川普重返白宮，會讓科技巨頭喜憂參半？

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\u4e3b\u5e2d Lina Khan \u4e00\u76f4\u662f\u5927\u578b\u79d1\u6280\u516c\u53f8\u7684\u5fc3\u982d\u5927\u60a3\u3002\u5ddd\u666e\u7684\u7af6\u9078\u642d\u6a94 JD Vance \u66fe\u516c\u958b\u8868\u793a\u652f\u6301 Khan \u5c0d\u79d1\u6280\u516c\u53f8\u7684\u5f37\u529b\u76e3\u7ba1\uff0c\u7279\u5225\u662f\u652f\u6301\u5979\u62c6\u5206\u5927\u578b\u79d1\u6280\u58df\u65b7\u4f01\u696d\u7684\u505a\u6cd5\uff0c\u9019\u8b93\u5546\u754c\u7684\u4e00\u4e9b\u652f\u6301\u8005\u611f\u5230\u610f\u5916\u3002\u5979\u662f\u5c0d\u79d1\u6280\u5927\u5ee0\u5f37\u786c\u6d3e\uff01\u62dc\u767b\u4efb\u547d\u53cd\u58df\u65b7\u5b78\u8005 Lina Khan \u64d4 FTC \u4e3b\u5e2d\u7136\u800c\uff0cIves \u8a8d\u70ba\uff0c\u5728\u99ac\u65af\u514b\u7684\u5f71\u97ff\u4e0b\uff0c\u5ddd\u666e\u53ef\u80fd\u6703\u64a4\u63db Khan\u3002\u4ed6\u8868\u793a\uff1a\u300c\u96d6\u7136\u53f8\u6cd5\u90e8\u8207 Google \u4ee5\u53ca\u860b\u679c\u7684\u53cd\u58df\u65b7\u8a34\u8a1f\u4ecd\u5728\u9032\u884c\uff0c\u4f46 Khan \u96e2\u958b FTC 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\u7b49\u79d1\u6280\u516c\u53f8\uff0c\u5728\u7f8e\u570b\u653f\u5e9c\u7684\u652f\u6301\u4e0b\uff0c\u53ef\u80fd\u6703\u84ec\u52c3\u767c\u5c55\u3002Ives \u9084\u6307\u51fa\uff0c\u5ddd\u666e\u653f\u5e9c\u53ef\u80fd\u6703\u52a0\u901f\u63a8\u52d5\u7279\u65af\u62c9\u548c Waymo \u7684\u5168\u81ea\u52d5\u99d5\u99db\u548c\u81ea\u52d5\u99d5\u99db\u8a08\u5283\u3002\u9019\u662f\u56e0\u70ba\u5ddd\u666e\u653f\u5e9c\u53ef\u80fd\u6703\u66f4\u52a0\u6ce8\u91cd\u6280\u8853\u767c\u5c55\u548c\u6e1b\u5c11\u76e3\u7ba1\uff0c\u9019\u5c07\u70ba\u81ea\u52d5\u99d5\u99db\u6280\u8853\u7684\u767c\u5c55\u5275\u9020\u66f4\u6709\u5229\u7684\u74b0\u5883\u3002\u52a0\u5bc6\u8ca8\u5e63\u5e02\u5834\u8fce\u4f86\u66d9\u5149\uff1f\u5ddd\u666e\u5728\u7af6\u9078\u904e\u7a0b\u4e2d\u6beb\u4e0d\u63a9\u98fe\u5730\u8868\u9054\u4e86\u5c0d\u52a0\u5bc6\u8ca8\u5e63\u7684\u652f\u6301\uff0c\u6bd4\u7279\u5e63\u50f9\u683c\u5728\u4ed6\u52dd\u9078\u5f8c\u61c9\u8072\u4e0a\u6f32\u3002\u6295\u8cc7\u516c\u53f8 Jefferies \u6307\u51fa\uff1a\u300c\u5ddd\u666e\u7af6\u9078\u5718\u968a\u660e\u78ba\u627f\u8afe\u8981\u653e\u9b06\u5c0d\u52a0\u5bc6\u8ca8\u5e63\u7522\u696d\u7684\u76e3\u7ba1\u3002\u300d \u5ddd\u666e\u5728 8 \u6708\u4efd\u66fe\u8868\u793a\uff0c\u4ed6\u6703\u5728\u4e0a\u4efb\u7b2c\u4e00\u5929\u5c31\u89e3\u50f1\u7f8e\u570b\u8b49\u5238\u4ea4\u6613\u59d4\u54e1\u6703\u4e3b\u5e2d Gary Gensler\uff0c\u800c Gensler \u4e00\u76f4\u662f\u52a0\u5bc6\u8ca8\u5e63\u7522\u696d\u7684\u5f37\u70c8\u53cd\u5c0d\u8005\u3002\u5ddd\u666e\u8ca1\u7522\u7533\u5831\uff1a\u64c1\u6709\u50f9\u503c\u8d85\u904e 100 \u842c\u7f8e\u5143\u7684\u52a0\u5bc6\u8ca8\u5e63\uff01 \u7f8e\u570b\u7684\u52a0\u5bc6\u5341\u5b57\u8def\u53e3\uff1a\u6bd4\u4e00\u6bd4\uff0c\u5ddd\u666e\u8ddf\u8cc0\u9326\u9e97\u600e\u770b\u5f85\u5340\u584a\u93c8\u8207\u52a0\u5bc6\u8ca8\u5e63\uff1f\u4e2d\u7f8e\u79d1\u6280\u6230\u9670\u5f71\u7c60\u7f69\uff0c\u5168\u7403\u79d1\u6280\u7522\u696d\u9762\u81e8\u6311\u6230Ives \u6307\u51fa\uff0c\u8a31\u591a\u5168\u7403\u79d1\u6280\u6295\u8cc7\u8005\u6700\u64d4\u5fc3\u7684\u554f\u984c\u4e4b\u4e00\uff0c\u5c31\u662f\u5ddd\u666e\u7576\u9078\u5f8c\uff0c\u7f8e\u4e2d\u79d1\u6280\u51b7\u6230\u662f\u5426\u6703\u52a0\u5287\uff0c\u4ee5\u53ca\u95dc\u7a05\u662f\u5426\u6703\u63d0\u9ad8\u3002\u56de\u9867\u5ddd\u666e\u9996\u6b21\u64d4\u4efb\u7e3d\u7d71\u671f\u9593\uff0c\u6839\u64da\u7d93\u6fdf\u653f\u7b56\u4e0d\u78ba\u5b9a\u6027\u6307\u6578\uff08Economic Policy Uncertainty Index) \u986f\u793a\uff0c\u8207\u5176\u7e7c\u4efb\u8005\u62dc\u767b\u76f8\u6bd4\uff0c\u5ddd\u666e\u88ab\u8996\u70ba\u8f03\u4e0d\u53ef\u9760\u7684\u8cbf\u6613\u5925\u4f34\u3002\u5ddd\u666e\u5f9e\u9996\u6b21\u7af6\u9078\u7e3d\u7d71\u6642\u5c31\u5c07\u4e2d\u570b\u8996\u70ba\u76ee\u6a19\uff0c\u9019\u6b21\u66f4\u63da\u8a00\u8981\u5c0d\u4e2d\u570b\u5546\u54c1\u5fb5\u6536\u9ad8\u9054 60% 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class="first_article first-use "> <div class="container post post_header_wrapper "> <div class="post_content_wrapper"> <div class="post_content article feature-top"> <figure> <picture> <source srcset="https://bucket-image.inkmaginecms.com/version/mobile/1/image/2024/11/7ace0434-39bc-4eea-985b-edab6c1997b2.jpg" type="image/jpeg" media="(max-width: 749px)"> <img src="https://bucket-image.inkmaginecms.com/version/desktop/1/image/2024/11/7ace0434-39bc-4eea-985b-edab6c1997b2.jpg" alt="RALEIGH, NORTH CAROLINA - NOVEMBER 04: Republican presidential nominee, former President Donald Trump dances off stage at the conclusion of a campaign rally at the J.S. Dorton Arena on November 04, 2024 in Raleigh, North Carolina. With one day left before the general election, Trump is campaigning for re-election in the battleground states of North Carolina, Pennsylvania and Michigan. (Photo by Chip Somodevilla/Getty Images)" title="RALEIGH, NORTH CAROLINA - NOVEMBER 04: Republican presidential nominee, former President Donald Trump dances off stage at the conclusion of a campaign rally at the J.S. Dorton Arena on November 04, 2024 in Raleigh, North Carolina. With one day left before the general election, Trump is campaigning for re-election in the battleground states of North Carolina, Pennsylvania and Michigan. (Photo by Chip Somodevilla/Getty Images)" width="750" height="393" style="width: 100%;"> <figcaption class="wp-caption-text">Photo Credit: Getty Images</figcaption> </picture> </figure> </div> </div> <div class="post_header js-post_header"> <a class="post_category badge badge-large" style="background-color: #ea5496" href="https://www.inside.com.tw/category/policy">科技政策與法律</a> <h1 class="post_header_title js-auto_break_title">川普重返白宮，會讓科技巨頭喜憂參半？