微软、AWS、谷歌：计划将大部分生产迁出中国！

自主可控新事

10/17

去中国化。出品丨自主可控新鲜事本文内容来源于云头条正文共523，建议阅读时间2分钟微软、AWS 和谷歌计划在 2026 年前将生产和关键零部件迁出中国。据《日经亚洲》杂志报道，微软准备最早从 2026 年开始，将其大部分新产品（包括 Surface 笔记本电脑和数据中心服务器）的生产迁至中国境外。该公司已要求多家供应商探究在中国境外不仅生产最终产品，还生产关键零部件和组件的方案。亚马逊AWS 也在...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2576170455"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2576170455\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2576170455?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-10-17 10:26","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2576170455","market":"us","top_or_hot":-1,"title":"微软、AWS、谷歌：计划将大部分生产迁出中国！","media":"自主可控新事","content":"<div>\n<p>去中国化。出品丨自主可控新鲜事本文内容来源于云头条正文共523，建议阅读时间2分钟微软、AWS 和谷歌计划在 2026 年前将生产和关键零部件迁出中国。据《日经亚洲》杂志报道，微软准备最早从 2026 年开始，将其大部分新产品（包括 Surface 笔记本电脑和数据中心服务器）的生产迁至中国境外。该公司已要求多家供应商探究在中国境外不仅生产最终产品，还生产关键零部件和组件的方案。亚马逊AWS 也在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017113456a6be1c3a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软、AWS、谷歌：计划将大部分生产迁出中国！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软、AWS、谷歌：计划将大部分生产迁出中国！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-17 10:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017113456a6be1c3a&s=b><strong>自主可控新事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去中国化。出品丨自主可控新鲜事本文内容来源于云头条正文共523，建议阅读时间2分钟微软、AWS 和谷歌计划在 2026 年前将生产和关键零部件迁出中国。据《日经亚洲》杂志报道，微软准备最早从 2026 年开始，将其大部分新产品（包括 Surface 笔记本电脑和数据中心服务器）的生产迁至中国境外。该公司已要求多家供应商探究在中国境外不仅生产最终产品，还生产关键零部件和组件的方案。亚马逊AWS 也在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017113456a6be1c3a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2404859741.USD","symbol_name":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017113456a6be1c3a&s=b","article_id":"2576170455","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017113456a6be1c3a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576170455","pubTimestamp":1760668011,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"出品丨自主可控新鲜事本文内容来源于云头条正文共523，建议阅读时间2分钟微软、AWS 和谷歌计划在 2026 年前将生产和关键零部件迁出中国。据《日经亚洲》杂志报道，微软准备最早从 2026 年开始，将其大部分新产品 的生产迁至中国境外。该公司已要求多家供应商探究在中国境外不仅生产最终产品，还生产关键零部件和组件的方案。AWS 的战略凸显了在组件层面转移供应链的难度。一些组件在中国生产依然更便宜、更容易，这使得转移变得很复杂。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","GOOGL":"谷歌A","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4507":"流媒体概念","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4554":"元宇宙及AR概念","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0251142724.SGD":"Fidelity America A-SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","GOOG":"谷歌","MSFT":"微软","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","BK4550":"红杉资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"translate_title":"Microsoft, AWS, Google: Plans to Move Most Production Out of China!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":1.5,"GOOGL":1.5,"MSFT":1.5,"USJW.SI":0.6},"content_text":"去中国化。出品丨自主可控新鲜事本文内容来源于云头条正文共523，建议阅读时间2分钟微软、AWS 和谷歌计划在 2026 年前将生产和关键零部件迁出中国。据《日经亚洲》杂志报道，微软准备最早从 2026 年开始，将其大部分新产品（包括 Surface 笔记本电脑和数据中心服务器）的生产迁至中国境外。该公司已要求多家供应商探究在中国境外不仅生产最终产品，还生产关键零部件和组件的方案。亚马逊AWS 也在奉行类似的路线，尤其是针对 AI 数据中心服务器而言。该公司甚至在评估能否减少对中国长期供应商（比如 PCB 制造商）的依赖，不过由于这些合作伙伴拥有长期合作关系和高质量生产，因此取代它们困难重重。AWS 的战略凸显了在组件层面转移供应链的难度。谷歌已要求其供应商提高在泰国的服务器产能，一些组装商甚至通过新建工厂将产能翻倍。这家科技巨头正在打造这样一个生态系统：供应商可以在泰国处理从零部件到组装的所有环节，为谷歌的服务器基础设施提供中国之外的其他选择。转移组装相对简单，但转移光纤、电缆和 PCB 之类的具体组件要困难得多。一些组件在中国生产依然更便宜、更容易，这使得转移变得很复杂。尽管过去美国付出诸多努力，并加征关税，但这是该国顶尖科技公司首次谋求如此大范围的供应链转移，包括成品和关键零部件。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}