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Jaxonx_x
🩵🏋🏼♂️🏃🏼♀️
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Jaxonx_x
Jaxonx_x
·
12-01
55
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Jaxonx_x
Jaxonx_x
·
10-24
$阿里巴巴(BABA)$
$CRWV 20251024 128.0 CALL$
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Jaxonx_x
Jaxonx_x
·
09-05
$英伟达(NVDA)$
这14只股票可能受益于特朗普的“国家干预”政策
鉴于美国总统特朗普最近批准了一些美国政府与科技公司之间的非常规交易，投资者有必要考虑：我们是否正处在一股可能提振股价的重要趋势的开端。杰富瑞的分析师整理了两份可能受到特朗普政府进一步进行“国家干预”的公司名单。我们进一步将名单缩小为市值至少10亿美元，且FactSet调查中多数分析师给予“买入”或等同评级的公司。筛选条件限定在营收CAGR至少为指数预期增长率1.5倍，即8.88%以上的公司。
这14只股票可能受益于特朗普的“国家干预”政策
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Jaxonx_x
Jaxonx_x
·
09-04
$Figma(FIG)$
$Figma(FIG)$
buy?
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Jaxonx_x
Jaxonx_x
·
08-28
Nvda
$英伟达(NVDA)$
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Jaxonx_x
Jaxonx_x
·
08-26
$APP 20250829 422.5 CALL$
40。。。
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Jaxonx_x
Jaxonx_x
·
06-30
$英伟达(NVDA)$
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Jaxonx_x
Jaxonx_x
·
05-21
$英伟达(NVDA)$
$苹果(AAPL)$
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Jaxonx_x
Jaxonx_x
·
02-21
$英伟达(NVDA)$
Options trading: Day1:What is an Option？
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Jaxonx_x
Jaxonx_x
·
2024-10-27
$TIGR 20241101 7.0 CALL$
Hope Tiger can be strong!!!! Like TESLA @tesla
$特斯拉(TSLA)$
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href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/OPT/CRWV 20251024 128.0 CALL\">$CRWV 20251024 128.0 CALL$ </a> ","listText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/OPT/CRWV 20251024 128.0 CALL\">$CRWV 20251024 128.0 CALL$ </a> ","text":"$阿里巴巴(BABA)$ $CRWV 20251024 128.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492404529480592","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475057161057040,"gmtCreate":1757004262671,"gmtModify":1757004263717,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"Jaxonx_x","avatar":"https://community-static.tradeup.com/news/dbf03ec303dd50fe29816f59b66670e4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> ","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/475057161057040","repostId":"1110552770","repostType":4,"repost":{"id":"1110552770","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756965516,"share":"https://ttm.financial/m/news/1110552770?lang=&edition=fundamental","pubTime":"2025-09-04 13:58","market":"us","language":"zh","title":"这14只股票可能受益于特朗普的“国家干预”政策","url":"https://stock-news.laohu8.com/highlight/detail?id=1110552770","media":"老虎资讯综合","summary":"鉴于美国总统特朗普最近批准了一些美国政府与科技公司之间的非常规交易，投资者有必要考虑：我们是否正处在一股可能提振股价的重要趋势的开端。杰富瑞的分析师整理了两份可能受到特朗普政府进一步进行“国家干预”的公司名单。我们进一步将名单缩小为市值至少10亿美元，且FactSet调查中多数分析师给予“买入”或等同评级的公司。筛选条件限定在营收CAGR至少为指数预期增长率1.5倍，即8.88%以上的公司。","content":"<html><head></head><body><p style=\"text-align: left;\">鉴于美国总统特朗普最近批准了一些美国政府与科技公司之间的非常规交易，投资者有必要考虑：我们是否正处在一股可能提振股价的重要趋势的开端。</p><p style=\"text-align: left;\">杰富瑞（Jefferies）的分析师整理了两份可能受到特朗普政府进一步进行“国家干预”的公司名单。两份名单合计涵盖65家公司，我们在下文中进行了筛选，得到了一份更小的清单。</p><p style=\"text-align: left;\">8月22日， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> （Intel Corp.，代码：INTC）宣布达成一项协议，美国政府将以89亿美元的资金换取公司9.9%的股权。这笔资金包括2022年拜登签署成法的《芯片与科学法案》（CHIPS and Science Act）所授权的资金，以及与美国商务部协议提供的额外资金。根据协议，美国政府还将获得购买英特尔额外5%股份的认股权证，期限为五年。</p><p style=\"text-align: left;\">这笔英特尔交易之前，《金融时报》在8月初报道称， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia Corp.，代码：NVDA）和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> （Advanced Micro Devices Inc.，代码：AMD）已同意，在新的出口许可证要求下，它们将把来自中国销售图形处理器（GPU）的15%收入上缴美国政府。</p><h3 id=\"id_490285372\" style=\"text-align: left;\">市场对特朗普近期科技股交易的反应</h3><p style=\"text-align: left;\"><strong>已经获得大量美国政府资金的公司</strong></p><p style=\"text-align: left;\">杰富瑞分析师团队（由该公司可持续发展与转型战略主管阿尼凯特·沙阿领导）周二发布了一份研究报告。</p><p style=\"text-align: left;\">沙阿指出，有三大因素可能导致公司受到美国政府的干预：</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\">被美国网络安全和基础设施安全局（CISA）认定为“战略性行业”；</p></li><li><p style=\"text-align: left;\">与美国政府已有联系，包括大型国防合同和《芯片法案》资金支持；</p></li><li><p style=\"text-align: left;\">“对一些国家和地区的业务敞口”，例如《金融时报》报道的英伟达和AMD的收益分成协议（两家公司均未确认）。</p></li></ol><p style=\"text-align: left;\">杰富瑞团队列出了获得至少5亿美元“美国政府奖励”的上市公司（最近一次资金拨付发生在2025财年内）。在另一份名单中，分析师们还列出了《芯片法案》的“主要”受益公司。</p><p style=\"text-align: left;\">为了从这65家公司中筛选出潜在目标，我们重点关注了基于FactSet调查的券商和研究机构分析师一致预期的营收增长率。