NVIDIA（NASDAQ：NVDA）股票在下班後交易中下跌了6％以上，此前該股份昨天以8-K申請的表格揭示，美國政府已授權其獲得將其H20產品線出口到中國的許可證

NVIDIA（NASDAQ：NVDA）的股票在昨天以8-K申請的表格揭示後，在下班後的交易中下跌了6％以上，稱美國政府已授權其獲得將其H20產品線出口向中國，香港，澳門，澳門和D：5：5：5：5：5：5：5：5：5：5：5。

Nvidia (NASDAQ:NVDA) shares dropped by over 6% in after-hours trading on Wednesday after the company disclosed that it had been mandated by the US government to secure a license for exporting its H20 product line to China, Hong Kong, Macau, and D:5 countries.

NVIDIA（NASDAQ：NVDA）的股票在周三的下班後交易中下跌了6％以上，此前該公司宣布已由美國政府授權該公司獲得將其H20產品線出口到中國，香港，澳門和d：5國家的許可證。

The government’s move is to mitigate the risks of China’s supercomputers using Nvidia’s H20 integrated circuits and modules, and related products and services, according to a report by the Financial Times.

根據《金融時報》的一份報告，政府的舉動是使用NVIDIA的H20綜合電路和模塊以及相關產品和服務來減輕中國超級計算機的風險。

The government signalled that the license mandate is to mitigate the risks of China's supercomputers using Nvidia H20 integrated chips. While Nvidia was informed about the license on 9th April, the government told the chipmaker on Monday that the license rule is in effect for the indefinite future.

政府表示，許可任務是使用NVIDIA H20集成芯片來減輕中國超級計算機的風險。儘管NVIDIA於4月9日獲悉該許可證，但政府週一告訴芯片製造商，該許可規則無限期的未來有效。

Nvidia estimated that as a result of the new export rule, it expects a £4.14 billion ($5.5 billion) charge linked to H20 products in fiscal Q1, ending on 27th April, due to existing inventory that could be difficult to sell, purchase commitments that might need to be revoked, and other related services.

NVIDIA估計，由於新的出口規則，它預計將在第1季度與H20產品相關的41.4億英鎊（55億美元）的費用將於4月27日結束，因為現有的庫存可能難以銷售，購買可能需要吊銷的承諾以及其他相關服務。

Nvidia's stock price dropped by 6.3% to $41.6 in after-hours trading on Wednesday. The stock had lost 16.45% so far this year.

NVIDIA的股價在周三的下班後交易中下跌6.3％，至41.6美元。今年到目前為止，該股票損失了16.45％。

Nvidia led the 2024 market rally on the AI hype. However, the stock is down 16.45% year-to-date after US President Donald Trump's escalating tariff play triggered a market meltdown, wiping out trillions of dollars in company valuations.

NVIDIA領導了2024年的AI炒作集會。但是，在美國總統唐納德·特朗普（Donald Trump）不斷升級的關稅遊戲觸發了市場崩潰之後，該股票下降了16.45％，削減了數万億美元的公司估值。

Shares of Nvidia Suppliers Fall

NVIDIA供應商的股票下跌

Nvidia's supply chain is concentrated in Asia. Companies in the region manufacturing and supplying components to Nvidia witnessed their shares decline markedly during Wednesday trading hours.

NVIDIA的供應鏈集中在亞洲。該地區製造業和向NVIDIA供應組件的公司在周三的交易時間內見證了其股票的下跌。

For instance, Japan's testing equipment manufacturer Advantest shares were down 6.55% while semiconductor wafer producers like Samsung Electronics (KS:000660) and Taiwan Semiconductor Manufacturing Co (TW:2330) were lower by 3.36% and 2.51%, respectively.

例如，日本測試設備製造商最優惠的股票下跌了6.55％，而三星電子（KS：000660）和台灣半導體製造公司（TW：2330）等半導體晶圓生產商分別降低了3.36％和2.51％。

Meanwhile, memory module maker SK Hynix and assembly firm Wistron shares declined by 3.65% and 2.73%, respectively.

同時，內存模塊製造商SK Hynix和彙編公司Wistron股票分別下降了3.65％和2.73％。

However, analysts from Bernstein led by Stacy A. Rasgon said the H20 chip export restrictions made "little sense" to them as the product line's performance is lower than "already-available" Chinese alternatives.

但是，由Stacy A. Rasgon領導的伯恩斯坦的分析師說，由於產品線的性能低於“已經可以使用的”中國替代方案，因此H20芯片出口限制對他們“無意義”。

The brokerage said it believes that the new US export rule "simply hands the Chinese AI market over to Huawei."

該經紀人說，它認為新的美國出口規則“簡單地將中國人工智能市場交給了華為”。

While Trump said his tariff plans are expected to drive domestic goods manufacturing, he hopes the high levies on China will lead the mainland to negotiate a better trade deal with the US.

特朗普表示，預計他的關稅計劃將推動國內商品製造，但他希望中國的高稅將導致大陸與美國談判更好的貿易協議。

Nvidia Reiterates Commitment to Boost US Manufacturing

NVIDIA重申致力於促進美國製造

Elsewhere, Nvidia earlier this week reaffirmed its commitment to invest £376.69 billion ($500 billion) over the remainder of this decade in the US, focusing on AI data centres and supercomputers through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL.

在其他地方，NVIDIA本週早些時候重申了其在美國剩餘的十年中投資3766.9億英鎊（5000億美元）的承諾，重點是與TSMC，Foxconn，Wistron，Amkor，Amkor和Spil通過與TSMC，Foxconn，Wistron，Amkor和Spil的合作進行AI數據中心和Super Computers。

The AI giant said it is collaborating with its manufacturing partners to build factories to design and develop Nvidia AI supercomputers entirely in the US. Nvidia highlighted that it has commissioned over a million square feet of manufacturing space to build Blackwell chips and AI supercomputers in Arizona and Texas, respectively.

這家AI巨頭表示，它正在與其製造合作夥伴合作，以建立在美國設計和開發NVIDIA AI超級計算機的工廠。 NVIDIA強調，它已經委託了一百萬平方英尺的製造空間，分別在亞利桑那州和德克薩斯州建造Blackwell芯片和AI超級計算機。

"The engines of the world's AI infrastructure are being built in the United States for the first time," said Nvidia CEO Jensen Huang. "Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency."

NVIDIA首席執行官Jensen Huang說：“世界AI基礎設施的引擎首次在美國建造。” “添加美國製造業有助於我們更好地滿足對AI芯片和超級計算機的不可思議和不斷增長的需求，增強我們的供應鏈並提高我們的彈性。”