天天财经-提供金融入门知识-投资理财技巧-美股

后黄仁勋时代来了！财务长克雷斯暂代辉达执行长接班布局牵动AI产业
2026-11-13 网络阅读（14）
辉达11月12日宣布黄仁勋辞去总裁、执行长及董事，柯蕾特・克雷斯出任临时执行长董事会任命哈维・琼斯为首位董事会主席，并启动内外部正式执行长遴选消息后辉达盘前一度跌逾13%，市场关注11月17日财报与AI策略延续性
〈纽约汇市〉美元升至19个月新高市场焦点转向利率预期
2026-11-13 网络阅读（17）
美元指数升至103.16、创2025年4月以来高点，市场重估Fed政策走向。多位Fed官员示警通膨顽强，CPI高于预期，12月升息机率升至91%。美债殖利率走高，欧元、日元、澳币下跌；日官员警告勿忘夏季汇市干预。
《CNBC》揭小三黄乐与辉达对手「华为云」商业关联！牵出深圳资料中心
2026-11-13 网络阅读（15）
《CNBC》指黄乐间接投资深圳资料中心，上海和熙持股27%并曾为贷款担保，主要客户为华为云与上海和熙共同投资的浙江世纪华通自2023年起采购辉达晶片，惟晶片去向及华为云是否使用辉达算力仍未确认 Tesari副总裁称交易值得主管机关调查；若未经许可将受管制设备移转给华为，恐涉出口管制、共谋或走私
新加坡出手了！黄仁勋「小三」黄乐遭禁再入境
2026-11-13 网络阅读（15）
新加坡证实，黄仁勋婚外情对象黄乐因提供不实资讯，遭严厉警告并禁止再次入境警方指黄乐涉 Megaspeed 伺服器采购申报案，2025年2月立案，6月配合美方查核后扣留护照，2月26日归还后离境 Megaspeed称已配合美方查核并盘点GPU；另传辉达若被禁售H200至中国，恐面临50亿美元减记
黄仁勋请辞辉达利空出尽？郭明𫓹点名Google TPU最大受惠接班影响最快2028年浮现
2026-11-13 网络阅读（18）
黄仁勋辞去辉达总裁、执行长及董事，克雷斯代理执行长；郭明𫓹称短期股价利空可消化。郭明𫓹指接班影响最快2028年浮现；新团队若放慢产能预订，台供应链扩产、先进封装与液冷备料恐受影响。 Google TPU或成替代方案，博通、联发科受关注；若美禁辉达H200出口中国，恐有约50亿美元减记。
黄仁勋离开辉达最痛的却是中国？外媒专栏揭两大冲击
2026-11-13 网络阅读（15）
黄仁勋辞任辉达执行长，专栏称中国AI业者恐面临更深远冲击，先进晶片取得管道可能再收窄。报导指黄仁勋与黄乐关系助中国企业取得至少75亿美元辉达晶片，事件恐促使美国进一步收紧出口管制。黄仁勋过去支持开放权重AI与蒸馏，离任后中国AI少了重要支持者，海外发展与政策空间或受压。
辉达刚换帅又爆新料！《路透》：黄仁勋传与另一名员工有亲密关系
2026-11-13 网络阅读（17）
路透称黄仁勋涉与另一名辉达员工有亲密关系，继医疗保健业务副总裁鲍尔后再传婚外情。黄仁勋11月8日曾就与黄乐的关系承认婚外情并道歉；《纽约时报》称他也曾与鲍尔有婚外关系。黄乐透过Megaspeed与辉达有往来，且间接投资深圳资料中心，主要客户为华为云；辉达同日宣布黄仁勋卸任。
黄仁勋下台同日！Megaspeed打破沉默曝美方查核进展
2026-11-13 网络阅读（16）
Megaspeed称已配合美国BIS检查，并委托美国律师事务所全面盘点GPU，独立查核出口管制合规。新加坡警方自2025年2月调查Megaspeed伺服器不实申报，黄乐遭警告且禁再入境。 Baird估若美国禁辉达H200出口中国，库存恐认列约50亿美元减损。
黄仁勋离职代价多大？放弃1.08亿美元奖酬身家盘中缩水68亿美元
2026-11-13 网络阅读（28）
黄仁勋卸任辉达执行长，将放弃约1.08亿美元尚未归属股权奖酬。彭博指其离任前身家约1,445亿美元，辉达股价盘中一度重挫14%，使其身家缩水68亿美元。其财富近97%来自辉达普通股，持有约3.5%投票权，个人资产仍高度连动股价。
黄仁勋风暴延烧！传白宫讨论是否撤换商务部长卢特尼克
2026-11-13 网络阅读（17）
白宫高层讨论是否因黄仁勋相关风波撤换商务部长卢特尼克，尚未有最终决定卢特尼克遭批评政府未纳数十家中国企业入黑名单，且未妥善监督辉达对中晶片出口黄仁勋卸任后，辉达与川普政府往来及美国对中晶片出口政策再受检视，白宫称川普仍信任卢特尼克

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"0", "dataConfig": null, "level": 1 } ], "cate": { "id": 25, "pid": 15, "name": "美股", "pinyin": "mg", "path": "/new/mg", "orderBy": 0, "target": "0", "status": "0", "listView": "list.html", "articleView": "article.html", "seoTitle": "", "seoKeywords": "", "seoDescription": "", "type": "0", "dataConfig": null, "level": 1 }, "pageHtml": "<li><a href='/new/mg/index11.html'>上一页</a></li><li><a href='/new/mg/index1.html'>1</a></li><li class=\"disabled\">...