AI concept stocks will benefit from policies? Trump announced today the "AI Action Plan", focusing on three major topics.

President Trump of the United States is set to deliver a speech at an event titled "Winning the AI Race" in Washington, D.C. on Wednesday, where he is expected to unveil his "AI Action Plan." According to reports, the 20-page document will focus on three key issues including infrastructure, innovation, and global influence. The document will include directives to federal agencies and funding initiatives. A source said, "This is mainly about incentivizing actions, rather than mandating regulations." This will be the most significant policy statement by the current administration in this technology field so far, reflecting efforts by the U.S. government to promote the adoption of American AI technology globally. This vision is a positive sign for industry participants who support security standards and the establishment of international partnerships. The event is hosted by the All-In podcast and the technology alliance Hill and Valley Forum (which is a business and technology program hosted by four technology investors and entrepreneurs, including Trump's AI advisor David Sacks). Venture capitalist David Sacks, appointed by the White House, serves as the White House AI and cryptocurrency chief for the Trump administration, leading government efforts in these two technological areas. The AI Action Plan is likely to include arguments raised by prominent technology lobbying groups and relevant executive orders. According to a source, "This includes accelerating the sale of AI technology abroad, and making it easier to construct energy-consuming data center buildings (which are necessary for the formation and operation of AI products)." Wedbush analyst Dan Ives wrote in a report, "This event aims to lead the current burgeoning AI revolution, and will be a key initiative to ensure the U.S. dominates the AI field. It aligns public and private market demand with government initiatives to leverage AI and reshape all industries, given the increasing strength of foreign competitors in AI." Upon Trump's return to the White House in January 2025, he signed an executive order on January 23 instructing federal officials to create an "AI Action Plan," rescinding previous AI policies from the Biden administration. The Trump administration criticized these regulations as overly burdensome, hindering American innovation, particularly in areas concerning privacy, transparency, and individual rights. In the early stages of Trump's second term, he issued an executive order titled "Removing Barriers to Leading AI Globally," aimed at promoting his dominance in the global AI field to promote human development, enhance economic competitiveness, and safeguard national security.