NVIDIA，芯片禁令和加密货币：一场完美的风暴？

中国的NVIDIA芯片禁令震撼了加密市场，尤其是与AI相关的令牌。美联储削减的税率足以抵消看跌的情绪吗？

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

NVIDIA，芯片禁令和加密货币：一场完美的风暴？

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.

加密市场面临着一个新的挑战：中国禁止NVIDIA的AI芯片。此举，再加上对美联储利率的现有担忧，可能会给与AI相关的加密代币和更广泛的市场带来麻烦。

China's Ban Hammers NVIDIA Stock

中国禁令锤子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.

中国是用于培训AI型号的NVIDIA高端芯片的主要买家，已指示其技术巨头停止购买并取消现有交易。这一决定是在美中技术竞争的驱动下，使Nvidia的股票翻滚。 RTX PRO 6000D芯片是该禁令的中心，这是AI任务的服务器级GPU至关重要。由于NVIDIA在科技界是重量级人物，因此它的斗争可以全面引起看跌的情绪。

AI Tokens Feel the Squeeze

AI令牌感到挤压

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链接的加密代币中，影响已经可见。诸如Fetch.ai（FET），Internet计算机（ICP），Akash网络（AKT）和Qubic（Qubic）之类的硬币经历了下降。考虑到渲染（RNDR），Akash（AKT）和Bittensor（Tao）等项目，这并不奇怪，这在很大程度上依赖于Nvidia芯片来获得图形功能，分散的云服务和AI模型培训。筹码供应放缓或价格上涨可能会阻碍其增长和投资者的兴趣。

Why Crypto Should Pay Attention

为什么加密应该注意

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年以来，AI令牌就加剧了Altcoin的激增。投资者认为这些项目可以解决现实世界中的计算问题。但是，NVIDIA CHIP禁令对这种成长叙述呈现了阴影。如果领先的芯片制造商Nvidia无法进入中国这样的主要市场，那么AI股票和AI加密代币都很脆弱。

The Fed Factor and Market Sentiment

美联储因素和市场情绪

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.

尽管美联储的利率决策仍然是一个关键因素，但NVIDIA的股票表现同样至关重要。加密市场对投资者的情绪高度敏感。如果交易者认为技术和人工智能中的弱点，他们可能会从山寨币撤退，从而导致市场低迷。

A Glimmer of Hope? (Or Not)

一线希望？ （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，杰罗姆·鲍威尔（Jerome Powell）宣布了25个基点的美联储降低率，历史上趋势表明，标准普尔500指数在削减税率后的一年平均为15％。考虑到BTC与美国指数的密切相关性，分析师正在预测强劲的收益，因此可能有出路。但是，一些分析师建议比特币必须持有$ 115,440的支持水平，以使迈向$ 137,300的舞台，而低于低于$ 93,600的崩溃可能会使股票的分解为93,600美元。无论哪种方式，不确定性仍然存在。

The Bottom Line

底线

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!

加密市场的命运取决于两个因素：美联储的行动和NVIDIA度过中国风暴的能力。如果Nvidia无法恢复，请为自己带来潜在的颠簸。因此，请密切注意这些图表，也许可以抓住您的帽子 - 事情可能会变得有趣！