知情人士：特朗普政府拟取消拜登时代的AI芯片限制
2025-05-07 19:56:35
特朗普政府拟取消拜登AI芯片限制 科技股或迎重大利好
5月8日讯 - 据多位知情人士独家透露，特朗普政府正计划全面废除拜登时期实施的人工智能芯片出口管制政策。这项具有争议性的限制措施曾引发包括英伟达(NVDA.O)在内的全球科技巨头及多国政府的强烈抗议。
消息人士指出，作为半导体贸易限制全面改革的一部分，原定于5月15日生效的"人工智能扩散规则"将被暂停执行。不过值得注意的是，这项政策调整目前仍处于最终决策阶段。
政策核心变化：
• 取消现有的三级国家分类监管体系
• 简化芯片出口审批流程
• 保留基础性出口管制框架
美国商务部发言人对此回应称："现行AI管制规则存在严重缺陷，过度复杂的官僚程序正在扼杀美国企业的创新活力。新规将大幅简化流程，充分释放美国在人工智能领域的领先优势。"
对投资者的潜在影响：
1. 科技板块看涨 - 芯片制造和AI相关企业估值可能提升
2. 供应链重构 - 全球半导体贸易格局或将重新洗牌
3. 政策风险降低 - 简化规则有助于企业制定长期投资计划
4. 技术竞争加剧 - 美国AI产业可能获得新一轮发展动能
分析人士提醒，在过渡期内美国商务部仍将严格执行现有出口管制措施，投资者需密切关注5月中旬政策窗口期的最终决定。
7x24 Newsflash
18:07 2025-06-20
BNB fell below $640The market shows that BNB has fallen below $640 and is now quoted at $639.97, a 24-hour decline of 0.32%. The market is volatile, so please do a good job in risk control.
17:36 2025-06-20
ETH falls below $2,400The market shows that ETH has fallen below $2,400 and is now quoted at $2,399, a 24-hour decline of 3.87%. The market is volatile, so please do a good job in risk control.
17:21 2025-06-20
SOL falls below $140The market shows that SOL has fallen below $140 and is now quoted at $139.62, a 24-hour decline of 2.66%. The market is volatile, so please do a good job in risk control.
17:00 2025-06-20
Putin: Worried that the world could slide towards World War IIIAnswering questions from reporters at the St. Petersburg International Economic Forum (SPIEF) on Friday, Russian President Vladimir Putin said he was worried that the world could slide into a third world war. "This does worry me. I say this without any sarcasm or joke. Of course, the possibility of conflict is too great and increasing."
16:26 2025-06-20
Federal Reserve Barkin: Current data shows no urgent reason to cut interest ratesThe Federal Reserve's Barkin said that the current data shows no urgent reason to cut interest rates, the job market and consumption remain strong, and it is not yet clear the final direction of trade policy, nor how it will affect prices and employment; Businesses expect to raise prices later this year as more higher-priced imports have entered their inventories; Businesses not affected by tariffs see the chaos of trade policy as an opportunity to raise prices.
16:14 2025-06-20
Putin: Russia does not rule out trying to occupy the Sumy regionRussian President Vladimir Putin: Russia does not rule out trying to occupy the Samui region.
16:14 2025-06-20
Israeli Chief of General Staff: Israel must be ready for a protracted war with IranOn the 20th local time, the chief of the general staff of the Israel Defense Forces, Zamir, said in a video speech that Israel must prepare for "a protracted war against Iran" to "eliminate the threat of this scale." Zamir said that Iran has been developing a clear plan for years to destroy Israel. In recent months, this plan has reached the point of no return, and it can be...
16:05 2025-06-20
Trend Research's ETH costs around $2,240 and holds 177,000 ETHAccording to EmberCN monitoring, LD Capital's Trend Research should now hold about 177,000 ETH (about $453 million), some of which is borrowed USDT from Aave by mortgaging ETH and then bought. A total of 230 million USDT was lent, and the leverage ratio was nearly double.
The combined cost of its ETH should be around $2,240, and it currently has a floating profit of about $55 million.
16:02 2025-06-20
Federal Reserve: The value of the dollar in foreign exchange has generally declinedThe Federal Reserve's monetary policy report showed a broad decline in the foreign exchange value of the dollar. The Treasury market remained orderly in early April, but liquidity fell to levels not seen since early 2023.
16:02 2025-06-20
Analysis: Bitcoin price stabilizes, but it is unlikely to hit a new high before JulyThe analysis pointed out that Bitcoin has rebounded by 10% since June 5, but the probability of breaking through a new high before July is only 16%. The on-chain data shows that the number of unpositioned squaring contracts continues to decrease, and there are obvious signs of liquidation drying up. The market is "cleaning up and chasing bulls". If it breaks through the resistance level of the 108,000 dollar, BTC is expected to enter the price discovery stage. The analysis believes that the Fede...
15:59 2025-06-20
Iran Says "True Commitment-3" Phase 17 Operation Launches Across IsraelAccording to CCTV news, on the 20th local time, Iran's Islamic Revolutionary Guards Corps issued a statement saying that the 17th phase of the "True Commitment-3" operation has been launched throughout Israel. The operation targeted multiple targets, including Israeli military centers, defense industrial facilities, command and control centers, enterprises supporting Israeli military operations, and two Israeli air bases, Neithim and Hazarim. The statement said that the Israeli cities of Tel Avi...
15:56 2025-06-20
Reddit is in talks to use Worldcoin's iris scanning device, Orb.Reddit is in talks to use Orb, an iris scanning device from Sam Altman's Worldcoin.
According to two people familiar with the matter, World ID could soon become a way for Reddit users to verify that they are unique individuals while remaining anonymous on the platform. Talks between Reddit and representatives of World ID's parent company, Tools for Humanity, highlight the growing market for new authentication technology, as artificial intelligence floods online platforms with fake content and go...
Hot News
Cryptocurrency Payback Calculator - InstructionsVitalik: "DAO" means "project", "official" means "scam"Backpack Exchange已面向英国用户开放其服务派盾：NIBI同名代币发生Rug Pull，损失约31.39万美元香港金管局推出稳定币发行人沙盒CIAN与Lido合作，在Base上推出wstETH Hyper-Staking VaultGate.io 3月储备金总额突破60亿美元，额外储备金超8亿美元Polyhedra Network已于3月12日16时完成ZK空投快照英FCA：不会反对加密资产相关ETN上市请求BTC流通市值突破1.4万亿美元，续创新高Space Nation将于3月底启动OIK代币空投
Related Recommendations
Cryptocurrency Payback Calculator - InstructionsBackpack Exchange已面向英国用户开放其服务派盾：NIBI同名代币发生Rug Pull，损失约31.39万美元香港金管局推出稳定币发行人沙盒CIAN与Lido合作，在Base上推出wstETH Hyper-Staking VaultGate.io 3月储备金总额突破60亿美元，额外储备金超8亿美元Polyhedra Network已于3月12日16时完成ZK空投快照英FCA：不会反对加密资产相关ETN上市请求BTC流通市值突破1.4万亿美元，续创新高Space Nation将于3月底启动OIK代币空投