</h1> <div class="post_author_g"> <span class="post_author">  <a href="https://www.inside.com.tw/author/inside-blog" title="Posts by INSIDE 硬塞的網路趨勢觀察" class="author url fn" rel="author">INSIDE 硬塞的網路趨勢觀察</a> </span> </div> <ul class="post_meta"> <li class="post_date"> <span>2024/11/07</span> </li> <li> <a class="hero_slide_tag" href="https://www.inside.com.tw/tag/1008-%E9%9B%BB%E5%8B%95%E8%BB%8A">電動車</a> 、 <a class="hero_slide_tag" href="https://www.inside.com.tw/tag/1256-%E4%BA%BA%E5%B7%A5%E6%99%BA%E6%85%A7">人工智慧</a> 、 <a class="hero_slide_tag" href="https://www.inside.com.tw/tag/4493-%E5%8A%A0%E5%AF%86%E8%B2%A8%E5%B9%A3">加密貨幣</a> 、 <a class="hero_slide_tag" href="https://www.inside.com.tw/tag/6709-%E5%8F%8D%E5%A3%9F%E6%96%B7">反壟斷</a> 、 <a class="hero_slide_tag" href="https://www.inside.com.tw/tag/13867-%E7%BE%8E%E4%B8%AD%E7%A7%91%E6%8A%80%E6%88%B0">美中科技戰</a> </li> </ul> <div class="post_introduction"> 對於科技產業來說，川普梅開二度究竟是帶來新的機遇還是潛藏著未知的風險？ </div> <div class="post_toolbox post_toolbox-"> <div class="post_toolbox_action"> <a class="post_toolbox_item fb-share sharer" data-sharer="facebook" data-url="https://www.inside.com.tw/article/36711-trump-returns-to-the-white-house-mixed-reactions-from-tech-giants"><i class="fab fa-facebook-f"></i></a> <a class="post_toolbox_item twitter-share sharer" data-sharer="twitter" data-url="https://www.inside.com.tw/article/36711-trump-returns-to-the-white-house-mixed-reactions-from-tech-giants"><i class="fab fa-x-twitter"></i></a> <a class="post_toolbox_item line-share sharer" data-sharer="line" 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<div class="container post"> <div class="post_content_wrapper first-content"> <div class="post_content article"> <div class="post_toolbox post_toolbox-sticky"> <a class="post_toolbox_logo js-post_toolbox_logo" href="https://www.inside.com.tw"></a> <div class="post_toolbox_action"> <a class="post_toolbox_item fb-share sharer" data-sharer="facebook" data-url="https://www.inside.com.tw/article/36711-trump-returns-to-the-white-house-mixed-reactions-from-tech-giants"><i class="fab fa-facebook-f"></i></a> <a class="post_toolbox_item twitter-share sharer" data-sharer="twitter" data-url="https://www.inside.com.tw/article/36711-trump-returns-to-the-white-house-mixed-reactions-from-tech-giants"><i class="fab fa-x-twitter"></i></a> <a class="post_toolbox_item line-share sharer" data-sharer="line" data-url="https://www.inside.com.tw/article/36711-trump-returns-to-the-white-house-mixed-reactions-from-tech-giants"><i class="fab fa-line"></i></a> </div> </div> <div id="article_content" data-article-id="36711" class="js-article-continue article-continue post_content_wrapper post-content-section "> <section class="js-article-content-body"> <p class="ck-section">川普（Donald Trump）再次當選美國總統，將於明年一月回歸白宮。