NVIDIA（NASDAQ：NVDA）股票在下班后交易中下跌了6％以上，此前该股份昨天以8-K申请的表格揭示了美国政府已授权其确保其向中国出口其H20产品线的许可证

NVIDIA（NASDAQ：NVDA）的股票在昨天以8-K申请的表格揭示后，在下班后的交易中下跌了6％以上，称美国政府已授权其获得将其H20产品线出口向中国，香港，澳门，澳门和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后交易中下跌了6％以上，此前该公司宣布已由美国政府授权该公司获得将其H20产品线出口到中国，香港，澳门和d：5国家的许可证。

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.

根据《金融时报》的一份报告，政府的举动是使用NVIDIA的H20综合电路和模块以及相关产品和服务来减轻中国超级计算机的风险。

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，许可任务是使用NVIDIA H20集成芯片来减轻中国超级计算机的风险。尽管NVIDIA于4月9日获悉该许可证，但政府周一告诉芯片制造商，该许可规则无限期的未来有效。

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估计，由于新的出口规则，它预计将在第1季度与H20产品相关的41.4亿英镑（55亿美元）的费用将于4月27日结束，因为现有的库存可能难以销售，购买可能需要吊销的承诺以及其他相关服务。

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的股价在周三的下班后交易中下跌6.3％，至41.6美元。今年到目前为止，该股票损失了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领导了2024年的AI炒作集会。但是，在美国总统唐纳德·特朗普（Donald Trump）不断升级的关税游戏触发了市场崩溃之后，该股票下降了16.45％，削减了数万亿美元的公司估值。

Shares of Nvidia Suppliers Fall

NVIDIA供应商的股票下跌

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的供应链集中在亚洲。该地区制造业和向NVIDIA供应组件的公司在周三的交易时间内见证了其股票的下跌。

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，日本测试设备制造商最优惠的股票下跌了6.55％，而三星电子（KS：000660）和台湾半导体制造公司（TW：2330）等半导体晶圆生产商分别降低了3.36％和2.51％。

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

同时，内存模块制造商SK Hynix和汇编公司Wistron股票分别下降了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领导的伯恩斯坦的分析师说，由于产品线的性能低于“已经可以使用的”中国替代方案，因此H20芯片出口限制对他们“无意义”。

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

该经纪人说，它认为新的美国出口规则“简单地将中国人工智能市场交给了华为”。

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，预计他的关税计划将推动国内商品制造，但他希望中国的高税将导致大陆与美国谈判更好的贸易协议。

Nvidia Reiterates Commitment to Boost US Manufacturing

NVIDIA重申致力于促进美国制造

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本周早些时候重申了其在美国剩余的十年中投资3766.9亿英镑（5000亿美元）的承诺，重点是与TSMC，Foxconn，Wistron，Amkor，Amkor和Spil通过与TSMC，Foxconn，Wistron，Amkor和Spil的合作进行AI数据中心和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.

这家AI巨头表示，它正在与其制造合作伙伴合作，以建立在美国设计和开发NVIDIA AI超级计算机的工厂。 NVIDIA强调，它已经委托了一百万平方英尺的制造空间，分别在亚利桑那州和德克萨斯州建造Blackwell芯片和AI超级计算机。

"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首席执行官Jensen Huang说：“世界AI基础设施的引擎首次在美国建造。” “添加美国制造业有助于我们更好地满足对AI芯片和超级计算机的不可思议和不断增长的需求，增强我们的供应链并提高我们的弹性。”