NVIDIA，芯片禁令和加密貨幣：一場完美的風暴？

中國的NVIDIA芯片禁令震撼了加密市場，尤其是與AI相關的令牌。美聯儲削減的稅率足以抵消看跌的情緒嗎？

NVIDIA, Chip Ban, and Crypto: A Perfect Storm?

NVIDIA，芯片禁令和加密貨幣：一場完美的風暴？

The crypto market faces a new challenge: China's ban on NVIDIA's AI chips. This move, coupled with existing concerns about Federal Reserve interest rates, could spell trouble for AI-related crypto tokens and the broader market.

加密市場面臨著一個新的挑戰：中國禁止NVIDIA的AI芯片。此舉，再加上對美聯儲利率的現有擔憂，可能會給與AI相關的加密代幣和更廣泛的市場帶來麻煩。

China's Ban Hammers NVIDIA Stock

中國禁令錘子NVIDIA股票

China, a major buyer of NVIDIA's high-end chips used for training AI models, has instructed its tech giants to halt purchases and cancel existing deals. This decision, driven by the U.S.-China tech rivalry, has sent NVIDIA's stock tumbling. The RTX Pro 6000D chip, a server-level GPU crucial for AI tasks, is at the center of this ban. With NVIDIA being a heavyweight in the tech world, its struggles can trigger bearish sentiment across the board.

中國是用於培訓AI型號的NVIDIA高端芯片的主要買家，已指示其技術巨頭停止購買並取消現有交易。這一決定是在美中技術競爭的驅動下，使Nvidia的股票翻滾。 RTX PRO 6000D芯片是該禁令的中心，這是AI任務的服務器級GPU至關重要。由於NVIDIA在科技界是重量級人物，因此它的鬥爭可以全面引起看跌的情緒。

AI Tokens Feel the Squeeze

AI令牌感到擠壓

The impact is already visible in AI-linked crypto tokens. Coins like Fetch.AI (FET), Internet Computer (ICP), Akash Network (AKT), and Qubic (QUBIC) have experienced declines. This is not surprising, considering projects like Render (RNDR), Akash (AKT), and Bittensor (TAO) rely heavily on NVIDIA chips for graphics power, decentralized cloud services, and AI model training. A chip supply slowdown or price increase could hinder their growth and investor interest.

在AI鏈接的加密代幣中，影響已經可見。諸如Fetch.ai（FET），Internet計算機（ICP），Akash網絡（AKT）和Qubic（Qubic）之類的硬幣經歷了下降。考慮到渲染（RNDR），Akash（AKT）和Bittensor（Tao）等項目，這並不奇怪，這在很大程度上依賴於Nvidia芯片來獲得圖形功能，分散的雲服務和AI模型培訓。籌碼供應放緩或價格上漲可能會阻礙其增長和投資者的興趣。

Why Crypto Should Pay Attention

為什麼加密應該注意

AI tokens have fueled the altcoin surge since 2023. Investors believed these projects could solve real-world computing problems. However, the NVIDIA chip ban casts a shadow on this growth narrative. If NVIDIA, a leading chipmaker, can't access a major market like China, both AI stocks and AI crypto tokens are vulnerable.

自2023年以來，AI令牌就加劇了Altcoin的激增。投資者認為這些項目可以解決現實世界中的計算問題。但是，NVIDIA CHIP禁令對這種成長敘述呈現了陰影。如果領先的芯片製造商Nvidia無法進入中國這樣的主要市場，那麼AI股票和AI加密代幣都很脆弱。

The Fed Factor and Market Sentiment

美聯儲因素和市場情緒

While the Federal Reserve's interest rate decisions remain a key factor, NVIDIA's stock performance is equally crucial. Crypto markets are highly sensitive to investor sentiment. If traders perceive weakness in tech and AI, they may retreat from altcoins, leading to a market downturn.

儘管美聯儲的利率決策仍然是一個關鍵因素，但NVIDIA的股票表現同樣至關重要。加密市場對投資者的情緒高度敏感。如果交易者認為技術和人工智能中的弱點，他們可能會從山寨幣撤退，從而導致市場低迷。

A Glimmer of Hope? (Or Not)

一線希望？ （或不）

On September 17, Jerome Powell announced a 25 bps Fed rate cut which historically trends suggest that the S&P 500 rallies an average of 15% in the year after rate cuts. Considering BTC’s strong correlation with the US index, analysts are predicting strong gains, so there may be a way out. However, some analysts are suggesting that Bitcoin must hold the $115,440 support level to set the stage for a move toward $137,300, while a breakdown below it may open the downside to $93,600. Either way, uncertainty remains.

9月17日，杰羅姆·鮑威爾（Jerome Powell）宣布了25個基點的美聯儲降低率，歷史上趨勢表明，標準普爾500指數在削減稅率後的一年平均為15％。考慮到BTC與美國指數的密切相關性，分析師正在預測強勁的收益，因此可能有出路。但是，一些分析師建議比特幣必須持有$ 115,440的支持水平，以使邁向$ 137,300的舞台，而低於低於$ 93,600的崩潰可能會使股票的分解為93,600美元。無論哪種方式，不確定性仍然存在。

The Bottom Line

底線

The crypto market's fate hinges on two factors: the Fed's actions and NVIDIA's ability to weather the China storm. If NVIDIA can't recover, brace yourself for a potentially bumpy ride. So, keep an eye on those charts and maybe hold onto your hats – things could get interesting!

加密市場的命運取決於兩個因素：美聯儲的行動和NVIDIA度過中國風暴的能力。如果Nvidia無法恢復，請為自己帶來潛在的顛簸。因此，請密切注意這些圖表，也許可以抓住您的帽子 - 事情可能會變得有趣！