美政府强化产业干预引发国际媒体关注：加剧市场对政策不确定性担忧

Core Viewpoint - The U.S. government is considering acquiring a 10% stake in Intel, with potential expansion to other chip companies, reflecting a strategic intervention in the semiconductor industry amid Intel's significant losses [1][4][6]. Group 1: Government Intervention - The U.S. government's plan to convert subsidies into equity aims to stabilize Intel and maintain its strategic position in the global semiconductor supply chain [4][9]. - This intervention is seen as a direct response to the challenges faced by Intel, indicating a commitment from the Trump administration to engage in the semiconductor sector [4][6]. Group 2: Market Reactions - The announcement of the government's stake acquisition led to a significant drop in the Nasdaq index, with major chip stocks like Nvidia and Micron experiencing declines, which also affected other sectors such as Tesla and Amazon [6][9]. - The market is concerned about the implications of politicized capital intervention, which may alter corporate operational strategies and increase dependency on government support [4][6]. Group 3: Strategic Policy Shift - The U.S. government is expanding its focus beyond Intel to include companies like Micron, TSMC, and Samsung, indicating a shift towards prioritizing national security and economic needs [9][11]. - This move is part of a broader strategy to enhance domestic semiconductor manufacturing and reduce reliance on foreign suppliers, as evidenced by the investment from the CHIPS and Science Act [9][11].