美国政府直接下场投资企业的行为，正在华尔街催生一种新的高风险投资游戏。随着一连串政府注资引爆目标公司股价，投资者正争相猜测并押注下一个可能获 得垂青的公司，以期在政府行动前布局，攫取惊人回报。 这场高风险的押注游戏近期愈演愈烈。锂矿公司Critical Metals Corp.的股价周一因传闻其正与美国政府洽谈潜在入股而一度飙升，USA Rare Earth Inc.的股价也在上周五因类似传言而大涨。周一晚间，白宫证实将收购Trilogy Metals Inc.公司10%的股份，消息一出，这家市值约3.43亿美元的公司股 价应声翻倍。 政府注资点燃股价 对于投资者而言，紧跟政府的投资步伐有着充分的理由。在国防部为其提供23亿美元贷款后，Lithium Americas的股价已上涨近两倍。在特朗普政府将 其100亿美元的联邦拨款强制转为10%的股权后，陷入困境的英特尔股价也得以重振，今年迄今已上涨82%。而当联邦政府同意购买MP Materials价值 4亿美元的股票时，该股当年涨幅更是达到了惊人的376%。 Global X Investments的研究分析师Brooke Thackray表示："投资者突然之 ...

Lithium Americas stock (NYSE: LAC) soared 30% on Friday, as the investor excitement continues over the US government's announcement about taking a 5% stake in the company. ...

本文字数：893，阅读时长大约1分钟 作者 | 第一财经 樊志菁 2025.09. 25 当地时间周三早盘交易中，美洲锂业公司（Lithium Americas）股价飙升超100%，创下近一年半新 高。报道称特朗普政府正就一项政府贷款协议的新条款与这家锂生产商进行谈判，并且希望收购其部 分股权。 特朗普政府此前已入股英特尔与稀土生产商MP材料公司（MP Materials）。若美国政府获得美洲锂 业的部分股权，将成为白宫进军其认定的"对美国经济至关重要行业" 的最新举措。 不过，美洲锂业与上述两家公司存在一个关键差异：尽管该公司正在开发的萨克帕斯（Thacker Pass）锂矿项目位于美国内华达州北部，但公司总部却不在美国，而是设在加拿大温哥华。 鉴于公司的属地问题，这笔投资也可能需要加拿大方面的批准。 锂是充电电池的核心组成部分 —— 不仅为电动汽车和混合动力汽车提供动力，还广泛应用于各类消 费电子产品及家用产品中。 截至收盘，美洲锂业公司股价上涨95.7%，报6.01美元。 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 ...

当地时间周三早盘交易中，美洲锂业公司（Lithium Americas）股价飙升超100%，创下近一年半新高。 报道称特朗普政府正就一项政府贷款协议的新条款与这家锂生产商进行谈判，并且希望收购其部分股 权。 上述官员表示："如果我们要将部分还款期限推迟到以后几年，那么政府希望获得一小部分股权，以建 立现金缓冲，并代表纳税人消除一些风险。"虽然交易尚未最终敲定，但特朗普政府支持该项目，相关 讨论进展积极。 美洲锂业总部在加拿大，其萨克帕斯（Thacker Pass）锂矿预计2027年投产。 特朗普政府此前已入股英特尔与稀土生产商MP材料公司（MP Materials）。若美国政府获得美洲锂业的 部分股权，将成为白宫进军其认定的"对美国经济至关重要行业" 的最新举措。 不过，美洲锂业与上述两家公司存在一个关键差异：尽管该公司正在开发的萨克帕斯（Thacker Pass） 锂矿项目位于美国内华达州北部，但公司总部却不在美国，而是设在加拿大温哥华。 美洲锂业称，萨克帕斯锂矿是 "全球已知已探明储量最大的锂资源矿"，投产后每年将产出4万吨电池级 碳酸锂，预计将成为北美最大的锂资源来源之一，项目第一阶段计划于2027年末 ...

Group 1 - Numerous companies have approached JPMorgan regarding the significant deal between the Pentagon and MP Materials, where the U.S. government acquired a stake in the rare-earths producer [1]

Core Insights - The Trump administration's investment in Intel aims to prevent the company from selling its chip manufacturing division [1] - The government acquired a 10% stake in Intel, making it the largest single shareholder, through a conversion of $8.9 billion in federal funding from the CHIPS and Science Act [1] - Intel's CFO indicated that the company is unlikely to relinquish control over its foundry business, and the government’s warrants are not expected to be exercised [1] Government Investment Details - The Trump administration's agreement includes a five-year warrant allowing the government to purchase an additional 5% of Intel's shares at $20 per share if the company's foundry business falls below 51% ownership [1] - Intel received $5.7 billion in government funding as of August 28, with an additional $3.2 billion contingent on meeting conditions set by the U.S. Department of Defense [1] - The White House confirmed that the agreement is in the final stages of completion and is being refined by the Department of Commerce [1]

Core Points - The U.S. government has invested $8.9 billion in Intel, acquiring approximately 433 million shares and $240 million in warrants [2] - Intel has outstanding grants totaling about $5.7 billion and has received $2.2 billion, with concerns regarding the achievement of certain milestones [3] - The government holds clawback rights on the $2.2 billion received, indicating potential risks associated with the funding [3]

Group 1 - The U.S. government has agreed to invest $8.9 billion in Intel, acquiring approximately 9.9% of the company's shares, making it a major shareholder [3] - The investment is funded by $5.7 billion in subsidies previously granted to Intel under the CHIPS and Science Act, along with an additional $3.2 billion from government-funded projects [3] - President Trump stated that this transaction is beneficial for Intel and the U.S., claiming it could generate over $10 billion for the country [2][3] Group 2 - The U.S. government's stake in Intel will be a passive investment, meaning it will not have board seats, governance rights, or information rights [3] - The government has agreed to align with Intel's board on matters requiring shareholder approval, except for a few exceptions [3]

Core Viewpoint - The U.S. government has acquired approximately 10% of Intel's shares for $8.9 billion, positioning itself as a major shareholder in the company, which President Trump views as a beneficial business move for both parties [1] Group 1: Government Investment - Intel announced an agreement with the U.S. government for an investment of $8.9 billion, resulting in the government acquiring 9.9% of the company's shares [1] - The funding for this investment comes from $5.7 billion in subsidies previously granted to Intel under the CHIPS and Science Act, along with an additional $3.2 billion from government-funded projects [1] Group 2: Shareholder Rights - The U.S. government's investment is classified as passive, meaning it will not have board seats, governance rights, or information rights [1] - The government has agreed to align with the company's board on matters requiring shareholder approval, with few exceptions [1]

Core Viewpoint - Intel has reached an agreement with the U.S. government for an investment of $8.9 billion, making the government one of its largest shareholders [1] Group 1: Investment Details - The U.S. government will acquire 9.9% of Intel's common stock, totaling 433.3 million shares at a price of $20.47 per share [1] - The funding for this investment comes from $5.7 billion in subsidies granted under the CHIPS and Science Act and an additional $3.2 billion from a government funding project [1] - Including previously received subsidies of $2.2 billion, the total investment from the U.S. government in Intel amounts to $11.1 billion [1] Group 2: Shareholder Rights - The U.S. government's investment will be classified as passive, meaning it will not have board seats, governance rights, or information rights [1] - The government has agreed to align with the company's board on matters requiring shareholder approval, with few exceptions [1]