Group 1 - The core viewpoint is that China should not fully open up rare earth exports to the U.S. despite recent discussions and perceived concessions from the U.S. [1] - The visit of NVIDIA's CEO Jensen Huang to China is seen as a significant event, highlighting the U.S. tech industry's interest in the Chinese market and the potential for new product launches aimed at China [3] - The U.S. government's statements regarding the easing of restrictions on advanced chips are interpreted as a strategic move to negotiate for China's rare earth resources, indicating a complex interplay between technology and resource diplomacy [3][5] Group 2 - The easing of restrictions on NVIDIA's chips is viewed as a symbolic gesture rather than a substantial breakthrough, suggesting that the U.S. is still focused on maintaining its technological edge over China [5][8] - China's rare earth resources are described as critical to national interests, with a consensus among the population that these resources should not be easily traded away [8][10] - The U.S. is accused of stockpiling rare earth metals to secure its own supply, raising concerns about the implications of any potential agreement on rare earth exports from China [10]

Group 1 - The upcoming talks between the US and China are aimed at reaching an agreement on tariff issues and other significant trade matters, as indicated by White House Press Secretary Levitt [1] - US Treasury Secretary Mnuchin has suggested that the talks will be scheduled soon, with a strong indication that they could happen within the week [3] - Recent statements from US officials reflect a positive signal towards facilitating a conversation between the two leaders, despite previous communication challenges at the bureaucratic level [3] Group 2 - China has been tightening its control over rare earth exports, which is seen as a strategic move to retain leverage in future negotiations with the US [5] - The issuance of export licenses for rare earths in China is now subject to stricter regulations, requiring detailed information about end users, which indicates a more controlled export environment [5] - China's dominance in the rare earth market, accounting for over 60% of global production and over 90% of high-purity supply, positions it advantageously in the ongoing trade tensions with the US [6][8] Group 3 - Experts suggest that China is gaining an upper hand in the confrontation over chips and rare earths, with the US needing a decade to reduce its dependency on Chinese rare earths [8] - The critical role of rare earths in advanced technologies, including military applications and electric vehicles, underscores the importance of this resource in the current geopolitical landscape [6][8]

商业洞察视频号开通啦 欢迎关注并留下您睿智犀利的评论吧 作者： 牲产队长 来源：牲产队（ID： gh_9adbf3261554 ） ----------------------------------------- - - 我针对的不是华为一家，而是在座的所有人！ 特朗普刚重返白宫，芯片战疑似就要来了。马斯克头一个宣布，要求"星链"卫星的台湾供应商，全部 迁出台湾，转移到越南。显然，马斯克这是嗅到风声了，不想被卷入其中。 根据钛媒体报道，今天芯片行业已经开始疯传，台积电向大陆AI芯片公司，统一发送了一份电子邮 件。这几乎是一封"绝杀令"，核心内容是，下周一起，将暂停向大陆GPU、AI芯片客户供应所有7纳 米以及更先进工艺的芯片。也就是说，台积电准备在7纳米制程范围以内，拉黑所有大陆芯片公司 了。 4年前，台积电配合特朗普，全面封杀了华为。如今，华为曾经遭遇的至暗时刻，将席卷到整个行业 了。但这一次，首当其冲的就不是华为了，而是地平线、寒武纪、摩尔线程、平头哥等一大批AI芯 片公司。像平头哥"倚天710"、地平线的"征程6"以及寒武纪的AI芯片等，都是靠台积电代工的。 此前，台积电只是拉黑华为，可现在，要拉黑全 ...