最新报道:According to Bijie.com on August 20th, sources familiar with the matter reported that US Commerce Secretary Lutnick is pushing for government equity in exchange for CHIPS Act subsidies, potentially expanding the scope from Intel to Micron, TSMC, and Samsung. The White House also confirmed that it is working with Intel on a 10% government equity stake and that some existing subsidies will be renegotiated. This move could strengthen US influence in the AI supply chain, but it also sparks governance and fiscal controversies. In the crypto market, ETH is seeing significant support below the 4100-4150 level, with secondary support at 3900-4000. Bitunix analysts suggest that if the "equity-for-subsidy" policy is implemented, AI capital expenditures and risk appetite are expected to rise; conversely, if policy implementation is hindered, volatility will increase. Investors are advised to prioritize policy progress and the funding situation for tech stocks, avoiding short-term fluctuations in areas of concentrated liquidations. They should adopt a medium- to long-term investment strategy for ETH and manage their risk budget, focusing on monitoring changes in the AI supply chain and US dollar liquidity.