美国据报施压墨西哥 封堵中国AI硬件出口

格隆汇
Yesterday
华尔街日报引述知情人士称,美国政府正向墨西哥官员施压,要求其接受新的人工智能(AI)硬件出口规定,以防止中国企业及其他外国企业规避关税。 据报,按照这项提议,AI硬件在生产过程中,来自北美以外地区的零部件数量将受到限制。AI硬件涵盖芯片、服务器等一系列产品,今年已一举超越汽车,迅速成为墨西哥对美出口的头号商品。美墨两国正就这项原产地规则展开讨论,作为修订《美墨加协定》(USMCA)谈判的一部分。 消息人士称,美墨两国贸易官员最早将于下周在华盛顿举行新一轮会谈。预计双方还将讨论美国降低钢铁、铝和汽车关税的可能性。除AI设备外,美国还可能就医疗设备等一系列消费品提出规定,压低中国零部件占比、增加北美零部件比例。汽车、汽车零部件和高端电脑芯片虽已受到特朗普政府的关税限制,但AI建设中使用的较为普通的半导体,大体上仍可免税进入美国。

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