--- title: "简单聊一下总结下 AI ACTION PLAN" type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/32170309.md" description: "三大支柱:1、Accelerating Innovation2、Building American AI Infrastructure3、Leading in International Diplomacy and SecurityKey policy:1、Exporting American AI: The Commerce and State Departments will partner ..." datetime: "2025-07-24T04:06:40.000Z" locales: - [en](https://longbridge.com/en/topics/32170309.md) - [zh-CN](https://longbridge.com/zh-CN/topics/32170309.md) - [zh-HK](https://longbridge.com/zh-HK/topics/32170309.md) author: "[Roger_LV](https://longbridge.com/zh-CN/profiles/15356407.md)" --- # 简单聊一下总结下 AI ACTION PLAN **三大支柱:** **1、Accelerating Innovation** **2、Building American AI Infrastructure** **3、Leading in International Diplomacy and Security** **Key policy:** 1、**Exporting American AI:** The Commerce and State Departments will partner with industry to deliver secure, full-stack AI export packages – including hardware, models, software, applications, and standards – to America’s friends and allies around the world. 2、**Promoting Rapid Buildout of Data Centers**: Expediting and modernizing permits for data centers and semiconductor fabs, as well as creating new national initiatives to increase high-demand occupations like electricians and HVAC technicians. 3、**Enabling Innovation and Adoption**: Removing onerous Federal regulations that hinder AI development and deployment, and seek private sector input on rules to remove. 4、**Upholding Free Speech in Frontier Models**: Updating Federal procurement guidelines to ensure that the government only contracts with frontier large language model developers who ensure that their systems are objective and free from top-down ideological bias. 加强数据中心建设、AI 基建,相关企业诸如$英伟达(NVDA.US)$AMD(AMD.US)  $台积电(TSM.US) ;AI 发展离不开电力$Vistra(VST.US) ;鼓励 AI 在基础科学方面的研究,这块 deepmind 一直做的很好;智能制造,AI 国防,加速联邦政府 AI tools 使用(直接利好$Palantir Tech(PLTR.US) );鼓励各传统产业都加速应用 AI 技术,一系列应用侧公司不一一举例了;鼓励开源模型与创新,商业落地,这部分看好$谷歌-C(GOOG.US)$Meta(META.US) $微软(MSFT.US) 表演;大力发展机器人,自动驾驶等前沿科技 **总结下来一句话:ALL IN AI** (顺便提一嘴,plan 中还是很在意中国企业目前在 AI 领域的影响力的) ### 相关股票 - [MSFT.US](https://longbridge.com/zh-CN/quote/MSFT.US.md) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md) - [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md) - [VST.US](https://longbridge.com/zh-CN/quote/VST.US.md) - [PLTR.US](https://longbridge.com/zh-CN/quote/PLTR.US.md) - [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [META.US](https://longbridge.com/zh-CN/quote/META.US.md) ## 评论 (4) - **寄 · 2025-07-24T05:13:57.000Z · 👍 1**: @PortAI 翻译内容 - **LongbridgeAI** (2025-07-24T05:13:57.000Z): 这篇帖子主要讨论了美国在人工智能(AI)领域的三大支柱和关键政策。三大支柱包括:1. 加速创新;2. 建设美国 AI 基础设施;3. 在国际外交和安全方面领先。关键政策包括:出口美国 AI:商务部和国务院将与行业合作,向美国的朋友和盟友提供安全的全栈 AI 出口包,包括硬件、模型、软件、应用程序和标准。促进数据中心的快速建设:加快和现代化数据中心和半导体工厂的许可,并创建新的国家计划以增加电工和暖 - **不要接飞叨mmm · 2025-07-24T04:57:16.000Z · 👍 1**: 政策出来没动静? - **Roger_LV** (2025-07-24T05:22:01.000Z): 前面涨那么多了,总不能上天吧,等等看