Profile - To The Moon

Jaxonx_x

你走的每一步都算数，哪怕现在很慢，也在朝着更好的自己前进。

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- Jaxonx_xJaxonx_x
  ·2025-12-01
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- Jaxonx_xJaxonx_x
  ·2025-10-24
  $阿里巴巴(BABA)$ $CRWV 20251024 128.0 CALL$
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- Jaxonx_xJaxonx_x
  ·2025-09-05
  $英伟达(NVDA)$
  These 14 Stocks Could Benefit from Trump's' State Intervention 'Policy
  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。
  These 14 Stocks Could Benefit from Trump's' State Intervention 'Policy
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- Jaxonx_xJaxonx_x
  ·2025-09-04
  $Figma(FIG)$ $Figma(FIG)$ buy?
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- Jaxonx_xJaxonx_x
  ·2025-08-28
  Nvda $英伟达(NVDA)$
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- Jaxonx_xJaxonx_x
  ·2025-08-26
  $APP 20250829 422.5 CALL$ 40。。。
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- Jaxonx_xJaxonx_x
  ·2025-06-30
  $英伟达(NVDA)$
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- Jaxonx_xJaxonx_x
  ·2025-05-21
  $英伟达(NVDA)$ $苹果(AAPL)$
  Sorry, this post has been deleted
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- Jaxonx_xJaxonx_x
  ·2025-02-21
  $英伟达(NVDA)$
  Options trading: Day1:What is an Option？
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- Jaxonx_xJaxonx_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\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/OPT/CRWV 20251024 128.0 CALL\">$CRWV 20251024 128.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/OPT/CRWV 20251024 128.0 CALL\">$CRWV 20251024 128.0 CALL$ </a>&nbsp;","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":692,"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/7505922715e06fbbfbd4171918d8e26a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4118111696126822","idStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","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=en_US&edition=fundamental","pubTime":"2025-09-04 13:58","market":"us","language":"zh","title":"These 14 Stocks Could Benefit from Trump's' State Intervention 'Policy","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":"<p><html><head></head><body><p style=\"text-align: left;\">Given that US President Trump recently approved some unconventional deals between the US government and technology companies, it is necessary for investors to consider whether we are at the beginning of an important trend that may boost stock prices.</p><p><p style=\"text-align: left;\">Analysts at Jefferies have compiled two lists of companies that may be subject to further \"state interference\" by the Trump administration. The two lists together cover 65 companies, and we screened them below to get a smaller list.</p><p><p style=\"text-align: left;\">August 22,<a href=\"https://laohu8.com/S/INTC\">Intel</a>(Intel Corp., symbol: INTC) announced an agreement whereby the U.S. government will exchange $8.9 billion in funding for a 9.9% stake in the company. The funding includes funding authorized by the CHIPS and Science Act signed into law by Biden in 2022, as well as additional funding provided by an agreement with the U.S. Department of Commerce. Under the agreement, the U.S. government will also receive warrants to purchase an additional 5% stake in Intel for a term of five years.</p><p><p style=\"text-align: left;\">The Intel deal follows a report by the Financial Times in early August that,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(Nvidia Corp., symbol: NVDA) and<a href=\"https://laohu8.com/S/AMD\">Supermicro America</a>(Advanced Micro Devices Inc., symbol: AMD) has agreed that they will turn over 15% of revenue from the sale of graphics processors (GPUs) in China to the U.S. government under new export license requirements.</p><p><h3 id=\"id_490285372\" style=\"text-align: left;\">Markets React to Trump's Recent Tech Trades</h3><p style=\"text-align: left;\"><strong>Companies that have received significant U.S. government funding</strong></p><p><p style=\"text-align: left;\">Jefferies' team of analysts, led by the firm's head of sustainability and transformation strategy, Anikate Shah, released a research note on Tuesday.</p><p><p style=\"text-align: left;\">Shah pointed out that there are three major factors that can cause companies to be interfered by the U.S. government:</p><p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\">Recognized as a \"strategic industry\" by the US Cybersecurity and Infrastructure Security Agency (CISA);</p><p></li><li><p style=\"text-align: left;\">Existing contacts with the U.S. government, including large defense contracts and funding support from the Chips Act;</p><p></li><li><p style=\"text-align: left;\">\"Business exposure to some countries and regions,\" such as the revenue-sharing agreement between Nvidia and AMD reported by the Financial Times (neither company confirmed).</p><p></li></ol><p style=\"text-align: left;\">The Jefferies team listed publicly traded companies that received at least $500 million in \"U.S. government awards\" (the most recent funding disbursement occurred during fiscal year 2025). In a separate list, analysts also named the \"major\" beneficiaries of the CHIP Act.</p><p><p style=\"text-align: left;\">To filter out potential targets from these 65 companies, we focused on the top-line growth rate expected by analysts at brokerages and research firms based on FactSet's survey. We further narrowed the list to companies with a market capitalization of at least $1 billion and with a \"buy\" or equivalent rating from most analysts in the FactSet survey.</p><p><p style=\"text-align: left;\">FactSet has adjusted the sales expectations of some companies whose fiscal years are inconsistent with the calendar year to unify them to the calendar year caliber.</p><p><p style=\"text-align: left;\">As a benchmark, the S&P 500 Index (S&P500, symbol: SPX) is expected to have a weighted compound annual revenue growth rate (CAGR) of 5.92% from 2025 to 2027. The screening criteria are limited to companies whose revenue CAGR is at least 1.5 times the expected growth rate of the index, that is, more than 8.88%.</p><p><h3 id=\"id_2226726611\" style=\"text-align: left;\">Potential target companies that pass the screening</h3><p style=\"text-align: left;\">(Sorted by expected revenue CAGR from 2025 to 2027)</p><p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">company</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Two-Year Revenue CAGR Estimated (to 2027)</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>42.46%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>(Oracle Corp.)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>19.76%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>Microchip Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>18.68%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TSM\">TSMC</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>16.98%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Micron Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>15.40%</strong></p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>13.42%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BA\">boeing</a>Boeing Co.