Intel(US:INTC) 雪球·2025-07-26 04:03Group 1 - The S&P 500 and Nasdaq indices reached new all-time highs, with the S&P 500 closing at a record for the fifth consecutive time and the Nasdaq achieving this milestone four times in the same week [2][5] - Major tech stocks saw an increase, with Tesla rising over 3% as CEO Elon Musk projected a valuation of $20 trillion for the company, while Microsoft, Google, and Broadcom had gains of less than 1% [6] - Intel's stock fell over 8% after announcing the spin-off of its networking and communications division, which is expected to generate $5.8 billion in revenue for 2024, accounting for approximately 11% of Intel's total sales [7] Group 2 - Optimism in the market was bolstered by a potential trade agreement between the U.S. and the EU, with discussions scheduled to address trade cooperation and disputes [9][10] - U.S. President Trump indicated that tariffs on EU imports could be adjusted based on the EU's response to U.S. trade barriers, emphasizing the need for a more equitable trade relationship [10] Group 3 - Concerns about a potential bubble in the U.S. stock market have been raised by Bank of America analyst Michael Hartnett, who noted that the risk is increasing as the market continues to reach new highs [11][12] - The U.S. and global policy rates have decreased significantly, with expectations of further reductions, which could contribute to increased market volatility and speculation [13] - Speculative trading activity is at historically high levels, which may indicate both potential for further market gains and increased risk of a downturn [14]