智通财经网·2025-07-25 00:39Group 1 - The core viewpoint of the news is that the Trump administration's newly issued AI Action Plan is expected to significantly boost AI infrastructure development and indicates a strategic understanding of the semiconductor supply chain [1][2] - The AI Action Plan is anticipated to provide substantial benefits to major chip companies such as NVIDIA, Intel, and AMD, as it aims to simplify administrative barriers [1][2] - The plan is also expected to positively impact open-source AI companies, with potential long-term growth for leaders like Meta and IBM if their business goals align with regulatory guidance [1] Group 2 - The plan offers a clear framework for U.S. participation in the AI revolution, providing direction for the tech industry regarding business expansion and resource allocation [2] - Analysts note that the plan includes a "full-stack AI export strategy" to prevent certain countries from turning to competitors, which is a positive signal for chip manufacturers [2] - Overall, the plan aims to maintain U.S. leadership in AI by easing regulatory constraints, although there is a possibility of additional export controls being implemented [2]