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aisyun
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川普是爱钱的，钱到位好商量
急了！特朗普考虑，英伟达特供版也不卖中国
aisyun
2024-12-16
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扯淡股，我明天申请个超疆
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10:38","market":"us","language":"zh","title":"急了！特朗普考虑，英伟达特供版也不卖中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699533","media":"观察者网","summary":"彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。中方将采取必要措施，坚决维护自身正当权益。","content":"<html><head></head><body><p>美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华销售限制。</p><p>彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。</p><p>据报道，由于官员们正在梳理政策优先事项，因此相关讨论仍处于初期阶段。知情人士说，考虑到特朗普政府才刚刚开始在相关部门增加人手，可能还要较长一段时间才能对限制措施做出决定。</p><p>白宫发言人暂未回复置评请求。英伟达发言人在一份声明中表示，该公司“在实施人工智能计划时会与美国政府合作”。</p><p>报道认为，如果美国决定加强对英伟达的限制，将会使两个世界最大经济体之间的紧张关系进一步升级。</p><p>自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。该公司认为，这种限制增强了中国对实现科技自主的决心，而且也会削弱美国企业，与美国政府贸易行动的目标背道而驰。</p><p>2022年10月，美国政府就已实施了一系列人工智能芯片出口限制措施，英伟达由于无法向中国市场提供A100和H100人工智能处理器，专门为中国市场特供符合美方规定的A800和H800芯片，以绕开美国政府的管制。</p><p>一年后，美国商务部又发布了一系列新的芯片出口限制，扩大了对高级人工智能芯片的定义，并对运往40多个国家的芯片产品提出额外的许可要求，以避免转售给中国。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82b15845e17c65eb21242e37681919b\" alt=\"英伟达资料图\" title=\"英伟达资料图\" tg-width=\"1500\" tg-height=\"1000\"/><span>英伟达资料图</span></p><p>彭博社指出，收紧现有贸易限制以将H20芯片纳入其中的想法已在美国酝酿了一段时间。知情人士透露，拜登政府的官员曾建议实施此类限制措施，但官员们最终决定不采取行动。</p><p>在离任前（1月13日），拜登公布了一项出口管制政策，进一步限制AI芯片以及技术出口到大多数国家的数量。新法规一方面将允许美国最亲密盟友无限制地使用美国AI技术，另一方面则限制向中国、俄罗斯、伊朗和朝鲜等大多数国家出口。</p><p>中国商务部新闻发言人对此表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。中方将采取必要措施，坚决维护自身正当权益。</p><p>中国人工智能初创企业深度求索（DeepSeek）日前发布的大模型DeepSeek-R1，用更低的成本和更小的算力规模，实现了足以匹敌美国顶尖AI模型的效果。据DeepSeek介绍，R1的预训练费用只有557.6万美元，在2048块英伟达H800 GPU集群上运行55天完成。</p><p>美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。</p></body></html>","source":"gczw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://www.guancha.cn/internation/2025_01_30_763655.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NVDA":"英伟达","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","3NVD.UK":"LS 3X NVIDIA","BK4554":"元宇宙及AR概念","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","SNVD.UK":"LS -1X NVIDIA","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) 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GPU集群上运行55天完成。美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382036573430176,"gmtCreate":1734314752237,"gmtModify":1734314813091,"author":{"id":"4194600526740052","authorId":"4194600526740052","name":"aisyun","avatar":"https://static.tigerbbs.com/c5c7c5bd05f7aebe3b0898536af0d350","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194600526740052","authorIdStr":"4194600526740052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02432\">$越疆(02432)$</a> 扯淡股，我明天申请个超疆","listText":"<a href=\"https://laohu8.com/S/02432\">$越疆(02432)$</a> 扯淡股，我明天申请个超疆","text":"$越疆(02432)$ 扯淡股，我明天申请个超疆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382036573430176","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":398400808284648,"gmtCreate":1738288544278,"gmtModify":1738291464379,"author":{"id":"4194600526740052","authorId":"4194600526740052","name":"aisyun","avatar":"https://static.tigerbbs.com/c5c7c5bd05f7aebe3b0898536af0d350","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194600526740052","authorIdStr":"4194600526740052"},"themes":[],"htmlText":"川普是爱钱的，钱到位好商量","listText":"川普是爱钱的，钱到位好商量","text":"川普是爱钱的，钱到位好商量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398400808284648","repostId":"2507699533","repostType":2,"repost":{"id":"2507699533","kind":"news","pubTimestamp":1738204699,"share":"https://www.laohu8.com/m/news/2507699533?lang=&edition=full","pubTime":"2025-01-30 10:38","market":"us","language":"zh","title":"急了！