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黄仁勋婚外情扯出75亿美元晶片疑云 辉达两日市值蒸发约4300亿美元

2026-11-11 10:16:04 网络 阅读(1)

辉达 (NVDA-US) 周二 (10 日) 下跌 5.53%,收报 168.80 美元,延续周一 (9 日) 下跌 4.27%、收报 178.67 美元的跌势。两个交易日股价累计下跌 9.56%,市值蒸发约 4,300 亿美元,降至约 4.07 兆美元。

黄仁勋婚外情扯出75亿美元晶片疑云 辉达两日市值蒸发约4300亿美元

执行长黄仁勋 (Jensen Huang) 的婚外情风波延烧至对中晶片交易,科技媒体《The Information》报导,这段关系据称协助促成至少 75 亿美元的辉达晶片运往中国。辉达独立董事已聘请外部律师主导调查,美国国会也出现要求加快收紧对中晶片出口管制的呼声。

微软 (MSFT-US) 周二盘中一度超越辉达,收盘时辉达仍居全球市值第二。

美银分析师指出,投资人关注的是事件影响会集中在辉达,还是会引发更多出口限制,进而干扰整体 AI 基础设施建设。

美银认为,目前的指控尚不足以认定辉达业务已受实质损害。市场原本就在评估 AI 基础设施的庞大投资能否带来足够回报,这起事件又增加了政策与供应方面的不确定性。

上海世纪利通取得优先供货资格 约24万颗晶片据报运往中国

《The Information》引述两名认识中国女商人黄乐 (Alice Huang) 的人士报导,黄乐与黄仁勋的关系据称协助促成至少 75 亿美元的辉达晶片运往中国企业。

报导指出,黄乐与丈夫及姊妹在中国和新加坡建立企业网络采购辉达晶片,其中上海世纪利通于 2023 年取得辉达优先云端合作伙伴资格,得以优先取得晶片。

据报导,部分受美国出口管制的晶片订单受阻时,黄乐利用与辉达及其经销商的关系取得货源,协助将约 24 万颗 H100、H200 及部分 A100 晶片运入中国。

上海世纪利通据报利用辉达晶片营运资料中心并出租算力,部分晶片提供的算力最终由阿里巴巴 (9988-HK)、腾讯 (0700-HK) 及规模较小的中国 AI 研发机构使用。

黄乐也是新加坡云端运算业者 Megaspeed International 的控股股东,该公司与上海世纪利通有关联。

《金融时报》报导,美国数个政府机构曾推动将 Megaspeed 列入出口管制实体清单,但商务部延后处理,该公司迄今未被列入。路透表示,无法独立查证相关报导,也未能联系黄乐置评。

辉达聘前联邦检察官主导调查 FBI另查外国情报行动

辉达独立董事已聘请曾任纽约南区代理联邦检察官 Joon Kim 主导调查。Kim 现为 Wachtell Lipton 律师事务所合伙人,业务涵盖企业内部调查与白领犯罪辩护。

辉达表示,董事会目前没有理由认为美国国家安全或公司机密已遭危及,黄仁勋也承诺配合内部调查。

美国联邦调查局 (FBI) 另在查明,63 岁的黄仁勋是否曾遭外国情报行动锁定。

黄仁勋已向员工坦承婚外情,但未透露关系细节。

中国外交部则称,有关黄乐涉及间谍活动的指控毫无根据。

CNBC 报导,黄仁勋周一在闭门会议上向高阶主管道歉,周二已回到辉达总部主持会议。

黄仁勋领导辉达逾 30 年,持有公司约 3.6% 股权,未掌握多数表决权。辉达组织层级较少,数十名主管直接向他报告。随着独立董事介入,外界也开始检视董事会如何监督执行长,以及公司日常决策对黄仁勋的依赖程度。

白宫否认川普访中前知情 舒默吁加快收紧晶片出口

《纽约时报》引述知情人士报导,美国国务卿卢比欧 (Marco Rubio) 5 月曾在飞往中国的空军一号上向总统川普 (Donald Trump) 简报相关情资。

