Intel(US:INTC) 美股研究社·2026-01-12 13:52Group 1 - The article emphasizes the rapid development of artificial intelligence (AI) technology, which is creating extensive opportunities in various sectors [3] - Shanghai is focusing on "AI + manufacturing" as a key strategy to drive growth in the next decade, with initiatives aimed at enhancing industrialization through innovative conferences and collaborations [5] - Tsinghua University has developed an AI-driven high-throughput drug virtual screening platform, DrugCLIP, which significantly accelerates new drug screening by a million times and aims to collaborate with industry partners for drug discovery [6] Group 2 - A report indicates that by 2026, the Chinese technology giant index is expected to surpass the profitability of the "seven giants" of the US stock market for the first time since 2022, reflecting a positive outlook for AI-related companies in China [8] - The storage market has entered a "super bull market" phase, with prices expected to rise by 40%-50% in Q4 2025 and Q1 2026, driven by increasing demand from AI and server capacities [9] - Intel's stock surged over 10% following a meeting between its CEO and former President Trump, resulting in a significant increase in the value of the US government's investment in Intel [11]