Group 1 - FedEx announced the appointment of John A. Smith as the President and CEO of FedEx Freight, with R. Brad Martin as the Chairman of the Board, effective after the completion of the spin-off expected in June 2026 [1] - The spin-off of FedEx Freight is progressing as planned, with the completion date set for June 2026 [1] Group 2 - Dingdong Maicai has initiated a strategic upgrade, restructuring its product development center into 10 independent divisions led by core executives, aiming for improved operational efficiency [2] - The Dingdong Maicai app has undergone a redesign, introducing new features such as a "Quality Love" section and AI-driven functionalities [2] Group 3 - Hyundai Motor will suspend production of electric vehicles IONIQ 5 and KONA in its Ulsan plant from May 27 to May 30, marking the third suspension this year [3] Group 4 - Shenzhou Car Rental and BYD signed a strategic cooperation agreement to promote the application of new energy vehicles in the rental market, aiming for large-scale and standardized development [4] Group 5 - Xiaomi's CEO Lei Jun announced that the Xiaomi玄戒O1, a self-developed 3nm flagship chip, has begun mass production, with two flagship products set to launch soon [5] Group 6 - "Digital Optical Core" completed a tens of millions RMB A+ round financing, with funds allocated for ongoing chip research and team expansion [6] - "Junhe Alliance Biotech" secured several million RMB in strategic financing to advance its product pipeline in serious and consumer healthcare sectors [8] Group 7 - NVIDIA's CEO Jensen Huang expressed deep concern over the U.S. export ban on H20 chips to China, predicting a $15 billion reduction in sales and labeling the restrictions as shortsighted [9] Group 8 - The Ministry of Housing and Urban-Rural Development of China emphasized the importance of transforming existing buildings into quality housing as part of its urban renewal initiative [10] Group 9 - Japan is considering accepting U.S. tariff reductions instead of exemptions, indicating a shift in trade negotiations [11] Group 10 - South Korea's household credit reached a historical high in Q1, with a balance of 1,928.7 trillion KRW, reflecting a 2.8 trillion KRW increase from the previous quarter [12] Group 11 - The "Private Economy Promotion Law" officially came into effect, establishing the legal status of the private economy and promoting its sustainable and high-quality development [13] Group 12 - The Chinese Ministry of Commerce criticized the U.S. for its discriminatory export control measures against Chinese chip products, urging for corrections and mutual cooperation [14]

Domestic News - Xi Jinping conducted an inspection in Luoyang, Henan Province, focusing on the development of advanced manufacturing, cultural heritage protection, and high-quality development of the cultural tourism industry [1] - The Ministry of Commerce urged the U.S. to correct its discriminatory measures against China regarding the adjustment of chip export controls [1] - The National Development and Reform Commission announced a reduction in domestic gasoline and diesel prices by 230 yuan and 220 yuan per ton, respectively, effective from May 19 [1] - The State Administration of Foreign Exchange reported that China's foreign trade shows resilience, and foreign investment interest in renminbi assets remains positive [1] - Kweichow Moutai announced a cash dividend of 276.24 yuan (including tax) per 10 shares to all shareholders, totaling 34.672 billion yuan (including tax) [1] - Contemporary Amperex Technology Co., Limited (CATL) is set to list on the Hong Kong Stock Exchange, with its dark market shares rising by 8.29% to 284.8 HKD, resulting in a paper profit of 2,180 HKD per lot [1] International News - The yield on the U.S. 30-year Treasury bond rose to 5.02%, the highest level since November 2023 [2] - The UK government announced agreements with the EU in various sectors, including fisheries and trade, expected to boost the UK economy by nearly 9 billion pounds by 2040 [2] - The European Commission proposed to the G7 finance ministers to lower the price cap on Russian seaborne oil to $50 per barrel [2] - Reports indicate that if approved, Japan's Nippon Steel will invest $14 billion in U.S. steel [2] - Federal Reserve officials expressed that the number of interest rate cuts this year will depend on economic developments, with a preference for only one cut due to uncertainties surrounding tariffs [2]

商务部新闻发言人就美国商务部调整芯片出口管制有关表述答记者问：中方敦促美方立即纠正错误做 法，停止对华歧视性措施；倘若美方一意孤行，继续实质性损害中方利益，中方必将采取坚决措施，维 护自身正当权益。 相关链接 ...

