The U.S. oil benchmark surges 8.5%, to more than $81 a barrel. Plus, Morgan Stanley shares fall after the investment bank announces layoffs. And Meta Platforms stock drops after the company responds to antitrust concerns in Europe.

美国亿万富翁风险投资家维诺德·科斯拉（Vinod Khosla）表示，今天的大多数儿童长大后可能都不需要工作了。 在最近接受《财富》杂志采访时，这位太阳微系统公司联合创始人兼科技投资者预测，到2030 年代初，人工智能将能够完成多达 80%的工作。 他说：“今天的5岁孩子不太可能会去找工作。” 科斯拉是科斯拉风投公司的创始人，他因敢于下大胆且时机恰当的技术投资赌注而声名远扬。2019 年，他成为 OpenAI 的首位机构投资者，以10亿美元的估值投资了 5000 万美元——这是他职业生涯中当时规模最大的一笔初始投资。 在周三发表的这篇采访中，科斯拉指出，人工智能和机器人技术的迅速发展将在 15 年内使大部分劳动力实现真正的解放，从而开启一个极度富足且物价降低的时代。 他说，人们将不再为了赚钱而工作，而是会追求自己的热爱之事。 他说：“工作的需求将会消失。人们还是会去做他们真正想做的事情，而不是因为必须工作才去做。” 科斯拉谈到诸如流水线工作和农场劳作这类体力劳动岗位时说：“那些不是工作，而是奴役。” 科斯拉表示，无论谁赢得了人工智能竞赛，都将拥有一个充满先进科技、物价低廉且人类受到更少剥削的世界。 他说：“我猜测到 2040 年，3 万美元——甚至可能 1 万美元——所能带来的价值，将远远超过你如今拥有 10 万美元收入时所能获得的价值。” 责任编辑：于健 SF069

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推荐：政府工作报告核心要点全梳理；美国七大科技巨头签署自主供电承诺 早上好，今天是3月6日星期五。过去24小时，哪些财经新闻对普通人影响更大，未来又有什么焦点事件被市场密切关注，早知道栏目从新闻汇总到快速解读，为你一网打尽。 24小时热点 国务院总理李强5日在政府工作报告中指出， 2026年中国经济增长目标为4.5%—5% ，城镇新增就业1200万人以上，居民消费价格涨幅2%左右； 制定实施城乡居民增收计划，落实职工带薪错峰休假制度 ， 拟安排超长期特别国债2500亿元支持消费品以旧换新 …… 更多权威解读、要点拆解与政策影响>> 十四届全国人大四次会议将于今日下午3时举行经济主题记者会， 郑栅洁、蓝佛安、王文涛、潘功胜、吴清将就发展改革、财政预算、商务、金融证券等相关问题回答中外记者提问 。3月5日下午，针对记者提出的 “证监会对提高股权融资比重相关工作有何考虑” 这一问题，吴清表示：

Image source: The Motley Fool. Thursday, March 5, 2026, at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Ron Vachris Chief Financial Officer — Gary Millerchip TAKEAWAYS Net Sales -- $68.24 billion, up 9.1%, driven by broad-based category strength and supported by both domestic and international locations. -- $68.24 billion, up 9.1%, driven by broad-based category strength and supported by both domestic and international locations. Net Income -- $2.04 billion, or $4.58 per diluted share, an increase of nearly 14% compared to $1.79 billion, or $4.02 per diluted share. -- $2.04 billion, or $4.58 per diluted share, an increase of nearly 14% compared to $1.79 billion, or $4.02 per diluted share. Comparable Sales -- Up 7.4%, or 6.7% adjusted for gas price deflation and FX; digitally enabled comparable sales rose 22.6%, or 21.7% adjusted for FX. -- Up 7.4%, or 6.7% adjusted for gas price deflation and FX; digitally enabled comparable sales rose 22.6%, or 21.7% adjusted for FX. Membership Fee Income -- $1.36 billion, up 13.6%; increase attributed about one-third to the September 2024 US/Canada fee hike, with underlying 7.5% growth excluding fee impacts and FX. -- $1.36 billion, up 13.6%; increase attributed about one-third to the September 2024 US/Canada fee hike, with underlying 7.5% growth excluding fee impacts and FX. Paid Memberships -- 40.4 million paid memberships, up 9.5%; total paid members reached 82.1 million, up 4.8%; cardholders rose 4.7% to 147.2 million. -- 40.4 million paid memberships, up 9.5%; total paid members reached 82.1 million, up 4.8%; cardholders rose 4.7% to 147.2 million. Renewal Rates -- US and Canada renewal at 92.1%, down 10 basis points sequentially; global renewal rate held flat at 89.7%. -- US and Canada renewal at 92.1%, down 10 basis points sequentially; global renewal rate held flat at 89.7%. Gross Margin -- Reported gross margin up 17 basis points; adjusted for gas deflation, up 11 basis points to 11.02%; core-on-co...

