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中美博弈再升级!美国突然撤销对中企出口芯片许可,中国反制动作迅速,再减持448亿美元外汇。

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据观察者网报道,综合多家外媒消息,近日,拜登政府进一步收紧了对中国企业华为的出口限制,宣布撤销美国芯片企业高通和英特尔公司向华为出售半导体的许可证。    
The leader of the Wagner Group mercenary front that marched his forces on Moscow just months ago was believed to be among 10 individuals who died in a plane crash Wednesday, according to Russia’s state news service.
Yevgeny Prigozhin, who led the failed revolt in June, was listed among 10 names on the private plane’s passenger list, according to the report from Tass, which cites the country’s aviation authority. All 10 people aboard the flight were killed.
Yet official confirmation that Prigozhin was among them was slow in coming.
Before the crash, Prigozhin – who had seemed to largely disappear from public view after he was permitted under a deal brokered by Belarusian President Alexander Lukashenko to take refuge in his country in the wake of the mutiny – was widely believed to be in Africa. He released a recent video in which he can be seen armed in a desert landscape among troops, suggesting the Wagner group had returned to its roots of advancing Russian interest by trading securing guarantees for developmental rights.
“Wagner is conducting reconnaissance and search operations, making Russia even greater on every continent – and Africa even more free. Justice and happiness for the African nations,” he said in the video posted this week to his Telegram channel.
President Joe Biden, who was quiet on the rebellion as it unfolded, said what many were likely thinking when asked about the reports on Wednesday.
“I don’t know for a fact what happened, but I’m not surprised,” Biden said.
Asked if he thought it was the work of Russian President Vladimir Putin – whose enemies regularly fall victim to fatal accidents or mysterious attacks – Biden responded, “There’s not much that happens in Russia that Putin’s not behind. But I don’t know enough to know the answer.”
Prigozhin appeared to maintain a precarious position within Russian President Vladimir Putin’s inner circle, seemingly allowed to remain at the head of his forces and secure billions of dollars in government contracts despite his aborted rebellion against Moscow in June, when a column of some 25,000 Wagner troops loyal to him conducted a stunning about-face and marched along with fighting vehicles and heavy weaponry toward the capital.
Progozhin, who had been increasingly vocal about his dissatisfaction with Russia’s generals as well as the lack of resources supplied to his forces, said publicly that the move was in retaliation for a Russian attack on his forces, although U.S. intelligence indicated that Wagner troops had been amassing near the Russian border for some time. The troops – who were called upon to do some of the heaviest fighting in the ongoing war in Ukraine – marched on the southern Russian metropolis of Rostov-on-Don, seizing the headquarters building of the Russian command overseeing the war. Russian officials sought the arrest of Prigozhin and moved on his convoy. Skirmishes ensued, yet Russian troops reportedly cheered and waved the mercenaries through checkpoints while some even joined the column of Prigozhin’s men that began making its way to Moscow.
As quickly as it materialized, the threat dissipated, and Prigozhin issued a statement saying his mercenary front had achieved its ambition of seizing the Kremlin’s attention and was returning to the front lines. An arrest order was withdrawn and Prigozhin was permitted under a deal brokered by Lukashenko.
Reports later emerged of meetings between Prigozhin and Putin, and the mercenary leader was subsequently seen in St. Petersburg, where he was permitted access to his vast sums of money that had been seized by the government. The status of Wagner was less clear, with some troops joining regular Russian forces in Ukraine, some remaining in Belarus and some believed to have returned to operations in Africa.
Wagner first emerged as the armed extension of Putin’s foreign ambitions for the developing world, particularly to help secure areas in which Russia could prospectively exploit mineral rights and other commercial enterprises – regardless of the tactics required to achieve the goals. Prigozhin, a catering tycoon and Wagner's chief financier who spent time in prison in Russia’s immediate post-Soviet era, parlayed contracts to feed Russia’s troops into a security company of his own.
His mercenary front rose to the public’s attention by carrying out highly deniable paramilitary operations in far-flung regions of the world aligned with Russia’s foreign policy. Wagner’s presence in Mozambique, Libya, Central African Republic and Mali resembled a business conglomerate, trading natural resource access for private military services with a penchant for human rights abuses. That expeditionary mission began to change into more of a special operations force with ultimate deniability when Putin, finding difficulty masking the high Russian death toll during the Syrian civil war, employed them to prop up the regime of Bashar Assad during the civil war and simultaneously execute a multinational war against the Islamic State group.
。美国国会众议院外交事务委员会主席麦考尔表示,这是阻止中国开发先进人工智能的关键之举。

C | 此举将阻止美国英特尔和高通出售给华为任何芯片,还称这两家公司和中国“走得过近”。另据美国商务部证实,目前已“撤销了对华为的部分出口许可”。相关消息人士表示,美国针对华为的新举措,将影响华为手机和笔记本电脑芯片供应。

美国切断美企与华合作,实际上是在倒逼中国企业进一步扩大自研力度,加大中国企业的自主性,美国此举看似是阻碍中国发展,其实是“自断后路”。近年来,随着中国企业的高速发展,美国“一家独大”的垄断地位逐渐被打破。

D | 对此毫无办法的拜登政府,便开始以损失自身企业的办法,打压中美正常的技术合作以及贸易往来。

E | 殊不知,这样的限制措施其实是“伤敌八百自损一千”。

面对咄咄逼人的美国政府,中国也并未选择逆来顺受。就在美国出台最新限制措施后不久,中国的反制来了。根据金融时报报道,近日,国家外汇管理局发布了最新统计数据,截至2024年4月,中国的外汇储备规模为32008亿美元,较3月减少448亿美元。此外,在持续坚持减少美国外汇的同时,数据显示,中国已经连续18个月增持黄金。可以发现,美西方越是对中国的高科技领域进行打压和遏制,中国对美元的需求就越缩减。拜登政府不想让中国获得领先,那美国自己也不想有好日子过。

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从美国一次又一次加码对中国企业的制裁措施,我们可以发现两点。首先,美国部分极端政客野心巨大,持续鼓动拜登对华施加高压。这次直接撤销美企出口许可,就是其鼓动挑拨的结果。其次,美国对华的制裁并不成功,或者说根本没有达到美国想要的效果。要不然美国也不会像“打补丁”一样,不断更新对华打压措施,增加对中企的限制。
中国是一个不惧挑战和苦难的国家,最不怕外国的打压和限制。美西方那个的“小院高墙”再坚固,也挡不住中国坚持走自主创新的道路。事实已经并将继续证明,美国卡不了中国的“脖子”。美国如今对华关上合作的大门,实际上是将市场腾出来,拱手让给中国企业。
而就中国这次迅速地反制动作而言,我们或许早就料到了美国会走这步棋,已经提前有了应对策略。

G | 从这一点就可以看出,中国不会让美国或者别国肆意侵犯自身利益。

H | 我国商务部也已经发出警告:中方将采取一切措施,维护中方合法正当权益。新的“风暴”已经来临,中美竞争存在升温的趋势,这再一次证明,和美国讲道理是讲不通的,中方的反制必须“一拳到肉”。

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