知情人士称,那至少是川普在七个月内第二次听取相关情资。

川普周一则表示,黄仁勋 5 月随他访中时,他并不知道相关指控。

白宫官员对《纽约时报》的报导提出异议。

川普也说,他事后曾询问黄仁勋是否知道女方被指涉及间谍活动,黄仁勋称完全不知情,川普表示相信他的说法。

《Axios》另引述消息人士称,美国商务部长卢特尼克 (Howard Lutnick) 曾收到一份涉及这段关系的高度机密备忘录。

美国参议院民主党领袖舒默 (Chuck Schumer) 周二要求政府向国会完整说明川普为黄仁勋辩护的经过,并呼吁国会尽速通过新的对中晶片出口限制。

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辉达已聘前联邦检察官调查,FBI另查是否遭外国情报锁定;舒默吁加快收紧对中晶片出口。",
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    "content": "<p>辉达 (NVDA-US) 周二 (10 日) 下跌 5.53%,收报 168.80 美元,延续周一 (9 日) 下跌 4.27%、收报 178.67 美元的跌势。两个交易日股价累计下跌 9.56%,市值蒸发约 4,300 亿美元,降至约 4.07 兆美元。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6657877/l/5d168c5412eaa7ae39034bc26e24f856.jpg\" alt=\"黄仁勋婚外情扯出75亿美元晶片疑云 辉达两日市值蒸发约4300亿美元\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>执行长黄仁勋 (Jensen Huang) 的婚外情风波延烧至对中晶片交易,科技媒体《The Information》报导,这段关系据称协助促成至少 75 亿美元的辉达晶片运往中国。辉达独立董事已聘请外部律师主导调查,美国国会也出现要求加快收紧对中晶片出口管制的呼声。</p>\n\n<p>微软 (MSFT-US) 周二盘中一度超越辉达,收盘时辉达仍居全球市值第二。</p>\n\n<p>美银分析师指出,投资人关注的是事件影响会集中在辉达,还是会引发更多出口限制,进而干扰整体 AI 基础设施建设。</p>\n\n<p>美银认为,目前的指控尚不足以认定辉达业务已受实质损害。市场原本就在评估 AI 基础设施的庞大投资能否带来足够回报,这起事件又增加了政策与供应方面的不确定性。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>上海世纪利通取得优先供货资格 约24万颗晶片据报运往中国</strong></em></span></p>\n\n<p>《The Information》引述两名认识中国女商人黄乐 (Alice Huang) 的人士报导,黄乐与黄仁勋的关系据称协助促成至少 75 亿美元的辉达晶片运往中国企业。</p>\n\n<p>报导指出,黄乐与丈夫及姊妹在中国和新加坡建立企业网络采购辉达晶片,其中上海世纪利通于 2023 年取得辉达优先云端合作伙伴资格,得以优先取得晶片。</p>\n\n<p>据报导,部分受美国出口管制的晶片订单受阻时,黄乐利用与辉达及其经销商的关系取得货源,协助将约 24 万颗 H100、H200 及部分 A100 晶片运入中国。</p>\n\n<p>上海世纪利通据报利用辉达晶片营运资料中心并出租算力,部分晶片提供的算力最终由阿里巴巴 (9988-HK)、腾讯 (0700-HK) 及规模较小的中国 AI 研发机构使用。</p>\n\n<p>黄乐也是新加坡云端运算业者 Megaspeed International 的控股股东,该公司与上海世纪利通有关联。</p>\n\n<p>《金融时报》报导,美国数个政府机构曾推动将 Megaspeed 列入出口管制实体清单,但商务部延后处理,该公司迄今未被列入。路透表示,无法独立查证相关报导,也未能联系黄乐置评。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>辉达聘前联邦检察官主导调查 FBI另查外国情报行动</strong></em></span></p>\n\n<p>辉达独立董事已聘请曾任纽约南区代理联邦检察官 Joon Kim 主导调查。