Intel(US:INTC) Zheng Quan Shi Bao·2025-08-29 00:11Group 1: Federal Reserve and Economic Outlook - Federal Reserve Governor Waller supports a 25 basis point rate cut in the September meeting, with expectations for further cuts in the next 3 to 6 months unless significant economic weakness is shown in the August employment report [5] - The probability of a 25 basis point rate cut in September is estimated at 86.2%, while the likelihood of maintaining rates is only 13.8% [5] Group 2: Stock Market Performance - On August 28, U.S. stock markets opened higher, with the Nasdaq up 0.53%, S&P 500 up 0.32%, and Dow Jones up 0.16%, with both Dow and S&P 500 reaching new closing highs [1] - Popular tech stocks mostly rose, with Google A up over 2%, Amazon up over 1%, while Tesla fell over 1% and Nvidia slightly decreased by 0.79% [2] Group 3: Intel and Government Involvement - Intel's CFO announced receipt of $5.7 billion in unpaid funds from the CHIPS Act, which will convert into government equity, raising concerns about potential impacts on customer relationships [3] - The Trump administration's investment of $8.9 billion for a 9.9% stake in Intel aims to prevent the sale of its chip manufacturing division, but may alter how clients perceive the company [3] Group 4: EU-U.S. Trade Relations - The European Commission proposed legislation to eliminate certain tariffs on U.S. goods, including industrial products and seafood, to enhance transatlantic trade relations [6] - The U.S. has committed to reducing tariffs on EU automobiles and parts from 27.5% to 15%, while also implementing zero or near-zero tariffs on various EU products starting September 1 [6]