美国对NVIDIA芯片的出口镇压威胁AI代币生态系统

在芯片制造商NVIDIA最近警告有关与新美国政府出口限制有关的金融损失后，以AI为中心的加密货币再次受到压力。

U.S. export restrictions on Nvidia chips threaten AI token ecosystem

美国对NVIDIA芯片的出口限制威胁AI代币生态系统

The cryptocurrency market is bracing for more volatility, particularly in the AI sector, following a recent warning from chipmaker Nvidia about looming financial losses tied to new U.S. government export restrictions.

加密货币市场正在为更多的波动性提供了支撑，尤其是在AI行业，此前芯片制造商NVIDIA最近警告说，这与新美国政府出口限制有关。

In a disclosure filed on Friday, April 14, Nvidia anticipates approximately $5.5 billion in revenue to be excluded from its first-quarter earnings report for its fiscal year 2026.

在4月14日星期五提交的披露中，NVIDIA预计将在其2026财政年度的第一季度收益报告中排除约55亿美元的收入。

The reason? Washington is now requiring Nvidia to obtain special licenses to sell its advanced AI chips—part of the H20 series—to China, Hong Kong, and Macau.

原因？华盛顿现在要求NVIDIA获得特殊许可，将其先进的AI芯片（部分H20系列）出售给中国，香港和澳门。

These rules, recently imposed by the Biden administration, are part of a broader crackdown on U.S. technology exports to China. The goal is to prevent advanced AI chips from being used to power supercomputers or AI models that could pose a threat to national security.

这些规则最近由拜登政府施加，是对美国技术向中国出口的更广泛镇压的一部分。目的是防止先进的AI芯片被用于为可能对国家安全构成威胁的超级计算机或AI模型。

Nvidia H20 chips are used by Chinese firm DeepSeek to develop its own large language models, according to The Wall Street Journal, which sparked concerns among lawmakers in early April.

根据《华尔街日报》的报道，中国公司DeepSeek使用了NVIDIA H20芯片来开发自己的大型语言模型，该杂志在4月初引起了立法者的关注。

Nvidia stock drops, AI tokens follow

NVIDIA股票下降，AI令牌跟随

Nvidia’s announcement triggered an immediate market reaction. Its stock (NVDA) fell by 10.3% in after-hours trading on Tuesday, sliding to $88. Year-to-date, Nvidia is now down by around 32.45%, reflecting the growing uncertainty over its China-related business.

NVIDIA的公告引发了直接的市场反应。它的股票（NVDA）在周二的下班后交易中下跌了10.3％，下跌至88美元。 Y年至今，NVIDIA现在下降了约32.45％，这反映了与中国相关业务的不确定性日益严重。

The selloff was part of a broader downturn in tech stocks, which are also reeling from the impact of Trump’s renewed tariff policies. Notable declines include:

抛售是科技股票的更广泛低迷的一部分，这也是由于特朗普更新的关税政策的影响而引起的。显着下降包括：

Adding to Nvidia’s bearish outlook, technical analysts observed a “death cross” pattern on the NVDA/USD daily chart—where the 50-day moving average dips below the 200-day average.

除了NVIDIA的看跌前景外，技术分析师在NVDA/USD每日图表上观察到了“死亡交叉”模式，这是50天移动平均水平低于200天平均水平。

Historically, this occurrence has often preceded major downtrends, such as the one in April 2022, when Nvidia’s stock experienced a nearly 50% decline within six months.

从历史上看，这种情况通常是在重大下降趋势之前，例如2022年4月的一次，当时Nvidia的股票在六个月内经历了近50％的下降。

Why AI crypto tokens are reacting

为什么AI加密令牌反应

The ripple effects have hit the AI crypto market hard, since many of these tokens are built on infrastructure powered by Nvidia hardware. Whenever Nvidia faces setbacks, its inability to sell chips to major crypto mining hubs like Hong Kong and mainland China usually pushes AI token sentiment into bearish territory.

连锁反应势在必行，因为这些令牌中的许多是建立在由NVIDIA硬件提供支持的基础架构上的，因为其中许多代币。每当NVIDIA面临挫折时，它都无法将筹码出售给香港和中国大陆等主要加密矿山枢纽，通常将AI代币的情绪推向看跌领土。

This trend isn’t new. In December, when China launched an antitrust investigation into Nvidia, the AI crypto market cap plunged over 14% in just one day. Similarly, bullish runs in Nvidia stock have historically lifted the value of AI tokens.

这种趋势并不新鲜。去年12月，当中国对NVIDIA进行反托拉斯调查时，AI加密市政上限在短短一天内就跌落了14％以上。同样，在NVIDIA股票中，看涨的股票也取消了AI令牌的价值。

Now, with Nvidia’s export challenges, AI-related tokens are seeing renewed weakness. Over the past 24 hours alone:

现在，随着NVIDIA的出口挑战，与AI相关的令牌正在看到弱点。仅在过去的24小时中：

Current snapshot of top AI tokens

当前AI代币的快照

Here’s how leading AI-focused tokens are performing amid the latest Nvidia turmoil:

这是最新的Nvidia Turmoil中，以AI为注重的代币的表现方式：

1. NEAR Protocol (NEAR)

1。近协议（近）

2. Internet Computer (ICP)

2。互联网计算机（ICP）

3. Bittensor (TAO)

3。比廷森（Tao）

4. Render (RNDR)

4。渲染（RNDR）

5. Filecoin (FIL)

5。丝币（in）

Outlook: More volatility ahead?

展望：未来更多的波动性？

As geopolitical tensions around AI technology escalate, and export restrictions come into play, investors can expect more turbulence in the crypto market.

随着AI技术围绕AI技术的地缘政治紧张局势升级，出口限制也会发挥作用，投资者可以期望加密货币市场的动荡更大。

With Nvidia at the heart of the AI hardware ecosystem, any policy shift or supply constraint could directly impact sentiment and price movements across related crypto assets.

由于NVIDIA是AI硬件生态系统的核心，任何政策转变或供应限制都可能直接影响相关加密资产的情绪和价格变动。

Investors may want to keep a close eye on both Washington’s export policy and Nvidia’s quarterly earnings moving forward, as these will likely set the tone for the next AI token cycle.

投资者可能希望密切关注华盛顿的出口政策和NVIDIA的季度收益前进，因为这些可能会为下一个AI代币周期定下基调。