[新聞] 摩根大通宣布十年 1.5兆鎂 投資計畫

作者: TyuzuChou (子瑜我老婆)   2025-10-14 07:34:38
原文標題:
JPMorgan Chase launches $1.5 trillion plan to bolster US economic and national
security
原文連結:https://tinyurl.com/24fpmy3b
發布時間:
Published October 13, 2025 6:01am EDT | Updated October 13, 2025 6:36am EDT
記者署名:Sophia Compton
原文內容:
JPMorgan Chase on Monday unveiled a sweeping $1.5 trillion, decade-long
initiative to strengthen industries vital to America’s economic and national
security.
摩根大通週一公布一項總規模 1.5 兆美元、為期十年的重大計畫,旨在強化對美國經濟
與國安至關重要的產業。
The effort — dubbed the "Security and Resiliency Initiative" — will direct $
1.5 trillion toward projects spanning energy, manufacturing and defense.
該計畫名為「安全與韌性倡議」(Security and Resiliency Initiative),將把 1.5
兆美元資金投入能源、製造業與國防等領域的專案。
As part of the plan, the financial giant will invest up to $10 billion in
direct equity and venture capital to help select U.S.-based companies "enhance
their growth, spur innovation and accelerate strategic manufacturing," the
company said.
根據公司聲明,摩根大通將以直接股權與創投投資方式,投入最多 100 億美元,協助特
定美國企業「提升成長、促進創新、加速戰略製造」。
"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,"
JPMorgan Chase CEO Jamie Dimon said in a statement.
摩根大通執行長傑米·戴蒙(Jamie Dimon)表示:「美國過度依賴不可靠的關鍵礦物、
產品與製造來源,這對國家安全至關重要,這一點已變得令人痛心地清楚。」
Dimon added, "Our security is predicated on the strength and resiliency of
America’s economy. America needs more speed and investment. It also needs to
remove obstacles that stand in the way: excessive regulations, bureaucratic
delay, partisan gridlock and an education system not aligned to the skills we
need."
戴蒙補充說:「我們的安全建立在美國經濟的實力與韌性上。美國需要更快的行動與更多
投資,同時也必須消除障礙:過度的監管、官僚拖延、黨派僵局,以及與產業需求脫節的
教育體系。」
The company said it will focus on four key areas, including supply chain and
advanced manufacturing, defense and aerospace, energy independence and
resilience and frontier and strategic technologies.
公司指出,將聚焦四大核心領域:供應鏈與先進製造、國防與航太、能源獨立與韌性、前
沿與戰略技術。
These four areas are further broken down into 27 sub-areas which range from
cybersecurity to nuclear energy to critical defense components, as noted in
the announcement.
根據公告,這四大領域進一步細分為 27 個子項,涵蓋從網路安全、核能到關鍵國防零件
等領域。
"This new initiative includes efforts like ensuring reliable access to life-
saving medicines and critical minerals, defending our nation, building energy
systems to meet AI-driven demand and advancing technologies like
semiconductors and data centers. Our support of clients in these industries
remains unwavering," Dimon said.
戴蒙指出:「這項新倡議包括確保救命藥品與關鍵礦物的穩定供應、強化國防、建立能支
撐 AI 時代需求的能源系統,以及推進半導體與資料中心等技術。我們對這些產業客戶的
支持將始終如一。」
JPMorgan will also advocate for policies aimed at accelerating these efforts
and conduct targeted research on private companies and supply chain issues
related to rare earths, AI and advanced technology.
摩根大通還將推動相關政策,以加速這些努力,並針對稀土、AI 與先進科技供應鏈問題
進行企業層級研究。
The financial institution had already planned about $1 trillion over the next
decade to support these sectors. With this initiative, the firm is increasing
that total by another $500 billion, according to the announcement.
