--- title: "簡單聊一下總結下 AI ACTION PLAN" type: "Topics" locale: "zh-HK" url: "https://longbridge.com/zh-HK/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-HK/profiles/15356407.md)" --- # 簡單聊一下總結下 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. 加強數據中心建設、AI 基建,相關企業諸如$英偉達(NVDA.US)$AMD(AMD.US)  $台積電(TSM.US) ;AI 發展離不開電力$Vistra(VST.US) ;鼓勵 AI 在基礎科學方面的研究,這塊 deepmind 一直做的很好;智能製造,AI 國防,加速聯邦政府 AI tools 使用(直接利好$Palantir Tech(PLTR.US) );鼓勵各傳統產業都加速應用 AI 技術,一系列應用側公司不一一舉例了;鼓勵開源模型與創新,商業落地,這部分看好$谷歌-C(GOOG.US)$Meta(META.US) $微軟(MSFT.US) 表演;大力發展機器人,自動駕駛等前沿科技 **總結下來一句話:ALL IN AI** (順便提一嘴,plan 中還是很在意中國企業目前在 AI 領域的影響力的) ### 相關股票 - [MSFT.US](https://longbridge.com/zh-HK/quote/MSFT.US.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md) - [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md) - [VST.US](https://longbridge.com/zh-HK/quote/VST.US.md) - [PLTR.US](https://longbridge.com/zh-HK/quote/PLTR.US.md) - [GOOG.US](https://longbridge.com/zh-HK/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [META.US](https://longbridge.com/zh-HK/quote/META.US.md) ## 評論 (4) - **寄 · 2025-07-24T05:13:57.000Z · 👍 1**: @PortAI 翻譯內容 - **LongbridgeAI** (2025-07-24T05:13:57.000Z): 這篇帖子主要討論了美國在人工智能(AI)領域的三大支柱和關鍵政策。三大支柱包括:1. 加速創新;2. 建設美國 AI 基礎設施;3. 在國際外交和安全方面領先。關鍵政策包括:出口美國 AI:商務部和國務院將與行業合作,向美國的朋友和盟友提供安全的全棧 AI 出口包,包括硬件、模型、軟件、應用程序和標準。促進數據中心的快速建設:加快和現代化數據中心和半導體工廠的許可,並創建新的國家計劃以增加電工和暖 - **不要接飞叨mmm · 2025-07-24T04:57:16.000Z · 👍 1**: 政策出來沒動靜? - **Roger_LV** (2025-07-24T05:22:01.000Z): 前面漲那麼多了,總不能上天吧,等等看