我们进一步将名单缩小为市值至少10亿美元，且FactSet调查中多数分析师给予“买入”或等同评级的公司。</p><p style=\"text-align: left;\">FactSet对部分财年与日历年不一致的公司销售预期做了调整，以统一到日历年口径。</p><p style=\"text-align: left;\">作为对比基准，标普500指数（S&P 500，代码：SPX）在2025至2027年预计的加权复合年营收增长率（CAGR）为5.92%。筛选条件限定在营收CAGR至少为指数预期增长率1.5倍，即8.88%以上的公司。</p><h3 id=\"id_2226726611\" style=\"text-align: left;\">通过筛选的潜在目标公司</h3><p style=\"text-align: left;\">（按2025至2027年预期营收CAGR排序）</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">两年营收CAGR预估（至2027）</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>42.46%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（ Oracle Corp.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>19.76%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MCHP\">微芯科技</a> （Microchip Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>18.68%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TSM\">台积电</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>16.98%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MU\">美光科技</a>（ Micron Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>15.40%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/HXSCF\">SK Hynix, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>13.42%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BA\">波音</a> （Boeing Co.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>12.43%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.74%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MTSI\">MACOM Technology Solutions Holdings, Inc.</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.45%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COHR\">COHERENT</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.26%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>（GE Aerospace） </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.25%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/XFABF\">X-FAB SILICON FOUNDRIES SE</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.10%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TXN\">德州仪器</a> （Texas Instruments Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.95%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a> （Corning Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.00%</strong></p></td></tr></tbody></table><p style=\"text-align: left;\"><em>数据来源：FactSet</em></p><p style=\"text-align: left;\">上述公司中，除甲骨文（Oracle）、波音（Boeing）和通用电气航空（GE Aerospace）是获得至少5亿美元美国政府奖励的公司外，其余均在《芯片法案》主要受益名单之列。</p><h3 id=\"id_121461053\" style=\"text-align: left;\">分析师对这些股票的看法</h3><p style=\"text-align: left;\">（股价与目标价为股票上市地的本币计价）</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">“买入”评级占比</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">9月2日股价</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">一致目标价</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">未来12个月潜在涨幅</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">65%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">49.31</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46.58</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-6%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（ Oracle Corp.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">64%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">225.30</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.85</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MCHP\">微芯科技</a> （Microchip Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">71%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">63.60</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">77.50</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">22%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TSM\">台积电</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">96%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">228.39</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">276.73</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">21%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MU\">美光科技</a>（ Micron Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">85%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">118.48</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">153.74</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p></td></tr><tr><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/HXSCF\">SK Hynix, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">260,500.00</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">338,935.28</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BA\">波音</a> （Boeing Co.