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太空竞赛以来最大考验!特朗普公布AI“行动计划”,美股AI概念股被低估了?
Di Yi Cai Jing· 2025-07-24 08:25
Group 1 - The core viewpoint of the news is that the recent AI "action plan" by the Trump administration aims to reduce regulations and promote the development of AI technology in the U.S., which is expected to benefit tech companies and create investment opportunities in the AI sector [1][3][4] - The plan includes measures to expedite the construction of data centers necessary for AI model training and to enhance the export of U.S. technology, which has been welcomed by major tech firms like OpenAI and Meta [3][4] - Analysts believe that the investment opportunities in the AI sector are still underestimated, with a significant increase in the allocation of tech stocks by fund managers observed recently [6][7] Group 2 - The AI "action plan" aims to eliminate regulatory hurdles from agencies like the Federal Trade Commission and the Federal Communications Commission, facilitating AI development and usage [3][4] - Critics argue that the plan resembles a "wish list" for the tech industry, suggesting that it may not translate into concrete actions without support from various government levels and the private sector [4][5] - The potential for AI applications to enhance efficiency across various industries is highlighted, with estimates suggesting a total addressable market of $50 trillion for knowledge workers, driven by AI's ability to improve productivity [8]