美国财政部提议禁止美国人投资开发任何 AI 系统的中国公司
The U.S. Treasury proposed barring Americans from investing in Chinese companies that develop any AI system.
美国财政部提议禁止美国人投资开发任何 AI 系统的中国公司。现行规则只限制对最强中国 AI 模型的投资，较小 AI 项目仍可在向财政部报备后获得资金，新提案将全面禁止这类 AI 投资，并把高带宽内存、光子芯片和抗辐射芯片加入禁止投资的芯片类型。提案还新增高超音速武器和生物技术（含脑机接口与自动化实验室软件）两个禁止投资领域，受限国家从中国扩大到俄罗斯、伊朗、朝鲜和古巴；购买公开股票、指数基金或不超过 200 万美元的小额基金份额仍被允许，因此主要影响风投和私募交易，且财政部不会公布禁止名单，投资者需自行核查每笔交易。
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精选AI 评分 78
提案把美国对华 AI 投资限制从最强模型扩到所有 AI 系统，并新增芯片与生物技术领域，读者可据此判断风投与私募交易的合规边界。
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The U.S. Treasury proposed barring Americans from investing in Chinese companies that develop any AI system.
Under the current rule, Americans can’t invest in the most powerful Chinese AI models, but they can still fund smaller AI projects if they report the deal to Treasury.
The new proposal would ban all of those AI investments, and it would also add high-bandwidth memory, photonic chips and radiation-hardened chips to the chip types Americans can’t invest in.
The proposal would also ban investments in two new areas: hypersonic weapons and biotech, including brain-computer interfaces and automated lab software.
Today the rule covers only China, but the proposal adds Russia, Iran, North Korea and Cuba.
Buying public stocks, index funds or small fund stakes up to $2M would stay allowed, so the rule mainly hits venture and private equity deals.
Treasury won’t publish a list of banned companies, so investors must check each deal themselves or risk fines and being forced to sell.