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">79%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">237.38</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">259.00</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">9%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.32</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.19</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">11%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MTSI\">MACOM Technology Solutions Holdings, Inc.</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">131.05</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">152.54</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">16%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COHR\">COHERENT</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">87.80</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">113.56</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>（GE Aerospace） </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.39</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">302.79</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/XFABF\">X-FAB SILICON FOUNDRIES SE</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.69</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.31</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-5%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TXN\">德州仪器</a> （Texas Instruments Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">199.81</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">209.00</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a> （Corning Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">68.47</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72.17</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>数据来源：FactSet</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>这14只股票可能受益于特朗普的“国家干预”政策</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n这14只股票可能受益于特朗普的“国家干预”政策\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-04 13:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">鉴于美国总统特朗普最近批准了一些美国政府与科技公司之间的非常规交易，投资者有必要考虑：我们是否正处在一股可能提振股价的重要趋势的开端。</p><p style=\"text-align: left;\">杰富瑞（Jefferies）的分析师整理了两份可能受到特朗普政府进一步进行“国家干预”的公司名单。两份名单合计涵盖65家公司，我们在下文中进行了筛选，得到了一份更小的清单。</p><p style=\"text-align: left;\">8月22日， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> （Intel Corp.，代码：INTC）宣布达成一项协议，美国政府将以89亿美元的资金换取公司9.9%的股权。这笔资金包括2022年拜登签署成法的《芯片与科学法案》（CHIPS and Science Act）所授权的资金，以及与美国商务部协议提供的额外资金。根据协议，美国政府还将获得购买英特尔额外5%股份的认股权证，期限为五年。</p><p style=\"text-align: left;\">这笔英特尔交易之前，《金融时报》在8月初报道称， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> （Nvidia Corp.，代码：NVDA）和 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> （Advanced Micro Devices Inc.，代码：AMD）已同意，在新的出口许可证要求下，它们将把来自中国销售图形处理器（GPU）的15%收入上缴美国政府。</p><h3 id=\"id_490285372\" style=\"text-align: left;\">市场对特朗普近期科技股交易的反应</h3><p style=\"text-align: left;\"><strong>已经获得大量美国政府资金的公司</strong></p><p style=\"text-align: left;\">杰富瑞分析师团队（由该公司可持续发展与转型战略主管阿尼凯特·沙阿领导）周二发布了一份研究报告。</p><p style=\"text-align: left;\">沙阿指出，有三大因素可能导致公司受到美国政府的干预：</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\">被美国网络安全和基础设施安全局（CISA）认定为“战略性行业”；</p></li><li><p style=\"text-align: left;\">与美国政府已有联系，包括大型国防合同和《芯片法案》资金支持；</p></li><li><p style=\"text-align: left;\">“对一些国家和地区的业务敞口”，例如《金融时报》报道的英伟达和AMD的收益分成协议（两家公司均未确认）。</p></li></ol><p style=\"text-align: left;\">杰富瑞团队列出了获得至少5亿美元“美国政府奖励”的上市公司（最近一次资金拨付发生在2025财年内）。在另一份名单中，分析师们还列出了《芯片法案》的“主要”受益公司。</p><p style=\"text-align: left;\">为了从这65家公司中筛选出潜在目标，我们重点关注了基于FactSet调查的券商和研究机构分析师一致预期的营收增长率。我们进一步将名单缩小为市值至少10亿美元，且FactSet调查中多数分析师给予“买入”或等同评级的公司。</p><p style=\"text-align: left;\">FactSet对部分财年与日历年不一致的公司销售预期做了调整，以统一到日历年口径。</p><p style=\"text-align: left;\">作为对比基准，标普500指数（S&P 500，代码：SPX）在2025至2027年预计的加权复合年营收增长率（CAGR）为5.92%。筛选条件限定在营收CAGR至少为指数预期增长率1.5倍，即8.88%以上的公司。</p><h3 id=\"id_2226726611\" style=\"text-align: left;\">通过筛选的潜在目标公司</h3><p style=\"text-align: left;\">（按2025至2027年预期营收CAGR排序）</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">两年营收CAGR预估（至2027）</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>42.46%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（ Oracle Corp.