新政府上台預示著政策方向的調整，而川普的政治主張與前任政府大相逕庭，預期將對既有政策進行大幅度的修正。對於科技產業來說，川普的當選究竟是帶來新的機遇還是潛藏著未知的風險？分析師們針對科技產業可能的影響提出以下觀察。</p><h3 class="ck-section"><strong>人工智慧發展或迎來新契機，但監管方向仍不明朗</strong></h3><p class="ck-section">Wedbush 分析師 Dan Ives 認為，市場應該預期美國政府將在人工智慧領域推出「重大的」計畫，這將有利於微軟、亞馬遜、Google 等科技巨頭，以及國防領域的 Palantir。然而，人工智慧的監管方向仍存在不確定性。</p><div class="ad-content" style="min-height:294px"><div class="tmgad tmgad-type-flux tmgad-new"> <script type="application/json">{"type":"flux","slot":"\/21870649235\/in_a_p2","size":[[640,360],[640,480],[300,250],[1,1]],"mapping":[[[1210,0],[[640,360],[640,480],[1,1]]],[[0,0],[[300,250],[1,1]]]],"targeting":{"advertising":["0"],"cabinet":["785674"],"page_key":["article"],"page_name":["article"],"author_key":["inside-blog"],"author_name":["INSIDE \u786c\u585e\u7684\u7db2\u8def\u8da8\u52e2\u89c0\u5bdf"],"category_key":["policy"],"category_name":["\u79d1\u6280\u653f\u7b56\u8207\u6cd5\u5f8b"],"tag_key":["1008","1256","4493","6709","13867"],"tag_name":["\u96fb\u52d5\u8eca","\u4eba\u5de5\u667a\u6167","\u52a0\u5bc6\u8ca8\u5e63","\u53cd\u58df\u65b7","\u7f8e\u4e2d\u79d1\u6280\u6230"]},"name":"in_a_p2"}</script> </div> </div><p class="ck-section">Jefferies 的分析師指出，川普可能會著重於放寬人工智慧測試和評估的規範，並修正潛在的「反保守偏見」（指 AI 的訓練或設計過程中，無意間融入了對保守主義觀點或價值觀不利的偏見）。</p><p class="ck-section">儘管如此，人工智慧監管的制定仍是大勢所趨，預計會以類似拜登政府的路線持續推進，畢竟這在美國聯邦政府中已獲得兩黨的普遍共識。回顧川普的首個任期，他曾公開表示「致力於強化美國在人工智慧領域的領導地位」。</p><h3 class="ck-section"><strong>反壟斷監管力度可能減弱，科技巨頭鬆一口氣？</strong></h3><p class="ck-section">Ives 指出，聯邦貿易委員會（FTC) 主席 Lina Khan 一直是大型科技公司的心頭大患。川普的<a href="https://www.inside.com.tw/feature/side-chat/35656-side-chat-e258" target="_blank" rel="noopener noreferrer">競選搭檔</a> JD Vance 曾公開表示支持 Khan 對科技公司的強力監管，特別是支持她拆分大型科技壟斷企業的做法，這讓商界的一些支持者感到意外。</p><ul><li><a href="https://www.inside.com.tw/article/23871-senate-confirms-lina-khan-to-become-ftc-commissioner" target="_blank" rel="noopener noreferrer">她是對科技大廠強硬派！拜登任命反壟斷學者 Lina Khan 擔 FTC 主席</a></li></ul><p class="ck-section">然而，Ives 認為，在馬斯克的影響下，川普可能會撤換 Khan。他表示：「雖然司法部與 Google 以及蘋果的反壟斷訴訟仍在進行，但 Khan 離開 FTC 對大型科技公司來說將是一個巨大的利好消息。」</p><div class="ad-content" style="min-height:294px"><div class="tmgad tmgad-type-general tmgad-new"> <script type="application/json">{"type":"general","slot":"\/21870649235\/in_a_p6_special","size":[[640,360],[640,480],[300,250],[320,480],[1,1]],"mapping":[[[1210,0],[[640,360],[640,480],[1,1]]],[[0,0],[[300,250],[320,480],[1,1]]]],"targeting":{"advertising":["0"],"cabinet":["785674"],"page_key":["article"],"page_name":["article"],"author_key":["inside-blog"],"author_name":["INSIDE \u786c\u585e\u7684\u7db2\u8def\u8da8\u52e2\u89c0\u5bdf"],"category_key":["policy"],"category_name":["\u79d1\u6280\u653f\u7b56\u8207\u6cd5\u5f8b"],"tag_key":["1008","1256","4493","6709","13867"],"tag_name":["\u96fb\u52d5\u8eca","\u4eba\u5de5\u667a\u6167","\u52a0\u5bc6\u8ca8\u5e63","\u53cd\u58df\u65b7","\u7f8e\u4e2d\u79d1\u6280\u6230"]},"name":"in_a_p6_special"}</script> </div> </div><h3 class="ck-section"><strong>電動車產業補貼或將減少，但特斯拉可能反成最大贏家</strong></h3><p class="ck-section">Ives 預測，川普可能會停止或減少電動車的補貼和稅收優惠，這對整個電動車產業來說可能帶來負面影響，但對特斯拉而言卻可能是利多消息。