智通财经网·2025-09-18 15:00Group 1 - Nvidia invests $5 billion in Intel, purchasing shares at $23.28 each, a 6.5% discount from the previous closing price [1] - Intel's market capitalization is approximately $116 billion, and Nvidia's stake will be less than 5% [1] - Nvidia's market cap exceeds $4 trillion, making it a dominant player in the semiconductor industry [1] - Analysts view this investment as a game-changing event for Intel, positioning it strongly in the AI market [1] Group 2 - Cambricon's earnings call left three major uncertainties, with management only addressing a small portion of investor questions [2] - The company provided a vague outline of its development blueprint centered around computing power, but did not clarify key clients or sustainability of performance [2] Group 3 - Goldman Sachs maintains an "overweight" rating on A-shares and H-shares, predicting an 8% and 3% increase respectively over the next 12 months [3] - The foundation for a "slow bull" market in A-shares appears stronger than ever, driven by market reforms and the introduction of long-term capital [3] Group 4 - China's Ministry of Foreign Affairs responded to reports of Chinese companies halting purchases of Nvidia chips, opposing discriminatory practices in trade and technology [4] - The Ministry of Commerce reiterated China's stance against politicizing technology and trade issues, emphasizing the importance of principles and fairness [5] Group 5 - The STAR Market in China saw a record trading volume of 361.05 billion yuan, with significant contributions from major companies [6][7] - The top three companies by trading volume on the STAR Market were Cambricon, SMIC, and Haiguang Information, with volumes of 23.495 billion yuan, 25.15 billion yuan, and 19.12 billion yuan respectively [7] Group 6 - US stock indices rose, with Intel's shares increasing by 24% following Nvidia's investment announcement [8] - The semiconductor sector saw a broad increase, with ASML rising over 6% and Tesla gaining nearly 1% after a significant order [8] Group 7 - The US jobless claims fell significantly to 231,000, marking the largest drop in nearly four years, despite ongoing challenges in the labor market [9] - The UK maintained its interest rates at 4%, with a decision to slow down quantitative tightening, aligning with market expectations [10] Group 8 - Japan may consider tightening monetary policy as early as October, even if a pro-easing candidate wins the leadership election [11] - The Ministry of Science and Technology in China is promoting the application of humanoid robots in various industries, indicating a strong future market potential [13] - Analysts predict a long-term upward cycle for the robotics sector, driven by both domestic and international market dynamics [14]