公告指出,摩根大通原本已計劃在未來十年內投資約 1 兆美元支援相關產業,如今這項
新計畫將再額外增加 5,000 億美元。
As part of the initiative, JPMorgan will hire additional bankers, investment
professionals and industry experts. It will also form an external advisory
council to help guide its long-term strategy.
作為計畫的一部分,摩根大通將聘請更多銀行家、投資專業人士與產業專家,並成立外部
顧問委員會以指導長期策略。
"Hopefully, once again, as America has in the past, we will all come together
to address these immense challenges," Dimon said. "We need to act now."
戴蒙最後呼籲:「希望美國能再次像過去一樣團結起來,應對這些巨大的挑戰。我們必須
立即行動。」
心得/評論:
摩根大通官網:
https://www.jpmorganchase.com/newsroom/press-releases/2025/jpmc-security-
resiliency-initiative
https://tinyurl.com/vb4vhjws
完整27子項目
https://www.jpmorganchase.com/content/dam/jpmorganchase/documents/newsroom/sri
-27-sub-areas.pdf
https://tinyurl.com/bdd9axww
Supply Chain and Advanced Manufacturing(供應鏈與先進製造)
Advanced Bulk Materials — 高階散裝材料(含介電材料、聚合物等)
Nanomaterials and Microelectronics Materials, Assembly, and Manufacturing —
奈米材料與微電子材料、組裝與製程
Critical Minerals Mining & Processing — 關鍵礦物開採與精煉
Pharmaceutical Precursors — 藥物前驅物化學品
Advanced Manufacturing — 先進製造(自動化、網路化等)
Mission Critical Real Estate — 關鍵任務型不動產(廠房、資料中心、生命科學R&D
、物流樞紐)
Shipbuilding — 造船(商用與軍用)
Autonomous Mobile Robots — 自主型移動機器人
Defense and Aerospace(國防與航太)
9. Command & Control Tech — 指揮與控制技術
10. Critical Components — 關鍵元件(國防用)
11. Spacecraft — 太空載具
12. Space Launch Technologies — 太空發射技術
13. Unmanned Systems — 無人系統(各類無人機/機器人)
14. Munitions, Missiles & Hypersonics — 彈藥、飛彈與高超音速技術
15. 6G — 第六代超高速無線連接
16. Secure Communication — 安全通訊技術
17. Mesh Networks — 網狀(去中心化)網路架構
Energy Independence and Resilience(能源獨立與韌性)
18. Nuclear Energy — 核能(下一代技術)
19. Grid Resilience — 電網韌性技術
20. Distributed Energy — 分散式能源
21. Battery Storage — 電池儲能(先進電池技術)
22. Solar — 太陽能技術
Frontier and Strategic Technologies(前沿與戰略技術)
23. Cybersecurity — 資安
24. Quantum Computing — 量子運算
25. Artificial Intelligence — 人工智慧
26. Edge Computing — 邊緣運算
27. Sensor Hardware — 感測器硬體
計畫名稱 Security and Resiliency Initiative(安全與韌性倡議)
總金額 1.5 兆美元(分10年投入)
主導者 摩根大通(JPMorgan Chase),CEO 傑米·戴蒙(Jamie Dimon)
涉及領域 能源、先進製造、國防與航太、戰略技術(AI、半導體、資料中心等)
資金用途 直接投資(股權與創投)100 億美元、企業融資與專案貸款為主體
目標 強化美國供應鏈安全、降低對中國等國的依賴、推動能源與製造自主
政策面 倡議放寬監管、簡化官僚流程、改革教育訓練以符合產業需求
作者: NoMomoNoLife (\MOMO/\MOMO/)   2025-10-14 08:11:00
「韌性」本來就是國外用爛的詞台灣學著用而已......
作者: junior020486 (軟蛋頭)   2025-10-14 11:52:00
結果小摩自己只拿100億美元?不過糞川雖然炒股,但是真的比敗燈好多了至少美國看起來要再工業化的感覺

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