黄仁勋辞职，美国的AI泡沫还能撑多久？
黄仁勋辞职，把美国对华芯片政策的分歧摆到了台前。芯片卖给中国，还是继续收紧管制？这期从深圳APEC前的“美数中算”争论讲起，再算一笔账：如果美国AI泡沫破裂，美股、美债和亚洲出口会怎么变，华盛顿又能把多少成本转嫁出去？【章节】
00:00 美国AI内战
00:33 美数中算与芯片封锁
03:08 华盛顿为何继续加码
06:48 美国泡沫破裂后的账
09:46 韩国和越南的出口风险
12:06 中国与多极化
【引用】
1. [英伟达致员工信](https://nvidianews.nvidia.com/news/a-message-to-our-company)、[董事会调查声明](https://investor.nvidia.com/news/press-release-details/2026/Statement-from-NVIDIA-Board-of-Directors/)及[高管交接公告](https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-CEO-Transition/)，2026年11月8日、12日。
2. [《环球时报》社评《“美数中算”不仅仅是一句调侃》](https://opinion.people.com.cn/n1/2026/1109/c462004-40830661.html)、[深圳APEC官方安排](https://www.apec.org/press/news-releases/2026/apec-advances-trade--ai-cooperation-ahead-of-leaders--week)，2026年11月。
3. [路透社，英伟达风波与对华芯片立法](https://www.investing.com/news/world-news/nvidia-spy-allegations-likely-to-spur-laws-totighten-chinas-access-to-ai-chips-5013421)，2026年11月9日。[沃伦与班克斯联名信](https://www.banking.senate.gov/imo/media/doc/20250528bankswarrenlettertonvidiaonshanghairesearchdevcenter.pdf)，2025年5月28日。
4. 彭博社，英伟达与AI产业循环交易关系图，图中估值截至2026年10月20日。[国际清算银行，AI融资与信贷风险](https://www.bis.org/publications/aer-2026/progress-peril)，2026年。
5. [Apollo，托尔斯滕·斯洛克对AI财务回报的分析](https://www.apollo.com/institutional/insights-news/insights/daily-spark/no-signs-of-ai-payoff-outside-the-tech-sector)，2026年10月24日。
6. [美联储家庭财富分布](https://www.federalreserve.gov/releases/z1/dataviz/dfa/compare/chart/index.html)、[纽约联储家庭债务](https://www.newyorkfed.org/newsevents/news/research/2026/20261110)、[美国财政部国债收益率](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?field_tdr_date_value=2026&type=daily_treasury_yield_curve)。
8. [韩国产业通商部出口月报](https://www.korea.kr/briefing/pressReleaseView.do?newsId=156787411)、[越南国家统计局前三季度报告](https://www.nso.gov.vn/bai-top/2026/10/bao-cao-tinh-hinh-kinh-te-xa-hoi-quy-iii-va-9-thang-nam-2026/)，2026年。 Receive SMS online on sms24.me
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