips to China, as announced on January 13, 2026. This adjustment, previously indicated by former President Trump, allows for the sale of this AI chip, with the U.S. Department of Commerce responsible for approval and security review, potentially benefiting the domestic semiconductor industry and AI-related sectors [2][6] Peripheral Markets and Related Assets - On Tuesday, U.S. stock indices closed lower, with the Dow Jones down 0.80%, Nasdaq down 0.10%, and S&P 500 down 0.19%. Large tech stocks showed mixed results, with Intel up over 7% and AMD up over 6%, while Micron and Qualcomm fell over 2%. The Nasdaq Golden Dragon China Index dropped 1.84%, with notable declines in Chinese concept stocks, which may exert pressure on A-share sentiment [3][7] Commodity Market Dynamics - In domestic commodity futures, methanol rose 2% to 2308.00 yuan, fuel oil increased 5% to 2560.00 yuan, silver surged 6% to 22336.00 yuan, and tin climbed 4% to 398380.00 yuan, indicating significant volatility in energy and base metals [4][8] - Internationally, spot gold reached a historical high of $4631.34 per ounce, with New York futures surpassing $4640 per ounce. Spot silver and New York futures both exceeded $89 per ounce, reflecting heightened market risk aversion [4][8]

此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能 芯片。据悉，上述对华销售将由美国商务部负责审批和安全审查，美方还将从相关交易中收取 约25%的费用。 当地时间1月13日，美国政府批准英伟达向中国出口其人工智能芯片H200。该决定预计将重启 H200芯片对中国客户的出货。 来源丨央视新闻 编辑丨张嘉钰 道指跌近400点，英特尔大涨7%，中概股普跌，文远知行跌超10%，比特币涨5%创年内新 高 重磅数据公布，美股期货瞬间拉高，黄金白银跳涨，美元指数下挫20点 万亿产业迎利好，工信部重磅部署 SFC 21君荐读 ...

Market Performance - The Dow Jones Industrial Average closed down 0.8%, the S&P 500 fell by 0.2%, and the Nasdaq decreased by 0.1% [1] - The Nasdaq Golden Dragon China Index dropped by 1.86% [1] - Intel shares rose by 7.3%, Google increased by 1%, while Pinduoduo fell by 5.4% and JPMorgan Chase declined by 4% [1] Commodity Market - New York gold prices fell by over 0.4% [1] - The SPDR Gold Trust, the world's largest gold ETF, increased its holdings by 3.43 tons to a total of 1,074.23 tons [1] - The iShares Silver Trust, the largest silver ETF, saw a decrease in holdings by 26.79 tons, bringing the total to 16,321.16 tons [1] Technology Sector - The U.S. has relaxed export controls on Nvidia's H200 chips to China, with sales now subject to approval and security review by the U.S. Department of Commerce [1] Geopolitical Developments - Israel announced its withdrawal from several UN agencies, citing "anti-Israel bias" [1] - Iran reported the arrest of 297 individuals linked to unrest associated with the U.S. and Israel [1] - U.S. Energy Secretary Dan Brouillette stated that the U.S. would be willing to cooperate with Iran in the oil sector if the Iranian regime collapses [1] - Reports indicate that a U.S. envoy secretly met with Iran's former crown prince, as the Trump administration reassesses opposition forces [1] - President Trump mentioned that all meetings with Iranian officials have been canceled and suggested that it is a good idea for Americans to evacuate Iran [1] U.S. Domestic Policy - President Trump stated that a decision on the Federal Reserve Chair will be made in the coming weeks [1] - A senior U.S. official indicated that the U.S. may take concrete steps to acquire Greenland in the coming weeks or months, with options including direct purchase or encouraging Greenland's independence for closer ties with the U.S. [1] Oil Inventory - As of January 9, API reported U.S. crude oil inventories at 5.278 million barrels, against an expectation of a decrease of 2.238 million barrels and a previous value of a decrease of 2.766 million barrels [1]

Core Viewpoint - The U.S. stock market experienced a decline across major indices, with notable movements in specific sectors and companies, particularly in technology and banking [1] Group 1: Market Performance - On January 13, major U.S. stock indices closed lower, with the Dow Jones Industrial Average down 0.80% at 49,191.99 points, the S&P 500 down 0.19%, and the Nasdaq Composite down 0.10% [1] - The KBW Bank Index fell by 1.3%, reflecting broader concerns in the banking sector [1] Group 2: Individual Company Performance - Intel's stock rose significantly by 7.33%, reaching a nearly two-year high, while its competitor AMD also saw an increase of over 6% [1] - Alphabet, Google's parent company, saw its stock increase by 1.24%, achieving a market capitalization of $4.05 trillion, following a significant partnership with Apple to support AI features [1] - JPMorgan Chase's stock fell by 4.19% despite exceeding market expectations for Q4 2025 revenue and earnings, due to an unexpected decline in investment banking fees [1] - Visa's stock dropped by 4.46%, amid concerns regarding the potential impact on credit card business profitability following President Trump's call for a 10% cap on credit card interest rates [1] Group 3: Sector Trends - The banking and payment sectors faced widespread pressure, with market sentiment influenced by regulatory concerns and profitability outlooks [1] - The Nasdaq Golden Dragon China Index, which tracks U.S.-listed Chinese companies, declined by 1.86%, with Pinduoduo's stock falling by over 5% [1]