Group 1 - The U.S. has lifted export restrictions on three chip design software suppliers, allowing them to resume exports to China, signaling a potential easing of trade tensions [1] - The companies affected include Synopsys, Siemens, and Cadence, which collectively hold over 70% of the global EDA market share [1] - Following the announcement, shares of U.S. chip design software companies rose, with Synopsys increasing by over 6% and Cadence by 5.5% [1] Group 2 - The U.S. also lifted licensing requirements for two ethane producers, Enterprise Products Partners and Energy Transfer, allowing them to resume exports to China [2] - Prior to this, U.S. ethane exports to China had significantly declined due to the implementation of licensing measures, with many vessels stalled [2] - Analysts suggest that these actions indicate a planned progression towards a "trade truce" between the U.S. and China [2] Group 3 - Experts view these moves as a positive signal for U.S.-China trade negotiations, potentially fostering further trust and cooperation [3] - However, there are still fundamental issues to address, such as increasing Chinese purchases of U.S. goods and allowing more U.S. companies access to the Chinese market [3]

路透社引述知情人士的消息称，美国商务部已向包括Cadence、新思科技和西门子EDA在内的公司发出 通知，要求其停止向中国供应EDA（电子设计自动化）技术。EDA是指利用计算机辅助设计软件，完 成芯片的功能设计、综合、验证、物理设计等流程的设计方式。 新加坡白橡资本合伙公司投资总监邱诺里认为这是一项无效的措施。他向路透社表示，一旦美国EDA 公司的出口被封锁，中国企业将受益。报道称，2023年华为宣布开发出自主研发的EDA工具。就在最 新限制措施传出后，中国EDA企业的股价纷纷上涨。 【环球时报报道 记者 李萌】据《纽约时报》28日报道，美国已暂停向中国出售部分关键技术，其中包 括喷气发动机相关技术。报道称，此举针对开发国产商用飞机的中国商飞，该公司正与占据主导地位的 飞机制造商空客和波音竞争。 路透社称，中国商飞的单通道飞机C919在中国制造，但许多零部件来自海外，包括由GE航空航天与法 国赛峰集团合资生产的LEAP-1C发动机。报道称，2020年初，美国曾考虑拒绝GE航空航天的最新许可 证申请，但最终批准了。 "如果美国真的制定上述禁令，可能会对原有采购协议构成违约，给参与相关合约的公司造成经济损 失。" ...