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英特尔CEO回应特朗普要其辞职;台积电7月营收同比增长26%;特斯拉据称解散Dojo超级计算机团队,股价跌近2%【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-08-08 12:06
Market Overview - Dow futures rose by 0.10%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.25% [1] Chinese Stocks Performance - Chinese stocks showed mixed results in pre-market trading, with Xpeng Motors up over 2.5%, NIO up over 1.5%, Alibaba down nearly 2%, and JD.com down over 1% [2] Company-Specific News - Firefly Aerospace saw a pre-market drop of over 10%. The company went public this week, with its first-day closing up 34.11%, reaching a market value of approximately $8.5 billion [2] - Gilead Sciences experienced a pre-market increase of nearly 3%. The company reported a 4% year-over-year growth in product sales (excluding remdesivir), totaling $6.9 billion for Q2 2025 [2] - Intel's stock rose nearly 1% after CEO Pat Gelsinger responded to calls from President Trump for his resignation, stating he has full support from the board [2] - Tesla's stock fell by 1.97% as the company reportedly disbanded its Dojo supercomputer team, with plans to rely more on external technology partners like NVIDIA and AMD [2] Technology Developments - Microsoft announced the integration of OpenAI's GPT-5 into its Copilot ecosystem, enhancing reasoning and task-specific responses [3] - TSMC reported a 26% year-over-year revenue growth for July, indicating increased spending by tech companies on artificial intelligence and a rising demand for AI chips [3] Economic Insights - JPMorgan noted that the nomination of Stephen Miran to the Federal Reserve Board by President Trump could increase the likelihood of a rate cut in September [3]
「美股盘前」特斯拉据称解散Dojo超级计算机团队,跌近2%;英特尔涨近1%,CEO回应特朗普;台积电7月营收同比增长26%;Firefly Aerosp...
Mei Ri Jing Ji Xin Wen· 2025-08-08 11:08
Group 1 - Dow futures rose by 0.10%, S&P 500 futures increased by 0.22%, and Nasdaq futures gained 0.25% [1] - Chinese concept stocks showed mixed performance, with Xpeng Motors up over 2.5% and NIO up over 1.5%, while Alibaba fell nearly 2% and JD.com dropped over 1% [1] - Firefly Aerospace saw a pre-market drop of over 10% after its first trading day, where it closed up 34.11% with a market capitalization of approximately $8.5 billion [1] - Gilead Sciences experienced a pre-market increase of nearly 3%, reporting a 4% year-over-year growth in product sales (excluding remdesivir), reaching $6.9 billion [1] - Intel's CEO responded to calls from President Trump for his resignation, stating he has full support from the board, leading to a nearly 1% pre-market rise in Intel's stock [1] Group 2 - Tesla is reportedly disbanding its Dojo supercomputer team, with plans to rely more on external technology partners like NVIDIA and AMD, resulting in a 1.97% drop in Tesla's stock [2] - Microsoft announced the integration of OpenAI's GPT-5 into its Copilot ecosystem, enhancing reasoning and task-specific responses [2] - TSMC reported a 26% year-over-year increase in revenue for July, indicating accelerated spending by tech companies on artificial intelligence and sustained demand for AI chips [2] Group 3 - JPMorgan indicated that the nomination of Stephen Miran to the Federal Reserve Board by President Trump may increase the likelihood of a rate cut in September [3]
【美股盘前】特斯拉据称解散Dojo超级计算机团队,跌近2%;英特尔涨近1%,CEO回应特朗普;台积电7月营收同比增长26%;Firefly Aerosp...
Mei Ri Jing Ji Xin Wen· 2025-08-08 11:08
① 【三大期指齐涨】道指期货涨0.10%、标普500指数期货涨0.22%、纳指期货涨0.25%。 每经记者:郑雨航 每经编辑:高涵 ⑤ 【英特尔CEO回应特朗普要其辞职的呼吁】英特尔盘前涨近1%。8月8日,英特尔首席执行官陈立武 表示,他获得董事会的全力支持,这是他首次回应美国总统特朗普以利益冲突为由要他辞职的说法。陈 立武在一份发布在英特尔网站的致员工信中表示,他已联系白宫,以澄清有关他经历的"错误讯息"。 ⑥ 【特斯拉据悉解散Dojo超级计算机团队】据外媒,特斯拉公司正在解散其Dojo超级计算机团队,该 团队负责人彼得·班农(Peter Bannon)也将离开公司。知情人士透露称,特斯拉计划加强对外部技术合 作伙伴的依赖,包括在计算方面依赖英伟达公司和超威半导体公司,在芯片制造方面依赖三星电子公 司。截至发稿,特斯拉跌1.97%。 ⑦ 【微软将把GTP-5整合到消费者、开发者和企业产品】微软CEO纳德拉在GPT-5模型发布后宣布,公 司将OpenAI的GPT-5集成到其Copilot生态系统中,包括Microsoft365Copilot、GitHubCopilot、 AzureAIFoundry和Copi ...
