Nvidia及AMD股價齊升 特朗普擬廢除「過度官僚」AI出口限制 推動美國創新
Nvidia（NVDA）股價上升3.1%，AMD（AMD）則漲約2%，原因是有消息指特朗普團隊計劃撤銷拜登時期針對AI晶片的出口限制。這一舉動被市場視為美國晶片製造商擴展海外市場的潛在催化劑。據《彭博》引述消息人士報導，這項政策變動有望為相關企業帶來新機遇。
美國商務部工業與安全局發言人形容拜登時期的AI管制規則「過於複雜」及「官僚」，並補充新計劃將聚焦於推動「美國創新」及維持美國於AI領域的領導地位。
這項消息帶動整個半導體板塊上揚，投資者普遍看好貿易限制放寬及海外需求增加。費城半導體指數（SOX），作為行業關鍵指標，亦錄得1.7%升幅。
特朗普主張簡化AI出口規則
特朗普政府計劃廢除原定於2025年5月15日生效的「AI擴散規則」。該規則將國家分為三個等級，目的是防止美國AI晶片經第三國轉運到中國。不過，批評者認為制度過於繁瑣，導致延誤，並增加Nvidia、AMD等公司於全球經營的難度。
特朗普團隊已確認，當新規則於5月15日生效時將不會執行，並正著手制定一個「更簡單」但仍以國家安全為優先的框架。團隊表示，目標是以一套支持創新、同時保障美國科技利益的制度取代現行規定。
這項宣布正值特朗普即將於5月13至16日出訪中東，預計將與多國領袖會面，討論獲取美國AI晶片的渠道。行程或有助促成與沙特阿拉伯、阿聯酋等國的新晶片交易。尤其阿聯酋近年積極推動科技投資，承諾未來十年投資1.4萬億美元於美國科技及基建，有消息指這已「令討論風向明顯傾向該國」。
Nvidia、AMD及其他科技巨頭的重大利好
作為AI晶片龍頭，Nvidia一直反對廣泛出口禁令。行政總裁黃仁勳日前警告，過度限制只會令中立國家更接近中國。他同時強調，中國是「關鍵市場」，預計未來數年當地AI晶片需求可高達500億美元。儘管如此，特朗普團隊對限制中國科技發展立場堅定。例如，早前已禁止Nvidia向中國出售H20晶片，導致公司須作出55億美元減值。
AMD作為Nvidia主要競爭對手，亦有望受惠。該公司積極拓展AI數據中心業務，推出多款針對AI訓練及智能運算的新晶片。放寬出口限制，將有助其開拓印度、馬來西亞及海灣國家等新市場，帶動國際銷售及合作。
AI擴散規則亦曾影響美國數據中心擴展。例如甲骨文（Oracle，ORCL）因出口政策而延遲其馬來西亞AI數據中心項目。隨著新規則預期暫緩，這些計劃有望重新推進。
NVDA還是AMD？哪隻AI晶片股更值得買？
根據TipRanks的股票比較工具，Nvidia現時獲華爾街分析師給予「強力買入」評級，預計股價尚有40.3%上升空間。
相比之下，AMD獲「適度買入」評級，但於TipRanks的Smart Score指標則獲滿分「10分」，上升潛力為24.16%，略低於Nvidia。
編輯評論：科技戰下的政策搖擺，誰是真正贏家？
這次特朗普團隊意圖撤銷AI晶片出口限制，表面上是對美國科技企業的一大利好，尤其是Nvidia和AMD這類全球領導者。事實上，這正反映出美國在科技戰及國際競爭下的政策搖擺——一邊要遏制中國技術崛起，一邊又不敢犧牲本土企業的全球競爭力。
值得留意的是，這類出口管制措施往往帶來「雙輸」局面：既未必能有效阻礙中國科技發展，反而令美國企業失去龐大海外市場，甚至促使其他國家尋求自立門戶或與中國合作。特朗普團隊的「簡化」政策，實際是回應業界壓力及現實利益考量，亦顯示美國對全球科技供應鏈主導權的焦慮。
此外，中東國家尤其是阿聯酋的大手筆投資承諾，亦突顯AI晶片已成為地緣政治新戰場。美國企業如何平衡國家安全與商業利益？政策如何在防範「技術外流」與推動「創新領先」之間取捨？這些問題未來只會愈來愈尖銳。對投資者來說，除了關注短線股價波動，更要洞悉全球政策變局對科技產業長遠格局的深遠影響。
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Gallery
![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)
Gallery
![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra performing a sacred night-time royal dance, embodying divine seduction, power, and celestial authority.",
"angle": "Full-body high-fashion editorial portrait captured at a cinematic 3/4 angle, ultra-crisp clarity with no blur.",
"pose": {
"body_position": "She is captured mid-dance inside a temple courtyard at night, her body angled gracefully, hips grounded, torso lifted, creating a powerful and sensual silhouette.",
"movement": "Her arms are raised in slow ceremonial motion while one leg steps forward, fully revealing her feet and lower legs as part of the ritual stance.",
"expression": "A calm, hypnotic, commanding gaze directed toward the camera—quiet dominance wrapped in sensual mystery."