特朗普考虑，英伟达特供版也不卖中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699533","media":"观察者网","summary":"彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。中方将采取必要措施，坚决维护自身正当权益。","content":"<html><head></head><body><p>美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华销售限制。</p><p>彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。</p><p>据报道，由于官员们正在梳理政策优先事项，因此相关讨论仍处于初期阶段。知情人士说，考虑到特朗普政府才刚刚开始在相关部门增加人手，可能还要较长一段时间才能对限制措施做出决定。</p><p>白宫发言人暂未回复置评请求。英伟达发言人在一份声明中表示，该公司“在实施人工智能计划时会与美国政府合作”。</p><p>报道认为，如果美国决定加强对英伟达的限制，将会使两个世界最大经济体之间的紧张关系进一步升级。</p><p>自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。该公司认为，这种限制增强了中国对实现科技自主的决心，而且也会削弱美国企业，与美国政府贸易行动的目标背道而驰。</p><p>2022年10月，美国政府就已实施了一系列人工智能芯片出口限制措施，英伟达由于无法向中国市场提供A100和H100人工智能处理器，专门为中国市场特供符合美方规定的A800和H800芯片，以绕开美国政府的管制。</p><p>一年后，美国商务部又发布了一系列新的芯片出口限制，扩大了对高级人工智能芯片的定义，并对运往40多个国家的芯片产品提出额外的许可要求，以避免转售给中国。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82b15845e17c65eb21242e37681919b\" alt=\"英伟达资料图\" title=\"英伟达资料图\" tg-width=\"1500\" tg-height=\"1000\"/><span>英伟达资料图</span></p><p>彭博社指出，收紧现有贸易限制以将H20芯片纳入其中的想法已在美国酝酿了一段时间。知情人士透露，拜登政府的官员曾建议实施此类限制措施，但官员们最终决定不采取行动。</p><p>在离任前（1月13日），拜登公布了一项出口管制政策，进一步限制AI芯片以及技术出口到大多数国家的数量。新法规一方面将允许美国最亲密盟友无限制地使用美国AI技术，另一方面则限制向中国、俄罗斯、伊朗和朝鲜等大多数国家出口。</p><p>中国商务部新闻发言人对此表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。中方将采取必要措施，坚决维护自身正当权益。</p><p>中国人工智能初创企业深度求索（DeepSeek）日前发布的大模型DeepSeek-R1，用更低的成本和更小的算力规模，实现了足以匹敌美国顶尖AI模型的效果。据DeepSeek介绍，R1的预训练费用只有557.6万美元，在2048块英伟达H800 GPU集群上运行55天完成。</p><p>美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。</p></body></html>","source":"gczw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"https://www.guancha.cn/internation/2025_01_30_763655.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NVDA":"英伟达","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","3NVD.UK":"LS 3X NVIDIA","BK4554":"元宇宙及AR概念","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","SNVD.UK":"LS -1X NVIDIA","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) 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ACC"},"source_url":"https://www.guancha.cn/internation/2025_01_30_763655.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507699533","content_text":"美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧英伟达对华销售限制。彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。据报道，由于官员们正在梳理政策优先事项，因此相关讨论仍处于初期阶段。知情人士说，考虑到特朗普政府才刚刚开始在相关部门增加人手，可能还要较长一段时间才能对限制措施做出决定。白宫发言人暂未回复置评请求。英伟达发言人在一份声明中表示，该公司“在实施人工智能计划时会与美国政府合作”。报道认为，如果美国决定加强对英伟达的限制，将会使两个世界最大经济体之间的紧张关系进一步升级。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。该公司认为，这种限制增强了中国对实现科技自主的决心，而且也会削弱美国企业，与美国政府贸易行动的目标背道而驰。2022年10月，美国政府就已实施了一系列人工智能芯片出口限制措施，英伟达由于无法向中国市场提供A100和H100人工智能处理器，专门为中国市场特供符合美方规定的A800和H800芯片，以绕开美国政府的管制。一年后，美国商务部又发布了一系列新的芯片出口限制，扩大了对高级人工智能芯片的定义，并对运往40多个国家的芯片产品提出额外的许可要求，以避免转售给中国。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。英伟达资料图彭博社指出，收紧现有贸易限制以将H20芯片纳入其中的想法已在美国酝酿了一段时间。知情人士透露，拜登政府的官员曾建议实施此类限制措施，但官员们最终决定不采取行动。在离任前（1月13日），拜登公布了一项出口管制政策，进一步限制AI芯片以及技术出口到大多数国家的数量。新法规一方面将允许美国最亲密盟友无限制地使用美国AI技术，另一方面则限制向中国、俄罗斯、伊朗和朝鲜等大多数国家出口。中国商务部新闻发言人对此表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。中方将采取必要措施，坚决维护自身正当权益。中国人工智能初创企业深度求索（DeepSeek）日前发布的大模型DeepSeek-R1，用更低的成本和更小的算力规模，实现了足以匹敌美国顶尖AI模型的效果。据DeepSeek介绍，R1的预训练费用只有557.6万美元，在2048块英伟达H800 GPU集群上运行55天完成。美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382036573430176,"gmtCreate":1734314752237,"gmtModify":1734314813091,"author":{"id":"4194600526740052","authorId":"4194600526740052","name":"aisyun","avatar":"https://static.tigerbbs.com/c5c7c5bd05f7aebe3b0898536af0d350","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194600526740052","authorIdStr":"4194600526740052"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02432\">$越疆(02432)$</a> 扯淡股，我明天申请个超疆","listText":"<a href=\"https://laohu8.com/S/02432\">$越疆(02432)$</a> 扯淡股，我明天申请个超疆","text":"$越疆(02432)$ 扯淡股，我明天申请个超疆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382036573430176","isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
