AI芯片需求激增，比特币挣扎

PARAGRAPH 1 --- The demand for AI chips has surged, driving up the stock prices of companies like NVIDIA, which has rallied 18% year-to-date to $224. Meanwhile, Bitcoin has struggled, posting losses of about 19% year-to-date, with its price falling to $78,000. Michael Saylor, executive chairman of Strategy (MSTR), attributes Bitcoin's decline to capital rotation into AI stocks.

PARAGRAPH 2 --- The AI chip demand surge has positively impacted semiconductor companies and AI infrastructure stocks, with NVIDIA reaching a new all-time high of $235. Conversely, the Bitcoin market has seen a gloomy sentiment, with the iShares Bitcoin Trust (IBIT) dropping over 5% and extending its year-to-date loss to 23%.

PARAGRAPH 3 --- To watch next, investors should keep an eye on NVIDIA's earnings report scheduled for May 25, which could provide more insights into the AI chip demand trend. Additionally, the Bitcoin market's performance will be closely watched, with the $80,000 mark acting as a key resistance level.