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"description": "黄仁勋辞任辉达总裁、执行长及董事,克雷斯接任临时执行长,董事会已启动正式CEO遴选。 股价盘前一度跌逾13%,花旗将目标价由285降至225美元,伯恩斯坦由400降至200美元。 市场忧领导变动削弱AI资本支出与融资循环,后续看11月17日财报、Vera Rubin量产与客户态度。",
"createdAt": "2026-11-12T21:50:03.000Z",
"author": "网络",
"pv": 12,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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{
"id": 25296,
"title": "黄仁勋离场、辉达目标价遭集体下修!AI算力周期迎剧烈重定价?",
"shortTitle": "黄仁勋离场、辉达目标价遭集体下修!AI算力周期迎剧烈重定价?",
"img": "https://cimg.cnyes.cool/prod/news/6661140/l/e0b8f07a35eac7565223bfc634ed424b.jpg",
"description": "黄仁勋辞去辉达总裁、CEO及董事职务即刻生效,CFO Kress任临时CEO,董事会启动永久CEO遴选。 消息一度拖累辉达盘前跌逾13%,CoreWeave等关联股也重挫;开盘后跌幅收敛至约7%。 投行下调目标价,市场忧心黄仁勋离任削弱AI资本开支链信心,并关注11/17财报与Rubin进度。",
"createdAt": "2026-11-12T21:30:29.000Z",
"author": "网络",
"pv": 16,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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