特朗普取消人工智能芯片禁令，英偉達股價上漲
領先的芯片製造商英偉達的股票在周三上漲了3.1%，達到116.99美元（約合92.80英鎊），原因是特朗普政府計劃廢除拜登時代的「人工智能擴散規則」，該規則限制了用於人工智能的先進芯片的出口。
費城半導體指數相應地上漲了1.7%，而AMD的股票也上漲了1.7%。
彭博社首先透露，特朗普政府打算廢除原定於5月15日生效的框架，該框架將國家分為三個等級，對美國芯片的訪問權限各不相同。
雖然對中國的限制將保持不變，甚至可能加緊，但這一逆轉顯示出更加靈活和外交的態度。
英偉達，其全球銷售額廣泛受到拜登限制的影響，歡迎這一舉動：「我們歡迎政府的領導和人工智能政策的新方向」，該公司表示。
「隨著人工智能擴散規則的廢除，美國將有機會引領下一場工業革命」。
脆弱的復蘇？
商業部官員在支持這一宣布的同時，保持了坦率的態度。
「拜登的人工智能規則過於複雜，過於官僚主義，將會扼殺美國的創新」，一位發言人表示。
「我們將用一個更簡單的規則取代它，這個規則將釋放美國的創新，並確保美國在人工智能領域的主導地位。
AJ Bell的投資總監Russ Mould將這一變化描述為務實和戰略性的。
他表示，現在有觀點認為，中國似乎有能力開發自己的技術能力，因此特朗普可能認為，通過向中國出售美國產品來賺錢更好。
儘管股價上漲，英偉達的前景仍然謹慎。最近，其股票觸發了所謂的「死亡交叉」，其50日移動平均值127.38美元低於其200日移動平均值，這是分析師稱之為看跌的跡象，通常與長期弱勢相關。
股票目前低於兩個水平，顯示出脆弱的復蘇，除非特朗普的宣布引發持續的買盤。
雖然針對中國的一些限制將保持不變，但特朗普團隊可能會引入新的限制，針對泰國等轉移熱點，根據彭博社的報道。
這可能會在對北京施加壓力的同時，允許對其他國家（如盟友或商業夥伴）給予豁免。
作為編輯，我認為這一舉動反映出美國政府在人工智能領域的政策出現了重大轉折。取消人工智能芯片禁令可能會給英偉達等芯片製造商帶來新的機遇，但同時也需要關注美國政府對中國在人工智能領域的崛起的態度。未來，美國政府在人工智能領域的政策將如何演變，將對全球科技產業產生深遠影響。
此外，我也注意到，英偉達的股價雖然上漲，但仍然面臨著諸多挑戰。該公司的前景仍然謹慎，需要關注其未來業績的表現。同時，美國政府對中國在人工智能領域的崛起的態度也將對英偉達等芯片製造商的未來業績產生重要影響。
總之，特朗普取消人工智能芯片禁令對英偉達等芯片製造商來說是一個利好消息，但同時也需要關注美國政府在人工智能領域的政策未來演變，以及英偉達等芯片製造商的未來業績表現。
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![{
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![Ultra-realistic high-fashion studio portrait of a woman [image uploaded], vertical composition, framed from mid-chest to top of head. Camera at eye level, straight-on angle with a very slight head tilt to the subject’s left. Posture & pose: upright posture, shoulders relaxed. Left shoulder slightly forward, creating a gentle diagonal line across the collarbones. Arms relaxed out of frame, fur wrap resting naturally over the shoulders. Expression: calm, elegant, and composed. Soft neutral gaze directly into the camera, slightly parted lips with a subtle natural gloss. No smile, refined and confident mood. Face & skin: smooth fair skin with realistic texture and pores, soft luminous finish (not plastic or airbrushed). Rosy blush concentrated on the apples of the cheeks. Natural highlight on nose bridge, cheekbones, and collarbones. Eyes & makeup: large almond-shaped eyes, cool gray-brown irises. Long curled lashes, soft eyeliner, muted rose eyeshadow blended outward. Straight natural brows with gentle arch. Hair: short black bob cut just above the shoulders, slightly wavy ends. Center part with soft wispy strands framing the face. Large black satin bow tied at the back of the head, visible above the crown. Accessories: silver floral drop earrings with dangling details. Matching silver statement necklace with a central floral pendant resting at the upper chest. Clothing & styling: beige satin slip dress with thin spaghetti straps, smooth fabric with subtle sheen. Black faux-fur stole draped loosely around both shoulders, adding contrast and texture. Background: clean seamless light gray to off-white studio backdrop, evenly lit with no visible texture or distractions. Lighting: soft diffused beauty lighting from the front and slightly above eye level. Gentle fill light to reduce shadows, subtle rim light outlining hair and shoulders. Balanced highlights without overexposure. Color palette: neutral beige, black, silver, soft pink skin tones, minimal and elegant. Camera & settings: full-frame DSLR or mirrorless, 85mm lens, f/2–f/2.8, ISO 100, high sharpness on eyes, shallow depth of field. Image quality: ultra-high resolution, professional fashion photography, crisp details, natural skin realism. Strictly photorealistic human portrait — no illustration, no anime, no CGI, no digital painting, no doll-like skin.](https://ssfuture.shop/wp-content/uploads/ai_gen_1766038643-300x300.png)
