特朗普给AI兜底！“创世纪计划”名单公布，可以抄作业了？

2025-12-22

悬赏1000虎币

美国能源部(DOE)宣布与24家有意合作推进“ 创世纪计划”（Genesis Mission ）的机构达成协议，旨在利用AI加强国家安全并推动能源创新，相当于政府给AI背书。[正经]

当前名单中已合作的企业如下：

芯片巨头： $英伟达(NVDA)$ 、 $美国超微公司(AMD)$ 、 $英特尔(INTC)$ 等；
AI模型：OpenAI, Anthropic, xAI, $谷歌A(GOOGL)$ 、 $微软(MSFT)$ ；
云数据： $甲骨文(ORCL)$ 、 $Palantir Technologies Inc.(PLTR)$ 、 $CoreWeave, Inc.(CRWV)$ ；
解决方案： $IBM(IBM)$ 、 $埃森哲(ACN)$ 等

11月底这个计划就有了，但CoreWeave是名单中新增的，受此影响，CRWV上周五大涨20%。花旗最新观点：“买入”评级，但目标价从192美元下调到135美元，原因是虽然需求爆炸（花旗预期2026年CRWV的净利润能达到3.84亿美元，较为激进的观点[吃瓜]），但是波动极大。

大家觉得是否可以开始抄作业了？你最看好哪家公司？

评论区分享你的观点或投资计划，一起赢取1000虎币奖励！🎁🎁

美联储主席人选敲定！市场将会如何演绎？

据华尔街日报报道，美国总统特朗普周四晚间表示，将于周五上午（北京时间今晚）宣布美联储主席提名人选。这一任命将决定全球最重要央行未来四年的政策方向，现任主席鲍威尔的任期将于今年5月结束。特朗普透露，这位人选"非常受尊敬，在金融界人人皆知"，并称"这将是一个非常好的选择"。据华盛顿邮报，特朗普“会面+通话”，敲定沃什为下一任美联储主席人选。【大家觉得全球市场巨震下，特朗普能否“救市”？接下来你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

495虎币已分给17位参与者,剩余505虎币已退还至发起者

截止至01/12 07:54

精彩评论

夜流沙
2025-12-22
夜流沙
赢得30虎币
甲骨文跌了不少，应该反弹了8
一路走来cd
2025-12-22
一路走来cd
赢得30虎币
这些还都是投资阶段的，应用创收阶段的不多。再等等看
勇敢_小虎
2025-12-22
勇敢_小虎
赢得30虎币
如果必须选那我选择：$英伟达(NVDA)$、$美国超微公司(AMD)$、$谷歌(GOOG)$、$Palantir Technologies Inc.(PLTR)$,这个是人工智能的扛把子
花香满楼
2025-12-22
花香满楼
赢得30虎币
这里面最靠谱的就是英伟达，
应用类的上市公司还没找到，
AliceSam
2025-12-22
AliceSam
赢得30虎币
这么大的一个计划，多么好的抄作业机会啊。如果我们想要抄这份作业，首先要搞清楚三条主线，第一条主线是，谁的算力底座最稳。NVIDIA、AMD、Intel 三颗芯早已是硬通货，政策背书只是再加一道保险。这些公司的确定性最高，当然，他们的估值也最高，适合当“底仓”。第二条主线是模型+云侧“政策护城河”，OpenAI、Anthropic、xAI、Google、Microsoft、Oracle、Palantir、IBM、Accenture 这类同时拿到政府大单，还有很多商业订单的双牌照玩家. 第三条线是一些弹性“新面孔”，例如CoreWeave
躺平躺到地狱了
2025-12-22
躺平躺到地狱了
赢得30虎币
这么大的一个计划，多么好的抄作业机会啊。如果我们想要抄这份作业，首先要搞清楚三条主线，第一条主线是，谁的算力底座最稳。NVIDIA、AMD、Intel 三颗芯早已是硬通货，政策背书只是再加一道保险。这些公司的确定性最高，当然，他们的估值也最高，适合当“底仓”。第二条主线是模型+云侧“政策护城河”，OpenAI、Anthropic、xAI、Google、Microsoft、Oracle、Palantir、IBM、Accenture 这类同时拿到政府大单，还有很多商业订单的双牌照玩家. 第三条线是一些弹性“新面孔”。

发表看法

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