美国霸权要变现了？15%中国收入变保护费，专家：下一步军工

Group 1 - The article discusses Trump's shift in strategy regarding technology exports to China, allowing companies like Nvidia and AMD to sell chips to China while requiring a 15% revenue share from these sales [2][6][8] - This move indicates a potential failure of the U.S. technology war against China, as it suggests a relaxation of previous restrictions and a shift towards monetizing U.S. technological dominance [4][6][8] - Trump's approach is characterized as a transactional strategy, where he leverages U.S. security concerns to extract financial benefits from American companies, effectively turning national security into a revenue-generating mechanism [6][14][16] Group 2 - The article highlights concerns that this new policy could undermine the competitive position of U.S. companies, as they may face higher costs that could be passed on to consumers, ultimately affecting their market dynamics [11][9] - There is a cautionary note regarding the potential risks of allowing Chinese access to U.S. technology, particularly the fear of embedded security vulnerabilities in exported chips [13][14] - The article suggests that this shift could lead to a broader opening of U.S. markets to China, potentially extending beyond technology to other sectors like military and aerospace, as long as the revenue-sharing model is maintained [8][9][16]