
A |
英特尔在文件中称,该公司计划筹集至多8.2亿美元资金,将用于营运资金和公司用途。英特尔将保留对Mobileye的控制权,该公司将持有超过7.5亿股B类股票,其投票权是A类股票的10倍。

B | WASHINGTON -- Saddled with a dysfunctional Congress, President Joe Biden has the task of assuring European Union leaders on Friday that the United States can nonetheless deliver on promises to send tens of billions of dollars' worth of aid to wartime Ukraine and Israel.The Oval Office sit-down comes at a moment when domestic U.S. political chaos could further destabilize an increasingly chaotic world. Many of Biden's shared priorities with the EU depend on getting a budget through Congress — a tough task given that the House lacks an elected speaker and differences with some Republican lawmakers over aid for Ukraine could force a federal government shutdown in November.Along with addressing Ukraine's efforts to repel Russia and the fallout from Hamas' attack on Israel, the U.S. and EU leaders are also figuring out how to manage climate change, economic competition with China and trade and tax issues. One day ahead of his meeting with Biden, European Council President Charles Michel expressed optimism that Biden can deliver on his promises to help arm and financially support Ukraine.“I’m really confident and also I’m grateful for Joe Biden’s personal leadership,” Michel said. “He will do everything to ensure this support will be confirmed.”The U.S. president has cultivated a personal relationship with Michel and European Commission President Ursula von der Leyen, who calls Biden “dear Joe.” Both the EU and U.S. pride themselves for being devoted to democratic principles, a source of unity as they navigate Russia's war in Ukraine and the war between Israel and Hamas. They have framed their support for Israel as a reflection of shared democratic values and stressed the importance of following international law in military operations.But the reality of democracies is that foreign policy agreements can change with elections and competing interests at home can overshadow diplomacy. The two partners still have differences to reconcile on trade, economic matters and the incentives for shifting to renewable energy sources. The U.S. and EU still need to finalize an agreement on environmentally sustainable steel and aluminum production in order to avoid the tariffs imposed during Donald Trump's presidency.Biden's own incentives on moving away from fossil fuels have left Europe “a little bit uncomfortable,” said Federico Steinberg, a visiting fellow at the Center for Strategic and International Studies, a Washington-based think tank.While the EU welcomes U.S. efforts to “accelerate the green transition,” Steinberg said, some elements of Biden's programs are protectionist in nature, discriminate against trade partners and undermine the World Trade Organization system that the EU would like to revive.But for now, the U.S. and E.U. are focused on the big challenges of war and solidarity in their words and policy choices. Von der Leyen said Thursday that the “core” of the Oval Office conversation will be about Ukraine and Israel.“The winds are not just blowing today — today they are gale force,” she said in remarks at the conservative Hudson Institute. “Our democracies are under sustained and systemic attack by those who abhor freedom.”In addition to sanctioning Russia, EU countries have provided close to $90 billion in assistance to Ukraine, including $27 billion in military aid, von der Leyen said. But there are open questions as to whether the U.S. commitment could waver after having provided four rounds of aid to Ukraine that total $113 billion, a sum that includes replacing U.S. military equipment sent to Kyiv.“Now is the time to double down,” von der Leyen said Thursday.In a separate interview with The Associated Press, Michel said the U.S. and E.U. would still need to make progress on addressing the steel tariffs and defending the interests of European businesses. But Michel said both parties are aligned on Ukraine, and Europe is “doing what’s needed and we are preparing the next decisions to mobilize more and more funding, more military equipment for Ukraine and for the Ukrainians.”Biden is expected to ask for $105 billion in additional funding Friday, including $60 billion for Ukraine, much of which would replenish U.S. weapons stockpiles provided earlier. There’s also $14 billion for Israel, $10 billion for unspecified humanitarian efforts, $14 billion for managing the U.S.-Mexico border and fighting fentanyl trafficking and $7 billion for the Indo-Pacific region, which includes Taiwan. The proposal was described by three people familiar with the details who insisted on anonymity before the official announcement.But some House Republicans have questioned the value of aid to Ukraine at the levels sought by Biden. The GOP ousted Rep. Kevin McCarthy, R-Calif., after a deal to temporarily keep the government open through November 17. Republican lawmakers have failed to find a successor, leading to concerns that Biden's commitments with the EU could be in jeopardy.The U.S. president offered his challenge to Congress in a Thursday evening speech by outlining the core idea behind his spending proposal:"American values are what make us a partner that nations want to work with. We put all that at risk if we walk away from Ukraine, if we turn our backs on Israel."__AP writer Raf Casert contributed to this report from Brussels.。此外,英特尔预计将有4,626万股A类股票流通股,A类股票是投资者将在IPO中购买的股票。具体数量可能会更多,取决于承销商是否决定选择购买额外股票。英特尔预计,Mobileye总计将发行7.9626亿股流通股,如果以20美元定价,自动驾驶业务的估值将高达159亿美元。英特尔周二股价跌超2%,年初至今跌幅达到48%。2017年,英特尔以153亿美元收购了以色列的Mobileye。成立于1999年的Mobileye为自动驾驶汽车,以及驾驶员辅助等功能提供芯片、硬件和软件。英特尔目前正经历其核心业务——制造计算机芯片的转型。它正在建造更多的工厂,但是建造和装备新的晶圆厂是资本密集型的。

