再獲川普按讚！取代庫克馬斯克，昔日低調的黃仁勳政治影響力為何暴漲？

鉅亨網

2025/07/24

華盛頓與硅谷的權力格局正經歷一場靜默的重組，曾頻繁出入白宮的特斯拉 (TSLA-US) 執行長馬斯克與蘋果 (AAPL-US) 掌門人庫克逐漸淡出，取而代之的是輝達 (NVDA-US) 創辦人黃仁勳，這位昔日低調的芯片巨頭如今已成為川普政府最倚重的科技界盟友。這項轉變始於今年初，當馬斯克與川普因政策分歧在社羣媒體公開交鋒，當庫克因蘋果供應鏈轉移速度遭白宮貿易顧問公開指責時，黃仁勳正悄悄完成從技術...

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Why did the political influence of Huang Renxun, who replaced Cook Musk's low-key former, skyrocket?","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYW.SI":0.6,"3NVD.UK":0.6,"NVDD":0.6,"NVDY":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDU":0.6,"NVDA":1,"NVDX":0.6},"content_text":"華盛頓與硅谷的權力格局正經歷一場靜默的重組，曾頻繁出入白宮的特斯拉 (TSLA-US) 執行長馬斯克與蘋果 (AAPL-US) 掌門人庫克逐漸淡出，取而代之的是輝達 (NVDA-US) 創辦人黃仁勳，這位昔日低調的芯片巨頭如今已成為川普政府最倚重的科技界盟友。這項轉變始於今年初，當馬斯克與川普因政策分歧在社羣媒體公開交鋒，當庫克因蘋果供應鏈轉移速度遭白宮貿易顧問公開指責時，黃仁勳正悄悄完成從技術專家到政治斡旋者的角色蜕變。今年 4 月，這位華裔創業家在華盛頓一場會議上首度公開呼籲放鬆對中國的芯片管制政策，他所提出的「美中 AI 差距微小」的論點引發政策圈震動。隨後在白宮舉行的 5000 億美元製造業投資儀式上，川普與黃仁勳並肩而立的畫面，被業界視為權力交接的象徵性時刻。隔月的中東行則成為黃、川兩人關係深化的關鍵時間點。黃仁勳陪同川普訪問阿拉伯聯合酋長國期間，不僅促成數十萬顆 AI 芯片的軍售大單，更推動建立全球最大資料中心樞紐。川普全程以「朋友」相稱的親密姿態，與早年對待庫克時的實用主義態度形成鮮明對比。知情人士透露，黃仁勳在此期間多次向川普強調稱「過度技術封鎖反而加速中國自主芯片產業發展」，這一觀點隨後成為黃仁勳遊説政策轉向的核心論點。本月的「歷史性一周」更見證黃仁勳政治影響力的巔峯。在訪中期間華府宣佈放寬 H20 芯片對中出口限制。券商 Wedbush 分析師 Dan Ives 指出，此舉讓輝達 45 億美元庫存減損壓力驟減，更凸顯黃仁勳已成為少數能直接影響技術貿易政策的商業領袖。顧問公司 DGA-Albright Stonebridge 科技政策專家 Paul Triolo 分析指出，這種影響力源於其戰略定位，既推動「美國技術主導全球 AI 生態」的宏大敍事，又精準對接川普重振製造業的政治訴求。然而，半導體產業調查可能引發的新關税、技術管制紅線的模糊性，以及輝達仍高度依賴台灣產能的現實，都在考驗這種微妙平衡。Triolo 警告，當前局面如同在政策鋼絲上跳舞，庫克在中美博弈中的前車之鑑表明，科技巨頭與白宮的蜜月期往往伴隨不可預測的變數。隨着期中大選臨近，輝達既要維繫中國市場佔比達 22% 的營收命脈，又要滿足美國本土產能擴張的承諾，黃仁勳的斡旋之路恐將面臨更嚴峻的考驗。當 AI 算力取代消費電子成為大國競爭主戰場，芯片教父的政治資本便隨之升值，但正如某位不願具名的白宮前科技顧問所説「在川普時代，沒有永恒的盟友，只有永恒的利益」，今天被稱作「朋友」的人，或許明天就會成為社羣媒體風暴的靶心，這種不確定性，正是所有科技巨頭必須面對的新常態。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}