Core Insights - The National Cyberspace Administration of China has raised concerns regarding security risks associated with backdoor vulnerabilities in NVIDIA's computing chips following discussions with the company [1] - Reports have emerged revealing that the U.S. has secretly embedded tracking devices in AI-related chips to monitor shipments potentially sent to China [1][4] Group 1: U.S. Tracking Measures - The U.S. government has implanted tracking devices in advanced chip shipments believed to be at risk of being sent to China, as part of their export control measures [4] - These tracking devices are used to gather information on individuals or organizations that may violate export controls [4] - Tracking devices have been found in shipments of servers from companies like Dell and Super Micro, which contain NVIDIA and AMD chips, often hidden in packaging [4][5] Group 2: Industry Reactions - Industry insiders have reported that in a 2024 case, Dell servers equipped with NVIDIA chips had both large and small tracking devices concealed within their packaging and internal components [5] - The U.S. Department of Commerce's Bureau of Industry and Security typically oversees these export control actions, with potential involvement from the FBI [5] - China's Ministry of Foreign Affairs has expressed opposition to the politicization and weaponization of technology and trade issues, emphasizing that such actions disrupt global supply chain stability [5]

美国政府让AI芯片巨头上缴部分收入换取出口许可的做法已经被媒体视为"前所未有"之举。特朗普政府 还可能拿它当样板，推广开来。 据央视新闻，对于媒体报道，英伟达回应称，将遵守美国政府制定的规则，在规则范围内为尽可能多的 客户提供服务，而AMD方面尚未作出回应。 财长称收入分成安排不涉国家安全风险 本周三的访谈中，贝森特淡化了芯片收入分成安排可能损害美国安全的担忧，辩称相关半导体产品"在 芯片层级中属于较低等级"。他表示："这里没有国家安全担忧，我们不会出售任何先进芯片。" 美东时间13日周三，美国财政部长贝森特表示，特朗普政府与英伟达和AMD达成的15%收入分成协议 可能扩展至其他行业。他对在媒体采访时说： "我认为随着时间推移，我们可能在其他行业看到这种做法。我觉得现在它是独特的，可既 然我们有了模式和测试版本，为什么不扩展呢？" 据央视新闻援引当地时间11日本周一的媒体报道，英伟达和AMD已同意将特供中国的芯片收入的15% 上缴给美国政府，以换取相关产品的出口许可证。根据协议，英伟达将上缴其H20芯片在中国销售收入 的15%，AMD也同意上缴MI308芯片相同比例的销售收入。 据环球时报报道，美国总统特朗普 ...

Advanced Micro Devices, Inc. AMD shares are trading higher on Wednesday. The company recently reported its earnings. But the move may have temporarily stalled out. The stock has run into resistance at a former peak."Sell at former peaks" is an old adage, and it may prove to be good advice with AMD. That's why it is the Stock of the Day.As you can see on the chart, AMD has hit resistance around $186. There is resistance at this particular level for a reason. It was a peak in March 2024.Some investors and tra ...

Tech-heavy indices were little moved on Wednesday, while small caps and blue chips surged as investors rotated into lagging names, signaling a broadening market rally.IWM ETF is breaking a key technical resistance. Check the chart here. By midday in New York, the S&P 500 edged up 0.1% to 6,450, retreating slightly from a new all-time high of 6,480 hit earlier in the session. The Nasdaq 100 was unchanged, also setting new record highs during the session but failing to break the psychological 24,000-point mar ...

