金吾财讯 | 美国商务部工业与安全局(BIS)近日发布官方备忘录，重申2023年落地的对华AI芯片出口限制持续有效，封堵此前市场存在的政策解读漏洞。此前行业存在政策分歧，部分解读认为相关管制存在执行松弛空间，允许海外企业向中资主体输送高端AI芯片。
此前政策执行偏差或使得阿里巴巴(BABA)等中资企业，可在海外合规采购英伟达(NVDA)Blackwell系列高端算力芯片。目前美方已启动核查，排查是否存在通过新加坡、马来西亚等中转区域变相输送受限芯片的交易行为。本次政策纠偏获得国会共和党议员认可，同时遭民主党议员批评，业内争议聚焦于政策执行松紧度对中美科技供应链的影响。
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