各界對輝達調查執行長黃仁勳一事的反應

11 月 9 日（路透）——在一篇媒體報導指稱輝達（Nvidia）執行長黃仁勳（Jensen Huang）與一名中國女商人關係密切、且該女子曾向北京傳遞資訊後，輝達董事會正調查黃仁勳是否曾成為外國情報行動的目標。Nov 9 (Reuters) - Nvidia's board is probing whether CEO Jensen Huang was the target of a foreign intelligence effort, following a media report alleging that he had a close relationship with a Chinese businesswoman who passed information to Beijing.

以下是分析師與知名人士的說法：Here are comments by analysts and prominent figures:

NH 投資證券資深分析師 Ryu Young-ho：RYU YOUNG-HO, SENIOR ANALYST AT NH INVESTMENT & SECURITIES:

「美國政府似乎已經知悉涉及黃仁勳的此事數個月，因此立即影響不太可能很大。"It appears the US government had been aware of the matter involving Jensen Huang for several months, so the immediate impact is unlikely to be significant.

「對南韓企業而言，最大的潛在風險會是，如果調查或內部審查延宕，導致輝達延後投資決策。"The biggest potential risk for South Korean companies would be if a prolonged investigation or internal review were to lead Nvidia to delay its investment decisions.

「如果輝達的產品出貨或發表延後，可能對半導體產業帶來更廣泛的影響。」"If Nvidia's product shipments or launches were to be delayed, it could have broader implications for the semiconductor industry."

替 The Future Fund LLC 管理資金的特斯拉投資人蓋瑞・布萊克（Gary Black）：GARY BLACK, TESLA INVESTOR WHO MANAGES MONEY FOR THE FUTURE FUND LLC:

「我懷疑黃仁勳還能繼續擔任（輝達）執行長。這可能對全球第二大市值公司的股價造成短期壓力。"I doubt Jensen Huang will be able to remain as (Nvidia) CEO. This could put short-term pressure on the stock of the second most valuable company in the world.

「他在公司內部沒有自然接班人。雖然黃仁勳沒有犯下任何罪行或侵權行為，但他的行為準則與判斷力將受到質疑，這很可能導致他遭到撤換……"He has no natural successor within the company. While Huang has not committed any crime or tort, his code of conduct and judgment will be called into question, which will likely result in his removal …

「由於誰可能接替黃仁勳存在不確定性，許多投資組合經理人將在未來數週減持（輝達）持股。」"Many portfolio managers will reduce their (Nvidia) holdings in the coming weeks as a result of uncertainty over who could succeed Jensen."

美國總統川普（Donald Trump）：US PRESIDENT DONALD TRUMP:

「我沒有跟他談過這件事。我只知道他是個很好的人，但你永遠不知道正在發生什麼事。我希望一切都好……我認為他是個可敬的人。」"I have not spoken to him about it. I just know he's a fine person, but you never know what is going on. I hope everything's fine … I think he's an honourable guy."

潘興廣場執行長比爾・艾克曼（Bill Ackman）：BILL ACKMAN, PERSHING SQUARE CEO:

「我不是說他可以免責過關。如果這確實不只是婚外情，那顯然就是一個真正的問題。我喜歡這個人。他為世界做了很多好事，我希望這件事造成的損害降到最低。也就是說，我希望這只是單純的婚外情，而不是對我們國家安全的風險。」"I am not suggesting he gets a free pass. If indeed this is more than an affair, then it is obviously a real problem. I like the guy. He has done a lot of good for the world and I hope the damage here is minimal. That is, I am hoping for a simple affair, not a risk to our national security."

前 PIMCO 執行長穆罕默德・A・艾里安（Mohamed A. El-Erian）：MOHAMED A. EL-ERIAN, FORMER PIMCO CEO:

「儘管輝達試圖安撫所有人，但這裡面有好幾層問題，首先就是時機不幸。"While Nvidia has sought to reassure us all, there are several layers here, beginning with the unfortunate timing.

「例如：這家公司對科技、市場與經濟具有系統重要性；投資人往往難以將關鍵人物與公司治理問題納入定價；而且國家安全與地緣政治動態仍在變動。」"For example: The company is systemically important for tech, markets and the economy; Investors tend to struggle to price in key-person and governance issues; and there are fluid national security and geopolitical dynamics."

紅杉資本合夥人蕭恩・馬奎爾（Shaun Maguire）：SHAUN MAGUIRE, SEQUOIA PARTNER:

馬奎爾說，黃仁勳「做了一件蠢到不可思議的事」，這件事「對美國不利」，但「詹森對美國 AI 領導地位而言無可取代」。Maguire said Huang "did something incredibly dumb" that was "bad for America" but that "Jensen is irreplaceable for America's AI leadership".

特斯拉執行長伊隆・馬斯克（Elon Musk）對這則貼文回應：「我同意。」Tesla CEO Elon Musk commented, "I agree" to the post.

ETORO 首席分析師喬許・吉爾伯特（Josh Gilbert）：JOSH GILBERT, LEAD ANALYST AT ETORO:

「這場董事會風暴，在 AI 交易面臨嚴峻時刻之際襲來，但輝達 11 月 17 日的財報才是真正的下一個考驗。"This boardroom storm has landed at a brutal time for the AI trade, but Nvidia’s earnings on November 17 are the real next test.

「雖然這項調查可能打擊市場情緒，但除非導致高層異動，否則不會改變任何長期情勢；一旦出現高層異動，局面就會完全不同。」"While the investigation is likely to dent sentiment, it won’t alter anything long-term, unless it leads to a change at the top, at which point it becomes a completely different ball game."

Pepperstone 研究主管克里斯・韋斯頓（Chris Weston）：CHRIS WESTON, HEAD OF RESEARCH, PEPPERSTONE:

「黃仁勳會被換掉嗎？不會，我不認為那會發生。"Will Huang get replaced? No, I don't think that's going to happen.

「我認為，考量到他就像 AI 教父，而且你知道，是我們這一代所見最大投資主題的元老級人物，我的意思是，我想如果我們真的認為他要下台……股價就會下跌——老實說，場面會是徹底的血洗。"I think given that he is like the godfather of AI and, you know, the OG of what has been the biggest investment thematic that we've seen in a generation, I mean, I think if we genuinely thought he was going to step down … the stock would be down - it would be an absolute bloodbath, to be honest.

「如果查明並確認她是間諜，那麼，天啊，情況就不妙了。」"If it is found out that she's confirmed as a spy, then, crikey, it doesn't go well."

花旗分析師阿提夫・馬利克（Atif Malik）：ATIF MALIK, CITI ANALYST:

「對投資人而言，關鍵議題可能包括潛在的公司治理影響、更嚴格的監管審查，以及 H200 晶片流入中國（占資料中心銷售額不到 1%）並經由其他中介管道轉運的出口管制合規問題，還有（長期）對領導穩定性的影響。」"For investors, key issues are likely potential governance implications, increased regulatory scrutiny and export-control compliance of the flow of H200 chips into China (<1% of DC sales) and routed through other intermediaries, and (long-term) impact on leadership stability."

（Sumedha Mukherjee、Tom Westbrook、Brenda Goh、Danilo Masoni、Heekyong Yang 與高詹妮（Jeanny Kao）採訪報導；Anne Marie Roantree 彙整；Jamie Freed、Clarence Fernandez 與 Louise Heavens 編輯）(Reporting by Sumedha Mukherjee, Tom Westbrook, Brenda Goh, Danilo Masoni, Heekyong Yang and Jeanny Kao; Compiled by Anne Marie Roantree; Editing by Jamie Freed, Clarence Fernandez and Louise Heavens)