芯片大牛股，突然“崩了”！

Market Overview - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.07% at 47,850.94 points, the S&P 500 up 0.11% at 6,857.12 points, and the Nasdaq up 0.22% at 23,505.14 points [2] - 3M, UnitedHealth Group, and Amgen led the Dow's decline, falling 2.20%, 1.81%, and 1.52% respectively [2] - Major tech stocks showed mixed performance, with the U.S. Tech Giants Index up 0.40%, led by Facebook's 3.43% increase, Nvidia's 2.12%, and Tesla's 1.73% [2] Chinese Stocks Performance - Chinese stocks exhibited mixed results, with the Nasdaq Golden Dragon China Index up 0.39% and the Wande Chinese Tech Leaders Index flat [3] - Xiaomi Group rose 3.80%, Baidu Group increased by 1.23%, and Meituan gained 1.21%, leading the Wande Chinese Tech Leaders Index [4] Intel's Stock Movement - Intel's stock experienced a significant drop, falling as much as 8.27% during trading, closing at $40.50 per share, a decline of 7.45% for the day [5] - Despite the recent drop, Intel's stock has increased by 102% year-to-date [5] Intel's Strategic Adjustments - Intel's VP John Pitzer highlighted the company's dual supply shortages in the PC and server markets, particularly affecting Intel 10 and Intel 7 process nodes, impacting mainstream product shipments [7] - The company is shifting its focus from low-end market coverage to high-value products, with ASIC business becoming a new growth point [7] - Intel aims to transition from general-purpose CPUs to AI ecosystem components, emphasizing its role in AI infrastructure [7] - The company maintains a gross margin guidance of 40%-60% of quarterly revenue, despite facing structural adjustments [7] Oil Price Movements - U.S. oil prices rose by 1.27% to $59.70 per barrel, while Brent crude increased by 1.04% to $63.32 per barrel [8] - Geopolitical factors, including ongoing conflicts between Ukraine and Russia, are supporting oil prices, alongside a weaker dollar [10] - Analysts predict that concerns over continued attacks on energy infrastructure will keep Brent crude prices above $60 per barrel [10]