</p><p class="ck-section">另外，Ives 認為，川普提出的選擇性進口關稅政策也對特斯拉有利。他分析：「特斯拉在電動車產業的規模和範圍是無與倫比的，這種態勢可能讓馬斯克和特斯拉在沒有電動車補貼的環境下擁有明顯的競爭優勢，加上中國可能繼續徵收高額關稅，這將繼續阻止價格較低的中國電動車廠商（比亞迪、蔚來等）在未來幾年湧入美國市場。」</p><p class="ck-section">馬斯克與川普的關係也相當友好。在川普的當選感言中，他甚至脫稿演出、花了很長的篇幅稱讚馬斯克，並詳述兩人的交情，並讚嘆 SpaceX 回收火箭的壯舉。</p><p class="ck-section">事實上，馬斯克的 X 也被認為成了右翼陣營的主要平台。今年迄今，X 前 10 大廣告客戶中，有 6 個來自共和黨陣營，其中 @TeamTrump 截至今年 11 月 1 日投入了近百萬美元的廣告費用。</p><div class="ad-content" style="min-height:294px"><div class="tmgad tmgad-type-flux tmgad-new"> <script type="application/json">{"type":"flux","slot":"\/21870649235\/in_a_p10","size":[[640,360],[640,480],[300,250],[1,1]],"mapping":[[[1210,0],[[640,360],[640,480],[1,1]]],[[0,0],[[300,250],[1,1]]]],"targeting":{"advertising":["0"],"cabinet":["785674"],"page_key":["article"],"page_name":["article"],"author_key":["inside-blog"],"author_name":["INSIDE \u786c\u585e\u7684\u7db2\u8def\u8da8\u52e2\u89c0\u5bdf"],"category_key":["policy"],"category_name":["\u79d1\u6280\u653f\u7b56\u8207\u6cd5\u5f8b"],"tag_key":["1008","1256","4493","6709","13867"],"tag_name":["\u96fb\u52d5\u8eca","\u4eba\u5de5\u667a\u6167","\u52a0\u5bc6\u8ca8\u5e63","\u53cd\u58df\u65b7","\u7f8e\u4e2d\u79d1\u6280\u6230"]},"name":"in_a_p10"}</script> </div> </div><ul><li><a href="https://www.inside.com.tw/article/35976-musk-as-cabinet-or-advisory" target="_blank" rel="noopener noreferrer">川普樂意讓馬斯克擔任內閣或顧問！他回：我可以帶領「DOGE」部會</a><br> </li><li><a 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class="ck-section"><strong>中美科技戰陰影籠罩，全球科技產業面臨挑戰</strong></h3><p class="ck-section">Ives 指出，許多全球科技投資者最擔心的問題之一，就是川普當選後，美中科技冷戰是否會加劇，以及關稅是否會提高。</p><p class="ck-section">回顧川普首次擔任總統期間，根據經濟政策不確定性指數（Economic Policy Uncertainty Index) 顯示，與其繼任者拜登相比，川普被視為較不可靠的貿易夥伴。川普從首次競選總統時就將中國視為目標，這次更揚言要對中國商品徵收高達 60% 的關稅，這可能將引發一場大規模的貿易戰。</p><p class="ck-section">責任編輯：Sisley<br>核稿編輯：Chris</p><p class="ck-section" style="margin-left:auto;text-align:justify;"><strong>快加入 </strong><a href="https://news.google.com/publications/CAAqBwgKMJWgjgswlI2hAw?ceid=TW:zh-Hant&oc=3" target="_blank" rel="noopener noreferrer"><strong>INSIDE Google News</strong></a><strong> 按下追蹤，給你最新、最 IN 的科技新聞！</strong></p><p class="ck-section" style="margin-left:auto;text-align:justify;"><strong>延伸閱讀：</strong></p><ul><li class="ck-section" style="text-align:justify;"><a href="https://www.inside.com.tw/article/35634-trump-on-silicon-valley" target="_blank" rel="noopener noreferrer"><strong>矽谷投資人開始表態支持川普，他對科技產業的態度如何？</strong></a></li><li 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