NVIDIA股票收费$ 5.5B，比特币撤退至$ 83600

随着NVIDIA股票在下班后交易中崩溃，股票和加密市场的情绪周三晚变了

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.

股票和加密货币市场的情绪周三晚些时候变酸，因为NVIDIA股价与特朗普政府禁止该公司对中国的H20筹码销售的决定相关的55亿美元的指控崩溃了。

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的数据显示，比特币是市场价值的主要加密货币，跌至83,600美元，将撤退率从当天早些时候达到的两周高点的86,440美元延长。以付款为重点的XRP遵循类似的轨迹，下降了2％以上，至2.08美元，而Cardano的Ada代币跌至4％至0.61美元。 Coindesk 20指数，更广泛的市场量表，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.

同时，据说与人工智能（AI）相关的硬币持续更糟，随着NVDA的股票在该公司在一份监管​​文件中披露，该公司预计将在第一季度将55亿美元兑现，这是由于其H20 Chip向中国出口的新限制，因此该公司预计将在第一季度下跌55亿美元。

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

该消息发表在NVDA异常活动后的第二天，将选项指向即将来临的市场陷入困境。

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

与纳斯达克指数相关的期货也下降了1％以上，这为总体风险资产提供了负面的线索。

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.

下一个等待周三早晨发布的催化剂是3月的美国零售报告。根据道琼斯（Dow Jones）进行调查的经济学家，该数据预计显示，本月消费者支出将增加1.2％，高于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.

一份超过预期的报告可能有助于缓解唐纳德·特朗普（Donald Trump）与中国和其他贸易伙伴引发的贸易衰退担忧。但是，有一种风险，市场会将其视为落后的风险，无法解释本月所看到的贸易紧张局势的重大升级。

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.

美联储的主席杰罗姆·鲍威尔（Jerome Powell）还计划在周三在芝加哥经济俱乐部发表讲话，他对美国经济的前景。

"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在周二的研究报告中说：“所有的目光都集中在鲍威尔。市场在周三为鲍威尔屏住呼吸。在贸易战和衰退的上升之间，交易者正在关注美联储可能会比预期的任何提示。”

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.

在贸易紧张局势的情况下，基于前瞻性的市场措施诸如通货膨胀的措施下降了，这表明特朗普的关税产生了消除影响。这可以为美联储带来降低利率的余地。

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.

美联储州长克里斯托弗·沃勒（Christopher Waller）表示，如果美国总统在4月2日宣布的税款宣布，该银行将被迫迅速进行一系列“坏消息”降低。

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

阅读更多：Fed的Waller建议“坏消息”降低税率，如果关税恢复，则比特币徘徊在85k