第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 美国再次一票否决安理会加沙决议草案 当地时间9月18日下午，北京时间今天（9月19日）凌晨，联合国安理会在第10000次会议上，就10个非 常任理事国提出的一份涉加沙停火决议草案进行表决。由于常任理事国美国再次一票否决，该决议草案 未获通过。表决结果为14票赞成，美国一票否决。 65公斤黄金被劫，香港黄金抢劫案7名嫌疑人被曝落网，失窃黄金已全数追回 香港红磡发生黄金大劫案，10名男子于17日凌晨5时30分闯入一间珠宝打金工场，劫走价值约5700万港 元的黄金及3万港元现金。匪徒抢劫后赶走工厂内职员等人并锁门离开。据最新消息，警方经调查后已 拘捕7名涉案人员，失窃黄金已经全数追回。该案件仍在调查中，由香港西九龙重案组跟进。 育儿补贴新规出台：骗取、冒领将被追责 商务部回应Tiktok问题 9月18日，商务部举行例行新闻发布会。有记者就Tiktok问题进行提问，商务部新闻发言人何亚东表 示："关于Tiktok问题，中方立场是一贯的，我们反对将科技和经贸问题政治化、工具化、武器化，绝 不会以牺牲原则立场、企业利益和国际公平正义为代价，寻求达成任 ...

英伟达50亿美元的投资，能否扭转昔日芯片巨头英特尔的命运？ "恐怕未必。" 9月18日，《华尔街日报》发表评论文章称，英伟达向英特尔注资50亿美元并达成芯片开发协议的消 息，虽然为英特尔带来了急需的现金流，并使其更接近AI热潮的核心。但这些只是"战术性胜利"，英特 尔真正需要的是"结构性变革"。 英特尔需要分拆自己。 文章指出，在先进芯片制造领域的竞争中，英特尔早已落后于台积电。台积电通过专注于为其他公司代 工生产半导体，成为了全球最大、最先进的芯片制造商。而英特尔则选择了相反的道路，坚持将芯片设 计与制造业务整合在一起，尽管行业趋势已明显转向专业化分工。 代工业务困境凸显 英特尔的代工业务正面临严峻挑战。据报道，自2021年公司前CEO帕特·基辛格启动代工业务以来，这 项涵盖英特尔所有制造业务的部门一直难以吸引外部客户。 财务数据显示，英特尔代工业务在最新季度实现营收44亿美元，但主要来自英特尔内部，且录得约32亿 美元的运营亏损。这一表现凸显了英特尔在与台积电、三星等专业代工厂商竞争中的劣势。 在周四的记者电话会议上，英伟达CEO黄仁勋表示公司一直在评估英特尔的代工服务，但当被问及新的 PC和数据中心芯片 ...

英伟达创始人、CEO黄仁勋 随着英特尔成为美国政府持股的"国企"，两家美国芯片巨头从竞争对手走向合作。 9月19日消息，英伟达（NVIDIA，NASDAQ: NVDA）18日晚宣布，将以每股23.28美元的价格向英特 尔（Intel，NASDAQ：INTC）普通股投资50亿美元（约合人民币355亿元）。 同时，英伟达和英特尔还宣布，共同合作开发AI基础设施和计算中心产品，以加速超大规模、企业和 消费者市场的应用程序和工作负载。 英伟达创始人兼CEO黄仁勋表示，AI 正在推动一场新的工业革命，并重塑计算堆栈的每一层——从芯 片到系统再到软件。此次历史性的合作将英特尔的AI和加速计算堆栈与英特尔的 CPU 和庞大的 x86 生 态系统紧密结合，实现了两大世界级平台的融合。我们将携手扩展彼此的生态系统，为下一个计算时代 奠定基础。 黄仁勋在电话会上直言："我们认为这将是一笔不可思议的投资。" 此次投资是英特尔在近期获得美国政府57亿美元资金和软银20亿美元投资后的又一重大资本投入案例， 也是英特尔成立57年来首次与英伟达在资本层面的合作。 交易完成后，英伟达可能持有英特尔4%及以上的股份，成为英特尔的大股东之一，从 ...

