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外汇交易员· 2025-08-11 01:22
FT：作为获得新出口许可证的条件，英伟达和AMD将把它们在中国芯片销售收入的15%上交给美国政府，此前从未有美国公司同意类似条件条件。美国官员透露，美国政府尚未决定如何使用这笔钱。英伟达的一位发言人既未证实也未否认该报道。 https://t.co/YgG0hgu4Xb外汇交易员 (@myfxtrader):央视玉渊谭天：美国曾设计“片上治理机制”，包括许可锁定、追踪定位、使用监测、使用限制等功能，英伟达芯片已广泛部署了所需的大部分功能。无论从哪个角度讲，H20对于中国来说，都算不上是一款安全的芯片。当一款芯片，既不环保，也不先进，更不安全时，作为消费者，我们当然可以选择，不买。 ...
X @外汇交易员
外汇交易员· 2025-08-11 01:12
Security Concerns - Concerns raised by CCTV's "Yu Yuan Tan Tian" regarding potential "governance mechanisms" in US-designed chips, including licensing locks, tracking, usage monitoring, and restrictions [1] - CCTV suggests Nvidia's H20 chip, intended for the Chinese market, may not be secure due to these potential mechanisms [1] Nvidia's Response - Nvidia's Chief Security Officer, David Reber, denies the existence or intention to include kill switches or backdoors in Nvidia GPUs [1] - Nvidia argues that such features would create vulnerabilities exploitable by hackers and adversaries, undermining global digital infrastructure and trust in US technology [1] Market Implications - The report suggests a potential consumer choice to avoid Nvidia's H20 chip if it is perceived as environmentally unfriendly, technologically inferior, and insecure [1] - Nvidia emphasizes that current laws require companies to fix vulnerabilities rather than create them [1]
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外汇交易员· 2025-08-09 01:37
国家统计局：PPI环比下降0.2%，降幅比上月收窄0.2个百分点，为3月份以来环比降幅首次收窄。本月PPI环比变动的主要原因：一是季节性因素叠加国际贸易环境不确定性影响部分行业价格下降。夏季高温雨水天气增多，一方面建筑项目施工进度放缓影响建材需求；另一方面部分地区河流水量充沛，水力发电对火力发电的补充替代作用明显增强，电煤需求减少，电价下降。二是国内市场竞争秩序持续优化带动相关行业价格降幅收窄。全国统一大市场建设纵深推进，煤炭、钢材、光伏、水泥和锂电等行业市场竞争秩序持续优化，煤炭开采和洗选业、黑色金属冶炼和压延加工业、光伏设备及元器件制造、水泥制造、锂离子电池制造价格环比降幅比上月分别收窄1.9个、1.5个、0.8个、0.3个和0.1个百分点，合计对PPI环比的下拉影响比上月减少0.14个百分点。 ...