英偉達獲利未達預期後，人工智慧相關加密貨幣陷入困境

英偉達公佈 2024 年第二季財報後，與人工智慧相關的主要加密貨幣暴跌，該財報超出預期，但未能給投資者留下深刻印象。

Major artificial intelligence-related cryptocurrencies took a hit on Aug. 28 following the release of Nvidia’s (NASDAQ: NVDA) second-quarter 2024 earnings, which beat estimates but failed to impress investors.

8 月28 日，英偉達（納斯達克股票代碼：NVDA）發布2024 年第二季財報，該財報超出預期，但未能給投資者留下深刻印象，隨後，與人工智慧相關的主要加密貨幣遭受重創。

Artificial Superintelligence Alliance (FET) fell around 7.8% to $1.1663 just hours after Nvidia’s earnings announcement. Bittensor (TAO) and Render (RNDR) also slipped, down 4.5% at $295.22 and 6.8% at $5.47, respectively, according to CoinMarketCap.

在英偉達公佈財報後數小時，人工超級智慧聯盟 (FET) 股價下跌約 7.8% 至 1.1663 美元。根據 CoinMarketCap 的數據，Bittensor (TAO) 和 Render (RNDR) 也出現下滑，分別下跌 4.5% 至 295.22 美元和 6.8% 至 5.47 美元。

The development comes as Nvidia reported $30 billion in Q2 2024 revenue, up 15% from Q1 and roughly $1.32 billion higher than previous estimates. However, it appears that this performance fell short of investors’ expectations.

這項進展正值英偉達報告 2024 年第二季營收達到 300 億美元，比第一季成長 15%，比先前的預期高出約 13.2 億美元。然而，這項業績似乎未達到投資者的預期。

“Better-than-expected isn’t cutting it for Nvidia. It seems investors expect this company to blow away expectations by at least 10%, according to Wall Street estimates,” market commentator Lisa Abramowicz noted in an Aug.28 X post following Nvidia’s announcement.

「好於預期並不是英偉達的目標。根據華爾街的估計，投資者似乎預計這家公司的業績將超出預期至少 10%。

Some analysts even predicted that the company would beat the trading estimates by at least 10%. Nvidia's stock price closed the Aug. 28 trading day at $125.61, down 2.10% before the closing bell, according to Google Finance.

一些分析師甚至預測該公司將比交易預期高出至少10%。根據Google財經報道，8 月 28 日交易日，英偉達股價收在 125.61 美元，收盤前下跌 2.10%。

The stock price further slipped by another 6.89% in after-hours trading, hitting $116.95 at the time of writing.

盤後交易中，該股股價進一步下跌 6.89%，截至發稿時觸及 116.95 美元。

The performance of AI crypto tokens has been closely tied to Nvidia’s performance and earnings reports in previous quarters. Some crypto market participants predicted ahead of time that AI crypto tokens would stumble after the earnings announcement.

AI加密代幣的表現與英偉達前幾季的業績和收益報告密切相關。一些加密貨幣市場參與者提前預測，人工智慧加密代幣在財報公佈後將出現下跌。

On Aug. 23, an X user under the name “Shogun” noted that “you might catch gains being long until a day before, but I’d bet you're better off shorting for the dump after.”

8 月 23 日，一位名為“Shogun”的 X 用戶指出，“你可能會在前一天之前看到收益，但我敢打賭，你最好在之後的拋售中做空。”

Nvidia produces chips that companies use to train and deploy AI models. After releasing its Q1 earnings in May, AI crypto tokens also took a hit despite the firm’s Q1 revenue increasing by 18% from Q4 of 2023.

英偉達生產公司用來訓練和部署人工智慧模式的晶片。在 5 月發布第一季度收益後，儘管該公司第一季收入較 2023 年第四季度增長了 18%，但 AI 加密代幣也受到了打擊。

“The very lofty estimates were very lofty indeed,” Bloomberg's Ed Ludlow said on Aug. 28, although he believes that business is not slowing down for Nvidia.

彭博社的 Ed Ludlow 8 月 28 日表示，“非常高的預期確實非常高”，不過他相信 Nvidia 的業務並沒有放緩。

“The story is still intact. There is no demand issue here. Basically, the cloud computing providers, the hyperscalers we call them that run datacenters, continue to spend on Nvidia’s product,” he explained.

「這個故事仍然完好無損。這裡不存在需求問題。基本上，雲端運算提供者（我們稱之為運行資料中心的超大規模提供者）繼續在 Nvidia 的產品上投入資金，」他解釋道。

The development comes after the market capitalization of AI and big data crypto projects and tokens surged by 79.7% over the three weeks following the “Crypto Black Monday” on Aug. 5, which saw Bitcoin ( BTC) fall below $50,000 for the first time since February.

這項進展是在8 月5 日「加密黑色星期一」之後的三週內，人工智慧和大數據加密項目和代幣的市值飆升79.7%，比特幣(BTC) 自8 月5 日「加密黑色星期一」以來首次跌破50,000 美元。二月。

Around that time, the total market cap of AI and big data crypto projects hit a yearly low of $18.21 billion.

同期，人工智慧和大數據加密項目的總市值跌至 182.1 億美元的年度低點。