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@话题虎：特朗普给AI兜底！“创世纪计划”名单公布，可以抄作业了？

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true}","description":"周五，美国最高法院暂未公布对特朗普关税的判决，非农就业数据好坏参半，标普500涨0.6%，创新高，纳指100涨1%。非农报告强化了市场对于美联储1月维持利率不变的预期，【本周新一轮财报周即将开启，后市资本市场将如何演绎？现在你的操作策略是？】","image":"https://static.tigerbbs.com/8acef5151539d2ccaf851aabab65dd19"}],"images":[{"img":"https://static.tigerbbs.com/ce830042be77bf0f11ee7eb62190d64f","width":"1668","height":"1052"}],"coverImages":[{"img":"https://static.tigerbbs.com/ce830042be77bf0f11ee7eb62190d64f"}],"title":"特朗普给AI兜底！“创世纪计划”名单公布，可以抄作业了？","html":"<html><head></head><body><p>美国能源部(DOE)宣布与24家有意合作推进“&nbsp;创世纪计划”（Genesis Mission ）的机构达成协议，旨在利用AI加强国家安全并推动能源创新，相当于政府给AI背书。<span class=\"teditor-emoji\">[正经]</span></p><p>当前名单中已合作的企业如下：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce830042be77bf0f11ee7eb62190d64f\" tg-width=\"1668\" tg-height=\"1052\"></p><p></p><ul style=\"\"><li><p>芯片巨头： <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 等；</p></li><li><p>AI模型：OpenAI, Anthropic, xAI,  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 、 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ；</p></li><li><p>云数据： <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 、 <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 、 <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ；</p></li><li><p>解决方案： <a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 、 <a data-mention-id=\"ACN\" class=\"teditor-mention\" data-mention-name=\"埃森哲\" href=\"https://laohu8.com/S/ACN\">$埃森哲(ACN)$</a> 等</p></li></ul><p></p><p>11月底这个计划就有了，但CoreWeave是名单中新增的，受此影响，CRWV上周五大涨20%。花旗最新观点：“买入”评级，但目标价从192美元下调到135美元，<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">原因是虽然需求爆炸（花旗预期2026年CRWV的净利润能达到3.84亿美元，较为激进的观点<span class=\"teditor-emoji\">[吃瓜]</span>），但是波动极大</span>。</p><p></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家觉得是否可以开始抄作业了？你最看好哪家公司？</span></strong></p><p><strong>评论区分享你的观点或投资计划，一起赢取1000虎币奖励！🎁🎁</strong></p></body></html>","htmlText":"<html><head></head><body><p>美国能源部(DOE)宣布与24家有意合作推进“&nbsp;创世纪计划”（Genesis Mission ）的机构达成协议，旨在利用AI加强国家安全并推动能源创新，相当于政府给AI背书。<span class=\"teditor-emoji\">[正经]</span></p><p>当前名单中已合作的企业如下：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce830042be77bf0f11ee7eb62190d64f\" tg-width=\"1668\" tg-height=\"1052\"></p><p></p><ul style=\"\"><li><p>芯片巨头： <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"英伟达\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 、 <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"美国超微公司\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> 、 <a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"英特尔\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 等；</p></li><li><p>AI模型：OpenAI, Anthropic, xAI,  <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 、 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ；</p></li><li><p>云数据： <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 、 <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 、 <a data-mention-id=\"CRWV\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ；</p></li><li><p>解决方案： <a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 、 <a data-mention-id=\"ACN\" class=\"teditor-mention\" data-mention-name=\"埃森哲\" href=\"https://laohu8.com/S/ACN\">$埃森哲(ACN)$</a> 等</p></li></ul><p></p><p>11月底这个计划就有了，但CoreWeave是名单中新增的，受此影响，CRWV上周五大涨20%。花旗最新观点：“买入”评级，但目标价从192美元下调到135美元，<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">原因是虽然需求爆炸（花旗预期2026年CRWV的净利润能达到3.84亿美元，较为激进的观点<span class=\"teditor-emoji\">[吃瓜]</span>），但是波动极大</span>。</p><p></p><p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家觉得是否可以开始抄作业了？你最看好哪家公司？</span></strong></p><p><strong>评论区分享你的观点或投资计划，一起赢取1000虎币奖励！🎁🎁</strong></p></body></html>","text":"美国能源部(DOE)宣布与24家有意合作推进“ 创世纪计划”（Genesis Mission ）的机构达成协议，旨在利用AI加强国家安全并推动能源创新，相当于政府给AI背书。[正经] 当前名单中已合作的企业如下： 芯片巨头： $英伟达(NVDA)$ 、 $美国超微公司(AMD)$ 、 $英特尔(INTC)$ 等； AI模型：OpenAI, Anthropic, xAI, $谷歌A(GOOGL)$ 、 $微软(MSFT)$ ； 云数据： $甲骨文(ORCL)$ 、 $Palantir Technologies Inc.(PLTR)$ 、 $CoreWeave, Inc.(CRWV)$ ； 解决方案： $IBM(IBM)$ 、 $埃森哲(ACN)$ 等 11月底这个计划就有了，但CoreWeave是名单中新增的，受此影响，CRWV上周五大涨20%。花旗最新观点：“买入”评级，但目标价从192美元下调到135美元，原因是虽然需求爆炸（花旗预期2026年CRWV的净利润能达到3.84亿美元，较为激进的观点[吃瓜]），但是波动极大。 大家觉得是否可以开始抄作业了？你最看好哪家公司？ 评论区分享你的观点或投资计划，一起赢取1000虎币奖励！🎁🎁","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/513485063438392","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","INTC","CRWV","IBM","GOOGL","MSFT","AMD","ACN","PLTR","ORCL"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":513485063438392,"totalAmount":1000,"balance":0,"end":true,"deadline":1768175677890,"description":"495虎币已分给17位参与者,剩余505虎币已退还至发起者","remainingNumber":83},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":725,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":579,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/513475854225656"}