Core Viewpoint - Nvidia's investment of $5 billion in Intel positions it as one of Intel's largest shareholders, marking a significant shift in the competitive landscape of the semiconductor industry [2][5]. Investment Details - Nvidia will acquire Intel shares at $23.28 each, slightly below Intel's previous closing price, but above the price at which the U.S. government acquired Intel shares [2]. - The partnership will focus on co-developing chips for PCs and data centers, specifically custom CPUs and AI GPUs, enhancing competitiveness against rivals like AMD and Broadcom [2][3]. Implications for Intel - Analysts view the investment as a "timely rain" for Intel, providing a chance to regain its footing in the AI sector [5]. - The collaboration is expected to enhance Intel's credibility in AI chip development and stabilize its long-term prospects [5]. - Despite the cash influx, Intel's balance sheet remains under pressure with net debt nearing $29.6 billion [5]. Implications for Nvidia - The investment is seen as a strategic move to alleviate monopoly concerns and open pathways for collaboration in chip production [5]. - Nvidia's CEO emphasized the importance of this partnership in expanding their ecosystem and enhancing competitiveness in the new computing era [3][5]. Market Reactions - Following the announcement, Intel's stock surged over 30% in pre-market trading, while Nvidia's stock rose by over 3% [2][3]. - AMD's stock fell nearly 4%, and TSMC's stock dropped by 2%, indicating market shifts in response to the news [3]. Industry Dynamics - The collaboration is viewed as a significant step for the U.S. semiconductor industry, potentially reshaping competitive dynamics [7]. - Analysts suggest that while the partnership may pressure TSMC, its advanced manufacturing capabilities are unlikely to be easily replaced [8]. - The alliance could intensify competition for AMD, particularly in the data center and customer markets [8].

记者丨张旭 编辑丨钟映佳 9月18日，商务部召开例行新闻发布会。商务部新闻发言人何亚东回应了关于Tiktok在美运 营、欧盟对中国电动汽车征收反补贴税等议题。 近日，美国总统特朗普称中美双方已达成一项协议，允许TikTok继续在美国运营。何亚东表 示，当地时间9月14日至15日，中美经贸团队在西班牙马德里举行会谈。双方以两国元首通话 重要共识为引领，就以合作方式妥善解决TikTok相关问题、减少投资障碍、促进有关经贸合作 等达成了基本框架共识。 何亚东还对欧盟对中国电动汽车征收反补贴税一事进行了回应。他表示， 中方希望欧方不将 关税武器化， 消除市场壁垒，鼓励公平竞争， 顺应产业合作大势，共同为产业发展创造公 平、非歧视、可预期的市场环境，为应对全球气候变化、实现绿色转型作出积极贡献。 何亚东表示，欧方不能一手高举气变大旗，一手又挥舞保护主义大棒。保护主义没有出路。欧 方仅因为中国电动车高性价比，就毫无根据地给中国车企贴上"补贴"标签，并以莫须有的"损 害威胁"名头滥用反补贴措施，实质是设置市场壁垒，干预自由竞争。实践证明，保护主义挡 不住市场的强大力量，更拦不住欧盟消费者的理性选择。 商务部新闻发言人何亚东 ...