Kim 现为 Wachtell Lipton 律师事务所合伙人,业务涵盖企业内部调查与白领犯罪辩护。</p>\n\n<p>辉达表示,董事会目前没有理由认为美国国家安全或公司机密已遭危及,黄仁勋也承诺配合内部调查。</p>\n\n<p>美国联邦调查局 (FBI) 另在查明,63 岁的黄仁勋是否曾遭外国情报行动锁定。</p>\n\n<p>黄仁勋已向员工坦承婚外情,但未透露关系细节。</p>\n\n<p>中国外交部则称,有关黄乐涉及间谍活动的指控毫无根据。</p>\n\n<p>CNBC 报导,黄仁勋周一在闭门会议上向高阶主管道歉,周二已回到辉达总部主持会议。</p>\n\n<p>黄仁勋领导辉达逾 30 年,持有公司约 3.6% 股权,未掌握多数表决权。辉达组织层级较少,数十名主管直接向他报告。随着独立董事介入,外界也开始检视董事会如何监督执行长,以及公司日常决策对黄仁勋的依赖程度。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>白宫否认川普访中前知情 舒默吁加快收紧晶片出口</strong></em></span></p>\n\n<p>《纽约时报》引述知情人士报导,美国国务卿卢比欧 (Marco Rubio) 5 月曾在飞往中国的空军一号上向总统川普 (Donald Trump) 简报相关情资。</p>\n\n<p>知情人士称,那至少是川普在七个月内第二次听取相关情资。</p>\n\n<p>川普周一则表示,黄仁勋 5 月随他访中时,他并不知道相关指控。</p>\n\n<p>白宫官员对《纽约时报》的报导提出异议。</p>\n\n<p>川普也说,他事后曾询问黄仁勋是否知道女方被指涉及间谍活动,黄仁勋称完全不知情,川普表示相信他的说法。</p>\n\n<p>《Axios》另引述消息人士称,美国商务部长卢特尼克 (Howard Lutnick) 曾收到一份涉及这段关系的高度机密备忘录。</p>\n\n<p>美国参议院民主党领袖舒默 (Chuck Schumer) 周二要求政府向国会完整说明川普为黄仁勋辩护的经过,并呼吁国会尽速通过新的对中晶片出口限制。</p><div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/mg/article-6651.html\" title=\"Fed要大改造了!华许喊「体制改革」 5大工作小组全面动刀\">Fed要大改造了!华许喊「体制改革」 5大工作小组全面动刀</a></li>\n    <li><a href=\"/new/mg/article-17044.html\" title=\"OpenAI扩大GPT-6产品线 Sol、Luna双双降价50%\">OpenAI扩大GPT-6产品线 Sol、Luna双双降价50%</a></li>\n    <li><a href=\"/new/mg/article-3456.html\" title=\"〈纽约汇市〉美元维持逾一年高点 升息预期较一周前大幅升温\">〈纽约汇市〉美元维持逾一年高点 升息预期较一周前大幅升温</a></li>\n    <li><a href=\"/new/mg/article-15313.html\" title=\"〈美股盘后〉两大指标油价均飙破100美元 美债殖利率逼近5% 美股三大指数连四黑\">〈美股盘后〉两大指标油价均飙破100美元 美债殖利率逼近5% 美股三大指数连四黑</a></li>\n    <li><a href=\"/new/mg/article-1654.html\" title=\"IBM大涨7%是因为川普?分析师:事情没那么单纯\">IBM大涨7%是因为川普?分析师:事情没那么单纯</a></li>\n    <li><a href=\"/new/mg/article-21003.html\" title=\"辉达柏林GTC大会即将登场!关注黄仁勋演说、工业AI等五大看点\">辉达柏林GTC大会即将登场!关注黄仁勋演说、工业AI等五大看点</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-11-11T01:32:57.000Z",
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