</li><li><a href='/new/mg/index11.html'>11</a></li><li class=\"current\">12</li><li><a href='/new/mg/index13.html'>13</a></li><li class=\"disabled\">...</li><li><a href='/new/mg/index632.html'>632</a></li><li><a href='/new/mg/index13.html'>下一页</a></li>", "articleList": { "total": 6320, "current": 12, "pageSize": 10, "list": [ { "id": 25297, "title": "后黄仁勋时代来了！财务长克雷斯暂代辉达执行长接班布局牵动AI产业", "shortTitle": "后黄仁勋时代来了！财务长克雷斯暂代辉达执行长接班布局牵动A", "img": "https://cimg.cnyes.cool/prod/news/6661044/l/e2329b94be805b525be073f4b742b52c.jpg", "description": "辉达11月12日宣布黄仁勋辞去总裁、执行长及董事，柯蕾特・克雷斯出任临时执行长
董事会任命哈维・琼斯为首位董事会主席，并启动内外部正式执行长遴选
消息后辉达盘前一度跌逾13%，市场关注11月17日财报与AI策略延续性", "createdAt": "2026-11-12T21:30:18.000Z", "author": "网络", "pv": 14, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25298, "title": "〈纽约汇市〉美元升至19个月新高市场焦点转向利率预期", "shortTitle": "〈纽约汇市〉美元升至19个月新高市场焦点转向利率预期", "img": "https://cimg.cnyes.cool/prod/news/6660713/l/7be43989f02625fe253d8c921852636a.jpg", "description": "美元指数升至103.16、创2025年4月以来高点，市场重估Fed政策走向。
多位Fed官员示警通膨顽强，CPI高于预期，12月升息机率升至91%。
美债殖利率走高，欧元、日元、澳币下跌；日官员警告勿忘夏季汇市干预。", "createdAt": "2026-11-12T21:20:11.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25299, "title": "《CNBC》揭小三黄乐与辉达对手「华为云」商业关联！牵出深圳资料中心", "shortTitle": "《CNBC》揭小三黄乐与辉达对手「华为云」商业关联！牵出深圳", "img": "https://cimg.cnyes.cool/prod/news/6661127/l/8390dc5553f2445a6c292ac4d0d277c2.jpg", "description": "《CNBC》指黄乐间接投资深圳资料中心，上海和熙持股27%并曾为贷款担保，主要客户为华为云
与上海和熙共同投资的浙江世纪华通自2023年起采购辉达晶片，惟晶片去向及华为云是否使用辉达算力仍未确认
Tesari副总裁称交易值得主管机关调查；若未经许可将受管制设备移转给华为，恐涉出口管制、共谋或走私", "createdAt": "2026-11-12T21:20:08.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25300, "title": "新加坡出手了！黄仁勋「小三」黄乐遭禁再入境", "shortTitle": "新加坡出手了！黄仁勋「小三」黄乐遭禁再入境", "img": "https://cimg.cnyes.cool/prod/news/6655909/l/c46665fa7ed3c1a83a71b785ebf27745.jpg", "description": "新加坡证实，黄仁勋婚外情对象黄乐因提供不实资讯，遭严厉警告并禁止再次入境
警方指黄乐涉 Megaspeed 伺服器采购申报案，2025年2月立案，6月配合美方查核后扣留护照，2月26日归还后离境
Megaspeed称已配合美方查核并盘点GPU；另传辉达若被禁售H200至中国，恐面临50亿美元减记", "createdAt": "2026-11-12T20:40:03.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25291, "title": "黄仁勋请辞辉达利空出尽？郭明𫓹点名Google TPU最大受惠接班影响最快2028年浮现", "shortTitle": "黄仁勋请辞辉达利空出尽？郭明𫓹点名Google TPU最大受", "img": "https://cimg.cnyes.cool/prod/news/6660721/l/08e247261ad5f3e3462a87ec5b8c0142.jpg", "description": "黄仁勋辞去辉达总裁、执行长及董事，克雷斯代理执行长；郭明𫓹称短期股价利空可消化。
郭明𫓹指接班影响最快2028年浮现；新团队若放慢产能预订，台供应链扩产、先进封装与液冷备料恐受影响。
