美中纽约举行高层经贸会谈 美方提议建立人工智能安全通报机制US Proposes AI Safety Notification Mechanism in High-Level Economic Talks With China

美中两国高级官员周日在纽约摩根大通总部进行了长达八小时的闭门磋商。美方谈判团队由财政部长斯科特·贝森特和贸易代表贾米森·格里尔领衔，中方代表团由副总理何立峰及国际贸易谈判代表李成钢率领。贝森特在会后向媒体表示，双方在经贸和人工智能领域的接触十分成功，并通过社交平台指出相关磋商有助于为推进美国经济利益奠定基础。中方代表李成钢评价现场气氛良好。

Senior officials from the United States and China concluded eight hours of closed-door negotiations on Sunday at JPMorgan Chase's headquarters in New York. The US delegation was led by Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer, while the Chinese team was headed by Vice Premier He Lifeng and chief trade negotiator Li Chenggang. Speaking to reporters following the session, Bessent characterized the discussions on trade and artificial intelligence as very successful, later stating on social media that the engagement helped lay the groundwork to advance American economic interests. Chinese trade negotiator Li Chenggang described the atmosphere during the talks as good.

新华社在周一发布的官方通报中表示，双方围绕落实此前磋商共识、促进双边贸易与投资等共同关心的重点经贸问题，开展了坦诚、深入和建设性的交流，并举行了人工智能议题对话。此次纽约谈判旨在为两国领导人即将在华盛顿举行的首脑会晤做实质准备，涵盖了双边贸易协定执行及新兴前沿技术沟通等多项议题。

China's state-run news agency Xinhua reported on Monday that the two delegations engaged in candid, in-depth, and constructive discussions on key economic and trade issues of mutual interest, including the implementation of consensus reached in previous consultations and the promotion of bilateral trade and investment. Xinhua added that the officials also conducted a dialogue on artificial intelligence matters. The New York talks served as direct preparation for the upcoming summit between President Donald Trump and Chinese President Xi Jinping in Washington, addressing both bilateral trade mechanisms and communication on emerging technologies.

美方在磋商中重点提出设立双边人工智能通报机制，以便在全球两大人工智能大国之间就可能影响国家安全的人工智能事件相互预警。美国财政部长斯科特·贝森特向媒体说明，该提议旨在将两国在此类前沿技术领域的跨境互动由不透明推向更高透明度，双方已确认将继续围绕人工智能议题安排后续会面。

During the negotiations, the United States formally proposed creating a bilateral artificial intelligence notification mechanism designed to alert both governments to potential incidents that rise to a national security level. US Treasury Secretary Scott Bessent explained to reporters that the proposal seeks to transition cross-border engagements between the world's top two artificial intelligence powers from opacity to greater transparency, confirming that both delegations agreed to hold future meetings dedicated to the technology.

贝森特将该沟通渠道称为“美中人工智能对话”，美方期望将这一安全通报机制交由两国领导人在本周的华盛顿首脑会晤中进行审议。尽管近期部分美国科技界人士就技术风险提出审慎建议，但美国政府内部在防范技术失控风险的同时，依然强调确保美国在人工智能竞争中的优势地位。中方通报确认了人工智能对话的举行，但并未具体披露美方通报机制的条款细节。

Bessent referred to the framework as the "US-China AI dialogue" and noted that Washington intends for the notification proposal to be considered by Donald Trump and Xi Jinping during their upcoming summit in Washington. The proposal comes as researchers and industry executives raise concerns over unbridled technological risks, while US policy continues to emphasize maintaining its edge in the global artificial intelligence race. While Beijing's official readout acknowledged that discussions on artificial intelligence took place, it omitted specific details regarding the notification framework.

在纽约闭门会谈期间，美中代表团就双边经贸议题展开实质沟通。美国财政部长斯科特·贝森特表示，双方讨论了推进名为“贸易委员会”的运行机制，旨在确定潜在的商品关税削减清单，以争取在贸易争端中落实具体的豁免或调整措施。

During the closed-door negotiations in New York, US and Chinese delegations held substantive discussions on bilateral economic and trade issues. US Treasury Secretary Scott Bessent told reporters that the meeting addressed plans to operationalize a process known as the Board of Trade, designed to identify potential tariff cuts on goods and establish specific tariff carve-outs.

两国的经贸磋商是在双边关税休战协议即将到期的背景下推进的。现行关税休战定于11月10日届满，双方试图在期限到来前缓解贸易紧张局势并寻求关税豁免进展。新华社在会后通报中同样确认，双方落实了此前磋商达成的共识，并就促进双边贸易与投资等关键经贸议题推进了沟通。

The trade discussions took place under a looming deadline, as the bilateral tariff truce between the world's two largest economies is scheduled to expire on November 10. Negotiators sought to ease ongoing trade friction ahead of the cutoff. In its official readout, China's state-run news agency Xinhua confirmed that the talks addressed the implementation of consensus reached in previous consultations, alongside efforts to promote bilateral trade and investment.

美国贸易代表贾米森·格里尔在纽约会谈后向媒体重申，美中人工智能对话不会改变美国针对先进芯片和半导体制造设备的现有出口管制措施。尽管两国尝试在人工智能安全通报上建立沟通渠道，但美方限制先进芯片及半导体设备向中国出口的监管框架仍然保持不变。

US Trade Representative Jamieson Greer told reporters following the New York talks that the bilateral artificial intelligence dialogue will not alter existing US export controls on advanced chips and semiconductor manufacturing equipment. While both sides pursue communication mechanisms to address artificial intelligence security risks, Washington's export curbs targeting high-end computing components and chipmaking equipment remain in place.

双边贸易与技术限制措施对两国企业构成的财务压力在上市公司财报中显现。美国芯片制造商英伟达在其截至7月的2027财年上半年财报中，因涉及H200图形芯片的过剩库存及采购承诺计提了4亿美元的减记费用。在中国，汽车零部件制造商渤海汽车今年上半年转为净亏损309万元人民币，旗下子公司受到美国对汽车零部件和铝等原材料加征关税的冲击；智能家居企业梦百合与海尔智家也在半年报中披露关税推高了成本，导致上半年净利润出现两位数下滑。

Corporate earnings reports reflect direct financial strains resulting from bilateral trade and technology restrictions across both markets. US chipmaker Nvidia recorded a $400 million charge in the first half of its fiscal year 2027, which ended in July, citing excess inventory and purchase obligations tied to its H200 graphics chip. In China, auto-parts supplier Bohai Automotive Systems swung to a net loss of 3.09 million yuan in the first half of the year as a subsidiary faced US tariffs on auto parts and raw materials, while smart-furniture makers MotoMotion and Haier Smart Home reported double-digit profit declines attributed to tariff-related cost pressures.