
輝達、超微、蘋果及特斯拉執行長與美中元首同坐主桌,凸顯AI與晶片議題重要性
美國總統川普為中國國家主席習近平舉辦國宴,輝達、超微、蘋果及特斯拉執行長獲邀坐上主桌。分析指出,此安排反映科技業,特別是AI基礎設施與晶片供應鏈,已成為美中關係中推動商業往來的關鍵力量。
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美國總統川普於白宮舉行國宴款待中國國家主席習近平,邀請多位美國科技業領袖出席。
美國總統川普24日晚間,在白宮為中國國家主席習近平舉行國宴,美國科技業巨頭坐上主桌重要席位。分析指出,這項座次安排凸顯,在美中持續緊張之際,人工智慧(AI)、晶片等科技議題,在兩國關係中的重要性日增。
不包括美中兩國元首伉儷,這場國宴賓客130名,多家美國科技公司高層出席,相較之下,未見中國科技企業高層。出席的美國科技業高層中,輝達執行長黃仁勳、超微(AMD)執行長蘇姿丰、蘋果執行董事長庫克(Tim Cook)及特斯拉執行長馬斯克(Elon Musk),與川普夫婦、習近平夫婦同坐主桌。
南華早報報導,若主桌賓客可透露出任何訊號,那就是華府現在大致是透過科技這個面向看待與北京的關係,黃仁勳等4人淨資產總計就超過1兆美元,其所代表的公司市值到24日收盤為止合計也超過12兆美元。分析家指出,國宴座位安排凸顯出,帶動全球AI基礎建設蓬勃發展的科技巨頭,正推動這兩個經濟大國拉近關係。
華府「亞洲社會政策研究所」(ASPI)中國分析中心研究助理王勝宇(Wang Shengyu,譯音)指出,主桌的安排反映出,AI基礎設施作為美中關係中一股潛在匯聚力量的重要性日增;這些AI供應鏈企業可能是美國商界中支持擴大與中國往來,主桌上的4家公司也全都在中國市場有顯著曝險。他指出,中國企業家的缺席,與美國4大科技巨頭坐上重要席位,形成鮮明對比,也凸顯目前是哪一方在推動美中建立更緊密的商業與投資關係。
出席國宴的39名美國企業領袖中,科技業佔了15人,是人數最多的產業群體。除了主桌上的4人,還包括「臉書」母公司Meta執行長札克伯格(Mark Zuckerberg)、亞馬遜創辦人貝佐斯(Jeff Bezos)、戴爾公司執行長戴爾(Michael Dell),以及美國主要晶片供應鏈企業高通(Qualcomm)和美光科技(Micron Technology)負責人。
一個引人注意的是,國宴上不見開發Claude人工智慧模型的Anthropic公司代表出席。Anthropic執行長阿莫戴(Dario Amodei)向來公開批評北京,並力倡美國對中國AI產業實施嚴格出口管制。相較之下,儘管OpenAI目前在中國沒有營運據點,該公司執行長阿特曼(Sam Altman)和總裁布羅克曼(Greg Brockman)都獲邀出席。

During Xi Jinping’s visit to the United States, Beijing citizens paid attention to the high-level interactions between China and the United States through media reports. The interviewees generally believed that this visit demonstrated the improvement of China's international status, and expressed their expectations for Sino-US economic and trade stability, the avoidance of trade war, and the easing of the Taiwan issue.

The German Bundestag passed the fuel tax reduction bill with 434 votes in favor, planning to reduce taxes on diesel and gasoline from October to the end of December, with a tax cut of 17 euro cents per liter of fuel. The plan was designed to deal with soaring oil prices, but it was criticized by the Green Party and environmental groups, saying it lacked pertinence and was detrimental to climate protection.

German media commented that the meeting between Trump and Xi Jinping in Washington was more of a political show. Analysts believe that China has taken the initiative in the trade war through rare earths and other chips. China and the United States are entering an era of long-term competition between the two powers. Artificial intelligence has become a new battlefield for the game between the two sides, and there is a lack of strategic stability framework.

On Mid-Autumn Festival night, at the Mid-Autumn Festival Gala in Xinfeng Township, Hsinchu County, People's Party Chairman Ke Wenzhe and DPP Hsinchu County Mayor candidate Zheng Chaofang were unexpectedly in the same frame. The two exchanged brief greetings and interacted naturally. This move occurred at a time when the Blue-White cooperation in Zhubei broke down and the relationship between the People's Party and the Kuomintang candidate Xu Xinying was tense, drawing attention to the interaction between Green and White.

During Xi Jinping's visit to the United States, the White House arranged for a military band to perform "Only Tomorrow" from the musical "Les Misérables" at the dinner on the 24th. The lyrics included the famous saying "Have you heard the people singing?" that symbolizes anti-totalitarian rule, triggering speculation that the United States was using this to insinuate the Chinese Communist regime.

Pamfilova, chairwoman of Russia's Central Election Commission, announced the results of the 9th State Duma election, with United Russia winning 349 out of 450 seats. The turnout reached 59.8%, a new high in the past three terms. Putin has signed a presidential decree and the first meeting of the State Duma is scheduled to be held on September 30.