Axios称卢特尼克多次拖延特朗普对英伟达芯片流向中国的打击行动
Lutnick stalls Trump’s third Nvidia chip diversion crackdown this year, Axios says
According to Axios, citing senior sources, U.S. Commerce Secretary Lutnick repeatedly delayed a crackdown authorized by Trump targeting companies suspected of transshipping Nvidia AI chips to China. Trump authorized the action last Thursday after consulting Musk, the third such authorization this year; the same day, Lutnick met with Bessent, Hegseth, Greer and Rubio in the Situation Room, where Bessent questioned his department's resistance to enforcing the controls; Lutnick agreed but said he needed to confirm with Trump first.
Divisions within the White House over enforcement of AI chip export controls have been made public; the Commerce Secretary's delay means the pace of the crackdown on Nvidia chip flows to China may be slower than market expectations. For traders, this is uncertainty at the policy-execution level rather than a directional signal, and it is worth watching whether enforcement follows through and the outcome of cabinet coordination, as this will affect tech-stock risk appetite and transmit indirectly to safe-haven asset allocation.
梳理白宫内部对英伟达芯片流向中国执法分歧的报道，读者可据此理解出口管制执行节奏与英伟达中国风险。
来源：ForexLive · investinglive.com