黑名單適得其反:美國農民產量驟減,中國僅落後納秒
2025年10月1日 https://www.youtube.com/watch?v=-8d7DoKD2pM
美國剛剛擴大了其出口黑名單,旨在削弱中國的技術,並在貿易談判中獲得籌碼。但這一策略已經適得其反。
大豆:美國農民眼睜睜地看著對華出口驟降至零,而阿根廷和巴西則介入填補了這一缺口。
半導體:英偉達首席執行官黃仁勳表示,中國在芯片創新方麵並非落後美國“數年”,而是僅落後納秒。
黑名單擴展:華盛頓的新規不僅將中國企業納入其中,還將數千家全球子公司納入其中——這將重塑供應鏈,並帶來巨大的合規負擔。
貿易談判:北京以反傾銷調查和新手段回應,而華盛頓則麵臨失去其最大農業市場的風險。
地緣政治:世界正走向分裂——兩個科技生態係統、兩個金融體係以及支離破碎的全球秩序。
華盛頓的鷹派人士堅稱製裁會拖累中國的發展。但每一份黑名單都隻會加速北京的自力更生之路。華為正在推出搭載自家芯片的服務器。DeepSeek 剛剛推出了一款針對中國硬件優化的人工智能模型,將成本降低了 50%。
問題不在於美國能否封鎖中國?而在於美國能否在這場以納秒為單位的競爭中保持領先。
在這篇 GVS 深度報道中,Najma Minhas 剖析了黑名單的擴張、大豆貿易的崩潰、黃之鋒的爆炸性言論,以及此次升級將如何重塑全球貿易談判。
訂閱更多關於中美貿易、稀土、人工智能以及世界秩序變化的分析。
另請參閱:• 秘密優勢:中國人工智能蓬勃發展的原因……
Najma Minhas 是《全球村空間》的主編。她曾在紐約的美國國家經濟研究協會 (NERA)、倫敦的雷曼兄弟和巴基斯坦的渣打銀行工作。在創辦 GVS 之前,她曾在世界銀行和美國國際開發署擔任顧問。Najma 曾在倫敦政治經濟學院和國際關係專業學習經濟學,後轉至紐約哥倫比亞大學。她的推特賬號是 @MinhasNajma。
Blacklist Backfires: China Is Only Nanoseconds Behind as U.S. Farmers Collapse
Oct 1, 2025 https://www.youtube.com/watch?v=-8d7DoKD2pM
The United States just expanded its export blacklist — aiming to cripple Chinese technology and gain leverage in trade talks. But the strategy is already backfiring.
Soybeans: U.S. farmers are seeing exports to China collapse to zero, while Argentina and Brazil step in to fill the gap.
Semiconductors: Nvidia’s CEO Jensen Huang says China is not “years” behind, but only nanoseconds behind America in chip innovation.
Blacklist Expansion: Washington’s new rule pulls in not just Chinese firms, but thousands of global subsidiaries — reshaping supply chains and creating huge compliance burdens.
Trade Talks: Beijing responds with anti-dumping probes and new leverage, while Washington risks losing its biggest agricultural market.
Geopolitics: The world is sliding toward bifurcation — two tech ecosystems, two financial systems, and a fractured global order.
Washington’s hawks insist sanctions can slow China down. But every blacklist only accelerates Beijing’s push for self-reliance. Huawei is rolling out servers powered by its own chips. DeepSeek just launched an AI model optimized for Chinese hardware, cutting costs by 50%.
The question is not: can the U.S. block China? It’s whether America can stay ahead in a race measured in nanoseconds.
In this GVS Deep Dive, Najma Minhas unpacks the blacklist expansion, collapsing soybean trade, Huang’s explosive remarks, and how this escalation will reshape global trade negotiations.
Subscribe for more analysis of U.S.–China trade, rare earths, AI, and the shifting world order.
Also checkout: • The Secret Advantage: Why China’s AI Boom ...
Najma Minhas is Managing Editor, Global Village Space. She has worked with National Economic Research Associates (NERA) in New York, Lehman Brothers in London and Standard Chartered Bank in Pakistan. Before launching GVS, she worked as a consultant with World Bank, and USAID. Najma studied Economics at London School of Economics and International Relations at Columbia University, NewYork. She tweets at @MinhasNajma.