美国商务部长霍华德·卢特尼克近日解释政府转变对华芯片政策立场时直言，美方旨在通过技术管控使中国持续依赖美国半导体技术。此举为英伟达向中国市场销售H20人工智能芯片扫清障碍，标志着拜登政府四月份实施销售限制后的重大政策转向。
卢特尼克周二在接受财经媒体专访时阐明战略考量："我们需始终保持技术代际优势，确保中国持续采购美制芯片。通过批准英伟达出售降级版AI芯片，维持其在美国技术生态中的依赖性至关重要。"此番言论揭示美方试图在遏制中国技术发展与延续商业利益间寻求平衡点。
根据最新政策框架，英伟达在获得商务部出口许可证后即可恢复H20芯片对华销售。市场对此迅速作出反应，周二午盘交易时段英伟达股价应声上涨4%。这家全球AI芯片龙头上周刚创下里程碑，成为首家市值突破4万亿美元的科技企业。
分析人士指出，此次政策调整凸显美国在半导体领域的战略矛盾：既需通过出口管制延缓中国技术进步，又要维系美企在全球最大半导体市场的商业存在。英伟达折中方案——向中国客户提供性能降级的替代产品，恰好成为平衡双重目标的现实选择。
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