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>19.76%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MCHP\">微芯科技</a> （Microchip Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>18.68%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TSM\">台积电</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>16.98%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MU\">美光科技</a>（ Micron Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>15.40%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/HXSCF\">SK Hynix, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>13.42%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BA\">波音</a> （Boeing Co.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>12.43%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.74%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MTSI\">MACOM Technology Solutions Holdings, Inc.</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.45%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COHR\">COHERENT</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.26%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>（GE Aerospace） </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.25%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/XFABF\">X-FAB SILICON FOUNDRIES SE</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.10%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TXN\">德州仪器</a> （Texas Instruments Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.95%</strong></p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a> （Corning Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.00%</strong></p></td></tr></tbody></table><p style=\"text-align: left;\"><em>数据来源：FactSet</em></p><p style=\"text-align: left;\">上述公司中，除甲骨文（Oracle）、波音（Boeing）和通用电气航空（GE Aerospace）是获得至少5亿美元美国政府奖励的公司外，其余均在《芯片法案》主要受益名单之列。</p><h3 id=\"id_121461053\" style=\"text-align: left;\">分析师对这些股票的看法</h3><p style=\"text-align: left;\">（股价与目标价为股票上市地的本币计价）</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">代码</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">“买入”评级占比</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">9月2日股价</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">一致目标价</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">未来12个月潜在涨幅</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">65%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">49.31</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46.58</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-6%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>（ Oracle Corp.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">64%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">225.30</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.85</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MCHP\">微芯科技</a> （Microchip Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">71%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">63.60</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">77.50</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">22%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TSM\">台积电</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">96%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">228.39</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">276.73</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">21%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MU\">美光科技</a>（ Micron Technology Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">85%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">118.48</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">153.74</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p></td></tr><tr><td style=\"text-align:left;\"><p> <a href=\"https://laohu8.com/S/HXSCF\">SK Hynix, Inc.</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">260,500.00</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">338,935.28</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BA\">波音</a> （Boeing Co.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">79%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">237.38</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">259.00</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">9%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ADI\">亚德诺</a> （Analog Devices Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.32</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.19</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">11%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/MTSI\">MACOM Technology Solutions Holdings, Inc.