NVIDIA股票收費$ 5.5B，比特幣撤退至$ 83600

隨著NVIDIA股票在下班後交易中崩潰，股票和加密市場的情緒週三晚變了

The mood in the equity and crypto market turned sour late Wednesday as Nvidia shares crashed in after-hours trading following a $5.5 billion charge tied to the Trump administration's decision to ban the company's H20 chip sales to China.

股票和加密貨幣市場的情緒週三晚些時候變酸，因為NVIDIA股價與特朗普政府禁止該公司對中國的H20籌碼銷售的決定相關的55億美元的指控崩潰了。

Bitcoin, the leading cryptocurrency by market value, fell to $83,600, extending the retreat from the two-week high of $86,440 reached earlier in the day, CoinDesk data showed. Payments-focused XRP followed a similar trajectory, falling over 2% to $2.08, while Cardano's ADA token slipped 4% to $0.61. The CoinDesk 20 Index, a broader market gauge, weakened over 2%.

Coindesk的數據顯示，比特幣是市場價值的主要加密貨幣，跌至83,600美元，將撤退率從當天早些時候達到的兩周高點的86,440美元延長。以付款為重點的XRP遵循類似的軌跡，下降了2％以上，至2.08美元，而Cardano的Ada代幣跌至4％至0.61美元。 Coindesk 20指數，更廣泛的市場量表，削弱了2％以上。

Meanwhile, coins supposedly associated with artificial intelligence (AI) continued to fare worse as shares in NVDA tanked 8% to $89.10 after the company disclosed in a regulatory filing that it expects to write down $5.5 billion in the fiscal first quarter due to the new restrictions on exports of its H20 chip to China.

同時，據說與人工智能（AI）相關的硬幣持續更糟，隨著NVDA的股票在該公司在一份監管​​文件中披露，該公司預計將在第一季度將55億美元兌現，這是由於其H20 Chip向中國出口的新限制，因此該公司預計將在第一季度下跌55億美元。

The news came a day after unusual activity in NVDA put options pointing to an impending market swoon.

該消息發表在NVDA異常活動後的第二天，將選項指向即將來臨的市場陷入困境。

The futures tied to the Nasdaq index fell over 1% as well, offering negative cues to risk assets in general.

與納斯達克指數相關的期貨也下降了1％以上，這為總體風險資產提供了負面的線索。

The next catalyst awaiting release Wednesday morning Eastern time is the U.S. retail sales report for March. Per economists polled by Dow Jones, the data is expected to show a 1.2% increase in consumer spending on the month, up from a 0.2% climb in February.

下一個等待週三早晨發布的催化劑是3月的美國零售報告。根據道瓊斯（Dow Jones）進行調查的經濟學家，該數據預計顯示，本月消費者支出將增加1.2％，高於2月的0.2％的攀升。

A better-than-expected report will likely help assuage recession fears triggered by President Donald Trump's trade war with China and other trading partners. However, there is a risk that markets will dismiss it as backward-looking, failing to account for the major escalation in trade tensions seen this month.

一份超過預期的報告可能有助於緩解唐納德·特朗普（Donald Trump）與中國和其他貿易夥伴引發的貿易衰退擔憂。但是，有一種風險，市場會將其視為落後的風險，無法解釋本月所看到的貿易緊張局勢的重大升級。

Federal Reserve's Chairman Jerome Powell is also scheduled to speak on Wednesday at the Economic Club of Chicago on his outlook for the U.S. economy.

美聯儲的主席杰羅姆·鮑威爾（Jerome Powell）還計劃在周三在芝加哥經濟俱樂部發表講話，他對美國經濟的前景。

"All eyes are on Powell. Markets are holding their breath for Powell on Wednesday. Between the trade war and rising recession chatter, traders are watching for any hint the Fed might be forced to cut sooner than expected," Secure Digital Markets said in Tuesday's research note.

Secure Digital Markets在周二的研究報告中說：“所有的目光都集中在鮑威爾。市場在周三為鮑威爾屏住呼吸。在貿易戰和衰退的上升之間，交易者正在關注美聯儲可能會比預期的任何提示。”

The forward-looking market-based measures like the inflation breakevens have dropped amid trade tensions, pointing to the disinflationary impact of Trump's tariffs. That could provide the Fed with a leeway to cut rates.

在貿易緊張局勢的情況下，基於前瞻性的市場措施諸如通貨膨脹的措施下降了，這表明特朗普的關稅產生了消除影響。這可以為美聯儲帶來降低利率的餘地。

Early this week, Federal Reserve Governor Christopher Waller said the bank would be forced to quickly make a series of "bad news" rate cuts if the U.S. president reimposes the levies unveiled on April 2. Trump announced sweeping tariffs on 180 nations on April 2 but quickly suspended the same for most nations, excluding China, for 90 days.

美聯儲州長克里斯托弗·沃勒（Christopher Waller）表示，如果美國總統在4月2日宣布的稅款宣布，該銀行將被迫迅速進行一系列“壞消息”降低。

Read more: Bitcoin Hovers at $85K as Fed’s Waller Suggests ‘Bad News’ Rate Cuts if Tariffs Resume

閱讀更多：Fed的Waller建議“壞消息”降低稅率，如果關稅恢復，則比特幣徘徊在85k