<p><strong>Navitas Semiconductor</strong>(NVTS -9.81%) 的股票在周二大幅下跌。截至东部时间下午 3 点，该公司的股价下跌了 9.1%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC -0.22%) 下跌了 0.3%，<strong>纳斯达克综合指数</strong>(^IXIC -0.19%) 下滑了 0.2%。Navitas 的股票在早盘交易中曾下跌多达 12%。</p>
<p>Navitas 今天下跌是因为特朗普政府在确保与中国达成贸易协议方面迈出了重要一步。由于投资者押注本周不会降息，该公司的股价也面临压力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxMDIvZ2V0dHlpbWFnZXMtODMwNzczMTUuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxMDIvZ2V0dHlpbWFnZXMtODMwNzczMTUuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>Navitas 股票因贸易消息下滑</h2>
<p>特朗普政府已取消了阻止人工智能（AI）芯片和半导体制造硬件出口到中国的许可要求。政府此举旨在推动两国之间达成新的贸易协议，而确保获得中国稀土矿物似乎是美国在贸易谈判中的核心目标。</p>
<p>Navitas 专注于氮化镓（GaN）电源芯片和碳化硅（SiC）技术，而美国与中国之间的贸易协议可能会导致该公司的业绩受到影响。来自中国 GaN 和 SiC 供应商的竞争是 Navitas 面临的一个重大风险因素，贸易协议可能会增加来自外国竞争对手的压力。</p>
<h2>利率政策对 Navitas 股票意味着什么？</h2>
<p>尽管今天的交易中股票遭遇大规模抛售，Navitas 的股价在 2025 年的交易中仍上涨了约 118%。该公司与 <strong>Nvidia</strong> 的合作在这一增长中发挥了重要作用，但市场对美联储今年多次降息的预期也是一个关键催化剂。现在的报告显示，美联储在本周的会议上不太可能降息，而对未来降息潜力的谨慎评论可能会在短期内给 Navitas 股票带来更多压力。</p>

NVTS

<p>Navitas Semiconductor (NVTS) 的股票在大盘下跌的背景下下跌了 9.1%，早些时候股价一度下跌了 12%。此次下跌归因于特朗普政府放宽对中国的人工智能芯片出口限制，引发了对 Navitas 竞争力的担忧。此外，投资者对降息的预期发生了变化，有报道称美联储可能不会很快降低利率，这进一步给股票施加了压力。尽管今天出现亏损，Navitas 的股价年初至今仍上涨了 118%，部分原因是与 Nvidia 的合作</p>

<p><strong>Navitas Semiconductor</strong>(NVTS -9.81%) stock is deep in the red Tuesday. The company's share price was down 9.1% as of 3 p.m. ET. Meanwhile, the <strong>S&amp;P 500</strong>(^GSPC -0.22%) was down 0.3%, and the <strong>Nasdaq Composite</strong>(^IXIC -0.19%) had slipped 0.2%. Navitas shares had been down as much as 12% early in trading.</p>
<div class="lb-trans"><p><strong>Navitas Semiconductor</strong>(NVTS -9.81%) 的股票在周二大幅下跌。截至东部时间下午 3 点，该公司的股价下跌了 9.1%。与此同时，<strong>标准普尔 500 指数</strong>(^GSPC -0.22%) 下跌了 0.3%，<strong>纳斯达克综合指数</strong>(^IXIC -0.19%) 下滑了 0.2%。Navitas 的股票在早盘交易中曾下跌多达 12%。</p>
</div><p>Navitas is falling today due to news that the Trump administration has taken a big step to secure a trade deal with China. The company's share price is also under pressure due to investors betting that a cut in interest rates this week is no longer in the cards.</p>
<div class="lb-trans"><p>Navitas 今天下跌是因为特朗普政府在确保与中国达成贸易协议方面迈出了重要一步。由于投资者押注本周不会降息，该公司的股价也面临压力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjcxMDIvZ2V0dHlpbWFnZXMtODMwNzczMTUuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F827102%2Fgettyimages-83077315.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Navitas stock slips on trade news</h2>
<div class="lb-trans"><h2>Navitas 股票因贸易消息下滑</h2>
</div><p>The Trump administration has lifted licensing requirements that prevented artificial intelligence (AI) chips and semiconductor manufacturing hardware from being exported to China. The administration has made the move in hopes of advancing a new trade deal between the countries, and securing access to Chinese rare earth minerals appears to be central to the U.S.'s aims in the trade negotiations.</p>
<div class="lb-trans"><p>特朗普政府已取消了阻止人工智能（AI）芯片和半导体制造硬件出口到中国的许可要求。政府此举旨在推动两国之间达成新的贸易协议，而确保获得中国稀土矿物似乎是美国在贸易谈判中的核心目标。</p>
</div><p>Navitas specializes in gallium nitride (GaN) power chips and silicon carbide (SiC) technologies, and a trade deal between the U.S. and China could potentially result in softer performance for the company. Competition from Chinese GaN and SiC providers is a significant risk factor for Navitas, and a trade agreement could increase pressures from foreign rivals.</p>
<div class="lb-trans"><p>Navitas 专注于氮化镓（GaN）电源芯片和碳化硅（SiC）技术，而美国与中国之间的贸易协议可能会导致该公司的业绩受到影响。来自中国 GaN 和 SiC 供应商的竞争是 Navitas 面临的一个重大风险因素，贸易协议可能会增加来自外国竞争对手的压力。</p>
</div><h2>What does interest rate policy mean for Navitas stock?</h2>
<div class="lb-trans"><h2>利率政策对 Navitas 股票意味着什么？</h2>
</div><p>While the stock is getting hit with big sell-offs in today's trading, Navitas's share price is still up roughly 118% across 2025's trading. The company's partnership with <strong>Nvidia</strong> has played a big role in the gains, but expectations that the Federal Reserve will cut interest rates multiple times this year have also been a key catalyst. Reports now suggest that the Fed is unlikely to lower interest rates at its meeting this week, and cautious commentary about the potential for future rate cuts could put more pressure on Navitas stock in the near term.</p>
<div class="lb-trans"><p>尽管今天的交易中股票遭遇大规模抛售，Navitas 的股价在 2025 年的交易中仍上涨了约 118%。该公司与 <strong>Nvidia</strong> 的合作在这一增长中发挥了重要作用，但市场对美联储今年多次降息的预期也是一个关键催化剂。现在的报告显示，美联储在本周的会议上不太可能降息，而对未来降息潜力的谨慎评论可能会在短期内给 Navitas 股票带来更多压力。</p>
</div>

Why Navitas Semiconductor Stock Is Plummeting Today

- Navitas Semiconductor 股价下跌 9.1%，受贸易协议和利率政策影响。  
- 特朗普政府放宽对中国的半导体出口限制，可能加剧竞争。  
- 尽管今日股价下跌，Navitas 2025 年股价仍上涨约 118%。

为什么 Navitas Semiconductor 的股票今天大幅下跌