Bloomberg直播重复提到英特尔业绩超预期及英伟达与Amkor的15亿美元先进封装合作

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-07-24 17:30–18:00(Asia/Shanghai),共 73 段
说明:以下为该时段该直播间的连续语音转录(直播 ASR,可能有同音/识别误差)。请从中识别与 AI算力/芯片/服务器/光模块/液冷/数据中心/大模型/机器人·具身智能/自动驾驶 等相关的、**可交易**的公司/产品/订单/产能/需求/合作/高管或官员表态,判断是否构成可交易事件;若通篇无可交易内容,判为不做。识别误差请结合上下文与常识修正,勿据孤立音近词臆断。

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[17:30] The House, which, as you know, is controlled by Republicans, just for a second time passed a resolution to try to reinign in this war.
[17:30] It was mostly to be fair Democrats supporting that, but there were four Republicans who crossed over and remember we are heading into the heat.
[17:30] Of electionle season and we talk about tariffs that have the potential to increase costs, a war that much of the public doesn't like and is also increasing.
[17:30] AsCosts, those things are not great for Republicans who are campaigning right now. So I don't think there's a lot of appetite for it, but we have.
[17:30] Not seen any serious moves from Congress to rein this in, and so there's a lot of complaints, but not a lot of action.
[17:30] And I don't think there's a lot of support for this move, but the President seems to be out of maneuvers as he's failed or not been unable to reach out.
[17:30] Areement with Iran Jonathan, thank you so much for all the context this morning that is Jonathan to marry O.
[17:31] OfInteling the chipmaker's guidance blew past analyst estimates CEO lip tellingberg quote demand is out.
[17:31] Our increasing supply. And so those are good problems to have. Let's get more with Matt Bloxom of Bloomberg Inlig.😊
[17:31] I untiltel suddenly doing so right. Yeah, maybe it's not so much what they're doing right, by the way the market is.
[17:31] particularly in AI, so you know we had went through a long phase where the investments were squarely focused on GPUs, the kind of chips.
[17:31] In video builds, and that' was because the market was focused on training the big models because the markets now shifted towards actually deploying and using.
[17:31] AI, particularly in a corporate environment, then you need a lot more of the kind of general compute, so CPUs, which is in.
[17:31] IntelSt. And so I think the market's kind of shifted back towards where Intel really has strong capabilities. And as we.
[17:31] They're from the CEO, they've been expanding capacity alongside that, so they're more able to kind of match the demand that's out there.
[17:32] But also I mean, it's been a bit of a land grab right, and Intel seems to have been able to ramp up really, really quickly and grab those clients or as lipput.
[17:32] Ca them multiples, whatever that means, so I think this kind of flips a little bit into the.😊
[17:32] The foundry market too, you know that they're in parallel to their kind of Intel branded chip business, they're also building a foundry business basically.
[17:32] Contract manufacturing chips for other parties is's still a kind of growing but it still at kind of very early stage, but they've got one public.
[17:32] Um, customer in Fortnet and a number of other companies that are evaluating the product quite close and perhaps the most interesting of those is SpaceX.
[17:32] So together with Tesla and their tariff A initiative who may well use Intel as a significant contract chip.
[17:32] Manufacturers, so I think in both these areas, the businesses got really good possible momentum we heard today that they're planning to increase their.
[17:33] Capital spending historically they've been cutting capital spending, and also now we saw a negative reaction to Capex increases at Google early in the week.
[17:33] But Intel' is coming from a very different place, and I think that's a strong signal of confidence in the forward book of demandmand that they have.
[17:33] Yeah, important note to make there and Matt, you know it looks like Intel is going to add to its 171% gain year today.
[17:33] To today in today's session map boxom ofberg intelligence thank you so much up we're up for your trading day with more.
[17:33] omic on deck this is Bbury.
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[17:35] Today from wall street to washington earnings season is underway we're going to get some key reports.
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[17:36] To be the next united nationations secretary general made their cases at the UN headquarters here in Manhattan, here's a part of the town hall.
[17:36] Responsibility is to make the Un relevant again, to deliver, to touch the hearts and souls of people on the.
[17:36] roundMoral authority is always needed, and you always need to speak out on the issues where violation of human rights have been.
[17:36] We need to do is to restore this credibility of the Un as a valid interlocutor.
[17:36] I would like to see a UN that is back at the table on the scenarios of conflict. I would like to see a UN that has.
[17:36] Re trust, the Un must be more present, especially in the peace and security.
[17:36] Would have moved from where we are today to a UN that is delivering better in peace and security global security.
[17:37] Peace and stability is something that is incumbent on the Security Council and the lack of trust between.
[17:37] Between the permanent members, it's that that means that crises go on without solutions being found.
[17:37] Now a look at what's ahead for this Friday's trading session where we get earnings from SlB and.
[17:37] I can express before the bell and then we get data USPMIs at 945 Eastern followed by new home sales at 10.😊
[17:37] Plus President trump voted to participate in the rescheduled White House correspondence dinner tonight that takes place at 7 pm in Washington.
[17:37] So microcro moves before the well now, obviously Intel extending post earnings gains as its blowout outlook underlyingd AI demand.😊
[17:37] The year down 10% results failed to sustain the strong rally so far this year and amcortek rising pretty substantially after the firm announcement.
[17:37] One half billion dollar deal with NVDdia Let's take a look at your macro picture, though, on this final session after a really bumpy week and ahead of.😊
[17:38] What could be an eventful weekend, we do have Nazaq futures pointed higher, Bren crude coming down and the30 year yield at a time.
[17:38] It kills them.
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[17:41] I'm still very bullish on the overall AI infrastructure.