Key Points Sophron Capital Management reduced its Phillips Edison & Company stake by 202,175 shares in the fourth quarter; the estimated trade size was $7.02 million (based on quarterly average prices). The quarter-end value of the PECO position fell by $6.48 million, reflecting both the sale and stock price movement. Post-trade, the fund held 371,486 shares valued at $13.21 million. PECO now accounts for 4.25% of Sophron's AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Phillips Edison › On February 17, 2026, Sophron Capital Management disclosed selling 202,175 shares of Phillips Edison & Company (NASDAQ:PECO), an estimated $7.02 million trade based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated February 17, 2026, Sophron Capital Management sold 202,175 shares of Phillips Edison & Company during the fourth quarter. The estimated transaction value was $7.02 million, based on the average unadjusted close in the period. The fund’s quarter-end position in PECO decreased in value by $6.48 million, a figure reflecting both the sale and underlying price movement. What else to know Sophron Capital Management reduced its PECO holding, now representing 4.2% of 13F AUM, down from 6.1% the prior quarter. Top five holdings after the filing: NYSE:ADC: $21,737,357 (7.0% of AUM) NYSE:ESS: $20,172,650 (6.5% of AUM) NYSE:EQR: $18,144,488 (5.8% of AUM) NYSE:MTH: $15,997,559 (5.1% of AUM) NYSE:FCPT: $15,526,413 (5.0% of AUM) As of February 17, 2026, shares of Phillips Edison & Company were priced at $38.38, up 9% over the past year and solidly underperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Revenue (TTM) $726.59 million Net Income (TTM) $111.28 million Dividend Yield 3.56% Price (as of market close February 17, 2026) $38.38 Company snapshot Phillips Edison & Company operates and manages grocery-anchored shopping centers, generating r...

Brazil's Petrobras to pay $1.5 billion in interest on equity to shareholders Reuters

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Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET CALL PARTICIPANTS Executive Chairman — Warren Kanders Chief Financial Officer — Michael J. Yates President, Black Diamond Equipment — McNeil Seymour Fiske TAKEAWAYS Consolidated Revenue -- $65.4 million, down 8% reflecting softer North American wholesale at Outdoor, lower global D2C, and Adventure segment declines, with Peips divested. -- $65.4 million, down 8% reflecting softer North American wholesale at Outdoor, lower global D2C, and Adventure segment declines, with Peips divested. Outdoor Segment Revenue -- Down 2.1%, with constant currency revenue down 2.9%; Apparel grew 10%, Mountain grew 0.4%, and Climb increased 4.3%. -- Down 2.1%, with constant currency revenue down 2.9%; Apparel grew 10%, Mountain grew 0.4%, and Climb increased 4.3%. Adventure Segment Revenue -- Down $2.1 million, or 10.4%, primarily from reduced OEM demand, soft US bike market, and transitioning Australian and New Zealand customers; partially offset by European expansion and RockyMounts acquisition. -- Down $2.1 million, or 10.4%, primarily from reduced OEM demand, soft US bike market, and transitioning Australian and New Zealand customers; partially offset by European expansion and RockyMounts acquisition. Gross Margin (Consolidated) -- 27.7%, down from 33.4% a year ago, impacted by inventory reserves ($3.4 million Adventure, $500,000 Outdoor), tariffs, and FX losses; adjusted gross margin 33.6% compared to prior year's 38%. -- 27.7%, down from 33.4% a year ago, impacted by inventory reserves ($3.4 million Adventure, $500,000 Outdoor), tariffs, and FX losses; adjusted gross margin 33.6% compared to prior year's 38%. Outdoor Segment Gross Margin -- 32.2%-30.3%, below 35.2% prior, reflecting a 630 basis point headwind from tariffs and FX contracts. -- 32.2%-30.3%, below 35.2% prior, reflecting a 630 basis point headwind from tariffs and FX contracts. Adventure Segment Gross Margin -- 16% vs. prior 28.9%; would have been 34...

