股市整体表现 - 美国主要股指连续第三个交易日下跌，标普500指数和纳斯达克指数均下跌0.5%，道琼斯指数下跌0.4% [2] CarMax (KMX) - 公司股价暴跌20%，为标普500指数中当日跌幅最大的股票，原因是其第二财季的销售额和利润低于预期 [3] - 首席执行官指出挑战包括前一季度的需求被提前透支，以及为支持销售而建立的库存出现贬值 [3] 英特尔 (INTC) - 公司股价上涨8.9%，为标普500指数中当日表现最佳，此前有报道称该半导体制造商正寻求来自苹果公司的投资 [4] - 苹果公司曾是英特尔的主要客户，但近年来已转向使用自研芯片 [4] Jabil (JBL) - 尽管最新季度财报中的营收和每股收益超出预期，但公司股价仍下跌6.7% [5] - 首席执行官表示人工智能推动了其在资本设备、数据中心和网络市场的需求，但公司承认其汽车和可再生能源业务部门面临压力 [5] 甲骨文 (ORCL) - 罗斯柴尔德Redburn机构初评该公司股票，给予“卖出”评级，认为市场可能对其合同云收入定价了过于乐观的预期 [6] - 公司股价下跌5.6% [6] IBM (IBM) 与 汇丰银行 (HSBC) - 汇丰银行宣布成功进行了使用IBM量子计算机的债券交易试验，以优化市场预测 [7] - 与仅使用传统计算技术相比，结合IBM量子计算资源后，预测交易以特定价格执行的可能性提高了34% [7] - IBM股价上涨5.2% [7] 锂业公司 - 锂美洲公司股价继周三大涨近一倍后，周四再涨23%，因有报道称特朗普政府正考虑获得该公司政府股权 [8] - 该公司持有内华达州Thacker Pass锂矿的多数股权，该矿有望成为北美最大的电池组件来源之一 [8] - 全球最大锂生产商Albemarle股价上涨4% [8] 其他提及公司 - 苹果公司股价当日下跌1.8% [4]

I do not believe in timing the market. In hindsight, however, I couldn't have invested in Intel Corporation (NASDAQ: INTC ) at a better time. A little over a year ago, I turned bullish on INTC for the first timeDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertise spans across various sec ...

[Music] Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Investors are on Fed watch today.Multiple officials from the central bank are speaking and investors are listening. They're also digesting fresh economic data that looks promising. We're digging into all those stories.But right now there's just an hour to go till the closing bell and stocks they are lower. Let's take a look at the popular averages here. The Dow is down about 170 points. The S&P 500, your broad ga ...

what was the structure of what they discussed and what do we know about the status of those talks. >> Yeah, these are early talks. I would say there are still a few unknowns.Uh there's no sense at this point what that investment could look like. There has definitely been some commentary this morning as people are sort of digesting this news and you can see Intel shares are up some 12% or so over the over the since yesterday and today um as they think about what this could mean for both companies. I think if ...

Intel (NASDAQ:INTC) shares surged 8.8% by the close of market trading on Thursday, as the once-beleaguered U.S. chipmaker has climbed 37% since September 17. Its share price has soared 69% year to date. In comparison, the Philadelphia Semiconductor Index ( ...

英特尔投资价值分析 - 政府提供巨额补贴并可能转为股权 显著改变公司资金状况但无法直接解决创新力不足问题[1][2][17][19] - 公司在设计和制造领域持续落后 失去大量市场份额给AMD且未能进入AI高端芯片领域[1][9] - 潜在客户持观望态度 需要证明制造能力才能吸引苹果等大型客户[3][9][15] 半导体行业竞争格局 - 台积电和三星主导先进制程 英特尔需要多年时间才可能追赶[8][9][10] - AI计算市场需求持续增长 预计规模将达到4万亿美元 为多家厂商提供发展空间[22][23][26] - 英伟达可能失去部分市场份额 AMD和博通等竞争对手在AI处理器领域取得进展[23][24][25] 地缘政治与供应链 - 地缘政治风险促使企业寻求供应链多元化 减少对台积电的依赖[7][14] - 美国政府以国家安全为由深度介入半导体产业 通过补贴和股权参与推动本土制造[8][17][19] - 全球数据中心建设面临电力供应瓶颈 需要配套能源基础设施投资[28][29][30] 苹果公司战略考量 - 苹果考虑采用英特尔作为第二供应商 降低对台积电的单一依赖[11][14][15] - 组件制造多元化优于设计多元化 苹果需要确保供应链安全性[14] - 合作取决于英特尔能否提升制造工艺达到竞争水平 目前尚未有明确时间表[13][15] 行业投资策略 - 建议采用多元化投资组合 而非押注单一公司 因市场份额变化存在不确定性[23][25] - AI投资主题已延伸至公用事业和管道公司 需关注能源等配套基础设施[29] - 全球数据中心建设承诺达数千亿美元 但实际推进受电力等资源制约[27][28]

