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外汇交易员· 2025-08-22 02:44
Regulatory Focus - The State Administration for Market Regulation emphasizes the potential risks of prioritizing traffic, abusing algorithms, and disordered competition, which affect the healthy development of the platform economy [1] - The focus will be on continuously improving the normalized regulatory system for the platform economy and enhancing preventive and penetrating supervision capabilities [1] - China will continue to focus on promoting the construction of a unified national market in depth during the "15th Five-Year Plan" period [1] - Greater efforts will be made to eliminate local protectionism and market segmentation, and to maintain a fair competitive market order with more practical measures [1]
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外汇交易员· 2025-08-22 01:44
NVIDIA's Strategy & China Market - NVIDIA CEO visited TSMC, expressing gratitude for their partnership [1] - NVIDIA clarifies that H20 chips do not have security backdoors, addressing concerns from China [1] - NVIDIA states that supplying H20 does not involve national security issues [1] - NVIDIA indicates that the decision to provide subsequent H20 products to Chinese AI data centers is not solely within NVIDIA's control [1] H20 Chip Production & Market Response - Reports indicate NVIDIA instructed suppliers like Samsung and Amkor to halt production related to H20 AI chips [1] - The halt in production reportedly followed China's urging domestic firms to avoid using H20 chips [1]
X @外汇交易员
外汇交易员· 2025-08-22 01:20
The Information引述消息人士报道，英伟达已指示三星电子及Amkor Technology等供应商停止与H20 AI芯片关的生产。报道称，英伟达是在中国敦促国内企业避免使用H20芯片后发布的停产指令。 https://t.co/LcoDkd6bOK外汇交易员 (@myfxtrader):FT：中国对英伟达H20 AI芯片的态度转变源于美国商务部长卢特尼克的“侮辱性”言论。7月15日，也就是特朗普政府解除 H20出口管制的第二天，卢特尼克称“我们不会把最好的产品卖给他们，第二好甚至是第三好的也不会。” https://t.co/4VQqQ0wxkk ...