C | Mobileye在文件中称,该公司与奥迪(Audi)、宝马(BMW)和大众(Volkswagen)等汽车制造商有合作关系,其技术目前应用于800款车型。文件显示,Mobileye的营收强劲增长,从2019年的8.79亿美元增长到2021年的13.9亿美元。

D | Mobileye本财年前六个月实现收入8.54亿美元,较上年同期增长21%,该公司净亏损6700万美元。今年以来,由于通胀和利率不断上升、对美国经济的担忧以及美股波动,美国IPO发行受到了沉重打击,尤其是对Mobileye的科技公司同行而言。Dealogic的数据显示,美国IPO市场正在经历有记录以来最糟糕的一年之一,传统IPO的筹资规模可能是1995年以来最少的。美国主要股指均处于熊市,即从近期高点下跌20%或以上。另一个阻碍新上市的因素是:在2020年和2021年上市的大多数公司股价都低于IPO价格,其中许多公司的股价远低于IPO价格。数百家原定于2022年在美国上市的公司现在被迫旁观,因为投资者愿意为它们业务支付的价格下降了。这些公司没有在公开市场上市和融资,而是被迫以低得多的估值寻求私人资金,通过裁员或退出某些市场等其他措施削减成本,或者以远低于预期的估值上市。这些公司用于增长或招聘的资金减少,这是对美国整体经济的又一个潜在打击。

E | 虽然大多数准备在2022年进行IPO的公司都将公开发行推迟到明年,但Mobileye是最大的、众所周知的例外之一。

F | 食品杂货快递公司Instacart也定于今年IPO,Mobileye估值的进一步下调对已经削减内部估值的Instacart来说是个坏信号。如果Mobileye的交易表现不佳,这将是对Instacart IPO希望的又一个不祥之兆。英特尔首席执行长格尔辛格(Pat Gelsinger)曾表示,Mobileye的上市将使其自动驾驶汽车部门获得更高的知名度,并吸引更多业务。

G | 他还表示,英特尔不需要Mobileye IPO带来的资金。如今在英伟达、地平线、华为、百度等技术性厂商崛起的背景下,Mobileye自动驾驶芯片一哥的位置实在难保。包括蔚来、特斯拉、理想在内的一众终端厂商,纷纷抛弃了Mobileye。特斯拉更不必说,在英特尔收购Mobileye之后,便与Mobileye分手,开始采用FSD芯片。理想在2021年也将EyeQ4换装成地平线征程3,而蔚来等一批车企更是为新一代车型选配了强大的英伟达Orin芯片。前段时间英伟达刚研发出算力“天花板”Thor,Mobileye这些老企业还有一席之地吗?不过Mobileye也发现了这些问题,正在进行下一代ADAS的产品开发,包括 SuperVision 系统的新功能以及导航辅助驾驶,希望能打破“英姿不再”的僵局。
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