周四美股三大股指收跌，道指跌0.38%，纳指跌0.5%，标普跌0.5%。英特尔已就投资或制造合作事宜与 台积电进行接触，股价收涨超8%。Meta、台积电跌超1%，苹果涨超1%，特斯拉跌超4%。 来源：滚动播报 道琼斯 ( ▲ 指 US.DJJ 45947.320 -173.961 -0.38% 已收盘 Sep 25 04:03PM EDT 今开 46097.430 最高 46122.422 量 5亿 昨收 46121.281 最低 45785.172 振幅 0.73% 上涨 10 下跌 10 下跌 10 下跌 20 平盘 0 / 道琼斯指数期货 46261.80 -0.39% 相关ETF 道琼斯ETF 1.187 -0.50% 分时 五日 日K 周K 月K 更多 MA - MA5:46211.638 10:46069.450 20:45814.534 30:45586.782 46926.827 46714.270- 45757.759 445 43084.070 0 mm 42250.553 2025/06/26 2025/08/26 2025/09/25 2025/07/28 ...

经济数据表现 - 美国第二季度GDP增长3.8%，高于此前预估的3.3% [1] - 8月耐用品订单增长2.9%，此前连续两个月下降 [4] - 经济增速显著超过通胀水平，且差距较大 [4] 股市表现与预期 - 主要股指连续三日下跌，道指跌0.4%至45,947点，标普500跌0.5%至6,604点，纳指跌0.5%至22,384点 [7] - 标普500较分析师平均年终预测6,486点高出2%以上，类似偏离仅见于2024年和1999年同期 [4] - 经济走强支撑企业盈利提升，通常推动股价上涨，这一趋势自4月以来持续 [4] 个股表现 - IBM股价上涨5.2%，因HSBC使用其量子计算机预测债券市场价格，混合量子-经典方法比纯经典技术预测交易完成率提升34% [8] - 英特尔股价大涨8.9%，因管理层寻求苹果对其股权投资，该股年内累计上涨69.5%，较4月8日低点17.67美元反弹92.4% [8][9] - 特朗普政府投资89亿美元获得英特尔10%股权 [9] - CarMax股价暴跌20.1%，因二季度每股收益0.64美元低于1.04美元预期，同店销售下降6.3%而非预期增长1.1%，公司计划未来18个月削减至少1.5亿美元成本 [10][11] - Lithium Americas股价大涨22.3%，因与美国政府讨论股权注资替代22.6亿美元能源部贷款，用于开发Thacker Pass锂矿 [12] - Lithium Americas与通用汽车合资拥有内华达州北部锂矿 [13] 政策与市场影响 - 经济数据强劲可能使美联储更难进一步降息 [5] - 当前政府政策逐步落实为经济带来喘息，不确定性减少缓解招聘和投资决策停滞 [5] - 政府关门可能带来不确定性 [6]

What was the structure of what they discussed. And what do we know about the status of those talks. Yeah, these are early talks.I would say there are still a few unknowns. There's no sense at this point what that investment could look like. There has definitely been some commentary this morning as people are sort of digesting this news.And you can see Intel shares are up some 12% or so since yesterday and today as they think about what this could mean for both companies, I think if you're intel in, you're l ...

Intel Corp. (NASDAQ: INTC) CEO Lip-Bu Tan has been working aggressively to line up funding and customer partnerships critical to the company's turnaround. It was reported on Thursday that he has reached out to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) as well. Partnerships and InvestmentsIntel has reached out to Apple, Inc. (NASDAQ: AAPL) and TSMC about potential collaborations, according to the Wall Street Journal.Read Next: Rigetti, D-Wave, IonQ Set To Disrupt Everything—Expert Goes All ...