BlockBeats 消息，8 月 20 日，知情人士称，美国商务部长卢特尼克推动以政府持股换取《芯片法案》补贴，对象或由英特尔扩至美光、台积电与三星；白宫并证实正与英特尔推进政府持股 10% 交易，且部分既定补助将重谈。此举或强化美国在 AI 供应链的话语权，但也引发治理与财政争议。加密市场方面，ETH 下方 4100 – 4150 有大额承接，次级支撑在 3900 – 4000。
Bitunix 分析师建议：
“以股换补”若落地，AI 资本开支与风险偏好有望抬升；反之，若政策推进受阻，波动将加剧。建议投资人以政策进度与科技股资金面为主线观察，不追逐清算密集区的短线波动；对 ETH 采取中长期配置与风险预算管理，重点跟踪 AI 供应链与美元流动性的变化。
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