Google TPU或成替代方案，博通、联发科受关注；若美禁辉达H200出口中国，恐有约50亿美元减记。", "createdAt": "2026-11-12T20:10:03.000Z", "author": "网络", "pv": 18, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25292, "title": "黄仁勋离开辉达最痛的却是中国？外媒专栏揭两大冲击", "shortTitle": "黄仁勋离开辉达最痛的却是中国？外媒专栏揭两大冲击", "img": "https://cimg.cnyes.cool/prod/news/6660951/l/c1e5e9fb2c2a5d8a0680a3de11865614.jpg", "description": "黄仁勋辞任辉达执行长，专栏称中国AI业者恐面临更深远冲击，先进晶片取得管道可能再收窄。
报导指黄仁勋与黄乐关系助中国企业取得至少75亿美元辉达晶片，事件恐促使美国进一步收紧出口管制。
黄仁勋过去支持开放权重AI与蒸馏，离任后中国AI少了重要支持者，海外发展与政策空间或受压。", "createdAt": "2026-11-12T20:00:05.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25293, "title": "辉达刚换帅又爆新料！《路透》：黄仁勋传与另一名员工有亲密关系", "shortTitle": "辉达刚换帅又爆新料！《路透》：黄仁勋传与另一名员工有亲密关系", "img": "https://cimg.cnyes.cool/prod/news/6661114/l/a5ed35d6c6ba9878b0c025f53d213fa1.jpg", "description": "路透称黄仁勋涉与另一名辉达员工有亲密关系，继医疗保健业务副总裁鲍尔后再传婚外情。
黄仁勋11月8日曾就与黄乐的关系承认婚外情并道歉；《纽约时报》称他也曾与鲍尔有婚外关系。
黄乐透过Megaspeed与辉达有往来，且间接投资深圳资料中心，主要客户为华为云；辉达同日宣布黄仁勋卸任。", "createdAt": "2026-11-12T19:49:22.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25294, "title": "黄仁勋下台同日！Megaspeed打破沉默曝美方查核进展", "shortTitle": "黄仁勋下台同日！Megaspeed打破沉默曝美方查核进展", "img": "https://cimg.cnyes.cool/prod/news/6657861/l/95f2cb160dfb351fe5987b2224d3aed0.jpg", "description": "Megaspeed称已配合美国BIS检查，并委托美国律师事务所全面盘点GPU，独立查核出口管制合规。
新加坡警方自2025年2月调查Megaspeed伺服器不实申报，黄乐遭警告且禁再入境。
Baird估若美国禁辉达H200出口中国，库存恐认列约50亿美元减损。", "createdAt": "2026-11-12T19:40:03.000Z", "author": "网络", "pv": 16, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25295, "title": "黄仁勋离职代价多大？放弃1.08亿美元奖酬身家盘中缩水68亿美元", "shortTitle": "黄仁勋离职代价多大？放弃1.08亿美元奖酬身家盘中缩水68", "img": "https://cimg.cnyes.cool/prod/news/6661034/l/3d4f5b5b8b2faf5f592719649839d0cf.jpg", "description": "黄仁勋卸任辉达执行长，将放弃约1.08亿美元尚未归属股权奖酬。
彭博指其离任前身家约1,445亿美元，辉达股价盘中一度重挫14%，使其身家缩水68亿美元。
其财富近97%来自辉达普通股，持有约3.5%投票权，个人资产仍高度连动股价。", "createdAt": "2026-11-12T19:30:04.000Z", "author": "网络", "pv": 28, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 25270, "title": "黄仁勋风暴延烧！传白宫讨论是否撤换商务部长卢特尼克", "shortTitle": "黄仁勋风暴延烧！传白宫讨论是否撤换商务部长卢特尼克", "img": "https://cimg.cnyes.cool/prod/news/6661080/l/c35d192da371135a9a9e03630c1854f9.jpg", "description": "白宫高层讨论是否因黄仁勋相关风波撤换商务部长卢特尼克，尚未有最终决定
卢特尼克遭批评政府未纳数十家中国企业入黑名单，且未妥善监督辉达对中晶片出口
黄仁勋卸任后，辉达与川普政府往来及美国对中晶片出口政策再受检视，白宫称川普仍信任卢特尼克", "createdAt": "2026-11-12T19:00:25.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }