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英特尔公司确认收到美政府57亿美元现金
Sou Hu Cai Jing· 2025-08-30 08:50
美国白宫新闻秘书 莱维特:这是一个创造性的解决方案,我知道这是一种打破常规的思维,商务部长正付诸行动,保证协议实施。 本月22日,英特尔公司宣布与美国政府达成协议,美政府将向其普通股投资89亿美元,收购该公司9.9%的股份。其中57亿美元为美国政府此前根 据《芯片与科学法》授予英特尔但尚未拨付的补贴,另一笔32亿美元为政府资助项目资金。 (央视财经《第一时间》)一周前,美国芯片制造商英特尔宣布与美国政府达成协议,美政府将向其普通股投资89亿美元,28日英特尔表示,已 收到来自美国政府的57亿美元现金。 当地时间28日,英特尔公司首席财务官津斯纳在投资者会议上确认,公司在27日晚间收到了来自美国政府的57亿美元(约合406.6亿元人民币)的 现金。而在25日,英特尔还发布文件,警告与美国政府的协议可能会引发投资者、员工及其他各方的"负面反应"。津斯纳还在会议上暗示,在晶 圆代工领域,公司将继续寻求外部投资,并提高良品率、缓解市场对其代工业务领域大客户缺失的担忧情绪。 同一天,白宫新闻秘书莱维特表示,与英特尔的交易将由美国商务部敲定,更多细节仍在讨论中。 转载请注明央视财经 编辑:潘煦 ...
New to Growth Stocks? Here's 1 Every Investor Should Have on Their Radar.
The Motley Fool· 2025-08-30 08:40
This is the most valuable company in the world and is still growing revenue by over 50% per year.Patiently holding quality growth stocks over many years can make a huge difference in your long-term returns. When considering where to start, there's one no-brainer choice, and it happens to be the most valuable company in the world.Nvidia (NVDA -3.38%) is the leading supplier of advanced computing hardware that is powering the artificial intelligence (AI) revolution. The stock has skyrocketed over 1,300% over ...
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar Under President Trump
The Motley Fool· 2025-08-30 08:29
Nvidia and Meta Platforms are likely to benefit from Trump's business-friendly tax policies.President Donald Trump signed the One Big Beautiful Bill Act into law on July 4. The legislation is nearly 900 pages and includes a litany of provisions, but two in particular should benefit Nvidia (NVDA -3.38%) and Meta Platforms (META -1.69%).The bill made permanent the corporate income tax rate of 21% that had previously been a temporary level set as part of the 2017 Tax Cuts and Jobs Act (TCJA). Because the corpo ...
Prediction: This Monster Artificial Intelligence (AI) Chip Stock Will Soar in September (Hint: It's Not Nvidia)
The Motley Fool· 2025-08-30 08:20
Broadcom is scheduled to report earnings on Sept. 4.Over the past several weeks, investors have been bombarded with a wave of updates as companies reported earnings results for the second calendar quarter. For technology investors, artificial intelligence (AI) remains the dominant theme fueling the sector higher.As I write this (mid-day on Aug. 27), all of the "Magnificent Seven" have posted earnings -- with the lone exception being Nvidia (NVDA -3.38%), which reports later today. Still, the breadcrumbs lef ...
最新消息:阿里巴巴三步走战略替代英伟达的,追加寒武纪GPU至15万片
是说芯语· 2025-08-30 07:46
华尔街日报最新消息: 阿里巴巴正在开发的新一代AI芯片聚焦多功能推理场景,核心目标是填补英伟达H20退出后的市场空 白。 该芯片采用国产14nm或更先进制程(由长江存储等本土代工厂支持),通过异构计算架构集成高密度 计算单元和大容量内存(预计LPDDR5X带宽超1TB/s),单卡算力目标达到300-400TOPS(INT8),与 H20(约300TOPS)基本持平。 与英伟达H20相比,阿里芯片的核心优势在于全场景兼容性:不仅支持FP8/FP16混合精度计算,还通过 动态指令翻译层实现与CUDA生态的无缝对接,工程师可直接复用现有代码,迁移成本降低70%以上。 例如,阿里云已在通义千问大模型推理环节部署寒武纪思元370芯片,通过MagicMind工具链实现模型 转换效率提升3倍。 至128GB,减少对外部存储的依赖。 为确保芯片量产,阿里采用双代工厂备份策略: 成熟制程:中芯国际14nm产线承担基础芯片生产,良率稳定在95%以上,月产能达5万片。 先进制程:与华虹半导体合作开发7nm工艺,预计2026年量产,目标算力突破500TOPS,能效比提升 30%。 阿里的芯片的三步走战略: 面对H20断供,阿里紧急追 ...
X @Bloomberg
Bloomberg· 2025-08-30 07:45
Indian Prime Minister Narendra Modi toured a chip factory in Japan’s Miyagi prefecture on Saturday, a day after he and his Japanese counterpart Shigeru Ishiba pledged deeper ties as US tariffs hit the global economy https://t.co/qoOPV4PGfO ...
Should You Buy Nvidia After Its Blowout Earnings Report? Here's What History Says.
