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总结
美国白宫近日宣布，对部分高端/AI芯片及相关产品加征25%关税，称意在保护本土半导体产业并强化国家安全，同时设置“附带条件/例外条款”，被解读为针对英伟达、AMD等在中国市场的芯片销售作出特殊安排。多家媒体称，新机制可能与企业获准继续供货、申报合规或收益分成等条件绑定。该举措或推高下游算力与消费电子成本，增加企业不确定性，并加剧美中科技与贸易摩擦，影响相关公司业绩预期与资本市场波动。
正文
Trump enacts 25% tariff on chips - with a caveat CNN White House sets tariffs to take 25% cut of Nvidia and AMD sales in China Financial Times Trump imposes 25% tariff on imports of some AI chips Reuters US Sets 25% Tariff on Some Chip Sales as Part of Nvidia Deal Bloomberg.com Trump imposes novel tariffs tailored to hit foreign sales of high-end chips The Washington Post
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