白忙一场!美国芯片出口限制彻底失败

芯报告
Dec 13, 2025

美国解除英伟达出口限制未必能成功,面临两大问题。第一,此举可能无法阻止AI泡沫破裂;第二,中国企业未必会大量采购。美国近日决定解除英伟达、AMD和英特尔的AI芯片出口限制。这招可能挡不住AI泡沫破裂。AI泡沫的问题不在于芯片能不能卖到中国,而是大模型本身有限制。甲骨文的财报就是警讯,营收不如预期、成本却飙升,显示砸大钱投资AI未必划算。第二个问题更麻烦,中国企业会不会买,根本不确定。中国一直砸钱...

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