The Motley Fool· 2025-08-30 07:45
Core Viewpoint - Nvidia has established itself as a leader in the AI chip market, significantly boosting its stock performance and financial results due to strong demand for its products [1][2][4]. Financial Performance - Nvidia reported a 56% increase in revenue to over $46 billion and a 59% gain in net income to more than $26 billion in its fiscal 2026 second quarter earnings report [4]. - The company's recent product, the Blackwell architecture and chip, has seen demand exceed supply, contributing to its financial success [4]. Market Position and Challenges - Nvidia's competitive edge lies in the power and efficiency of its GPUs, which are essential for companies aiming to achieve their AI objectives [2]. - Despite facing challenges earlier in the year, such as potential import tariffs and restrictions on sales to China, Nvidia's situation has improved with recent policy changes [5]. - The U.S. government announced a 100% tariff on imported chips but exempted companies committed to U.S. manufacturing, which benefits Nvidia due to its recent investment in domestic production [5]. Future Prospects - Nvidia is developing its next architecture, Rubin, set to release next year, indicating continued growth potential [6]. - Historical performance shows that Nvidia stock has generally increased following earnings reports, with a notable track record of double-digit gains over six months post-report [7]. Investment Strategy - Investors are encouraged to adopt a long-term perspective, as Nvidia's market leadership, innovation, and financial resources position it well for sustained earnings growth [9].
We're Witnessing Stock Market History: Potentially 3 Bubbles Are Occurring at the Same Time
The Motley Fool· 2025-08-30 07:06
Group 1: Overview of Current Trends - The article discusses the coexistence of three significant technological trends that may be developing into bubbles, contrasting with historical patterns where typically one major innovation dominates at a time [5] - The historical context highlights that game-changing innovations have captivated investors for over three decades, with the internet being a prime example that significantly impacted major stock indices [2][3] Group 2: Bubble No. 1 - Artificial Intelligence - Artificial intelligence (AI) is identified as a major trend, with estimates suggesting it could contribute $15.7 trillion to global GDP by 2030 [6] - Companies like Nvidia and Palantir are leading in AI, with Nvidia's GPUs powering data centers and Palantir's platform aiding government operations [7] - However, these companies exhibit historically high valuations, with Nvidia's price-to-sales (P/S) ratio nearing 30 and Palantir's at 115, which are unsustainable based on historical trends [8] - Many businesses investing in AI have yet to optimize their technologies, leaving the trend vulnerable to a potential bubble burst [9] Group 3: Bubble No. 2 - Quantum Computing - Quantum computing has gained investor attention over the past year, with potential applications in drug research, climate modeling, and supply chain optimization [11] - Stocks like IonQ and Rigetti Computing have seen dramatic price increases, with gains of 452% and 1,530% respectively over the past year [12] - Despite these gains, neither company has demonstrated a sustainable operating model, with IonQ projected to have $91 million in sales by 2025 but valued over $12 billion [13] Group 4: Bubble No. 3 - Bitcoin Treasury Strategy - The Bitcoin treasury strategy involves companies acquiring Bitcoin to hold on their balance sheets as a hedge against inflation, with notable examples including Michael Saylor's acquisition of over 632,000 Bitcoin [16] - Many companies adopting this strategy are struggling financially, and the practice of issuing stock or debt to buy Bitcoin may lead to shareholder dilution [18] - Companies involved in Bitcoin treasuries are often trading at significant premiums to the net asset value of their Bitcoin holdings, with some premiums exceeding 500% [19]
希荻微2025半年报:营收同比翻番 AI应用驱动业绩向好
Zhong Zheng Wang· 2025-08-30 07:03
值得注意的是,公司坚持技术创新驱动,上半年研发投入达1.34亿元,同比增长11.18%。公司拥有国际 化研发团队,研发人员占比超六成,截至报告期末累计获得247项发明专利。凭借在电源管理和光学防 抖等领域的核心技术,公司多款产品较早进入全球知名主芯片平台参考设计,性能比肩国际竞品。公司 在AI与算力电源领域的前瞻性布局,为其在新赛道的竞争中奠定了坚实基础。 展望未来,随着市场需求复苏,公司有望凭借其技术积累与清晰战略,释放长期增长潜力。 中证报中证网讯(王珞)8月29日晚间,希荻微发布2025年半年度报告。报告期内,公司实现营业总收入 4.66亿元,同比增长102.73%;归母净亏损大幅收窄至亏损4468.84万元。公司表示,业绩增长主要得益 于公司在消费电子、汽车电子等领域的持续渗透,以及在AI终端应用等新兴市场的成功拓展,多元化 产品战略成效初显。 报告显示,希荻微上半年营收同比激增,毛利润达到1.37亿元,同比增长71.57%。从第二季度单季看, 实现营收2.89亿元,环比增长62.52%。2025年上半年,从产品结构来看,电源管理芯片作为核心支柱实 现营收1.82亿元;自动对焦及光学防抖芯片业务实现营 ...
A股,重磅!拟收购100%股权,下周一复牌!
券商中国· 2025-08-30 05:07
半导体领域,又有并购新案例! 8月29日晚间,芯片股泰凌微在上交所公告,公司拟收购磐启微100%股权,后者是一家专业从事低功耗无线物联网芯片 研发设计与销售的高新技术企业。公司股票已于8月25日停牌,将于9月1日起复牌。 近期,在A股市场上,半导体领域的并购案例持续涌现。据不完全统计,8月至今,已有10多家A股公司披露了跟半导体 相关的并购事件,涉及的上市公司包括中芯国际、必易微、华虹公司、广立微等。 泰凌微拟收购磐启微,下周一复牌 泰凌微29日晚间披露发行股份及支付现金购买资产并募集配套资金预案,公司拟通过发行股份及支付现金的方式,向 STYLISH、上海芯闪、上海颂池等26名交易对方购买其合计持有的上海磐启微电子有限公司(磐启微)100%股权,并募 集配套资金。经公司申请,公司股票将于9月1日(星期一)开市起复牌。 根据公告,在低功耗蓝牙领域,标的公司磐启微构建了BLE-Lite系列和多协议无线SoC系列两大产品线,具有超低功耗、 传输速度快、连接稳定、可靠性高的特点,广泛应用于电子价签、位置服务、智能钥匙、消费医疗、水气表、智能家 居、电脑电视周边等领域和行业。磐启微基于40nm工艺开发产品的功耗、射频 ...