Meta收购Manus，或许还未到尘埃落定之际。 2026年1月8日，就在外界以为Meta收购Manus一事已尘埃落定之际。 中国商务部在例行新闻发布会上的一番表态，为这笔备受瞩目、金额达数十亿美元的交易增添了新的不确定性。 据商务部新闻发言人何亚东透露，商务部将会同相关部门对此项收购与出口管制、技术进出口、对外投资等相关法律法规的一致性开展评估调查。 消息链接：商务部回应审查Meta收购Manus 这意味着，这笔被视为AI领域里程碑式的收购，或许依然处于「悬而未决」的状态。 商务部回应：评估调查正在进行 商务部的回应措辞审慎。 何亚东表示，中国政府一贯支持企业依法依规开展互利共赢的跨国经营与国际技术合作，但同时强调，企业从事对外投资、技术出口、数据出境、跨境并 购等活动，须符合中国法律法规，履行法定程序。 值得注意的是，商务部使用的措辞是「评估调查」，而非「正式调查」。 通俗解释一下，就是中国有一份「技术出口清单」，把技术分成三类： 这一表述存在解读空间：既可能是常规的合规审查，也可能升级为更深入的调查程序。 商务部回应涉及的法律法规解读 商务部在回应Manus收购案时，提到了「出口管制、技术进出口、对外投 ...

Core Viewpoint - Nvidia's lobbying efforts have successfully led to the exclusion of the GAIN AI Act from the annual National Defense Authorization Act (NDAA), which aimed to restrict the sale of advanced AI chips to certain overseas markets, indicating a significant victory for the company and the semiconductor industry [1][3][4] Group 1: Legislative Developments - The GAIN AI Act, which would have required chip manufacturers like Nvidia and AMD to prioritize U.S. customer demands before exporting to restricted countries, is not included in the NDAA's final text [3][12] - Nvidia's CEO Jensen Huang described the decision to exclude the GAIN AI Act from the NDAA as "wise," emphasizing the potential dangers the act posed to the U.S. [4][6] - The White House played a crucial role in this legislative battle, with key officials pressuring Congress to exclude the GAIN AI Act, reflecting a cautious approach towards tightening AI chip export policies [11] Group 2: Industry Implications - The shelving of the GAIN AI Act marks the end of a fierce lobbying battle over AI technology export controls, which is seen as a positive signal for the semiconductor industry [7] - Supporters of the GAIN AI Act included lawmakers with strong national security stances, while opponents, including Nvidia, argued that such restrictions could stifle global competition and harm U.S. market positions [8][9] - Nvidia contended that the GAIN AI Act was unnecessary, asserting that the company would not sacrifice U.S. customer supply and that restrictive trade policies would hinder innovation [10] Group 3: Market Reactions - The failure of the GAIN AI Act to make it into the NDAA is viewed as good news for Nvidia and other semiconductor companies, alleviating market concerns about new export controls disrupting global revenue streams [13]

Core Insights - Nvidia's lobbying efforts have successfully led to the exclusion of the GAIN AI Act from the upcoming National Defense Authorization Act (NDAA), which would have imposed restrictions on the sale of advanced AI chips to certain foreign markets [1][4] - Nvidia's CEO Jensen Huang described the decision to exclude the GAIN AI Act as "wise," emphasizing the potential dangers the act posed to the U.S. [1][2] Group 1: Legislative Developments - The GAIN AI Act aimed to require chip manufacturers like Nvidia and AMD to prioritize U.S. customer demands before exporting powerful AI chips to restricted countries [1][6] - Huang's visit to Washington, where he met with key lawmakers, was pivotal in influencing the legislative outcome [2][4] - The White House played a crucial role in the legislative process, with officials pressuring Congress to exclude the GAIN AI Act from the NDAA [4] Group 2: Industry Reactions - The GAIN AI Act's shelving marks the end of a fierce lobbying battle over AI technology export controls, with supporters advocating for national security and opponents, including Nvidia, warning against stifling global competition [3][6] - Nvidia argued that the GAIN AI Act was unnecessary, asserting that the company would not sacrifice U.S. customer supply in favor of foreign sales, and that restrictive trade policies could hinder innovation [3][6] Group 3: Implications for the Semiconductor Industry - The GAIN AI Act's exclusion from the NDAA is seen as positive news for Nvidia and other semiconductor companies, alleviating concerns over new export controls disrupting their global revenue streams [6]