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>12.43%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Analog Devices Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.74%</strong></p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.45%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COHR\">COHERENT</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.26%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GE\">GE Aerospace</a>(GE Aerospace)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.25%</strong></p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.10%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Texas Instruments Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.95%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GLW\">Corning</a>Corning Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.00%</strong></p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Data source: FactSet</em></p><p><p style=\"text-align: left;\">Among the above-mentioned companies, except for Oracle, Boeing and GE Aerospace, which have received at least US $500 million in U.S. government awards, the rest are on the list of main beneficiaries of the Chip Act.</p><p><h3 id=\"id_121461053\" style=\"text-align: left;\">What Analysts Think About These Stocks</h3><p style=\"text-align: left;\">(The stock price and target price are denominated in the local currency of the place where the stock is listed)</p><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;\">company</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Proportion of \"buy\" ratings</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock price on September 2</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Consensus Price Target</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Potential gains in the next 12 months</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">65%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">49.31</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46.58</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-6%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>(Oracle Corp.)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">64%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">225.30</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.85</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>Microchip Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">71%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">63.60</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">77.50</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">22%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TSM\">TSMC</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">96%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">228.39</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">276.73</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">21%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Micron Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">85%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">118.48</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">153.74</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p><p></td></tr><tr><td style=\"text-align:left;\"><a href=\"https://laohu8.com/S/HXSCF\">SK Hynix, Inc.</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">260,500.00</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">338,935.28</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BA\">boeing</a>Boeing Co.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">79%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">237.38</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">259.00</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">9%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Analog Devices Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.32</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.19</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">11%</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">131.05</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">152.54</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">16%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COHR\">COHERENT</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">87.80</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">113.56</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">29%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GE\">GE Aerospace</a>(GE Aerospace)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.39</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">302.79</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.69</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.31</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-5%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Texas Instruments Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">199.81</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">209.00</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GLW\">Corning</a>Corning Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">68.47</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72.17</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Data source: FactSet</em></p><p></body></html></p>","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>These 14 Stocks Could Benefit from Trump's' State Intervention 'Policy</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; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThese 14 Stocks Could Benefit from Trump's' State Intervention 'Policy\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2025-09-04 13:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><p style=\"text-align: left;\">Given that US President Trump recently approved some unconventional deals between the US government and technology companies, it is necessary for investors to consider whether we are at the beginning of an important trend that may boost stock prices.</p><p><p style=\"text-align: left;\">Analysts at Jefferies have compiled two lists of companies that may be subject to further \"state interference\" by the Trump administration. The two lists together cover 65 companies, and we screened them below to get a smaller list.</p><p><p style=\"text-align: left;\">August 22,<a href=\"https://laohu8.com/S/INTC\">Intel</a>(Intel Corp., symbol: INTC) announced an agreement whereby the U.S. government will exchange $8.9 billion in funding for a 9.9% stake in the company. The funding includes funding authorized by the CHIPS and Science Act signed into law by Biden in 2022, as well as additional funding provided by an agreement with the U.S. Department of Commerce. Under the agreement, the U.S. government will also receive warrants to purchase an additional 5% stake in Intel for a term of five years.