“芬太尼关税”从20%降到10%,暗示中国会对等降低部分关税,提到中国开始购买农产品
提到港口造船问题解决 -- 应该是全废除了
中国会确保稀土flow,美国会卖芯片,双方出口管制没有废除 --估计还是看执行细节
中国协助美国解决乌克兰问题 -- 空头支票
暗示中国也会投资美国
全部内容在一个一揽子协议里,有效期一年并会延长
版主: Softfist
“芬太尼关税”从20%降到10%,暗示中国会对等降低部分关税,提到中国开始购买农产品
提到港口造船问题解决 -- 应该是全废除了
中国会确保稀土flow,美国会卖芯片,双方出口管制没有废除 --估计还是看执行细节
中国协助美国解决乌克兰问题 -- 空头支票
暗示中国也会投资美国
全部内容在一个一揽子协议里,有效期一年并会延长

xiaoju 写了: 昨天 02:01“芬太尼关税”从20%降到10%,暗示中国会对等降低部分关税,提到中国开始购买农产品
提到港口造船问题解决 -- 应该是全废除了
中国会确保稀土flow,美国会卖芯片,双方出口管制没有废除 --估计还是看执行细节
中国协助美国解决乌克兰问题 -- 空头支票
暗示中国也会投资美国全部内容在一个一揽子协议里,有效期一年并会延长
我听了,你说的和我听的结果差不多
芯片松口了,没说具体的,blackwell不卖,但是其他方面含糊其辞地松口了似乎
当初懂王说访问Blacnwell的权限,不是直接卖Blackwell芯片。
数据中心设置在美帝控制的海外,土鳖可以远程访问;
万一政策变化,可以随时断了访问权限。
你搞错了一个地方:包书并不希望彻底解禁芯片,包书想要的是中国自己的芯片
但从事实上看,就算中国造出了所有芯片,买不到美国芯片也会影响在华外企的运营,比如苹果的云上贵州
这就好比你弟哪怕能生产所有的啤酒,也需要从中国进口青岛啤酒
bradyzhu 写了: 昨天 02:12之前懂王发帖这么说的,这次没说放行Blackwell芯片。
解禁芯片是土鳖要的,懂王也不敢明着来,只能做不能说。
黄仁勋三天两头跑白宫,看上去风险可控的输出芯片是NV需要的。
中方的新闻通稿还没有看到: 蘑菇头的语音
Five key takeaways from Trump-Xi meeting
Helen Davidson
Trump has just given a press conference on a very bumpy Air Force One. He’s gone into quite a bit of detail about the meeting’s outcomes, saying it was a 12 out of 10. Trump said the meeting was “amazing”, with “an outstanding group of decisions made”.
“We’ve come to a conclusion on many important points,” he said.
Noting that we do not yet have anything from the Chinese side on their interpretation of events, here are some key takeaways from what Trump has said:
Visits
The US president told reporters he would go to China in April and that Xi “will be coming here some time after that. Whether it’s in Florida, Palm Beach or Washington DC”.
Rare earths
Trump said China has agreed on a one-year deal to supply rare earths, after its shock announcement that it was banning exports if there was any chance of the products having dual use for foreign militaries or some semiconductor sectors. But Trump said Xi said “they’re gonna keep those flowing”. He expected the one-year deal to be extended.
Trump said:
All of the rare earth has been settled. That roadblock is gone now, there’s no roadblock at all on rare earths.
Tariffs
Trump said Xi was going to “work very hard to stop the flow” of precursor chemicals that the US said are being used to make fentanyl. The US had put a 20% tariff on Chinese products specifically to pressure Beijing over fentanyl. Today Trump says he’s reduced it to 10%, lowering the overall tariff burden from 57% to 47%.
Chips
Trump said he and Xi discussed China buying chips from Nvidia, but that US was more of an “arbitrator or referee” between them. When asked if he was going to allow Nvidia’s new Blackwell AI chip to be sold to China, Trump said: “We’re not talking about the Blackwell ... But a lot of chips, you know, a lot of the chips. And that’s good for us”.
Ukraine and Taiwan
The war in Ukraine, sparked by Russia’s 2022 invasion, “did come up”, Trump said, saying the US and China are going to work together on it to stop people being killed.
However, he also said:
The two sides are locked in fighting, and sometimes you’ve got to let them fight I guess. Crazy.
Taiwan, which China is threatening to annex militarily, “never came up”, Trump said on Air Force One. “That was not discussed actually.”
中国国家主席习近平与美国总统特朗普于2025年10月30日在韩国釜山举行会晤后,双方未单独发布联合新闻通稿,但会晤内容已通过中方官方渠道和媒体报道披露

他说no block, 这个对军事技术不可能的。你看吧。多数是一部分芯片换10月的稀土0.1% 限制。
要是变了,那半导体也会变得,中国没必要让步。