GraniteShares 2x Long NVDA Daily ETF（NVDL）今日盘中大跌5.04%，引发市场关注。作为跟踪NVIDIA（NVDA）股票表现的2倍杠杆ETF，NVDL的急剧下跌反映了投资者对NVIDIA近期面临的挑战的担忧。
NVIDIA近期遭遇多重利空消息。该公司向美国证券交易委员会（SEC）提交的文件显示，美国政府要求其H20芯片及相关产品向中国等国家和地区出口需获得许可证。受此影响，NVIDIA计划在当前季度为H20存货及被取消的订单计提55亿美元的费用。这一消息引发了分析师对公司未来收入的担忧，多家机构下调了NVIDIA的营收预期。
此外，市场还担心新的出口限制可能对NVIDIA的供应商和客户产生连锁反应。有分析师指出，受影响的供应商包括半导体设备制造商科磊（KLA）和ASML控股。尽管如此，部分分析师仍对NVIDIA保持乐观，认为公司将继续受益于人工智能硬件需求的增长。然而，市场对NVIDIA短期内的业绩表现仍持谨慎态度，这直接影响了NVDL等相关ETF的表现。
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