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"title": "《彭博》：黄仁勋下台牵动美中晶片谈判 川习会前华府酝酿扩大管制",
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"description": "黄仁勋卸下辉达执行长职务后，美中科技谈判受瞩目，华府正研议加码晶片出口限制。 商务部传拟限制中国企业透过新加坡、马来西亚、印尼等海外资料中心远端使用先进 AI 晶片。 国会推动3项晶片管制提案纳入年度国防法案；辉达跌4.3%，博通、超微走强。",
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"content": "<p> </p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6662308/l/af47ecee8df33260f603a88d47397e26.jpg\" alt=\"《彭博》：黄仁勋下台牵动美中晶片谈判 川习会前华府酝酿扩大管制\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>辉达 (NVDA-US) 共同创办人黄仁勋卸下执行长职务，后续影响从公司接班延伸至美中科技谈判。《彭博》周五 (13 日) 报导，美国总统川普 (Donald Trump) 正准备赴深圳，与中国国家主席习近平举行今年第三次会晤，美国国会此时加快推动晶片管制提案，商务部也传出拟限制中国企业透过海外资料中心使用先进 AI 晶片。美中为期一年的贸易休战将于明年 1 月到期，华府是否加码科技出口限制，可能左右休战能否延续。</p>\n\n<p>黄仁勋长期主张让辉达向中国销售更多晶片，也能直接向川普陈述产业立场。</p>\n\n<p>辉达的高阶处理器是训练最先进 AI 模型的关键，取得受限一直是中国企业追赶矽谷同业的障碍。</p>\n\n<p>黄仁勋过去警告，美国若全面封锁晶片出口，可能反而加快中国研发自有技术。随着他离开辉达管理层，这项主张在华府少了一位能直接向白宫游说的企业领袖。</p>\n\n<p>美国驻中国大使庞德伟 (David Perdue) 表示，这起风波正考验原本就不平顺的美中关系。北京否认与黄仁勋传出婚外情的黄乐 (Alice Huang) 是中国情报人员，并表示美方不应以此为由收紧晶片管制。</p>\n\n<p>据科技媒体《The Information》报导，美国商务部正敲定一项新规，拟阻止中国 AI 业者透过境外资料中心远端使用先进晶片。报导点名新加坡、马来西亚与印尼等地。若规则落地，即使晶片设在中国境外，中国企业租用当地资料中心算力的管道也可能受到限制。</p>\n\n<p>国会方面，《彭博》引述知情人士报导，OpenAI 已向国会议员表明，将支持两党限制中国取得先进 AI 晶片与晶片制造设备的行动。</p>\n\n<p>国会研议的三项提案，分别针对未来高阶晶片销售、辉达 AI 处理器经第三方转流中国，以及中国取得艾司摩尔 (ASML-US) 先进制造设备。</p>\n\n<p>议员计划将提案纳入须在年底前通过的年度国防法案，相关措施在黄仁勋卸任后获得更多推进动力。</p>\n\n<p>商务部过去如何执行出口管制，也受到关注。</p>\n\n<p>《彭博》先前报导，商务部曾调查黄乐任职过的新加坡企业 Megaspeed International 是否涉及晶片走私，辉达法务长曾介入，商务部官员其后在调查该公司时遇到阻碍</p>\n\n<p>。白宫官员表示，川普仍对商务部长卢特尼克 (Howard Lutnick) 抱持充分信任。</p>\n\n<p>市场方面，辉达周四 (12 日) 收跌约 4.3%，费城半导体指数收跌约 0.5%，博通 (AVGO-US) 与超微 (AMD-US) 则跻身标普 500 指数涨幅居前的个股。</p>\n\n<p>《彭博》指出，投资人在评估辉达接班风险之际，仍关注长期 AI 需求，以及可能从产业变化中受益的其他晶片业者。</p>\n\n<p class=\"warning\">(本文不开放合作伙伴转载)</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-19992.html\" title=\"英特尔陈立武：中国AI模型成本更低 普及速度非常快\">英特尔陈立武：中国AI模型成本更低 普及速度非常快</a></li>\n <li><a href=\"/new/mg/article-8039.html\" title=\"AI算力战火蔓延至先进封装！Amkor获辉达15亿美元封测厂扩建投资 盘后暴涨15%\">AI算力战火蔓延至先进封装！Amkor获辉达15亿美元封测厂扩建投资 盘后暴涨15%</a></li>\n <li><a href=\"/new/mg/article-22093.html\" title=\"打破辉达独大？传OpenAI有意采购Google AI晶片深化双方合作\">打破辉达独大？传OpenAI有意采购Google AI晶片深化双方合作</a></li>\n <li><a href=\"/new/mg/article-18782.html\" title=\"指数牛市、个股熊市！美股走到「十字路口」大摩Wilson：美债波动率决定下一步\">指数牛市、个股熊市！美股走到「十字路口」大摩Wilson：美债波动率决定下一步</a></li>\n <li><a href=\"/new/mg/article-11451.html\" title=\"SanDisk一周反弹近35% 最新财测与NAND技术蓝图成催化剂\">SanDisk一周反弹近35% 最新财测与NAND技术蓝图成催化剂</a></li>\n <li><a href=\"/new/mg/article-23929.html\" title=\"辉达、AMD强弹！两大利多带动晶片股反攻 分析师提醒「系好安全带」\">辉达、AMD强弹！两大利多带动晶片股反攻 分析师提醒「系好安全带」</a></li>\n </ul>\n</div>",
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