}
},
"appearance": {
"outfit": "An ultra-bongga Cleopatra couture gown with an all-crystal bodice that fits like jeweled armor. Thousands of hand-set crystals, diamonds, and glass stones in gold, champagne, clear, and iridescent tones form sacred Egyptian motifs—cobras, sun disks, lotus symbols—entirely through crystal placement. The neckline is daring yet elegant, supported by invisible illusion mesh. From the waist, the skirt opens into flowing sheer silk and organza panels in ivory and soft gold, designed with a high front opening that intentionally exposes her legs and feet during movement. Crystal chains and beaded fringe sway rhythmically with every step, enhancing sensual motion.",
"accessories": "A dramatic Egyptian ceremonial headpiece with gold and crystal detailing, an oversized layered gold collar necklace, sculpted crystal arm cuffs, finger armor rings, a crystal-and-gold waist belt, and delicate gold anklets accentuating her bare feet.",
"hair": "Her hair is sleek, glossy, and perfectly controlled, styled to balance the weight of the crystal headpiece while allowing elegant movement.",
"makeup": "Ultra-glam, colorful Egyptian night makeup—bold elongated black kohl eyeliner, intense eyeshadow layered in turquoise, emerald, sapphire blue, violet, and metallic gold. Beneath the eyes, intricate ceremonial ink drawings in fine black and gold lines inspired by ancient Egyptian markings. Skin is luminous with molten-gold highlights, brows strong and defined, lips finished in a sensual nude-bronze satin."
},
"props": {
"ritual_elements": [
"Burning incense bowls releasing thick aromatic smoke",
"Golden sistrum placed near the dance space",
"Tall ceremonial torches lining the temple floor"
]
},
"background": {
"macro_environment": "A grand ancient Egyptian temple courtyard at night, reserved for sacred royal rituals.",
"midground_details": "Towering sandstone columns, massive statues of Isis and Hathor, carved temple walls, flowing linen drapes, and ceremonial platforms illuminated by firelight.",
"micro_elements": "Torch flames reflecting off crystal surfaces, fine dust particles glowing in the night air, incense smoke wrapping around her legs and feet, detailed stone floor textures beneath her bare feet, crystal fringe in motion, and sharply defined shadows—everything rendered in extreme detail with zero blur."
},
"lighting": {
"type": "Cinematic night lighting using torches, oil lamps, and subtle moonlight.",
"effect": "Firelight ignites the crystal bodice with prismatic sparkle while moonlight softly outlines her legs and feet, creating a dramatic, sensual, and divine atmosphere."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "50mm prime lens",
"aperture": "f/8 for full-body and environment sharpness",
"iso": 100,
"shutter_speed": "1/200s to freeze elegant motion clearly",
"focus": "Extreme sharp focus on crystal bodice, facial features, legs, feet, and temple details, no bokeh, no blur"
},
"style": "Ultra high-fashion editorial, night temple ritual, all-crystal couture, sexy yet sacred, ancient Egyptian royalty reimagined, cinematic realism, extremely detailed, sharp, iconic"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006158-167x300.png)