Investing.com —— 周五，中国人工智能股票再度承压，因英伟达的领导层危机加剧了市场担忧，即华盛顿可能收紧对中国获取先进人工智能算力的限制。
Investing.com -- Chinese artificial intelligence stocks came under renewed pressure on Friday as Nvidia's leadership crisis heightened fears that Washington could tighten restrictions on China's access to advanced AI computing.
抛售波及包括 Z.AI、MiniMax、腾讯和阿里巴巴在内的主要开发商，投资者正在评估这些公司可能失去通过海外数据中心获取英伟达驱动处理器的风险。
The selloff hit major developers including Z.AI, MiniMax, Tencent and Alibaba, as investors assessed the risk that they could lose access to Nvidia-powered processors through overseas data centres.
周四，英伟达股价盘中一度暴跌 14%，此前联合创始人黄仁勋辞职，但抄底买盘将跌幅收窄至收盘时的 4.3%。
Nvidia shares fell as much as 14% on Thursday after co-founder Jensen Huang resigned, but dip-buyers narrowed the decline to 4.3% by the close.
公司确认，首席财务官科莱特·克雷斯将出任临时首席执行官，同时董事会正在寻找永久继任者。英伟达股价在盘后交易中再度下滑 3%。
The company confirmed that Chief Financial Officer Colette Kress would take over as interim CEO while its board searches for a permanent replacement. Nvidia shares slipped another 3% in extended trading.
最新行情显示，香港上市的 Z.AI 暴跌 10.88%，MiniMax 下跌 8.73%。腾讯下跌 2.71%，阿里巴巴下跌 2.35%，快手科技下跌 3.91%。
Hong Kong-listed Z.AI plunged 10.88% and MiniMax dropped 8.73% in the latest market snapshot. Tencent fell 2.71%, while Alibaba declined 2.35% and Kuaishou Technology lost 3.91%.
恒生指数下跌 0.9%，内地沪深 300 指数下跌 0.1%，上证综指微涨 0.2%，此前内地基准指数已连涨三个交易日。
Hong Kong's Hang Seng slipped 0.9%, while mainland China's CSI 300 fell 0.1% and the Shanghai Composite edged up 0.2%, after mainland benchmarks had advanced over the previous three sessions.
这种压力反映了市场担忧，英伟达的动荡可能加速华盛顿采取行动，以堵住现有出口管制中的漏洞。尽管美国限制直接向中国出口其最先进的人工智能处理器，但中国公司一直能够通过海外数据中心远程租用算力。
The pressure reflects concern that Nvidia's turmoil could accelerate efforts in Washington to close a gap in existing export controls. Although the U.S. restricts direct exports of its most advanced AI processors to China, Chinese companies have been able to rent computing capacity remotely through overseas data centres.
路透社报道，中国人工智能开发商和云服务提供商正寻求在海外锁定英伟达驱动的算力，包括通过东南亚的运营商，因为担心获取渠道可能受限。
Reuters reported that Chinese AI developers and cloud providers were seeking to secure Nvidia-powered capacity abroad, including through operators in Southeast Asia, amid fears that access could be restricted.
围绕前英伟达首席执行官黄仁勋的争议，也可能为《远程访问安全法案》争取支持，该法案将授权美国商务部监管通过云服务远程访问受限技术的行为。
The controversy surrounding former Nvidia CEO Jensen Huang could also build support for the Remote Access Security Act, which would give the U.S. Commerce Department authority to regulate remote access to restricted technology through cloud services.
开发者面临的压力与中国半导体股票近期的强势表现形成对比。本周早些时候，国内芯片制造商股价上涨，投资者押注更严格的美国管制可能加速中国建设替代方案、减少对英伟达依赖的努力。
The pressure on developers contrasts with the recent strength in Chinese semiconductor shares. Domestic chipmakers rallied earlier this week as investors bet that tighter U.S. controls could accelerate China's efforts to build alternatives and reduce reliance on Nvidia.
中芯国际在上海上涨2.4%，在香港上涨1.7%，华虹半导体上涨2.7%，芯片设备制造商北方华创上涨3.1%。寒武纪也大涨逾11%，摩尔线程在周四交易时段上涨约7%。
SMIC gained 2.4% in Shanghai and 1.7% in Hong Kong, while Hua Hong Semiconductor rose 2.7% and chip equipment maker NAURA Technology advanced 3.1%. Cambricon also surged more than 11% and Moore Threads gained around 7% in Thursday's session.