特朗普没想到，中方突然下“封杀令”？美方当面表态：希望能共存

Core Points - China has taken a preemptive measure against Nvidia by ordering domestic tech companies to halt all purchases of Nvidia's AI chips, including canceling existing orders, signaling a strategic response to U.S. tech restrictions [1][3] - Nvidia faces a dilemma as it must comply with U.S. government policies while trying to maintain its market presence in China through "special edition" chips, which have significantly reduced performance and high prices [3][6] - The Chinese government's actions are not merely defensive but are aimed at accelerating domestic chip alternatives, with companies like Huawei and Cambricon making progress in specific applications [6][8] Industry Implications - The increasing penetration of domestic chips in critical sectors indicates that Nvidia is facing not just a temporary procurement ban but a deeper trend of domestic substitution [8][12] - The U.S. government's dual approach of seeking to limit China's technological growth while wanting to retain access to the Chinese market reveals a complex geopolitical landscape [8][10] - The ongoing tech competition between the U.S. and China is likely to evolve into a "cold peace" state, where both sides avoid direct military conflict but continue to compete in technology while maintaining limited cooperation in key industries [10][12] Company Challenges - Nvidia's CEO Jensen Huang expressed disappointment over China's decision but also indicated a willingness to navigate the situation, highlighting the challenges multinational companies face in the U.S.-China tech war [6][12] - The dilemma for the Trump administration lies in the fact that increasing tech restrictions may accelerate China's self-innovation, while easing restrictions could allow China to catch up technologically [12] - The situation with Nvidia's H20 chip exemplifies the challenges faced, as the Chinese market may no longer require such "downgraded" products when the U.S. is finally willing to sell them [12]