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"title": "避险基金大亨艾克曼：黄仁勋「为世界做了很多好事」 盼事件造成的伤害降到最低",
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"description": "黄仁勋传婚外情，辉达董事会已成立独立委员会并聘外部律师调查相关报导。 辉达称暂无国安或商业机密受损迹象，黄仁勋留任配合；中国外交部则驳斥「中国女间谍」说法。 事件遇财报前夕，市场忧「关键人风险」；辉达17日将公布业绩，预期营收1091.7亿美元、EPS 2.48美元。",
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"content": "<p>黄仁勋上周日(8日)以内部信向员工承认婚外情，表示愿承担全部责任，辉达董事会随即宣布由独立董事组成委员会、聘外部律师调查相关报导所指、针对黄仁勋的外国情报行动。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6655272/l/425cd210bc72cd92f7853f9a32e6a882.jpg\" alt=\"避险基金大亨艾克曼：黄仁勋「为世界做了很多好事」 盼事件造成的伤害降到最低\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>辉达发言人强调，目前无理由认为国安或商业机密受损，黄仁勋留任并配合调查。所谓「中国女间谍」说法仅见于媒体引述匿名来源，中国外交部已驳斥为「捕风捉影、污蔑抹黑」。</p>\n\n<p>辉达董事会针对执行长黄仁勋启动独立调查之际，知名投资人艾克曼(Bill Ackman)率先在X平台上发文声援。他直言，黄仁勋「是人，而且是了不起的人，再了不起也会犯错」，应获得外界与其家庭的支持。</p>\n\n<p>艾克曼表示，并非要给黄仁勋「免责通行证」，并称「若不止是外遇，那才是真问题。我欣赏他，也希望损害降到最低，希望只是单纯绯闻，而非国安风险」。</p>\n\n<p>贴文下方有网友质疑艾克曼轻描淡写，也有人翻出他曾在FTX创办人SBF定罪前公开力挺的旧帐。</p>\n\n<p>不过，市场更在意「关键人风险」。艾克曼旗下Pershing Square虽未直接持有辉达，但重仓微软、Meta、亚马逊等「七巨头」。一旦黄仁勋下台或辉达走弱，AI算力链与科技权值股将间接受压。黄仁勋无明确接班人，治理折价难以对冲。</p>\n\n<p>黄仁勋婚外情风波发生时机点恰逢辉达公布财报前夕，该公司定于下周二(17日)公布业绩，市场预期营收1091.7亿美元、EPS 2.48美元，较去年同期大幅跃升。辉达过去16季营收、15季获利均跑赢预期，但在期中选举后科技股抛售、AI与资料中心交易降温背景下，这场「最被瞩目财报」将同时接受业绩与治理双重拷问。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-19893.html\" title=\"不想全靠辉达！微软自研AI晶片Maia 300明年可能部署逾百万颗\">不想全靠辉达！微软自研AI晶片Maia 300明年可能部署逾百万颗</a></li>\n <li><a href=\"/new/AI/article-14702.html\" title=\"三星、台积电、英特尔齐点头：艾司摩尔High NA EUV拿下顶级订单承诺\">三星、台积电、英特尔齐点头：艾司摩尔High NA EUV拿下顶级订单承诺</a></li>\n <li><a href=\"/new/AI/article-21693.html\" title=\"AI需求爆棚却缺钱！黄仁勋：资金需求远超供给 新型云端业者融资受考验\">AI需求爆棚却缺钱！黄仁勋：资金需求远超供给 新型云端业者融资受考验</a></li>\n <li><a href=\"/new/AI/article-1839.html\" title=\"告别Intel Inside？「内建辉达」带货力更强 供应链上演大洗牌\">告别Intel Inside？「内建辉达」带货力更强 供应链上演大洗牌</a></li>\n <li><a href=\"/new/AI/article-12595.html\" title=\"宇树科技上市四天股价几乎腰斩 市值蒸发2,000亿\">宇树科技上市四天股价几乎腰斩 市值蒸发2,000亿</a></li>\n <li><a href=\"/new/AI/article-16897.html\" title=\"DeepSeek大模型再暴冲 2兆参数训练中、下一步挑战8兆\">DeepSeek大模型再暴冲 2兆参数训练中、下一步挑战8兆</a></li>\n </ul>\n</div>",
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