roseking
06-19 09:18
特朗普以一人之力一箭四雕拉抬了英特尔英伟达苹果的股价对冲了SPACEX的下跌。不愧是画K线的大作手。
特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外
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06:20","market":"hk","language":"zh","title":"特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外","url":"https://stock-news.laohu8.com/highlight/detail?id=2644338130","media":"华尔街见闻","summary":"据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。","content":"<html><head></head><body><blockquote><p>据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”，市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月，但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言，获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前，苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：<strong>双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-19 06:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”，市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月，但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言，获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前，苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：<strong>双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00BN8TJ469.HKD":"FTGF 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ACC"},"source_url":"https://wallstreetcn.com/articles/3775051","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644338130","content_text":"据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。特朗普突然“官宣”，市场迅速点燃英特尔行情当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。双方接触已持续数月，但正式协议仍存疑问不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。英特尔代工业务急需“苹果级客户”对于英特尔而言，获得苹果订单具有象征意义。自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。市场仍在等待苹果和英特尔正式确认截至目前，苹果和英特尔均未正式宣布相关合作细节。因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":1.96,"AAPL":1.93,"AAPU":0.6,"AAPB":0.6,"AAPD":0.6,"LINT":0.6,"AAPW":0.6,"APLY":0.6,"AAPX":0.6,"AAPY":0.6}},"isVote":1,"tweetType":1,"viewCount":13,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":91,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/576751387136592"}
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