财联社3月6日讯，今日无新股申购；有1只新股上市，为创业板的固德电材。 今日上市新股 固德电材为动力电池热失控领先企业， 公司专注于新能源汽车动力电池热失控防护零部件及电力电工绝缘产品的研发、生产和销售。公司已与通用汽车、福特、Stellantis、T公司、一汽集团、小鹏等整车制造商，以及宁德时代、欣旺达、蜂巢等电池生产商在内的行业领军企业建立了长期稳定的合作关系。 公司2023-2025年分别实现营业收入6.51亿元/9.08亿元/11.06亿元；实现归母净利润1.00亿元/1.72亿元/1.79亿元。根据公司初步预测，公司2026Q1营业收入较2025年同期增长41.41%至53.89%，归母净利润较2025年同期增长0.05%至6.28%。

Shares of Amprius Technologies (AMPX +18.49%) climbed on Thursday after the lithium-ion battery specialist reported impressive growth metrics. By the close of trading, Amprius' stock price was up over 18%. Electrifying growth Amprius' revenue rocketed 137% higher year over year to $25.2 million in the fourth quarter. "For Amprius, 2025 marked a year of meaningful commercial progress, as we expanded our customer base to over 550, increased revenue by over 3x, and advanced the adoption of our silicon anode batteries across multiple end markets," CEO Tom Stepien said. "Growing demand from existing customers, new program wins, and improved execution across our manufacturing partners drove strong momentum throughout the year." Expand NYSE : AMPX Amprius Technologies Today's Change ( 18.49 %) $ 2.32 Current Price $ 14.87 Key Data Points Market Cap $1.6B Day's Range $ 13.36 - $ 15.03 52wk Range $ 1.70 - $ 16.03 Volume 1.7M Avg Vol 7.4M Gross Margin 7.53 % Better still, Amprius' profitability strengthened as it scaled its operations. Its gross margin improved to 24% from negative 21% in the prior-year quarter. That helped the battery cell maker generate positive quarterly adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the first time, totaling $1.8 million. That's compared to an EBITDA loss of $4.8 million in the year-ago period. An upbeat forecast for 2026 Looking ahead, Amprius sees full-year revenue rising by at least 70% to $125 million or more, with adjusted EBITDA of at least $4 million. "In 2026, our team is energized to continue delivering what we believe is a meaningful step function in growth and profitability with a clean balance sheet and a scale-enabling cost structure," chief financial officer Ricardo Rodriguez said.

Key Points Amprius' battery business is booming. The company more than tripled its sales in 2025. 10 stocks we like better than Amprius Technologies › Shares of Amprius Technologies (NYSE: AMPX) climbed on Thursday after the lithium-ion battery specialist reported impressive growth metrics. By the close of trading, Amprius' stock price was up over 18%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Electrifying growth Amprius' revenue rocketed 137% higher year over year to $25.2 million in the fourth quarter. "For Amprius, 2025 marked a year of meaningful commercial progress, as we expanded our customer base to over 550, increased revenue by over 3x, and advanced the adoption of our silicon anode batteries across multiple end markets," CEO Tom Stepien said. "Growing demand from existing customers, new program wins, and improved execution across our manufacturing partners drove strong momentum throughout the year." Better still, Amprius' profitability strengthened as it scaled its operations. Its gross margin improved to 24% from negative 21% in the prior-year quarter. That helped the battery cell maker generate positive quarterly adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the first time, totaling $1.8 million. That's compared to an EBITDA loss of $4.8 million in the year-ago period. An upbeat forecast for 2026 Looking ahead, Amprius sees full-year revenue rising by at least 70% to $125 million or more, with adjusted EBITDA of at least $4 million. "In 2026, our team is energized to continue delivering what we believe is a meaningful step function in growth and profitability with a clean balance sheet and a scale-enabling cost structure," chief financial officer Ricardo Rodriguez said. Should you buy stock in Amprius Technologies right now? Before you buy ...

