[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio5826ca60":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio5826ca60","突发！英伟达与AMD交出15%收入，换取中国市场出口许可！","\u002Fdoc\u002Fdcio5826ca60","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>据美股投资网了解到,美国总统特朗普周一表示，他愿意允许英伟达向中国出售其 \u003Cstrong>最先进AI芯片的缩减版\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>特朗普表示，若英伟达能设计出一个不那么先进的“Blackwell”芯片变体，他将考虑达成协议，允许其向中国出口。这款缩减版的芯片将会降低性能，可能比原版减少30%到50%。\u003C\u002Fp>\n\u003Cp>他提到：“我可能会就生产一款‘某种程度上增强的——以一种消极方式——的Blackwell’处理器达成协议。”这一言论表明，美国Z府愿意在某些条件下允许英伟达向中国出售技术，但前提是其\u003Cstrong>性能有所妥协\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"695,307\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250812\u002Fv2_eab81e8857234d83b3f5762221bc42f4@5576020_oswg19760oswg695oswg307_img_000\">\u003C\u002Ffigure>\n\u003Cp>特朗普在谈到Blackwell时，也确认他已与英伟达达成了另一项不同寻常的协议——允许英伟达向中国出售其较为低端的H20 AI芯片。\u003Cstrong>这一协议的特殊之处在于，英伟达需向美国Z府上交与这些芯片相关收入的15%\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>根据知情人士的透露，AMD也将从其MI308芯片的收入中缴纳相同比例的费用。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>美股投资网分析认为，特朗普此番表态或许反映了美国Z府对中美AI竞争的权衡。美国前总统拜登任内的国家安全技术主任赛义夫·汗曾指出，即便是缩减版的英伟达旗舰芯片，中国依然能够通过大量购买，打造领先的人工智能超级计算机。\u003C\u002Fp>\n\u003Cp>拜登Z府当时已实施了严格的芯片出口限制，旨在保持美国在科技领域的竞争优势。但特朗普的这一立场显然与拜登Z府时期的政策有所不同。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"768,690\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20250812\u002Fv2_fcb23dba9c244ff1a3b15fdfb2d740c9@5576020_oswg41949oswg768oswg690_img_000\">\u003C\u002Ffigure>\n\u003Cp>\u003Cstrong>美股投资网分析认为，此举一是有助于英伟达保持稳定的收入来源，\u003C\u002Fstrong>H20芯片曾占英伟达中国收入的80%（约120-150亿美元\u002F年）。美国通过允许销售，既可维持英伟达的利润，又能通过英伟达将部分收入回流美国，符合特朗普Z府通过企业投资换取就业机会的政策目标。\u003C\u002Fp>\n\u003Cp>二是从中美科技竞争的角度来看，\u003Cstrong>这一决策也显示出美国在限制中国AI技术发展的同时，寻求通过某种程度的妥协来维持全球技术供应链的稳定。\u003C\u002Fstrong>通过允许部分符合条件的技术进入中国市场，美国在维持技术优势的同时，也避免了完全切断与中国市场的联系，从而在全球科技竞争中保持战略灵活性。\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202508-stk\u002FUploaderynu2yamfkh2_2025_08_11_18_00_32.jpeg","2025-08-12T00:59:40.06","2025.08.12","2025\u002F08\u002F12",46347,[22,23],"NVDA","AMD","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]