有记者问：美国商务部网站调整了其5月12日发布的AI芯片出口管制指南新闻稿相关表述，将"在世界任 何地方使用华为昇腾芯片均违反美国出口管制法规"调整为"警告业界使用中国先进计算机芯片，包括特 定华为昇腾芯片的风险"。请问中方对此有何评论？ 答：5月15日商务部例行新闻发布会上，中方已就相关问题阐明严正立场。美方发布有关指南后，中方 通过中美经贸磋商机制，在各层级与美方进行交涉沟通，指出美方行为严重破坏中美日内瓦高层会谈共 识，要求美方纠偏纠错。中方注意到，近日美方对指南新闻稿相关表述进行了调整，但指南本身的歧视 性措施和扭曲市场本质并没有改变。 美方滥用出口管制措施，以莫须有的罪名对中国芯片产品加严管制，甚至干涉中国公司在中国境内使用 中国自己生产的芯片，美方的手伸得太长，是典型的单边霸凌行径，中方坚决反对。美方行为严重损害 中国企业正当权益，严重威胁全球半导体产供链安全稳定，严重冲击全球科技创新。给别人"下绊子"， 不会让自己跑的更快。这种以单边保护主义手段，妄图围堵、孤立其他国家的做法，终将损害美自身产 业竞争力，其结果只能是搬起石头砸自己的脚。 中方敦促美方立即纠正错误做法，停止对华歧视性措施。双方应共 ...

彭博社认为，美国不应该总靠封锁来解决问题，因为这样只会让中国科技发展更快，从中国在高科技领域取得的进步就 能看出。对此彭博社表示：美国需要借鉴中国工业化的成功经验。比如中国制造业崛起，彭博社认为和关税无关，从上 世纪90年代开始，中国降低进口壁垒，采取一系列政策刺激制造业。而这恰好和美方一直以来实施的加关税政策背道而 驰，从而给美国制造业带来反噬。 当地时间5月13日，美国商务部工业与安全局宣布正式启动程序，撤销拜登政府时期制定的《人工智能扩散规则》，并发 布三份重要文件，进一步加强对先进计算芯片和相关技术的出口管制。拜登执政末期发布的《人工智能扩散规则》原定 于5月15日生效，但特朗普政府认为其严重扼杀了美国企业创新，并带来繁重监管要求，多次公开宣称计划废除该政策。 美国商务部负责工业与安全事务的副部长杰弗里·凯斯勒表示，拜登时期的AI管制政策不仅未能达到预期效果，反而产生 负面作用"。 知情人士透露，美国商务部正在起草新的方案，可能转而与各国磋商单独协议。报道称，美国政府未来几个月与各国可 能磋商的双边芯片协议条款将是关键所在，但达成这类协议是一项艰巨的任务，而且可能导致企业须遵守数十项不同的 政策规定。 ...

以下文章来源于算法爱好者 ，作者小蒜 算法爱好者 . 算法是程序员的内功！「算法爱好者」专注分享算法相关文章、工具资源和算法题，帮程序员修炼内 功。 众所周知，英伟达 H20 芯片是 H100 的阉割版。 过不久，H20 的阉割版也要来了。（套娃警告.jpg ） 其实在 5 月 5 日， The Information 报道英伟达可能 6 月份推出中国特供版芯片。当时并不知道英伟达是要给 H20 再砍 一刀 。 美国管制突然 "发威"，英伟达措手不及 2022 年开始，美国就跟英伟达的先进芯片过不去了，非说这些芯片可能被用在军事上，咔咔限制出口。2023 年 10 月，华盛顿更是收紧出口管制，这时候英伟达推出了 H20 芯片，想着能在中国市场 "大展拳脚"。 结果在 2025 年 4 月，美国官员突然通知英伟达，H20 想卖到中国，得有出口许可证！这一下子，原本在中 国市场 "风生水起"，被腾讯阿里字节等科技巨头疯抢的 H20，直接被"关门拒客"，英伟达这波属实是被打了个 措手不及！ 英伟达 "连夜改方案"，芯片改造求生 眼瞅着中国市场这块 "大肥肉" 要丢，英伟达哪能坐得住？ 三位知情人士爆料，英伟达打算在 ...

Group 1 - Major U.S. stock index futures are showing positive trends, with Dow futures up 0.52%, S&P 500 futures up 0.58%, and Nasdaq futures up 0.63% [1] - Popular Chinese stocks are experiencing declines in pre-market trading, with Alibaba down 1.77%, Pinduoduo down 1.01%, NetEase down 1.73%, and JD.com down 0.76% [1] - Novo Nordisk's weight loss drug Wegovy saw a significant sales increase of 85% year-on-year, contributing to a 19% rise in net sales to 78.087 billion Danish Krone in Q1 2025 [1] - Geely Auto has proposed a non-binding offer to privatize Zeekr at a price of $2.566 per share or $25.66 per American Depositary Share, resulting in an over 11% increase in Zeekr's stock [1] - Amazon's autonomous driving subsidiary Zoox plans to open a new factory in the Bay Area, California, to expand its production capacity [1] Group 2 - OpenAI is restructuring its company and plans to reduce its revenue-sharing percentage with Microsoft from 20% to at least 10% by 2030, pending Microsoft's approval [2] - Ferrari reported a 17% increase in net profit for Q1, with net revenue reaching €1.791 billion, a 13% year-on-year growth [2] - Rivian has lowered its delivery target for the year to between 40,000 and 46,000 vehicles, down from a previous estimate of 46,000 to 51,000 vehicles due to tariffs and other factors [2] - AMD anticipates a revenue loss of approximately $1.5 billion due to new U.S. chip export controls [2]

