<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="549" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8"/></p>
<p>三星电子的半导体工厂。一位韩国高级官员提议对超额人工智能利润征税，以便在社会中重新分配（埃德·琼斯）</p>
<p>一位韩国高级官员提议对人工智能利润征税，以便在社会中重新分配，因为半导体繁荣为科技巨头三星电子和 SK 海力士带来了巨额收益。</p>
<p>这两家韩国公司已成为全球人工智能基础设施的高性能芯片关键供应商，随着全球需求激增，第一季度的收益创下纪录。</p>
<p>过去一个月，韩国基准股指 Kospi 持续上涨，多次创下历史新高，并在周二短暂接近 8000 点的关键水平。</p>
<p>韩国不再作为传统的出口经济体运作，可能正在转向一种由芯片稀缺和持续超额利润驱动的 “技术垄断经济”，政策高级秘书金勇范在周一晚上的 Facebook 帖子中表示。</p>
<p>金勇范警告说，尽管向技术主导经济的转变代表了 “当前韩国面临的可能性的核心本质”，但这也可能加深社会的两极分化。</p>
<p>金勇范提议设立一个他暂时称之为 “国家红利” 的机制，以社会重新分配来自人工智能技术的超额企业利润。</p>
<p>他说，科技税可以用于为年轻人提供创业支持、为农村和渔业社区提供基本收入项目、支持艺术家以及为老年人提供更强的养老金等。</p>
<p>他说：“利用一部分超额利润来确保当前一代的社会稳定并减轻转型成本，不仅仅是再分配，而是一种系统维护成本。”</p>
<p>全球对建设人工智能数据中心的狂热使得对先进高带宽内存微芯片的订单激增。</p>
<p>韩国表示，今年将把人工智能支出增加三倍，力争成为美国和中国之外的三大人工智能强国之一。</p>
<p>金勇范的言论正值三星电子的工会要求取消绩效奖金上限，并呼吁将 15% 的营业利润分配给奖金之际。</p>
<p>工会计划于周二与管理层举行调解后的谈判。</p>
<p>韩国执政的民主党内部也公开出现了重新分配半导体繁荣收益的呼声。</p>
<p>立法者文金珠上个月表示，半导体繁荣部分建立在 “农民和渔民的牺牲和耐心” 之上，并认为部分利润应返还给农村社区。</p>
<p>sjh/cdl/mtp</p>

三星电子

半导体 3 倍做多 - Direxion

标普半导体 ETF - SPDR

韩国 MSCI ETF - iShares

半导体 ETF - VanEck Vectors

<p>一名韩国官员提议对超额人工智能利润征税，以重新分配财富，因为科技巨头三星电子和 SK 海力士在半导体繁荣中报告了创纪录的收益。该提案被称为 “国家红利”，旨在支持各种社会项目，包括创业资金和养老金。这一向技术驱动经济的转变引发了对社会两极分化的担忧。Kospi 指数已达到历史新高，反映出对人工智能基础设施日益增长的需求。此外，三星的工会正在倡导增加绩效奖金，强调了公平利润分配的必要性</p>

