美國貿易戰爭在數小時內濕透了NVIDIA市值的1,800億美元

Litecoin（LTC），比特幣現金（BCH）和Dogecoin（Doge）今天經歷了重大集會，因為NVIDIA宣布了55億美元的費用，由於美國AI籌碼銷售對中國的限制，九項工作證明加密貨幣飆升。

Nvidia (NVDA) is encountering substantial difficulties due to the U.S. government’s new restrictions on exporting its H20 AI chips to China, a key market for the chipmaker. This has resulted in a $5.5 billion charge for inventory, purchase commitments, and related reserves, causing the stock to drop as much as 7.5% and wiping out over $180 billion in market value.

由於美國政府對將H20 AI芯片出口到中國的新限制，NVIDIA（NVDA）遇到了很大的困難，這是芯片製造商的關鍵市場。這導致庫存，購買承諾和相關儲量的費用為55億美元，導致該股票下跌多達7.5％，並消除了超過1800億美元的市場價值。

The move by the U.S. to limit China’s access to advanced semiconductors, part of broader efforts to restrict the Asian nation’s technological development, is seen as a key development.

美國為限制中國對先進半導體的途徑的舉動，這是限制亞洲國家技術發展的更廣泛努力的一部分，被視為一項關鍵發展。

These restrictions, first reported by Bloomberg, are part of U.S. efforts to limit China's access to advanced semiconductors used in artificial intelligence and other technologies. The move comes amid heightened geopolitical tensions between the two superpowers.

這些限制首先由彭博社報導，是美國努力限制中國對人工智能和其他技術中使用的高級半導體的訪問的努力。在兩個超級大國之間的地緣政治緊張局勢加劇之中。

The restrictions will affect Nvidia's H20 chips, also known as Grace Hopper, which combine CPU and GPU technology for AI applications. The sanctions will also affect AMD's next-generation CPUs, codenamed "Central Peak." Both chipmakers will be allowed to continue selling their existing products in China.

這些限制將影響NVIDIA的H20芯片，也稱為Grace Hopper，該芯片將CPU和GPU技術用於AI應用。這些制裁還將影響AMD的下一代CPU，即代號為“中央峰”。兩家芯片製造商都將被允許繼續在中國出售其現有產品。

Nvidia did not immediately respond to a request for comment.

Nvidia沒有立即回應置評請求。

The steeper-than-expected price declines in Nvidia and other U.S. tech giants on Wednesday, following a report on new U.S. sanctions on AI chips, saw traders exiting those positions and seeking avenues to deploy capital.

NVIDIA和其他美國科技巨頭的價格低於預期的價格在周三下降了，此前美國對AI芯片的新制裁的報告後，交易者退出了這些職位，並尋求途徑來部署資本。

With nine of the top ten roof-of-work coins reporting gains, it appears that traders are rotating capital toward the crypto market. Initial market movements show that nine of the top ten proof-of-work coins have benefited the most from the latest swing in market dynamics.

在工作屋頂硬幣中有9個報告收益中，交易者似乎正在向加密貨幣市場旋轉資本。最初的市場變動表明，在最新的市場動態搖擺中，十大工作證明硬幣中有9個受益最大。

On the positive side, Nvidia had recently announced plans to invest up to $500 billion in the U.S. AI infrastructure over the next four years. This includes the production of supercomputers in Texas with partners like TSMC, Foxconn, and Wistron. It aligns with the Trump administration’s push for domestic manufacturing amid tariff concerns.

在積極方面，NVIDIA最近宣布了計劃在未來四年內在美國AI基礎設施中投資高達5000億美元的計劃。這包括與TSMC，Foxconn和Wistron等合作夥伴在德克薩斯州生產超級計算機。這與特朗普政府在關注關注方面的國內製造的推動相吻合。

Nvidia is a key supplier of chips for cryptocurrency mining rigs, and its decision to boost local production in the U.S. has implications for the cryptocurrency sector.

NVIDIA是加密貨幣採礦鑽機的芯片的主要供應商，其決定促進美國本地生產的決定對加密貨幣行業具有影響。

As Nvidia pivots toward greater local production to align with U.S. government policies amid a broader trade war with China, traders are placing early bets on reduced supply chain disruptions for crypto mining equipment. This is also expected to keep energy costs lower and support broader macroeconomic recovery in the second half of 2024.

隨著NVIDIA朝著更大的本地生產旋轉，在與中國更廣泛的貿易戰中與美國政府政策保持一致，貿易商正在對加密礦業設備的供應鏈中斷減少供應鏈減少。預計這也將使能源成本降低，並在2024年下半年支持更廣泛的宏觀經濟恢復。

However, considering Nvidia’s systemic importance to crypto mining equipment, if the NVDA sell-off intensifies, market sentiment could abruptly flip bearish, putting overleveraged traders at risk.

但是，考慮到NVIDIA對加密礦業設備的系統性重要性，如果NVDA拋售加劇，市場情緒可能會突然翻轉看跌，從而使過度的交易者處於危險之中。