</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">131.05</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">152.54</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">16%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/COHR\">COHERENT</a> </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">87.80</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">113.56</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">29%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>（GE Aerospace） </p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.39</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">302.79</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/XFABF\">X-FAB SILICON FOUNDRIES SE</a></p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.69</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.31</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-5%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TXN\">德州仪器</a> （Texas Instruments Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">199.81</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">209.00</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/GLW\">康宁</a> （Corning Inc.）</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">68.47</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72.17</p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>数据来源：FactSet</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/bcaba3b3d127d42ead3b79c136f51b42","relate_stocks":{"RKLB":"Rocket Lab USA, Inc.","MU":"美光科技","XFABF":"X-FAB SILICON FOUNDRIES SE","BA":"波音","GE":"GE航空航天","GLW":"康宁","MTSI":"MACOM Technology Solutions Holdings, Inc.","ADI":"亚德诺","ORCL":"甲骨文","TXN":"德州仪器","COHR":"COHERENT","TSM":"台积电","MCHP":"微芯科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110552770","content_text":"鉴于美国总统特朗普最近批准了一些美国政府与科技公司之间的非常规交易，投资者有必要考虑：我们是否正处在一股可能提振股价的重要趋势的开端。杰富瑞（Jefferies）的分析师整理了两份可能受到特朗普政府进一步进行“国家干预”的公司名单。两份名单合计涵盖65家公司，我们在下文中进行了筛选，得到了一份更小的清单。8月22日， 英特尔 （Intel Corp.，代码：INTC）宣布达成一项协议，美国政府将以89亿美元的资金换取公司9.9%的股权。这笔资金包括2022年拜登签署成法的《芯片与科学法案》（CHIPS and Science Act）所授权的资金，以及与美国商务部协议提供的额外资金。根据协议，美国政府还将获得购买英特尔额外5%股份的认股权证，期限为五年。这笔英特尔交易之前，《金融时报》在8月初报道称， 英伟达 （Nvidia Corp.，代码：NVDA）和 美国超微公司 （Advanced Micro Devices Inc.，代码：AMD）已同意，在新的出口许可证要求下，它们将把来自中国销售图形处理器（GPU）的15%收入上缴美国政府。市场对特朗普近期科技股交易的反应已经获得大量美国政府资金的公司杰富瑞分析师团队（由该公司可持续发展与转型战略主管阿尼凯特·沙阿领导）周二发布了一份研究报告。沙阿指出，有三大因素可能导致公司受到美国政府的干预：被美国网络安全和基础设施安全局（CISA）认定为“战略性行业”；与美国政府已有联系，包括大型国防合同和《芯片法案》资金支持；“对一些国家和地区的业务敞口”，例如《金融时报》报道的英伟达和AMD的收益分成协议（两家公司均未确认）。杰富瑞团队列出了获得至少5亿美元“美国政府奖励”的上市公司（最近一次资金拨付发生在2025财年内）。在另一份名单中，分析师们还列出了《芯片法案》的“主要”受益公司。为了从这65家公司中筛选出潜在目标，我们重点关注了基于FactSet调查的券商和研究机构分析师一致预期的营收增长率。我们进一步将名单缩小为市值至少10亿美元，且FactSet调查中多数分析师给予“买入”或等同评级的公司。FactSet对部分财年与日历年不一致的公司销售预期做了调整，以统一到日历年口径。作为对比基准，标普500指数（S&P 500，代码：SPX）在2025至2027年预计的加权复合年营收增长率（CAGR）为5.92%。筛选条件限定在营收CAGR至少为指数预期增长率1.5倍，即8.88%以上的公司。通过筛选的潜在目标公司（按2025至2027年预期营收CAGR排序）公司代码两年营收CAGR预估（至2027） Rocket Lab USA, Inc. RKLB42.46% 甲骨文（ Oracle Corp.）ORCL19.76% 微芯科技 （Microchip Technology Inc.）MCHP18.68% 台积电TSM16.98% 美光科技（ Micron Technology Inc.）MU15.40% SK Hynix, Inc. 00066013.42% 波音 （Boeing Co.）BA12.43% 亚德诺 （Analog Devices Inc.）ADI10.74% MACOM Technology Solutions Holdings, Inc.MTSI10.45% COHERENT COHR10.26% GE航空航天（GE Aerospace） GE10.25% X-FAB SILICON FOUNDRIES SEXFABF10.10% 德州仪器 （Texas Instruments Inc.）TXN9.95% 康宁 （Corning Inc.）GLW9.00%数据来源：FactSet上述公司中，除甲骨文（Oracle）、波音（Boeing）和通用电气航空（GE Aerospace）是获得至少5亿美元美国政府奖励的公司外，其余均在《芯片法案》主要受益名单之列。分析师对这些股票的看法（股价与目标价为股票上市地的本币计价）公司代码“买入”评级占比9月2日股价一致目标价未来12个月潜在涨幅 Rocket Lab USA, Inc. 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","text":"$英伟达(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/b65ad6cb87ca933ae4a77788fb0f809c","width":"1062","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451483700114024","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":437445650534616,"gmtCreate":1747828785164,"gmtModify":1747828787137,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"Jaxonx_x","avatar":"https://community-static.tradeup.com/news/dbf03ec303dd50fe29816f59b66670e4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118111696126822","authorIdStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 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