Name: 摩根大通宣佈在美國投資 1.5 萬億美元，瞄準人工智能和稀土礦產 (JPMorgan Announces $1.5 Trillion U.S. Investment Pledge Targeting AI and Rare Earth Minerals)
Uploaded: 2025-10-14T06:26:43.000Z
Duration: 2 min 50 s

On Monday, rare earth mineral producers saw their shares rise following JP Morgan's announcement of a decade long $1.5 trillion investment pledge targeting critical sectors such as artificial intelligence, manufacturing and crucial minerals.

週一，稀土礦物生產商的股票繼 JP Morgan 宣佈一項為期十年的 1.5 兆美元投資承諾後上漲，該承諾目標是人工智能、製造業和重要礦物等關鍵領域。

關係子句

The initiative is also seen as a strategic move to align with President Trump's America first economic agenda, which encourages significant investments in domestic industries.

這項倡議也被視為與川普總統的美國優先經濟議程一致的戰略舉措，該議程鼓勵對國內產業進行重大投資。

JP Morgan announced a new security and resilience initiative aimed at investing in industries it deems vital to US national security, including taking $10 billion in direct stakes in select companies.

JP Morgan 宣佈了一項新的安全與韌性倡議，旨在投資於其認為對美國國家安全至關重要的產業，包括直接持有精選公司 100 億美元的股權。

The company says the initiative will focus on four key supply chain and advanced manufacturing, defense and aerospace energy independence and resilience and frontier and strategic technologies, which are then further broken down into 27 sub industries.

該公司表示，這項倡議將重點關注四個關鍵領域：供應鏈與先進製造、國防與航空航天、能源獨立與韌性，以及前沿與戰略技術，然後再細分為 27 個子產業。

JP Morgan's commitment is a nod to the White House's America first agenda, seeking to ensure US Independence in emerging technology, energy and critical infrastructure.

JP Morgan 的承諾是對白宮美國優先議程的一種認可，旨在確保美國在新興技術、能源和關鍵基礎設施方面的獨立性。

Rare earth minerals, used to make crucial technologies, are a key industry that gives China leverage over the US in trade discussions.

用於製造關鍵技術的稀土礦物是讓中國在貿易談判中對美國擁有影響力的關鍵產業。

As recently as last week, China implemented export controls on rare earth minerals as a negotiation tactic, prompting the Trump administration to impose additional tariffs of 100% on U S bound goods from China.

就在上週，中國還實施了稀土礦物的出口管制作為談判策略，促使川普政府對從中國進口到美國的商品徵收額外 100% 的關稅。

China dominates the market for rare earths, producing around 70% of the world's supply.

中國主導著稀土市場，生產了全球約 70% 的供應量。

In March, the president signed an executive order to expand American production of critical minerals and rare earths, invoking wartime emergency powers to combat reliance on foreign supply of these minerals.

今年三月，總統簽署了一項行政命令，動用戰時緊急權力擴大美國關鍵礦物和稀土的生產，以應對對這些礦物外國供應的依賴。

The US Government has begun taking equity stakes in companies like rare earth manufacturer MP Materials, mining company Trilogy Metals and semiconductor giant Intel.

美國政府已開始持有稀土製造商 MP Materials、礦業公司 Trilogy Metals 和半導體巨頭 Intel 等公司的股權。

In the past few months, it has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing, all of which are essential for our national security, said Jamie Dimon, chairman and CEO of JPMorgan Chase.

過去幾個月，JP Morgan 的董事長兼執行長 Jamie Dimon 表示，美國對關鍵礦物、產品和製造業的不可靠來源過度依賴，而這些對國家安全至關重要，這一點已變得非常清楚。

Shares of companies producing rare earths surged following the announcement.

繼宣佈之後，生產稀土礦物的公司股價飆升。

USA Rare Earth Inc. Spiked 32%, MP Materials rose 24% and Lithium Americas climbed 11%.

USA Rare Earth Inc. 上漲 32%，MP Materials 上漲 24%，Lithium Americas 上漲 11%。

The announcement adds another $500 million to the $1 trillion JP Morgan said it had already set aside to support clients in areas like aerospace, energy and defense.

這項宣佈為 JP Morgan 原本已撥出 1 兆美元支持航空航太、能源和國防等領域的客戶，又增加了 5 億美元。

For more on the story, check out the article at the link in the DESCRI.

想了解更多，請查看 DESCRI 中連結的文章。