Meta's approach to user privacy is under renewed scrutiny following a Swedish report that employees of a Meta subcontractor have watched footage captured by Ray-Ban Meta smart glasses showing sensitive user content. The workers reportedly work for Kenya-headquartered Sama and provide data annotation for Ray-Ban Metas. The February report , a collaboration from Swedish newspapers Svenska Dagbladet, Göteborgs-Posten, and Kenya-based freelance journalist Naipanoi Lepapa, is, per a machine translation, based on interviews with over 30 employees at various levels of Sama, including several people who work with video, image, and speech annotation for Meta’s AI systems. Some of the people interviewed have worked on projects other than Meta’s smart glasses. The report’s authors said they did not gain access to the materials that Sama workers handle or the area where workers perform data annotation. The report is also based on interviews with former US Meta employees who have reportedly witnessed live data annotation for several Meta projects. Read full article Comments

Igor Tudor insisted that the “boat is going in the direction I want to go” despite a shambolic 3-1 defeat to Crystal Palace deepening Tottenham’s relegation fears. Although the atmosphere was toxic on another grim night at the Tottenham Hotspur Stadium, Tudor is confident that he can steer his new side to safety. Tottenham have lost each of their three games under their interim manager and are a point above the bottom three after Micky van de Ven’s red card kickstarted an implosion against Palace. “Unfortunately this is the moment that we pay everything,” Tudor said. “One red card changes everything. I will tell you now, maybe it will sound strange, but I believe more after this game than I believed before. I saw something. “I need to choose the right guys because the boat is going in the direction that I want to go, and needs to go, and who is in the boat can stay. Otherwise they can leave the boat. When players come back I’m sure we will have a good team and the victories will come. It’s not easy to accept the moment where we are now, but it is how it is.” Tudor has made no impact since replacing Thomas Frank last month but the Croatian refused to discuss his future. “I don’t want to speak about the club,” he said. “I want to be positive. I cannot tell the guys nothing after this game. They gave everything. Unfortunately, we pay every detail. If we can say that red card is a detail, there is always something to say. We need to stay together now. “It’s very difficult. We need to keep working. Try to help these guys, because I see them every day, they care. Do not make mistakes. This is the key in the end. Still nine games to play.” Tottenham led through a goal from Dominic Solanke before losing Van de Ven, who will miss next weekend’s trip to Liverpool after his red card. Palace moved 10 points clear of the bottom three thanks to a double from Ismaïla Sarr and a clever finish from Jørgen Strand Larsen.

If you've got $1,000 to invest, I think two stocks trading right around $200 a share look quite attractive. With that amount of money, you'd be able to buy five shares of one stock or split it up between the two. Let's look at two solid options to buy right now. Advanced Micro Devices Advanced Micro Devices (AMD 1.42%) has made waves recently, making two large deals to supply its graphics processing units (GPUs) to OpenAI and Meta Platforms. Both companies have agreed to purchase 6 gigawatts' worth of its artificial intelligence (AI) accelerators in data center infrastructure-related deals estimated to be worth more than $100 billion each. In return, AMD has agreed to offer both companies warrants in its stock based on deployment and its stock hitting a certain threshold price. While some have argued against AMD giving away warrants, this deal gets its foot in the door with two of the largest hyperscalers (owners of massive data centers) and incentivizes them to help boost its share price. Perhaps more importantly, it also sets it up to become a preferred supplier of data center central processing units (CPUs) to both companies. AMD is already the market leader in data center CPUs, but with this market set to explode as AI agent adoption increases, Nvidia is also looking to become a major player. AMD's deals with OpenAI and Meta are both offensive and defensive maneuvers that should position it for very strong growth in the years ahead. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( -1.42 %) $ -2.87 Current Price $ 199.20 Key Data Points Market Cap $325B Day's Range $ 194.90 - $ 203.70 52wk Range $ 76.48 - $ 267.08 Volume 1.4M Avg Vol 36M Gross Margin 45.99 % Amazon Another stock benefiting from AI is Amazon (AMZN +0.97%). The company is the cloud computing market share leader, and it is seeing its revenue growth accelerate as the need for compute and AI services skyrockets. Meanwhile, the company is looking to lean more into its own custom AI chips and...