美股三大指数涨跌不一,苹果续升3%英伟达再收新高,中概股普涨
Feng Huang Wang· 2025-08-07 22:13
美股高开低走,三大指数涨跌不一。截至收盘,道琼斯指数跌0.51%,报43968.64点;标普500指数跌0.08%,报6340点;纳斯达克综合指数涨0.35%,报 21242.70点,盘中一度涨超1%。 尾盘时,据央视新闻报道,特朗普已选定现任白宫经济顾问委员会主席斯蒂芬·米兰(Stephen Miran)接替刚刚空出的美联储理事席位,任期至2026年1月31 日。 Integrity Asset Management投资组合经理Joe Gilbert表示,米兰"并不是一个预期内的选项,但也在市场所期待的框架之内。"他认为,米兰应该会支持美联储 放松货币政策。 Gilbert补充道:"这强化了人们的预期,即美联储将在年内剩余时间里继续降息,鉴于理事会有三名反对者,美联储不太可能维持利率不变。" | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 道琼斯指数 | | 43968.64 | -224.48 | -0.51% | | 标普500指数 | | 6340.00 | -5.06 | -0.08% | | 纳斯达克综合指数 | 0 | 2 ...
微软股价暴涨8%!市值突破4万亿美元,成全球第二家达成里程碑企业
Jin Rong Jie· 2025-07-31 17:23
Core Insights - Microsoft achieved a market capitalization of over $4 trillion, becoming the second publicly traded company to reach this milestone after Nvidia, driven by strong quarterly earnings that exceeded expectations [1] Financial Performance - For the fourth quarter of fiscal year 2025, Microsoft reported revenue of $76.44 billion, an 18% year-over-year increase, surpassing market expectations of $73.89 billion [1] - Net profit for the quarter was $27.2 billion, a 24% increase compared to the same period last year, with earnings per share rising to $3.65 from $2.95 [1] Cloud Business Growth - The Intelligent Cloud segment generated revenue of $29.88 billion in the fourth quarter, a 26% year-over-year increase, exceeding market expectations of $29.1 billion [2] - Azure cloud services revenue grew by 39% year-over-year, accelerating from 33% in the previous quarter, marking the highest quarterly growth rate in two and a half years [2] - Annual revenue for Azure surpassed $75 billion, reflecting a 34% year-over-year increase, while total cloud revenue exceeded $168 billion, up 23% [2] Capital Expenditure and Future Outlook - Total capital expenditures for the fourth quarter reached $24.2 billion, a 27% year-over-year increase, setting a record for the highest quarterly spending [3] - Cash expenditures related to property and equipment were $17.1 billion, a 23% increase year-over-year, with a quarter-over-quarter increase of $2.8 billion [3] - Microsoft is accelerating data center construction to meet the rising demand for AI training and tools, having added over 2 gigawatts of data center capacity in the past 12 months [3] - The company has $368 billion in signed but undelivered orders, indicating strong future demand across its cloud business [3]
与微软关系生变?OpenAI为求转型拟祭出反垄断“杀招”
Nan Fang Du Shi Bao· 2025-06-19 08:27
Core Insights - Microsoft and OpenAI's relationship is facing potential strain as OpenAI seeks to reduce Microsoft's control over its AI products and resources while transitioning to a for-profit entity [1][2] - Negotiations between the two companies are ongoing, with tensions high as OpenAI requires Microsoft's approval for its restructuring plans [2][3] - The primary point of contention involves the terms surrounding OpenAI's acquisition of AI coding startup Windsurf, with OpenAI aiming to limit Microsoft's access to its intellectual property [2] Group 1 - OpenAI is attempting to weaken Microsoft's control over its intellectual property and computing resources while pursuing a for-profit transformation [1][2] - Microsoft is reportedly satisfied with the current contract, which allows it to retain usage rights to OpenAI's technology until 2030, unless a better offer is presented [3] - OpenAI's successful transition is critical, as failure to complete it by year-end could result in a $20 billion reduction in investments [3] Group 2 - The partnership between Microsoft and OpenAI began with a $1 billion investment in 2019 and has remained stable over the years [1] - Recent reports indicate that both companies are now offering competing AI services, complicating their collaborative efforts [2] - Microsoft insists on holding a larger stake in any new public company than OpenAI is willing to offer, highlighting the struggle for independence and funding [2]
硅谷40万人被裁员
投资界· 2025-05-21 08:05
Core Viewpoint - The article discusses the impact of AI on the labor market, emphasizing that job losses are not solely due to AI itself but rather the companies that utilize AI to streamline operations and reduce workforce needs [3][4][5]. Group 1: AI and Job Market Dynamics - Companies like Microsoft and Amazon are laying off thousands of employees, citing the need to eliminate unnecessary layers in their organizational structures, with Microsoft cutting 6,000 jobs, representing 3% of its global workforce [3][4]. - A significant portion of the layoffs at Microsoft involved software engineers (40%) and sales teams, indicating a shift towards AI tools that require fewer personnel to manage client relationships [4][5]. - The trend of layoffs is not isolated to Microsoft; over 400,000 jobs have been cut in Silicon Valley since last year, with major companies like Intel and Google also announcing significant layoffs [5]. Group 2: Efficiency vs. Employment - The article argues that while AI is touted as a means to increase efficiency and reduce costs, it often leads to a situation where fewer employees are needed, regardless of their proficiency with AI tools [9][12]. - The narrative suggests that the real beneficiaries of AI advancements are large tech companies that can leverage these tools for competitive advantage, while smaller businesses struggle to keep up [12][18]. - The concept of "winner takes all" is highlighted, where only a few companies thrive in the AI-driven market, leaving many others behind [9][10]. Group 3: Historical Context and Future Implications - The article draws parallels between the current AI revolution and historical industrial changes, noting that technological advancements often lead to job displacement without immediate societal benefits [14][15]. - It suggests that the future may see a further decline in meaningful employment opportunities, as AI continues to automate decision-making processes [18][19]. - The potential for a "dumbing down" of society is discussed, with concerns that reliance on AI and digital platforms may lead to a decrease in cognitive abilities among the population [21][22].