Market Overview - The three major US stock indices and small-cap indices reached new highs for the first time in nearly four years, with the S&P 500 rising by 0.48%, the Dow Jones by 0.27%, and the Nasdaq by 0.94% [1] - Chip stocks rebounded over 3%, with Nvidia increasing by 3.5% and Intel soaring over 20%, marking its largest gain since 1987 [1] - FedEx reported strong Q1 earnings, leading to a post-market surge of over 7% [1] - Chinese concept stocks fell, with the Chinese concept index dropping nearly 2% [1] Currency and Commodities - The US dollar index rebounded over two days, moving away from a three-year low, while the offshore RMB fell by 200 points, breaching the 7.11 mark [2] - Oil prices dropped over 1% amid Trump's preference for low oil prices [3] - Gold prices fell for two consecutive days, with futures down over 1% to a one-week low [3] Technology and Innovation - Nvidia announced a $5 billion investment in Intel, with both companies planning to co-develop chips [7] - Panasonic Energy committed to producing all-solid-state batteries, aiming for sample shipments by the fiscal year 2026 [8] - Huawei's Xu Zhijun announced the launch of the Atlas 950 super node, which is expected to surpass Nvidia's offerings in terms of computing power [19] Automotive and Energy - The Chinese Ministry of Commerce is advancing an anti-dumping investigation into EU pork products [9] - The National Data Bureau supports pilot zones for data factor integration in more fields [10] - The AI application cooperation center between China and ASEAN countries has been initiated [12] Semiconductor and Storage - According to market research, SK Hynix is expected to maintain its position as the largest supplier in the early production phase of HBM4 [6] - Micron has notified channels of a 20%-30% price increase for storage products, while Samsung has informed major clients of a 15%-30% price increase for DRAM products [20] New Stock Offerings - New stock offerings include Ruili Kemi with a subscription price of 42.28 yuan per share and Yunhan Chip City at 27 yuan per share, both representing significant players in their respective fields [23] Company Announcements - Yonghui Supermarket appointed Wang Shoucheng as CEO [24] - Lihexing is preparing for a fundraising project focused on semiconductor equipment [24] - Shiyun Circuit's new PCB product is expected to be produced by mid-2026, potentially supplying Tesla [24]

Group 1: Electric Vehicle Infrastructure - Lianyungang City in Jiangsu has accelerated the construction of electric vehicle charging infrastructure to enhance urban livability and quality of life for residents [3] Group 2: Market Performance - On September 18, the three major indices experienced a rapid decline after an initial rise, with total trading volume in the Shanghai and Shenzhen markets reaching 3.135 trillion yuan, an increase of 758.4 billion yuan compared to the previous trading day [4] - The Shanghai Composite Index fell by 1.15%, the Shenzhen Component Index by 1.06%, and the ChiNext Index by 1.64%, with over 4,300 stocks declining [4] Group 3: Power Consumption and Infrastructure Development - During the peak summer period, Jiangsu's power grid received over 40 million kilowatts of external power for the first time, reaching a historical high of 40.53 million kilowatts [6] - Jiangsu's highest electricity load surpassed 156 million kilowatts, ranking first in the Yangtze River Delta region [6] - The province has been advancing water, land, and air infrastructure projects, with notable projects like the Changtai Yangtze River Bridge and the world's longest underwater shield tunnel under construction [6] Group 4: National Standards and Vehicle Sales - The State Administration for Market Regulation approved a new national standard for recreational vehicles, effective March 1, 2026, aimed at enhancing user safety [7] - Cumulative sales of new energy vehicles in China have surpassed 40 million units, maintaining the world's leading position in production and sales for ten consecutive years [7] Group 5: Corporate Developments - Mercer Consulting reported that investors are reducing their asset allocation in the U.S. due to Trump's trade policies and pressure on the Federal Reserve to cut interest rates, with a shift of funds towards Europe, Japan, and other regions [8] - Hyundai Motor has revised its 2025 operating profit margin target down from 7%-8% to 6%-7% due to U.S. tariff policies, while aiming for 7%-8% by 2027 and 8%-9% by 2030 [8] - Samsung Group announced plans to hire 60,000 new employees over the next five years, focusing on semiconductor, biotechnology, and artificial intelligence sectors [8]

