特朗普AI项目Stargate开启，这两只股是最大赢家

金融界2025-01-25

根据华尔街，美国总统唐纳德·特朗普的Stargate计划可能为以下科技公司带来重大利好。本周早些时候宣布的这项5000亿美元的合资项目，由OpenAI、Oracle和软银合作，旨在加强美国的人工智能基础设施。自本周开始以来，Oracle（ORCL）和微软(MSFT)分别上涨了近15%和3%。而微软是OpenAI的投资方。华尔街普遍认为这一举措对整个行业是积极的。花旗集团分析师Tyler Radke...

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Franklin Mutual US Value A Acc SGD","SAM":"波斯顿啤酒","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC"},"translate_title":"Trump's AI project Stargate opens, these two stocks are the biggest winners","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SAM":1,"MSFT":1,"ANET":1,"ORCL":1,"PSTG":1},"content_text":"根据华尔街，美国总统唐纳德·特朗普的Stargate计划可能为以下科技公司带来重大利好。本周早些时候宣布的这项5000亿美元的合资项目，由OpenAI、Oracle和软银合作，旨在加强美国的人工智能基础设施。自本周开始以来，Oracle（ORCL）和微软(MSFT)分别上涨了近15%和3%。而微软是OpenAI的投资方。华尔街普遍认为这一举措对整个行业是积极的。花旗集团分析师Tyler Radke指出，这将通过增加对更高推理和训练能力的需求，支持强劲的资本支出。UBS的Solita Marcelli表示，该项目还需要更多的计算能力和电力，这可能会推动对电网基础设施和电力传输的更多投资。高盛分析师Kash Rangan认为，Oracle和微软将成为政府优先发展AI的主要受益者。从短期来看，Rangan认为，微软可能是更大的赢家，因为其强劲的资产负债表以及2025年的资本支出计划。对Oracle来说，由于建设AI数据中心需要两到三年的“前置时间承诺”，其利好可能会更晚显现。TD Cowen的Derrick Wood预计，该协议将推动Oracle在AI领域的更多资本投资，因OpenAI部分训练工作负载将从微软转移到Oracle。这也将为Oracle带来新的订单积压，并帮助公司通过2027年以超过50%的复合年增长率提高云基础设施收入。对于微软来说，卸下一部分OpenAI的训练工作负载将使其能够将更多GPU用于推理，并提高资本支出的效率。“这些动态将有助于微软缓解供应限制，带来更多的线上创收的AI能力，并推动Azure增长重新加速至中位数30%左右的水平，”Wood写道。微软和Oracle并不是Stargate计划的唯一潜在赢家。Piper Sandler的James Fish指出，Arista Networks（ANET）可能是另一个赢家，因为其与Oracle、微软和OpenAI的关联性，以及其以太网交换机产品组合的强劲表现。“考虑到交换机占网络支出的50%以上，而Arista在高端数据中心交换机市场占有30%以上的份额，我们认为这是一个超过60亿美元的可服务市场（SAM），为期5年，”Fish写道。Fish还将Pure Storage(PSTG)视为一种“被低估的”投资Stargate的方式，以满足存储容量需求，并估计其总潜在市场（TAM）为100亿美元。\n\n\r\n            责任编辑：山上","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2506884140","isCrawlerRequest":true}