【导读】中国资产大涨 中国基金报记者 泰勒 兄弟姐妹们啊，今晚继续关注海外市场的表现！ 美股上涨 8月13日晚间，美股三大指数上涨，道指涨超300点，纳指接近平盘，标普500指数微涨。标普和纳指在开盘后不久均创 下盘中历史新高，但随后回落。 AMD股价大涨超4%，领涨科技板块，苹果也上涨超1%。 他说："这是一个非常令人印象深刻的财报季，展现了企业在整个夏季面对各种阻力时的韧性。此外，市场的上涨面也相 当广泛。" 市场对美联储下月降息的猜测进一步升温，部分交易甚至押注一次大幅降息。美国财政部长斯科特·贝森特表示："我们 可能会开启一轮连续降息，从9月先降50个基点开始。"这一表态也助推了预期。 瑞银全球财富管理全球股票主管Ulrike Hoffmann-Burchardi 表示："随着劳动力市场持续走弱，我们预计美联储下月将重启降 息，并在明年1月前每次会议降25个基点，总降幅达到100个基点。" 与此同时，据一名政府官员透露，特朗普政府正在考虑多名私营部门人选担任将于明年5月空缺的美联储主席职位，包括 杰富瑞的一名策略师和贝莱德的一名高管。 中国资产大涨 8月13日晚间，中概股指数一度涨超2%。 恒生指数期 ...

海外降息预期升温 20250813 摘要 美国能源署预测 OPEC 增产将导致全球石油库存增加，压低原油价格， 抵消夏季驾车高峰期需求带来的价格上行压力，能源价格预计保持低增 长。 核心 CPI 环比上涨 0.32%，核心服务增长较快，其中交通运输服务（机 票价格飙升 4%）和医疗保健服务（牙科服务增长 2.6%）是主要推动力， 住所成本环比上涨 0.2%。 关税对通胀的直接影响有限，因美国公司承担部分关税成本及存在滞后 期。中美关税暂停期延长 90 天，市场降息预期浓厚，但商品通胀走势 仍待观察。 中美关税休战协议延长至双十一，未来可能就芬太尼关税进行谈判。美 国已与英伟达和 AMD 达成对华销售 AI 芯片协议，但中国出于安全考虑 有所顾虑。 7 月份新增信贷数据为负 500 亿元，历史上罕见，但单月数据不能直接 反映经济恶化。社融增速上升至 9%，主要由政府债券发行拉动，M1 增 速回升至 5.6%。 Q&A 美国 7 月的 CPI 数据表现如何？其主要影响因素是什么？ 美国 7 月的 CPI 数据整体符合预期，环比上涨 0.2%，低于上个月的 0.3%增幅。 能源价格环比下降 1.1%，食品价格环比持 ...

In today's AI enhanced vehicles, ADAS systems are enhancing safety and driver experience. They use data from various sensors avoidance, automated driving, like cameras, radar and LiDAR, and process and analyze them to enable features such as collision parking assist, driver and passenger monitoring, object and sign detection and identification, and so on. Now, looking in the future.Real time sensing and communication will be vital for orchestrating ADAS seamlessly across interconnected vehicles and roadway ...

At AMD solving the world's most important challenges starts with investing in what's really important. From scientific research and STEM education to responsibility across our operations supply chain and products. From fostering an inclusive workforce where innovation is free to thrive to nurturing our communities cultures and connections.Together we advance technology. And together we can advance humanity. ...

智通财经APP获悉，周三，美国超微公司(AMD.US)股价走高，截至发稿，该股涨超5%，报184.7美元。 该公司股价升至2024年7月以来最高水平。美国白宫12日证实，两家美国芯片制造商英伟达(NVDA.US) 和AMD已经同意一项特殊协议，将其在华销售芯片收入的15%上缴给美国政府，以换取相关产品的出 口许可证。白宫表示，该协议未来可能扩大至更多公司。 ...

Apple CEO Tim Cook (R) shakes hands with U.S. President Donald Trump during an event in the Oval Office of the White House on August 6, 2025 in Washington, DC. Win Mcnamee | Getty ImagesTop tech executives are at the forefront of a recent swathe of unprecedented deals with U.S. President Donald Trump.In just the last few days, the White House confirmed that two U.S. chipmakers, Nvidia and AMD, would be allowed to sell advanced chips to China in exchange for the U.S. government receiving a 15% cut of their r ...