Market Dynamics - The Chinese Ministry of Foreign Affairs responded to the cessation of purchases of Nvidia chips by Chinese companies, emphasizing opposition to discriminatory practices in trade and technology [2] - The National Bureau of Statistics announced support for data factor pilot zones to explore new practices in market-oriented data valuation [2] Company Developments - Nvidia plans to invest $5 billion in Intel at a share price of $23.28, establishing a partnership where Intel will customize x86 CPUs for Nvidia's AI infrastructure [3] - Huawei's rotating chairman Xu Zhijun announced the launch of the Ascend 950PR chip in Q1 2026, with a series of upcoming chips planned through 2028 [5] - DeepSeek issued a statement denying any requests for payments to personal or unofficial accounts, warning users of fraudulent activities [7] - Aobi Zhongguang highlighted its early advantages in the robotics sector and plans to deepen collaboration with Nvidia [8] - Dekoli reported receiving overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major overseas manufacturers [8] - Fengcai Technology announced plans for a shareholder to reduce its stake by up to 3% [9] - Nanya New Materials disclosed that a controlling shareholder reduced their stake from 63.49% to 62.56% [10] - Zhijiang Biology's monkeypox virus nucleic acid test kit was included in the WHO emergency use list, enhancing its market potential [11] Technological Advances - Researchers at Monash University developed a new graphene structure that combines high power and energy density for superior supercapacitors [12] - A team from MIT reported a significant reduction in the error rate of prime editing by modifying key proteins, enhancing the safety of gene therapies [13]

【导读】英伟达入股，英特尔股价暴涨！美股三大指数创历史新高 美东时间9月18日（周四），美国三大股指及罗素2000小型股指数均创盘中和收盘历史新高。英伟达宣布50亿美元入股英特尔！英特尔股价收涨22.77%， 英伟达也涨超3%。 多个指数创历史新高 截至收盘，道指涨124.10点，涨幅为0.27%，报46142.42点；纳指涨209.40点，涨幅为0.94%，报22470.73点；标普500指数涨31.61点，涨幅为0.48%，报 6631.96点。美股三大指数齐创收盘新高。 白宫经济顾问哈塞特表示，美联储的利率决定是良好的第一步；美联储降息在利率大幅下降的正确方向；经济增长将在无通胀情况下实现。 据CME"美联储观察"显示，美联储10月维持利率不变的概率为8.1%，降息25个基点的概率为91.9%。美联储12月维持利率不变概率为0.7%，累计降息25个 基点的概率为15.4%，累计降息50个基点的概率为83.9%。 英伟达CEO黄仁勋表示："此次具有历史意义的合作将我们的AI和加速计算能力与英特尔的CPU及x86生态系统深度整合。两大世界级平台的融合，将为我 们共同拓展生态系统、奠定下一个计算时代带来新的机 ...

Group 1 - Nvidia announced a $5 billion investment in Intel to support the struggling chipmaker, but did not grant key chip manufacturing orders [3] - Alibaba's founder Jack Ma is reportedly making a strong return to the company, focusing on AI and competing with rivals like JD and Meituan [3] - DeepSeek issued a statement warning against fraudsters impersonating the company for scams related to "computing power leasing" and "equity financing" [4] Group 2 - Dongfeng Motor Group announced a joint venture to manufacture and sell smart off-road vehicles, indicating a strategic partnership with Man Technology [9] - Samsung plans to hire 60,000 new employees over the next five years, focusing on semiconductor, biotechnology, and AI sectors [7] - Amazon will invest over $1 billion to increase wages and reduce healthcare costs for its delivery employees, raising average wages to over $23 per hour [13] Group 3 - Apple is in discussions with suppliers for trial production of a foldable iPhone in Taiwan, aiming for mass production in India by 2026 [13] - The global first AI Database Agent was launched by Teable, which recently secured angel round financing from investors including ZhenFund and Baidu Ventures [14] - The new national standard for RVs in China will take effect on March 1, 2026, prohibiting sleeping and bathing while the vehicle is in motion [19]