美國收緊對華AI晶片出口限制
拜登政府將收緊對中國購買先進製程半導體產品的限制，這將加劇其與向龐大中國市場銷售產品的美國企業的分歧。
美國商務部長雷蒙多表示，更新後的規定旨在限制中國「獲得可能推動人工智能和精密計算機領域突破的先進半導體的途徑」。
圖片來源：KEVIN DIETSCH/GETTY IMAGES根據最新規定，美國商務部還試圖阻止晶片通過其他國家運往中國，將出口限制擴大到中國公司的海外子公司和另外21個國家。
「用於智能手機、筆記本電腦和遊戲等消費品的晶片不需要出口許可證，」雷蒙多說。
美國商務部表示，未來將啟動一項規則制定程式，限制中國通過亞馬遜(Amazon)和微軟(Microsoft)等公司的雲服務獲取晶片算力的能力。美國商務部還打算完成對晶片製造設備出口限制的擴大。得州共和黨籍聯邦眾議員麥考爾(Michael McCaul)說：「現在需要繼續保持警惕，以防止規避行為和限制變通辦法」。他對美國政府的出口管制政策持批評態度。
得州共和黨籍聯邦眾議員麥考爾(Michael McCaul)說：「現在需要繼續保持警惕，以防止規避行為和限制變通辦法」。他對美國政府的出口管制政策持批評態度。
Wall Street’s Latest Obsession Is an Unknowable Number
Signs that ‘term premium’ is driving up Treasury yields stir worry and doubt
What is term premium?
Most analysts agree that yields on U.S. government bonds are largely determined by the anticipated path of short-term interest rates.
The rationale: Investors will buy a series of one-month Treasury bills instead of a bond that matures years from now if they think that will produce a better return. If this pushes the longer-dated bond’s yield too high, buyers will emerge so that the yield settles around a consensus for what rates will average over the bond’s lifespan.According to a traditional understanding of term premium, investors may demand extra yield to buy longer-term bonds due to the possibility that rates could end up higher than they expect right now.
The simplest approach would be to compare Treasury yields to rate forecasts found in surveys. But drawbacks including the infrequency of those surveys mean that the most popular models incorporate other methods.
Among those is the so-called ACM mode, named after the current and former New York Fed economists Tobias Adrian, Richard Crump and Emanuel Moench. It uses yields of different Treasurys to predict future short-term rates by effectively finding patterns in their relationships over decades.
Another model, devised by current Fed economist Don Kim and former Fed economist Jonathan Wright, is a hybrid, arriving at its rate estimate through a combination of both survey forecasts and yield data.
Health Inflation’s Big Hike This Year, in Charts
A family’s health insurance costs nearly $24,000 this year after the biggest increase in more than a decade
The cost of employer health insurance rose this year at the fastest clip since 2011, according to an annual survey from KFF, a healthcare research nonprofit. The 7% jump in the cost of a family plan brought the average tab to nearly $24,000—more than the price for some small cars.
Workers’ average payment of $6,575 for those plans was nearly $500 more than last year.
Why One Fed Official Is Ready to Stop Raising Rates
‘The workings of the economy cannot be rushed,’ says Philadelphia Fed President Patrick Harker Oct. 18, 2023
The Federal Reserve should extend its pause on interest-rate increases because of growing evidence that higher borrowing costs will slow the economy despite recent signs of hiring and spending strength, a top central bank official said.
Philadelphia Fed President Patrick Harker in a Tuesday interview said he thinks the central bank can likely wait until early next year to decide whether rapid rate increases over the past 20 months have done enough to keep inflation heading lower.
For example, bankers have reported more business loans are coming due and will need to be renewed at much higher rates. “They’re concerned that some of those businesses and their business models will not be able to survive those higher rates,” said Harker, a former university president.
Tesla’s Price Cuts to Weigh on Third-Quarter Earnings
Wall Street is looking for clarity on the company’s Cybertruck and growth plans as demand for EVs softens in the U.S.
Some automakers, such as
and , are tempering their expectations, as the pool of consumers willing to splurge on an EV becomes more limited and prices overall come down.On Tuesday, GM said it would delay the opening of an electric-truck factory in Michigan to better align it with “evolving EV demand.”
Investors will be listening closely Wednesday for any further updates on the start of production of the truck, which is expected to sell in low volumes when it launches.
The Cybertruck’s delay means Tesla’s ability to hit its growth targets near term will largely come down to the popularity of the Model 3 and the Model Y.
Tesla will need to deliver more than 475,000 cars and SUVs in the final three months of 2023 to achieve its goal of selling 1.8 million vehicles this year.
GM Delays Opening of Electric-Truck Factory Amid Cooling EV Demand
Automaker cites need to manage capital spending and align with evolving EV demand Updated Oct. 17, 2023
GM said Tuesday that its Orion assembly plant in suburban Detroit would start to make electric versions of the Chevrolet Silverado and GMC Sierra by the end of 2025, a year later than originally planned.
The automaker cited the need “to better manage capital investment while aligning with evolving EV demand.” GM also said it plans to use that time to implement engineering changes to improve the profitability of the trucks once production begins.
Sales of EVs were up 51% through the first nine months of the year, much faster than the broader market, which was up about 14%. But that pace of EV growth cooled from 69% in the year-earlier period.
The average price consumers are paying for EVs also has fallen sharply this year, driven in part by cuts on several Tesla models. Consumers paid about $48,000 for an EV, on average, in September, down from nearly $59,000 in January, according to research firm Cox Automotive.
In September, Ford’s supply of the electric Mustang Mach-E SUVs was about 3½ months, more than double the industry average, according to research firm Motor Intelligence. Ford also has pushed back a target of producing 600,000 EVs on an annualized basis to late 2024, from an earlier goal of late this year.
The Wall Street Journal reported last week that Ford is considering canceling a shift of factory production on its electric F-150 Lightning pickup as sales for that model wane.
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