</p><p><p style=\"text-align: left;\">The Intel deal follows a report by the Financial Times in early August that,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>(Nvidia Corp., symbol: NVDA) and<a href=\"https://laohu8.com/S/AMD\">Supermicro America</a>(Advanced Micro Devices Inc., symbol: AMD) has agreed that they will turn over 15% of revenue from the sale of graphics processors (GPUs) in China to the U.S. government under new export license requirements.</p><p><h3 id=\"id_490285372\" style=\"text-align: left;\">Markets React to Trump's Recent Tech Trades</h3><p style=\"text-align: left;\"><strong>Companies that have received significant U.S. government funding</strong></p><p><p style=\"text-align: left;\">Jefferies' team of analysts, led by the firm's head of sustainability and transformation strategy, Anikate Shah, released a research note on Tuesday.</p><p><p style=\"text-align: left;\">Shah pointed out that there are three major factors that can cause companies to be interfered by the U.S. government:</p><p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\">Recognized as a \"strategic industry\" by the US Cybersecurity and Infrastructure Security Agency (CISA);</p><p></li><li><p style=\"text-align: left;\">Existing contacts with the U.S. government, including large defense contracts and funding support from the Chips Act;</p><p></li><li><p style=\"text-align: left;\">\"Business exposure to some countries and regions,\" such as the revenue-sharing agreement between Nvidia and AMD reported by the Financial Times (neither company confirmed).</p><p></li></ol><p style=\"text-align: left;\">The Jefferies team listed publicly traded companies that received at least $500 million in \"U.S. government awards\" (the most recent funding disbursement occurred during fiscal year 2025). In a separate list, analysts also named the \"major\" beneficiaries of the CHIP Act.</p><p><p style=\"text-align: left;\">To filter out potential targets from these 65 companies, we focused on the top-line growth rate expected by analysts at brokerages and research firms based on FactSet's survey. We further narrowed the list to companies with a market capitalization of at least $1 billion and with a \"buy\" or equivalent rating from most analysts in the FactSet survey.</p><p><p style=\"text-align: left;\">FactSet has adjusted the sales expectations of some companies whose fiscal years are inconsistent with the calendar year to unify them to the calendar year caliber.</p><p><p style=\"text-align: left;\">As a benchmark, the S&P 500 Index (S&P500, symbol: SPX) is expected to have a weighted compound annual revenue growth rate (CAGR) of 5.92% from 2025 to 2027. The screening criteria are limited to companies whose revenue CAGR is at least 1.5 times the expected growth rate of the index, that is, more than 8.88%.</p><p><h3 id=\"id_2226726611\" style=\"text-align: left;\">Potential target companies that pass the screening</h3><p style=\"text-align: left;\">(Sorted by expected revenue CAGR from 2025 to 2027)</p><p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\">company</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Two-Year Revenue CAGR Estimated (to 2027)</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>42.46%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>(Oracle Corp.)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>19.76%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>Microchip Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>18.68%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TSM\">TSMC</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>16.98%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Micron Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>15.40%</strong></p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>13.42%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BA\">boeing</a>Boeing Co.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>12.43%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Analog Devices Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.74%</strong></p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.45%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COHR\">COHERENT</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.26%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GE\">GE Aerospace</a>(GE Aerospace)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.25%</strong></p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>10.10%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Texas Instruments Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.95%</strong></p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GLW\">Corning</a>Corning Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\"><strong>9.00%</strong></p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Data source: FactSet</em></p><p><p style=\"text-align: left;\">Among the above-mentioned companies, except for Oracle, Boeing and GE Aerospace, which have received at least US $500 million in U.S. government awards, the rest are on the list of main beneficiaries of the Chip Act.</p><p><h3 id=\"id_121461053\" style=\"text-align: left;\">What Analysts Think About These Stocks</h3><p style=\"text-align: left;\">(The stock price and target price are denominated in the local currency of the place where the stock is listed)</p><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;\">company</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Code</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Proportion of \"buy\" ratings</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Stock price on September 2</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Consensus Price Target</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">Potential gains in the next 12 months</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">RKLB</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">65%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">49.31</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46.58</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-6%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>(Oracle Corp.)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ORCL</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">64%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">225.30</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.85</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a>Microchip Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MCHP</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">71%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">63.60</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">77.50</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">22%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TSM\">TSMC</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TSM</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">96%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">228.39</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">276.73</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">21%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Micron Technology Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MU</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">85%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">118.48</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">153.74</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p><p></td></tr><tr><td style=\"text-align:left;\"><a href=\"https://laohu8.com/S/HXSCF\">SK Hynix, Inc.