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芯片巨头突发,最高暴涨30%
Zheng Quan Shi Bao·2025-09-18 13:50

Group 1 - Nvidia announced a $5 billion investment in Intel to jointly develop chips for PCs and data centers, with Nvidia purchasing Intel shares at $23.28 each, a 6.5% discount from the previous closing price [1] - Intel's stock surged by 30% in pre-market trading following the announcement, while Nvidia's stock saw a modest increase of 3% [1] - The collaboration will integrate Nvidia's graphics processing technology into Intel's next-generation PC chips and provide processor support for data center products based on Nvidia hardware, without altering their independent development strategies [1] Group 2 - Analysts suggest that Nvidia's investment reflects a desire for diversification in its U.S. investments and aims to maintain favorable relations with the U.S. government, indicating a need for Nvidia to expand its business scope [2] - Intel is seen as needing a viable business model and a partner to regain market interest, making Nvidia an ideal collaborator given the skepticism surrounding Intel's future prospects [3] - The partnership may also align with U.S. government interests in domestic chip production, as the government previously invested in Intel to support the establishment of a major chip manufacturing facility in Ohio [3]