白忙一场！美国芯片出口限制彻底失败

芯报告2025-12-13

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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