[视频] 独家 | 摩根大通CEO杰米·戴蒙谈通胀、人工智能和强化美国供应链 摩根大通表示，通过其去年宣布的1.5万亿美元国家安全倡议，已为项目融资2300亿美元，旨在确保美国最大的银行履行职责，以保护经济免受供应链中断和境外威胁的影响。
[video] Exclusive | JPMorgan CEO Jamie Dimon on Inflation, AI and Bolstering America’s Supply Chains JPMorgan Chase says it has financed $230 billion of projects through its $1.5 trillion national-security initiative it announced last year, meant to ensure the largest U.S. bank is doing its part to protect the economy from supply-chain disruptions and threats from abroad.
“安全与韧性倡议”是摩根大通最新的旗舰项目之一，利用其超过4万亿美元的资产负债表，投资于高管认为对美国经济至关重要的公司和项目。这意味着直接投资于国防承包商、能源供应商和重工业公司，以及为他们安排贷款和其他投资。
The “security and resiliency initiative” is one of JPMorgan’s latest flagship projects, leveraging its more than $4 trillion balance sheet to invest in companies and projects that executives see as critical to the U.S. economy. That means directly investing in defense contractors, energy suppliers and heavy industrial companies, as well as arranging loans and other investments for them.
在某种程度上，摩根大通正在为它本来就会做的工作庆祝胜利。周一宣布的2300亿美元总额中，包含了多米尼恩能源和NextEra的1250亿美元合并，银行家们承认，即使没有这个新项目，他们也会完成这笔交易。
To some extent, JPMorgan is taking a victory lap for work it would have done anyway. Counting toward the $230 billion total announced on Monday is the $125 billion merger of Dominion Energy and NextEra, which bankers have admitted they would have done with or without the new program.
不过，首席执行官杰米·戴蒙表示，1.5万亿美元的倡议使摩根大通能够通过银行常规贷款渠道无法承担的风险。
Chief Executive Jamie Dimon says, though, that the $1.5 trillion initiative has allowed JPMorgan to take risks it normally wouldn’t be able to through the bank’s regular lending channels.
“我们正在以比摩根大通通常更早的阶段与公司合作，”戴蒙在接受《华尔街日报》领导力研究所采访时说。“我们将远远超过这1.5万亿美元。”该1.5万亿美元项目是在特朗普政府开始在国家重要企业（包括英特尔和美国钢铁）中持股时宣布的。去年，当五角大楼收购了该国最大稀土生产商MP Materials 15%的股权时，摩根大通正在为其提供咨询。戴蒙表示，他希望摩根大通能够与国防部一起投资，这也促成了银行这一倡议的产生。
“We are doing things with companies at an earlier stage than JPMorgan would normally do,” Dimon said in an interview with the WSJ Leadership Institute. “We’ll blow way past that trillion and a half dollars.”The $1.5 trillion program was announced a year ago as the Trump administration began to take stakes in nationally important firms, including Intel and U.S. Steel. JPMorgan was advising MP Materials, the largest rare-earths manufacturer in the country, when the Pentagon acquired a 15% stake in the company last year. Dimon wished JPMorgan had invested alongside the Department of Defense, which helped spur the idea for the bank’s initiative.
它也在充当戴蒙政治野心的替身。自他担任摩根大通CEO已满20年以来，他表现出更强烈的意愿去尝试塑造国家政策，尤其是在他似乎已经放弃有一天竞选政治职位的任何计划之后。
It is also serving as a stand-in for Dimon’s political ambitions. As he has passed the 20-year mark as the CEO as JPMorgan, he has shown more desire to try to shape national policy, especially as he appears to have abandoned any plans to run for political office one day.
“我很想当总统，”戴蒙今年夏天在旧金山对一群摩根大通员工说。“但我有一份很棒的工作，我可以从这个位置上做很多很棒的事情。”上个月，摩根大通宣布与密歇根州和福特汽车建立合作伙伴关系，投入超过20亿美元，以帮助补贴能够弥补供应链缺口的新制造公司。
“I would love to be president,” Dimon said to a crowd of JPMorgan employees in San Francisco this summer. “But I have a great job, and I could do a lot of great things from this perch.”Last month, JPMorgan announced a partnership with the state of Michigan and Ford Motor to deploy more than $2 billion to help subsidize new manufacturing companies that can plug gaps in supply chains.
但戴蒙承认，金钱无法解决美国所有的经济问题，这些问题包括劳动力培训不足以及阻碍公司推进投资的许可规则。
“许多供应商需要帮助，而往往这不是资金问题，”戴蒙在《华尔街日报》领导力研究所的采访中说。
But Dimon is admitting that money can’t solve all U.S. economic problems, which include an inadequately trained workforce and permitting rules that hold up companies from pushing ahead on investment.
致函亚历山大·萨伊迪，邮箱：alexander.saeedy@wsj.com
“A lot of those vendors need help, and often it’s not capital,” Dimon said in the WSJ Leadership Institute interview.