特朗普力挺投资，“星际之门”拉来千亿，美股AI产业链全线走高

华尔街见闻01-22

特朗普官宣重大AI项目，计划斥资5000亿美元，甲骨文、英伟达、Arm股价全线上涨。美东时间21日周二晚，特朗普宣布“星际之门”项目，消息传出后，美股科技股隔夜集体上涨，甲骨文、英伟达等公司股价均出现明显上扬。截至当日收盘，甲骨文涨7%，英伟达涨2%，Arm涨4%，跑赢主要科技ETF（XLK）和标普500指数。投资超千亿、巨头合并“放开干” 华尔街见闻此前提及，“星际之门”项目计划由...

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周二在接受采访时表示：\n\n“很明显，新政府将鼓励科技和科技发展。”\n“政府正在从真正了解前沿动态的人们那里获取建议。”\n\n对三家公司而言有何意义？\n还有分析认为，作为本次项目的主导方，OpenAI可以通过合作获取大量数据中心算力资源，甲骨文有望成为关键基础设施提供商，获得更多订单，软银则凭借“财力”获得这个重大项目的“入场券”。\n甲骨文创始人拉里·埃里森（Larry Ellison）在白宫发言时提及，在“星际之门”项目正式宣布之前，甲骨文就一直在和OpenAI以及软银合作。瑞穗分析师Siti Panigrahi在给客户的一份报告中表示：\n\n“这对甲骨文来说是一个重要的机会，它可能成为这项大规模投资的关键基础设施提供商。”\n\n软银CEO孙正义在白宫发言时表示，他上个月曾承诺在美国投资1000亿美元，而特朗普当时建议他将投资翻倍。如今，这一数字已经增加到5000亿美元。\nOpenAI创始人兼CEO奥特曼也表示：\n\n“我很高兴我们能在美国做到这一点。我认为这将是这个时代最重要的项目。”\n风险提示及免责条款\n\n            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