[Music] We're back on Morning Trade Live. Let's focus on Intel. The stock has rallied this month on the back of investments from Nvidia and the US government.And according to a Bloomberg report now, the company is looking to add another name to the investor list, Apple. More on that story momentarily, but here's the chart. Intel is up more than 50% here in 2025, and the majority of gains have been in the last 2 months.Intel shares are up nearly 70% since August the 1st. So that is the focus of the morning t ...

股价表现 - 英特尔股价在2025年4月下跌11.5% [1] - 过去52周累计下跌33% 同期标普500指数上涨13% [7] 战略转型 - CEO在Vision 2025大会公布详细转型计划 强调回归芯片创新本源 针对特定软件工作负载设计芯片 [3] - 重申对晶圆代工业务的承诺 计划在美国建立世界级半导体制造能力 [3][5] - 投资者更期待剥离代工业务 专注处理器设计的策略 [3] 代工业务动态 - 市场传闻可能将代工业务与台积电成立合资企业 [4] - 一季度财报超预期 但未公布代工业务的突破性进展 [4] - 月底公布的详细代工战略更新未对股价产生明显影响 [5] 财务指标 - 公司目前处于亏损状态 [7] - 远期市盈率25.8倍 市销率1.7倍 估值处于低位 [7] 管理层观点 - 新任管理层认同前任CEO的业务重建方向 [6] - 转型过程成本高昂且艰难 但长期可能带来巨大业务机会 [6]