据人大会议新闻中心公告，十四届全国人大四次会议将于2026年3月6日（星期五）下午3时，在梅地亚中心新闻发布厅举行记者会。 今日下午3时， 十四届全国人大四次会议举行经济主题记者会，邀请国家发展和改革委员会主任郑栅洁、财政部部长蓝佛安、商务部部长王文涛、中国人民银行行长潘功胜、中国证券监督管理委员会主席吴清就发展改革、财政预算、商务、金融证券等相关问题回答中外记者提问。 十四届全国人大四次会议 据央视新闻， 今日上午， 十四届全国人大四次会议各代表团举行全体会议，审查“十五五”规划纲要草案； 今日下午， 各代表团举行代表小组会议，审议政府工作报告，审查“十五五”规划纲要草案。 全国政协十四届四次会议 今日全天， 举行界别联组会议和小组会议。 上午 讨论政府工作报告，审议政协常委会工作报告； 下午 讨论“十五五”规划纲要草案，审议政协常委会工作报告。

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Al White Chief Financial Officer and Treasurer — Brian Andrews Vice President, Investor Relations — Kim Duncan TAKEAWAYS Consolidated Revenue -- $1.024 billion, up 6.2% with organic growth of 2.9%. -- $1.024 billion, up 6.2% with organic growth of 2.9%. CooperVision Revenue -- $695 million, representing 7.6% growth; organic growth reached 3.3%. -- $695 million, representing 7.6% growth; organic growth reached 3.3%. CooperSurgical Revenue -- $329 million, a 3.3% increase; organic growth was 2.2%. -- $329 million, a 3.3% increase; organic growth was 2.2%. Operating Margin -- Improved, with a 26.9% margin and operating income up 13.9% year over year. -- Improved, with a 26.9% margin and operating income up 13.9% year over year. Gross Margin -- 68.1%, attributed to a lighter mix of low-margin Asia Pac revenue at CooperVision; excluding tariffs, gross margin would have been flat compared to last year. -- 68.1%, attributed to a lighter mix of low-margin Asia Pac revenue at CooperVision; excluding tariffs, gross margin would have been flat compared to last year. Non-GAAP Earnings Per Share -- $1.10, up 20%, with approximately 197 million shares outstanding. -- $1.10, up 20%, with approximately 197 million shares outstanding. Free Cash Flow -- $159 million, supporting capital allocation initiatives. -- $159 million, supporting capital allocation initiatives. Capital Deployment -- $92 million used to repurchase 1.1 million shares; $50 million final payment for 2023 Cook acquisition; remaining cash used to reduce net debt to $2.4 billion. -- $92 million used to repurchase 1.1 million shares; $50 million final payment for 2023 Cook acquisition; remaining cash used to reduce net debt to $2.4 billion. Term Loan Extension -- Amended $950 million of $1.5 billion due December 2026, extending maturity to February 2031; $550 million balance will be repaid at m...

(RTTNews) - The Malaysia stock market headed south again on Monday, one session after ending the four-day losing streak in which it had retreated more than 35 points or 2.1 percent. The Kuala Lumpur Composite Index now rests just above the 1,550-point plateau and the losses may accelerate on Tuesday. The global forecast for the Asian markets is negative, thanks to concerns over tariffs and how they affect the outlook for interest rates. The European and U.S. markets were down and the Asian bourses figure to follow that lead. The KLCI finished slightly lower on Monday following losses from industrials and mixed performances from the telecoms and financials. For the day, the index dipped 3.29 points or 0.21 percent to finish at 1,553.63 after trading between 1,546.68 and 1,556.74. Among the actives, 99 Speed Mart Retail jumped 1.80 percent, while Axiata dropped 0.45 percent, Celcomdigi advanced 0.53 percent, CIMB Group lost 0.25 percent, Gamuda soared 2.48 percent, IHH Healthcare was up 0.14 percent, Maxis shed 0.29 percent, Maybank sank 0.39 percent, MISC rallied 1.24 percent, MRDIY retreated 1.79 percent, Nestle Malaysia fell 0.20 percent, Petronas Chemicals plummeted 5.16 percent, PPB Group stumbled 2.01 percent, Press Metal rose 0.20 percent, Public Bank collected 0.23 percent, QL Resources climbed 1.09 percent, RHB Bank dipped 0.16 percent, Sime Darby plunged 3.11 percent, Telekom Malaysia slumped 0.91 percent, Tenaga Nasional was down 0.15 percent, YTL Corporation tumbled 1.57 percent, YTL Power tanked 2.56 percent and IOI Corporation, Kuala Lumpur Kepong, SD Guthrie, Sunway and Petronas Gas were unchanged. The lead from Wall Street is soft as the major averages opened under water again on Monday and largely stayed that way, although they climbed up off session lows. The Dow dropped 122.75 points or 0.28 percent to finish at 44,421.91, while the NASDAQ stumbled 235.49 points or 1.20 percent to close at 19,391.96 and the S&P 500 sank 45.96 points or 0.76 percent ...

