2026年6月18日 / 美国东部时间上午10:28 / 哥伦比亚广播公司新闻
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周四英特尔股价上涨，此前特朗普总统在社交媒体上表示，这家半导体巨头将与苹果合作，在美国设计和制造芯片。
周四开盘后不久，英特尔股价上涨12.72美元，涨幅10.5%，至133.82美元。
苹果未立即回应置评请求，英特尔则表示不会就“潜在的英特尔-苹果合作协议”置评。
特朗普此次针对英特尔的发文，是在去年8月他促成美国政府收购这家芯片制造商10%股份之后。鉴于该公司与美国政府存在其他业务往来，且这笔交易可能以牺牲竞争对手为代价让英特尔获利，外界当时就担忧存在潜在的利益冲突。无党派智库卡托研究所当时称这一安排是“史无前例的政府对私营企业的持股”。
周四，特朗普总统还强调了政府所持股份的价值，称英特尔的估值已从去年8月的约1000亿美元攀升至如今的约6000亿美元。
“仅用了九个月，其市值就增长了超过5000亿美元！”特朗普写道。“美国政府所持股份如今价值已超过600亿美元。”
根据路孚特（FactSet）的数据，美国政府持有英特尔10%的股份，是其最大股东，领先于先锋集团和贝莱德等机构投资者——这两家机构分别是英特尔第二和第三大股东，持股比例均约为6%。
韦德布什证券分析师丹·艾夫斯在一份研究报告中表示，与英特尔合作或有助于苹果实现制造基地多元化，减少对其主要海外芯片供应商台积电的依赖。
“这项为苹果制造芯片的初步协议经过了一年多的谈判，特朗普的发文如今证实协议已经敲定，”艾夫斯写道。
他补充道：“尽管苹果已将供应链多元化拓展至越南、印度和美国等其他地区，但此举标志着苹果在供应链多元化方面迈出了战略性一步，旨在缓解其整个制造业务面临的压力。”
据《华尔街日报》周三报道，苹果首席执行官蒂姆·库克表示，该公司计划提高产品售价，以抵消内存和存储芯片成本上涨带来的影响。由于人工智能公司需求增加，这类芯片价格近期持续走高。
Intel shares leap after Trump says it’s working with Apple to make chips in the U.S.
June 18, 2026 / 10:28 AM EDT / CBS News
By
Intel shares jumped on Thursday after President Trump said on social media that the semiconductor giant will work with Apple to design and manufacture chips in the U.S.
Intel’s stock rose $12.72, or 10.5%, to $133.82 shortly after trading opened on Thursday.
Apple did not immediately respond to a request for comment, while Intel said it would not comment “about a potential Apple–Intel agreement.”
Mr. Trump’s post about Intel comes after he brokered a deal last August for the U.S. to take a 10% stake in the chipmaker, raising concerns about a potential conflict of interest given that the company conducts other business with the government and that the deal could benefit Intel at the expense of competitors. The Cato Institute, a nonpartisan think tank, at the time called the arrangement an “unprecedented government ownership of private enterprise.”
On Thursday, the president also highlighted the value of the government’s stake, saying Intel’s valuation has climbed from about $100 billion in August to roughly $600 billion today.
“Nine months, and they’ve increased in value over HALF A TRILLION DOLLARS!” Mr. Trump wrote. “America’s stake is now over 60 billion dollars.”
With its 10% stake, the U.S. is the largest holder of Intel stock, ahead of institutional investors such as Vanguard and BlackRock, the tech firm’s second- and third-largest investors with stakes of about 6% each, according to data from FactSet.
Teaming with Intel could help Apple diversify its manufacturing footprint and rely less on Taiwan Semiconductor Manufacturing Company, or TSMC, its major overseas chip supplier, Wedbush Securities analyst Dan Ives said in a research note.
“This preliminary deal to make chips for Apple comes after more than a year of negotiations, with the Trump post now confirming a deal is now in place,” Ives wrote.
He added, “While Apple has diversified its supply chain to other parts of the world, including Vietnam, India and the U.S., this represents a strategic move by Apple to continue diversifying its supply chain to reduce pressure across its manufacturing footprint.”
Apple CEO Tim Cook said the company plans to boost prices on its products to offset higher costs for memory and storage chips, which have been rising due to increased demand from AI companies, the Wall Street Journal reported Wednesday.
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