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老黄好样的👍，毕竟是华人[愤怒]

报道：黄仁勋游说成功，美国国会将否决AI芯片出口法案

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2025-12-04
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AI法案》对美国的潜在危害巨大。本周三，他曾亲赴华盛顿，与美国总统特朗普及多位关键议员会面。</p>\n<h2><strong>黄仁勋亲赴华盛顿斡旋</strong></h2>\n<p>黄仁勋的个人斡旋，被视为推动事态发展的关键一步。他于周三现身华盛顿，在国会与多名议员会面。在议长迈克·约翰逊的办公室外，黄仁勋告诉记者，他此行的目的是“回答有关AI的问题”。</p>\n<p>黄仁勋一直坚定地主张，允许美国公司服务全球市场最终对美国有利。他的观点显然在行政当局内部获得了共鸣。</p>\n<p>在国会做出初步决定后，黄仁勋公开表示，《GAIN AI法案》“对美国的危害甚至比《AI扩散规则》更大”。华尔街见闻提及，《AI扩散规则》政策由美国商务部于今年1月发布，它将英伟达等公司的芯片出口目的地分为三个大类国家进行监管，意图进一步限制AI芯片和技术的出口。</p>\n<h2><strong>激烈的游说战告一段落</strong></h2>\n<p>《GAIN AI法案》的搁置，为一场围绕AI技术出口管制的激烈游说战画上了句号。</p>\n<p>法案的支持者主要由对国家安全持强硬立场的议员和AI安全倡导人士构成，他们希望通过立法确保美国在国内的AI算力优势。</p>\n<p>而反对方法案的阵营则由英伟达和其他行业参与者组成，他们担心此类限制会扼杀全球竞争，并损害美国企业的市场地位。</p>\n<p>英伟达方面辩称，该法案并无必要性，因为公司不会以牺牲美国客户的供应为代价，同时限制性的贸易政策将阻碍创新。</p>\n<h2><strong>白宫或介入支持行业立场</strong></h2>\n<p>华尔街见闻写道，据媒体援引四位知情人士的报道，白宫在此次立法博弈中扮演了关键角色。报道称，白宫关键官员向国会山施压，要求议员们将《GAIN AI法案》排除在年度国防授权法案之外。</p>\n<p>据悉，此次行动由白宫“AI沙皇”David Sacks带头，并获得了白宫立法事务办公室的支持。他们直接致电众议院多数党领袖Steve 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href=\"https://wallstreetcn.com/articles/3760678\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) 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AI法案》的措施目前未被纳入将于周五公布的年度国防政策法案（NDAA）的最终文本中。该法案原计划要求英伟达和AMD等芯片制造商，在向受限制国家出口其强大的AI芯片之前，必须优先满足美国客户的需求。\n尽管该知情人士补充说情况仍有意外生变的可能性，但目前的进展对芯片行业而言无疑是一个积极信号。\n英伟达首席执行官黄仁勋随后将国会不将该法案纳入NDAA的决定形容为“明智的”，并表示《GAIN AI法案》对美国的潜在危害巨大。本周三，他曾亲赴华盛顿，与美国总统特朗普及多位关键议员会面。\n黄仁勋亲赴华盛顿斡旋\n黄仁勋的个人斡旋，被视为推动事态发展的关键一步。他于周三现身华盛顿，在国会与多名议员会面。在议长迈克·约翰逊的办公室外，黄仁勋告诉记者，他此行的目的是“回答有关AI的问题”。\n黄仁勋一直坚定地主张，允许美国公司服务全球市场最终对美国有利。他的观点显然在行政当局内部获得了共鸣。\n在国会做出初步决定后，黄仁勋公开表示，《GAIN AI法案》“对美国的危害甚至比《AI扩散规则》更大”。华尔街见闻提及，《AI扩散规则》政策由美国商务部于今年1月发布，它将英伟达等公司的芯片出口目的地分为三个大类国家进行监管，意图进一步限制AI芯片和技术的出口。\n激烈的游说战告一段落\n《GAIN AI法案》的搁置，为一场围绕AI技术出口管制的激烈游说战画上了句号。\n法案的支持者主要由对国家安全持强硬立场的议员和AI安全倡导人士构成，他们希望通过立法确保美国在国内的AI算力优势。\n而反对方法案的阵营则由英伟达和其他行业参与者组成，他们担心此类限制会扼杀全球竞争，并损害美国企业的市场地位。\n英伟达方面辩称，该法案并无必要性，因为公司不会以牺牲美国客户的供应为代价，同时限制性的贸易政策将阻碍创新。\n白宫或介入支持行业立场\n华尔街见闻写道，据媒体援引四位知情人士的报道，白宫在此次立法博弈中扮演了关键角色。报道称，白宫关键官员向国会山施压，要求议员们将《GAIN AI法案》排除在年度国防授权法案之外。\n据悉，此次行动由白宫“AI沙皇”David Sacks带头，并获得了白宫立法事务办公室的支持。他们直接致电众议院多数党领袖Steve Scalise等关键议员，明确表达了反对意见。\n知情人士称，在高层介入后，该限制性条款被纳入最终法案的可能性已降至“几乎为零”。这一干预凸显了行政当局内部对于在当前节点进一步收紧AI芯片出口政策的审慎态度。\n法案核心争议：优先满足美国客户与“受关注国家”\n引发争议的《GAIN AI法案》，其核心是重塑AI芯片的全球供应链分配逻辑，要求芯片公司在向“受关注国家”出口产品前，必须优先满足美国客户的订单。\n尽管该法案的修改版本曾获得亚马逊和微软等云服务巨头的积极回应，但对于英伟达这类硬件制造商而言，该法案构成了直接的监管风险和收入威胁。\n因此，该法案未能进入NDAA的最终版本，对英伟达及其他半导体公司来说是好消息，这消除了市场对新一轮出口管制可能扰乱其全球收入来源的担忧。","news_type":1,"symbols_score_info":{"07788":2,"NVDA":2,"NVDL":2}},"isVote":1,"tweetType":1,"viewCount":672,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":507206809559640,"commentId":"507206809559640","gmtCreate":1764860390324,"gmtModify":1764861453159,"authorId":3530325156785592,"author":{"id":3530325156785592,"idStr":"3530325156785592","authorId":3530325156785592,"name":"Memphisk","avatar":"https://static.tigerbbs.com/fce2593b0d6f142043851c0bd79726e6","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.18%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":507223946490104,"objectIdStr":"507223946490104","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你又赢了","text":"你又赢了","html":"你又赢了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/507223946490104"}