Pregnant women in ERs took less Tylenol after Trump autism warning toggle caption Francis Chung/Politico/Bloomberg via Getty Images President Trump told pregnant women in September 2025 to avoid Tylenol because taking it would increase their babies' risk of autism: "Taking Tylenol is not good — I'll say it: It's not good." Doctors and scientists quickly said the data didn't support the president's claim, but emergency room orders for Tylenol, or acetaminophen, for pregnant patients went down 10% in the months that followed, according to a new study in The Lancet. There was no change in the acetaminophen orders for comparable women who weren't pregnant. "It happened overnight," says Dr. Jeremy Faust, an emergency physician at Brigham and Women's Hospital in Boston who led the study. The president's words "had an immediate impact on how much Tylenol or acetaminophen was being ordered in emergency departments." Sponsor Message It's not clear from the study whether patients declined to take Tylenol or doctors prescribed it less. Faust says it's probably some combination of the two. "This is thousands of women not getting pain control or not getting fever reduction when they need it, when they want it, when they would benefit from it," Faust says. The study was limited to emergency department visits and didn't account for women considering Tylenol at home. The data came from electronic health records from more than 1,600 hospitals. Dr. Caleb Alexander, an epidemiology professor at Johns Hopkins Bloomberg School of Public Health, says the response to Trump's White House announcement didn't surprise him. "Words matter," he says. "And when they come from someone with as big an audience as the president of the United States, they can change prescriber and patient behavior." Still, he says it's reassuring that the study found Tylenol use was returning to normal by December. He says it usually takes more than a single event to change prescribing patterns long term. Although th...

Gold steadied after losing more than 1% in the previous session, pressured by a stronger US dollar as the war in the Middle East showed no signs of abating. Bullion was near $5,090 an ounce in early trading, while a gauge of the US currency rose 0.4% on Thursday and US Treasuries fell for a fourth day, lifting yields to the highest in several weeks. That came as the US-Israeli war with Iran sent oil prices surging and prompted traders to trim bets on the Federal Reserve cutting interest rates. A stronger dollar and higher borrowing costs are both typically negative for bullion. Global markets remained on edge as the war entered its seventh day. Iran launched a barrage of missiles and drone strikes across the Gulf region on Thursday evening, hitting an oil refinery in Bahrain, while Israel continued airstrikes on Tehran and the US suspended operations at its embassy in Kuwait. Spot gold edged up 0.2% to $5,093.63 an ounce as of 7:24 a.m. in Singapore. Silver rose 0.3% to $82.47. Platinum and palladium advanced.

一份文件显示，美国官员正在讨论一项新的人工智能芯片出口监管框架，并考虑要求外国投资美国人工智能数据中心或提供安全保障，以此作为允许大量芯片出口的条件。 这些规则尚未最终确定，并且可能会有所改变。这将是自特朗普政府宣布撤销其前任所谓的AI扩散规则以来，首次尝试规范人工智能芯片流向美国盟友和伙伴的行为。这些规则旨在将大量的人工智能基础设施建设留在美国，并将大部分采购引导至少数几家美国云计算公司。 一份文件显示，即使是芯片数量少于1000颗的小型芯片安装项目也可能需要许可证。文件指出，要获得豁免，芯片出口商（例如英伟达或 AMD ）必须对其进行监控，而接收方则必须同意使用一种软件，以防止芯片与其他芯片连接形成更大的“集群”（人工智能行业用“集群”一词来描述大量芯片）。 美国商务部在社交媒体平台 X 上发表声明，证实正在讨论新的规则，但表示这些规则不会与前任政府提出的“繁琐、过度且灾难性”的框架类似。 美国商务部表示，将效仿此前向沙特和阿联酋出口美国芯片的模式，这两个国家都已同意在美国进行投资。 美国商务部写道：“商务部致力于促进美国技术的安全出口。我们通过与中东达成的历史性协议成功推进了出口，目前政府内部正在就正式确立这一模式进行讨论。” 责任编辑：于健 SF069