<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8" alt="" original-src="https://s.yimg.com/ny/api/res/1.2/VuTY9QaXk7yUm.zQZrxmoQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyNDI7aD04ODg-/https://media.zenfs.com/en/afp.com.sg/4e7fa45a1b1a11a4619bc6ee4f549fe8"/></p>
<p>A Samsung Electronics semiconductor factory. A top South Korean official has proposed a tax on excess AI profits to be resdistributed among society (Ed JONES)</p>
<div class="lb-trans"><p>三星电子的半导体工厂。一位韩国高级官员提议对超额人工智能利润征税，以便在社会中重新分配（埃德·琼斯）</p>
</div><p>A top South Korean official has proposed a tax on AI profits to be redistributed among society as a semiconductor boom drives massive earnings for tech giants Samsung Electronics and SK hynix.</p>
<div class="lb-trans"><p>一位韩国高级官员提议对人工智能利润征税，以便在社会中重新分配，因为半导体繁荣为科技巨头三星电子和 SK 海力士带来了巨额收益。</p>
</div><p>The two South Korean firms have emerged as key suppliers of high-performance chips powering AI infrastructure globally, posting record first-quarter earnings as global demand surges.</p>
<div class="lb-trans"><p>这两家韩国公司已成为全球人工智能基础设施的高性能芯片关键供应商，随着全球需求激增，第一季度的收益创下纪录。</p>
</div><p>South Korea's benchmark Kospi has rallied over the past month, repeatedly hitting record highs and also briefly coming within a whisker of the key 8,000-point mark Tuesday.</p>
<div class="lb-trans"><p>过去一个月，韩国基准股指 Kospi 持续上涨，多次创下历史新高，并在周二短暂接近 8000 点的关键水平。</p>
</div><p>South Korea was no longer operating as a traditional export economy and could be shifting towards a &#34;technology monopoly economy&#34; driven by scarcity of chips and sustained excess profits, Kim Yong-beom, senior presidential secretary for policy, said in a Facebook post late Monday.</p>
<div class="lb-trans"><p>韩国不再作为传统的出口经济体运作，可能正在转向一种由芯片稀缺和持续超额利润驱动的 “技术垄断经济”，政策高级秘书金勇范在周一晚上的 Facebook 帖子中表示。</p>
</div><p>While the shift towards a technology-dominant economy represented &#34;the core essence of the possibilities currently open before Korea&#34;, Kim warned it could also deepen polarisation of society.</p>
<div class="lb-trans"><p>金勇范警告说，尽管向技术主导经济的转变代表了 “当前韩国面临的可能性的核心本质”，但这也可能加深社会的两极分化。</p>
</div><p>Kim proposed what he tentatively called a &#34;national dividend&#34; for socially redistributing excess corporate profits from AI technology.</p>
<div class="lb-trans"><p>金勇范提议设立一个他暂时称之为 “国家红利” 的机制，以社会重新分配来自人工智能技术的超额企业利润。</p>
</div><p>Among other things, the tech tax could be used to provide startup support for young people, basic income programmes for rural and fishing communities, support for artists and stronger pensions for the elderly, he said.</p>
<div class="lb-trans"><p>他说，科技税可以用于为年轻人提供创业支持、为农村和渔业社区提供基本收入项目、支持艺术家以及为老年人提供更强的养老金等。</p>
</div><p>&#34;Using a portion of excess profits to ensure social stability for the current generation and mitigate transition costs is not merely redistribution, but also a type of system maintenance cost,&#34; he said.</p>
<div class="lb-trans"><p>他说：“利用一部分超额利润来确保当前一代的社会稳定并减轻转型成本，不仅仅是再分配，而是一种系统维护成本。”</p>
</div><p>A global frenzy to build AI data centres has sent orders for advanced, high-bandwidth memory microchips soaring.</p>
<div class="lb-trans"><p>全球对建设人工智能数据中心的狂热使得对先进高带宽内存微芯片的订单激增。</p>
</div><p>South Korea has said it will triple spending on artificial intelligence this year, aiming to join the United States and China as one of the top three AI powers.</p>
<div class="lb-trans"><p>韩国表示，今年将把人工智能支出增加三倍，力争成为美国和中国之外的三大人工智能强国之一。</p>
</div><p>Kim's remarks came as Samsung Electronics' labour union demanded the removal of caps on performance bonuses and called for a system allocating 15 percent of operating profit to bonuses.</p>
<div class="lb-trans"><p>金勇范的言论正值三星电子的工会要求取消绩效奖金上限，并呼吁将 15% 的营业利润分配给奖金之际。</p>
</div><p>The union is scheduled to hold post-mediation talks with management on Tuesday.</p>
<div class="lb-trans"><p>工会计划于周二与管理层举行调解后的谈判。</p>
</div><p>Calls within the country's ruling Democratic Party to redistribute gains from the semiconductor boom have also emerged publicly.</p>
<div class="lb-trans"><p>韩国执政的民主党内部也公开出现了重新分配半导体繁荣收益的呼声。</p>
</div><p>Lawmaker Moon Geum-ju said last month that the semiconductor boom was built partly on &#34;the sacrifice and patience of farmers and fishermen&#34; and argued that part of the profits should be returned to rural communities.</p>
<div class="lb-trans"><p>立法者文金珠上个月表示，半导体繁荣部分建立在 “农民和渔民的牺牲和耐心” 之上，并认为部分利润应返还给农村社区。</p>
</div><p>sjh/cdl/mtp</p>
<div class="lb-trans"><p>sjh/cdl/mtp</p>
</div>

韩国在科技巨头蓬勃发展之际提出征收 AI 利润社会税