</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">000660</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">260,500.00</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">338,935.28</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">30%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BA\">boeing</a>Boeing Co.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">BA</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">79%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">237.38</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">259.00</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">9%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ADI\">Yadeno</a>Analog Devices Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">ADI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">248.32</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.19</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">11%</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">MTSI</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">81%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">131.05</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">152.54</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">16%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/COHR\">COHERENT</a></p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">COHR</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">87.80</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">113.56</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">29%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GE\">GE Aerospace</a>(GE Aerospace)</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GE</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">275.39</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">302.79</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">10%</p><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><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">XFABF</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">83%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.69</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">7.31</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">-5%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Texas Instruments Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">TXN</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">46%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">199.81</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">209.00</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p><p></td></tr><tr><td style=\"text-align:left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/GLW\">Corning</a>Corning Inc.</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">GLW</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">75%</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">68.47</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">72.17</p><p></td><td style=\"text-align:left;\"><p style=\"text-align: left;\">5%</p><p></td></tr></tbody></table><p style=\"text-align: left;\"><em>Data source: FactSet</em></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/bcaba3b3d127d42ead3b79c136f51b42","relate_stocks":{"BA":"波音","GLW":"康宁","RKLB":"Rocket Lab USA, Inc.","XFABF":"X-FAB SILICON FOUNDRIES SE","TXN":"德州仪器","MCHP":"微芯科技","ORCL":"甲骨文","MU":"美光科技","COHR":"COHERENT","MTSI":"MACOM Technology Solutions Holdings, Inc.","ADI":"亚德诺","TSM":"台积电","GE":"GE航空航天"},"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. RKLB65%49.3146.58-6% 甲骨文（ Oracle Corp.）ORCL64%225.30248.8510% 微芯科技 （Microchip Technology Inc.）MCHP71%63.6077.5022% 台积电TSM96%228.39276.7321% 美光科技（ Micron Technology Inc.）MU85%118.48153.7430% SK Hynix, Inc. 00066081%260,500.00338,935.2830% 波音 （Boeing Co.）BA79%237.38259.009% 亚德诺 （Analog Devices Inc.）ADI72%248.32275.1911% MACOM Technology Solutions Holdings, Inc.MTSI81%131.05152.5416% COHERENT COHR83%87.80113.5629% GE航空航天（GE Aerospace） GE75%275.39302.7910% X-FAB SILICON FOUNDRIES SEXFABF83%7.697.31-5% 德州仪器 （Texas Instruments Inc.）TXN46%199.81209.005% 康宁 （Corning 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data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/b65ad6cb87ca933ae4a77788fb0f809c","width":"1062","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451483700114024","isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":437445650534616,"gmtCreate":1747828785164,"gmtModify":1747828787137,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"Jaxonx_x","avatar":"https://community-static.tradeup.com/news/7505922715e06fbbfbd4171918d8e26a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4118111696126822","idStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a 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data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405870604865760","repostId":"20230818072100185","repostType":13,"repost":{"supObjectId":"C20230818071458925","supType":16,"gid":"C20230818071458925","title":"Options trading","desc":"Options step 1","level":0,"speaker":"","content":"<p>Options are known as the pearl on the crown of financial derivatives. 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The rights and obligations of the seller and the buyer are opposite, and their speculation on the market is also opposite.</p>","duration":"00:09:33","content_type":0,"thumbnail":"https://static.tigerbbs.com/3e763ab06175bc3ca0a701ecc9e8ee38","source_type":0,"extra":"{}","pv":3998,"thumbnail_two":"","rn_link":"https://laohu8.com/VIDEO/C20230818071458925/20230818072100185"},"cate_info":{"column_gid":"C20230818071458925","gid":"K20230905042011223","cate_name":"Options","desc":"Options","status":1},"is_hot":false,"sup_object_id":"C20230818071458925","sup_type":"C20230818071458925"},"isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364340888801520,"gmtCreate":1729960738912,"gmtModify":1729960744410,"author":{"id":"4118111696126822","authorId":"4118111696126822","name":"Jaxonx_x","avatar":"https://community-static.tradeup.com/news/7505922715e06fbbfbd4171918d8e26a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4118111696126822","idStr":"4118111696126822"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TIGR 20241101 7.0 CALL\">$TIGR 20241101 7.0 CALL$ </a>&nbsp; Hope Tiger can be strong!!!! 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