如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自半导体芯闻综合 。 特朗普政府对英特尔的投资，被设计成一种限制手段，以阻止这家芯片制造商出售其制造部门，英 特尔首席财务官周四表示。这笔交易实际上将英特尔"锁定"在一家长期亏损、外界要求其剥离的业 务中。 上周，美国政府同意将《2022年芯片法案》下 89亿美元的联邦补助转换为股权，换取英特尔10% 的股份。这是特朗普总统在美国企业事务上采取的又一次非常规干预。 协议还包含一项 为期五年的认股权证：如果英特尔失去其晶圆代工业务51%以上的控股权，美国 政府可以以 每股20美元的价格额外收购英特尔5%的股份。英特尔的代工业务旨在为第三方客户生 产芯片。 英特尔CFO 大卫·津斯纳（David Zinsner）在周四德意志银行的一场会议上表示："我认为我们将 持股降到50%以下的可能性非常小，所以最终我预计这份认股权证会到期作废。" 他补充道："从政府角度看，他们的立场是一致的：他们不希望我们把代工业务拆分或卖给别人。" 英特尔的代工业务因长期亏损而面临巨大剥离压力。去年它亏损 130亿美元，在与台积电竞争以及 吸引外部客户方面都举步维艰。 分析师（包括 ...

Group 1: Central Budget Investment - The central budget investment of 735 billion yuan has been largely allocated, focusing on modern industrial systems, infrastructure, new urbanization, rural revitalization, regional development, green development, and social welfare projects [1] - This year's investment direction has been optimized, increasing support for social welfare and reducing the financial burden on local governments [1][2] - The early allocation of central budget investment reflects a proactive fiscal policy in response to economic pressures, particularly in the real estate sector and insufficient domestic demand [1] Group 2: Economic Performance of Central Provinces - The economic performance of six central provinces shows a positive trend, with five provinces exceeding the national growth rate of 5.3% [3] - Hubei province leads with a GDP growth rate of 6.2%, while Henan follows at 5.7%, indicating strong investment, consumption, and export activities [3][4] - The economic disparity among these provinces is notable, with Shanxi facing challenges due to its reliance on coal and a less favorable business environment [4] Group 3: U.S. Manufacturing and Services Sector - The U.S. Markit manufacturing PMI fell to 49.5, indicating contraction, while the services PMI rose to 55.2, reflecting a divergence in economic performance [5][6] - The overall economic growth in the U.S. is uneven, with the services sector supporting growth despite manufacturing challenges [7] Group 4: Bank Deposit Rates - Average interest rates for short-term deposits have dropped significantly, with 3-month deposit rates entering the "0" range [8] - The decline in deposit rates is linked to a broader trend of decreasing loan rates, impacting banks' profitability [9] Group 5: Intel's Financial Performance - Intel reported a second-quarter revenue of $12.9 billion but faced a significant loss of $2.9 billion, a 81% increase in losses year-over-year [10] - The new CEO has shifted the company's strategy away from aggressive expansion, focusing on confirmed customer orders for future investments [10][11] Group 6: Country Garden's Debt Restructuring - Country Garden is expected to complete its overseas debt restructuring by the end of the year, having reached an agreement with bondholders for a $178 million compensation payment [12][13] - The restructuring plan has gained support from over 75% of bondholders, providing the company with a critical opportunity to alleviate its debt burden [13] Group 7: Chinese Companies Listing in the U.S. - There has been a significant increase in Chinese companies listing in the U.S., with 50 companies going public this year, a 78.57% increase from last year [14][15] - Despite the increase in listings, the total fundraising amount has decreased by 57.91%, indicating a shift in the fundraising landscape [14] Group 8: Stock Market Performance - The stock market experienced fluctuations, with the Shanghai Composite Index closing down 0.33% amid mixed sector performance [16][17] - The market is showing signs of increased activity, with a notable rise in trading volume and a rotation of sector performance [17]