商务部:中国购买英伟达Blackwell芯片需许可证
商务部要求中国公司购买英伟达Blackwell芯片需获美国许可,此前字节跳动和阿里巴巴通过马来西亚子公司绕过出口管制。
原文链接详细分析
商务部发布紧急指导,要求任何总部位于中国的公司无论交易地点如何,都必须获得美国政府许可才能购买先进AI芯片。此举关闭了2025年5月暂停执行限制时打开的漏洞,当时允许字节跳动和阿里巴巴通过马来西亚等海外子公司采购英伟达Blackwell芯片。行业估计数十万颗处理器已流入中国实体,引发军事和监控应用担忧。已交付芯片仍留在中国且无回收机制。
Bull Theory
@BullTheoryioResearch, Trades, onchain plays and all other crypto stuff simplified.Publishes institutional-grade cryptocurrency research and blockchain market intelligence. Delivers in-depth analysis of on-chain metrics, tokenomics, and decentralized finance (DeFi) ecosystems. Features proprietary data models, investment thesis breakdowns, and macro-level crypto trend forecasts. Provides strategic insights for sophisticated investors navigating digital asset markets. Maintains rigorous methodology in fundamental and technical analysis across crypto assets.