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

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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，并将高带宽内存、光子芯片和抗辐射芯片纳入禁止投资范围。提案还将受限领域新增高超音速武器与生物技术，包括脑机接口和自动化实验室软件，并把适用国家从中国扩展至俄罗斯、伊朗、朝鲜和古巴。公开股票、指数基金及不超过 $2M 的小额基金持股仍可保留，规则主要影响风险投资和私募股权交易；财政部不会公布禁用企业名单。

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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.