Core Points - The U.S. is focusing on Nvidia's "China-specific" chips, with reports indicating that Nvidia is developing customized chips for the Chinese market despite previous threats from the Trump administration [1][4] - A U.S. congressman plans to introduce legislation requiring tracking systems for chips sold to ensure compliance with export controls, targeting concerns over Nvidia's chip exports to China [1][3] - The proposed legislation has bipartisan support and aims to prevent chips from being activated without proper export licenses [3] Group 1 - Nvidia has been developing a customized H20 chip for the Chinese market, which is less competitive in training AI models but has advantages in inference tasks [2][4] - The U.S. government has tightened export restrictions on advanced chips to China, affecting major semiconductor companies like Nvidia, AMD, and Intel [4][6] - Nvidia's CEO has expressed opposition to export restrictions, emphasizing the importance of the Chinese market for AI research and development [6] Group 2 - The rise of China's DeepSeek in the AI sector has heightened U.S. concerns, prompting further restrictions on chip exports to China [4] - The U.S. Commerce Department halted the export of Nvidia's H20 chip and similar AI chips to China, citing national security interests [4][6] - Analysts warn that if Nvidia exits the Chinese market, it risks losing its competitive edge to local companies like Huawei [6]

来源：内容编译自路透社 ，谢谢。 三位知情人士称，特朗普政府正在研究修改拜登时代的一项规则，该规则将限制全球获取人工智能 芯片的权限，包括可能取消将世界划分为多个层级以确定一个国家可以获得多少先进半导体的规 定。 消息人士称，该计划仍在讨论中，并警告称可能会有所调整。但如果该计划得以实施，取消这些分 级制度可能会为美国芯片在贸易谈判中成为更强有力的谈判工具打开大门。 该法规于今年 1 月发布，旨在划分最先进人工智能芯片的使用权，并控制某些模型权重，以便将 最先进的计算能力保留在美国及其盟友手中，远离令人担忧的国家。 这项名为《人工智能扩散框架》的规定由美国商务部于今年1月发布，当时距离前总统乔·拜登执政 结束还有一周。自5月15日起，企业必须遵守该框架的限制规定。 目前，该规则将世界划分为三个等级。第一等级的17个国家及台湾可以获得无限量的芯片。其他 约120个国家/地区属于第二等级，这意味着它们获得的人工智能芯片数量受到限制。而第三等级的 包括俄罗斯、伊朗和朝鲜等值得关注的国家/地区则被禁止获得芯片。 但消息人士称，特朗普政府官员正在考虑放弃该规则中的分级准入方式，代之以政府间协议的全球 许可制度。 几个月 ...

黄金疯涨。 当地时间4月21日（周一），美股遭遇"黑色星期一"，道指收盘重挫逾970点，三大股指跌幅均超2%。 美国总统特朗普再度督促美联储降息，并对美联储独立性发出威胁，使投资者担心美元信誉下降并导致 美国经济下滑。 4月22日早盘，黄金再度拉升，截至发稿，现货黄金日内上涨0.44%，最高报3441.67美元/盎司，续创历 史新高；COMEX黄金上涨0.5%，向上触及3448美元/盎司，同样创出历史新高。4月21日，现货黄金收 涨近3%，COMEX黄金涨超3%，均创出历史新高。 美股三大指数均跌超2% 当地时间周一，美股遭受重挫，道指跌逾970点，跌幅为2.48%；纳指跌2.55%，标普500指数跌2.36%。 据央视新闻，当天稍早前，美国总统特朗普在其社交媒体平台"真实社交"上发文，再次敦促美国联邦储 备委员会作出降息决定。特朗普在帖文中宣称"美国实际上已不存在通胀，能源、食品及其他大多数商 品价格下行趋势如此显著，几乎不可能引发通胀。但如果'太迟先生'（指美联储主席鲍威尔）不立即降 息，美国经济将面临放缓风险。" 板块方面，标普500指数十一大板块全线下跌。非必需消费品板块和科技板块分别以2.86%和2 ...