损失不断攀升，英伟达、AMD纷纷呼吁不能错失中国市场

环球网2025-05-09

【环球网科技综合报道】就在AMD因美国出口管制而计入8亿美元库存费用，并预计2025年总损失达15亿美元后的第二天，该公司首席执行官苏姿丰表示，必须在出口管制与技术应用方面取得平衡。她表示，中国是全球最大的市场，为美国企业带来巨大的机遇。苏姿丰在接受CNBC采访时表示：“我们应该在出口管制与技术应用之间取得平衡。这对美国经济中的就业来说也是一件好事。”当地时间5月6日，AMD公布了超出市场预期的...

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苏姿丰进一步指出，美国对华芯片出口限制措施的大部分影响将在今年第二季度和第三季度显现。就在上周，英伟达首席执行官黄仁勋也表达了类似的观点。他在接受美国消费者新闻与商业频道（CNBC）采访时表示，中国是一个非常大的人工智能市场，再过两到三年，中国人工智能市场规模可能会达到500亿美元，错失这个市场将会是一个巨大的损失；美国必须认识到，在人工智能竞赛中，美国并不是唯一的国家。AMD 在人工智能市场的规模远小于英伟达，因此不会像英伟达一样受到更加严重的影响。尽管如此，AMD 被认为是成为人工智能巨头的有力竞争者，因此它显然会受到出口管制政策的影响。随着半导体企业开始披露财报，投资者对人工智能市场的忧虑加深。在本周，芯片制造商 Marvell 和服务器制造商 Super Micro 的财报表现均令投资者失望。Marvell 以经济不确定性为由，将原定的投资者日推迟至 2026 年晚些时候；Super Micro 则下调了 2025 年的营收预期，这加剧了人们对其在人工智能市场地位的担忧。（勃潺）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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