美国贸易战争在数小时内湿透了NVIDIA市值的1,800亿美元

Litecoin（LTC），比特币现金（BCH）和Dogecoin（Doge）今天经历了重大集会，因为NVIDIA宣布了55亿美元的费用，由于美国AI筹码销售对中国的限制，九项工作证明加密货币飙升。

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.

由于美国政府对将H20 AI芯片出口到中国的新限制，NVIDIA（NVDA）遇到了很大的困难，这是芯片制造商的关键市场。这导致库存，购买承诺和相关储量的费用为55亿美元，导致该股票下跌多达7.5％，并消除了超过1800亿美元的市场价值。

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.

美国为限制中国对先进半导体的途径的举动，这是限制亚洲国家技术发展的更广泛努力的一部分，被视为一项关键发展。

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.

这些限制首先由彭博社报道，是美国努力限制中国对人工智能和其他技术中使用的高级半导体的访问的努力。在两个超级大国之间的地缘政治紧张局势加剧之中。

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.

这些限制将影响NVIDIA的H20芯片，也称为Grace Hopper，该芯片将CPU和GPU技术用于AI应用。这些制裁还将影响AMD的下一代CPU，即代号为“中央峰”。两家芯片制造商都将被允许继续在中国出售其现有产品。

Nvidia did not immediately respond to a request for comment.

Nvidia没有立即回应置评请求。

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和其他美国科技巨头的价格低于预期的价格在周三下降了，此前美国对AI芯片的新制裁的报告后，交易者退出了这些职位，并寻求途径来部署资本。

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.

在工作屋顶硬币中有9个报告收益中，交易者似乎正在向加密货币市场旋转资本。最初的市场变动表明，在最新的市场动态摇摆中，十大工作证明硬币中有9个受益最大。

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.

在积极方面，NVIDIA最近宣布了计划在未来四年内在美国AI基础设施中投资高达5000亿美元的计划。这包括与TSMC，Foxconn和Wistron等合作伙伴在德克萨斯州生产超级计算机。这与特朗普政府在关注关注方面的国内制造的推动相吻合。

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是加密货币采矿钻机的芯片的主要供应商，其决定促进美国本地生产的决定对加密货币行业具有影响。

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.

随着NVIDIA朝着更大的本地生产旋转，在与中国更广泛的贸易战中与美国政府政策保持一致，贸易商正在对加密矿业设备的供应链中断减少供应链减少。预计这也将使能源成本降低，并在2024年下半年支持更广泛的宏观经济恢复。

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，考虑到NVIDIA对加密矿业设备的系统性重要性，如果NVDA抛售加剧，市场情绪可能会突然翻转看跌，从而使过度的交易者处于危险之中。