第一财经网·2025-09-18 23:13Group 1 - Nvidia announced a $5 billion investment in Intel and a collaboration agreement to jointly develop artificial intelligence infrastructure and personal computing products [1][2] - Intel's stock surged by 22.8%, marking its largest single-day gain since October 1987, following Nvidia's investment announcement [2] - The collaboration includes Intel customizing x86 CPUs for Nvidia in the data center sector and producing SoCs integrated with Nvidia's RTX GPUs for personal computing [2] Group 2 - The Philadelphia Semiconductor Index rose by 3.6%, with the S&P 500 Technology sector increasing by 1.36% and the Nasdaq Technology sector up by 0.94% [3] - Seven out of eleven sectors in the S&P 500 closed higher, with consumer staples and discretionary sectors experiencing the largest declines [4] - The Russell 2000 Index reached a closing high of 2466 points, the first since November of the previous year, benefiting from a low interest rate environment [4] Group 3 - Initial jobless claims in the U.S. fell significantly to 231,000, below market expectations of 240,000, indicating a cooling labor market [4] - Federal Reserve Chairman Jerome Powell emphasized the focus on the weak job market and hinted at potential future rate cuts [4] - The 10-year U.S. Treasury yield rose by 3.2 basis points to 4.108%, while the 2-year yield increased by 2.5 basis points to 3.572%, with a yield spread of 53.4 basis points [4]