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A股盘前播报 | 英特尔(INTC.US)暴涨22%!高盛维持A股和H股超配评级
智通财经网·2025-09-19 00:37

Company Insights - Intel's stock surged over 22% following NVIDIA's announcement of a $5 billion investment, with a share price set at $23.28. Intel will customize x86 CPUs for NVIDIA, which will integrate them into AI infrastructure platforms for market deployment [1] - Tianpu Co. experienced a continuous 12-day trading limit increase, prompting the Shanghai Stock Exchange to suspend trading for some investors due to abnormal trading behaviors that disrupted market order [3] - Huawei announced its Ascend AI chip roadmap, planning to launch the Ascend 950PR next year, utilizing self-developed HBM technology. This move is expected to enhance China's domestic computing power development [6] Industry Insights - The Ministry of Science and Technology is promoting the accelerated application of humanoid robots in sectors such as automotive manufacturing and logistics, with significant technological breakthroughs achieved in key areas [4] - The livestock industry is undergoing capacity control measures, with leading companies urged to take the lead in managing production levels. This is expected to enhance long-term performance and valuation in the pig farming sector [7] - The National Bureau of Statistics will support the comprehensive pilot zones for data elements to explore more fields, highlighting the potential of public data resources and suggesting a focus on data infrastructure and operations [8]