輝達調查執行長黃仁勳是否成外國間諜行動目標；黃仁勳承認婚外情

Sumedha Mukherjee、Chris Thomas 報導By Sumedha Mukherjee and Chris Thomas

11月8日（路透）— 輝達（Nvidia）週日表示，董事會正在調查執行長黃仁勳是否曾成為外國情報行動的目標。此前有媒體報導指稱，他與一名中國女商人關係密切，而該女商人曾向北京傳遞資訊。Nov 8 (Reuters) - Nvidia said on Sunday its board was probing whether CEO Jensen Huang had been the target of a foreign intelligence effort, after a media report alleged he had a close relationship with a Chinese businesswoman who passed information to Beijing.

黃仁勳在給員工的訊息中表示，他曾對妻子不忠，並為自己的行為承擔「全部責任」；輝達則表示，執行長承諾將繼續不中斷地領導公司。Huang said in a message to employees that he had been unfaithful to his wife and took "full responsibility" for his actions, while Nvidia said the CEO was committed to continuing to lead the company without interruption.

分析師表示，這些事態發展可能使這家晶片製造商的股價承壓。該公司股價已因市場憂心AI熱潮能否持續而大幅下跌，也可能引發外界對黃仁勳未來是否繼續掌舵這家由他共同創辦公司的疑問。The developments are likely to pressure the chipmaker's stock, which has already fallen sharply amid worries about the AI boom's sustainability, and may also raise questions about Huang's future at the helm of the company he co-founded, analysts said.

《紐約時報》上月報導，黃仁勳與愛麗絲・黃（Alice Huang）有一段關係。愛麗絲・黃與黃仁勳沒有親屬關係，曾任總部位於新加坡的Megaspeed公司高層；美國當局曾對她展開調查，並認定她是中國情報資產。The New York Times reported last month that Huang had a relationship with Alice Huang, an unrelated former executive of Singapore-based company Megaspeed, who US authorities investigated and concluded was a Chinese intelligence asset.

Megaspeed向輝達採購AI晶片。美國當局已因懷疑該公司協助北京取得禁止運往中國的先進AI晶片，而對Megaspeed進行審查。US authorities have scrutinized Megaspeed, which buys AI chips from Nvidia, over suspicions it helped Beijing gain access to advanced AI chips that are barred from shipment to China.

輝達表示：「鑑於近期報導指出，創辦人暨執行長黃仁勳成為外國情報行動的目標，NVIDIA董事會正啟動一項獨立調查。由獨立董事組成的委員會將在外部獨立律師協助下監督調查。」"The NVIDIA Board is initiating an independent investigation in light of recent reporting that founder and CEO Jensen Huang has been the target of a foreign intelligence effort. A committee of independent directors, assisted by outside independent counsel, will oversee the investigation," Nvidia said.

該公司週日表示，儘管董事會沒有理由相信美國國家安全或輝達機密遭到危害，調查仍將檢視所有可取得的資訊。The company said on Sunday that while its board had no reason to believe that either US national security or Nvidia secrets were compromised, its inquiry would examine all available information.

輝達表示，董事會對這名執行長及其領導團隊有信心，並補充說，黃仁勳全力支持這項審查，且已承諾配合。The board has confidence in the CEO and his leadership team, Nvidia said, adding that Huang fully supports the review and has committed to cooperating with it.

美國總統川普週日表示，他尚未與黃仁勳談過這些指控，但稱黃仁勳是個很好的人。他並補充說：「我希望一切都沒事。他做得非常出色。」US President Donald Trump said on Sunday he had not spoken to Huang about the allegations, but called him a fine person. "I hope everything's fine. He's done such an incredible job," he added.

被問及他在聽取相關情報簡報後是否認為自己本應採取行動時，川普說：「不，我不這麼認為。我認為他是個正直的人。我想他可能有理由。你必須聽聽看。」When asked if he believed he should have acted on intelligence when he was briefed about it, Trump said: "No, I don't think so. I think he's an honorable guy. I think he probably has an excuse for it. You have to hear it."

《紐約時報》先前報導，川普約一年前曾聽取有關情報發現的簡報，並選擇不對該資訊採取任何行動。The New York Times had reported that Trump was briefed about the intelligence findings roughly a year ago and chose not to do anything with the information.

美國國務卿馬可・盧比歐（Marco Rubio）稍早晚間被記者問及黃仁勳時，拒絕發表評論。US Secretary of State Marco Rubio declined to comment on Huang when asked by reporters earlier in the evening.

中國外交部未立即回應路透社的採訪請求。China’s foreign ministry did not immediately respond to a Reuters request for comment.

黃仁勳週日表示，他「致力於保護輝達，並支持美國國家安全」。Huang said on Sunday that he was "committed to protecting Nvidia and supporting America's national security."

Megaspeed未在非上班時間立即回應採訪請求。Megaspeed did not respond immediately to a request for comment outside business hours.

輝達承壓加劇PILING PRESSURE ON NVIDIA

這項調查使輝達面臨更多壓力；投資人已因不確定這股讓該晶片製造商成為全球最有價值公司之一的AI市場熱潮能否持續，而開始退場觀望。The investigation adds to pressure on Nvidia at a time investors are already pulling back amid uncertainty over the sustainability of the booming AI market that made the chipmaker one of the world's most valuable companies.

在市場憂心AI支出速度而引發科技股大盤賣壓之際，這家市值4.5兆美元晶片製造商的股價已回吐今年以來所有漲幅。The $4.5 trillion chipmaker's shares have given up all their gains this year amid a broader tech market rout triggered by worries over the pace of AI spending.

黃仁勳領導輝達逾30年，一直是該公司崛起、成為AI晶片主導供應商的核心人物。Huang, who has led Nvidia for more than three decades, has been central to its rise to become a dominant supplier of AI chips.

Yorkville Ives & Co.合夥人兼資深董事總經理丹・艾夫斯（Dan Ives）表示：「視董事會調查結果而定，Jensen顯然有可能被免去執行長職務；這將為該股增添風險，因為他對輝達在全球的故事與策略如此重要。」"There is clearly risk that Jensen could be removed as CEO depending on the Board investigation and this will add risk to the stock as he is so important to the Nvidia story and strategy globally," said Dan Ives, partner and senior managing director at Yorkville Ives & Co.

艾夫斯表示：「這對Jensen而言是一次形象受挫的時刻，至少將引發多項國會調查，並將對股價形成壓力。」他並補充說，這則消息也會提高外界對向中國出售晶片的審查力道。"This is a black eye moment for Jensen and will spark multiple congressional inquiries at a minimum and will create an overhang on the stock," Ives said, adding that the news would also increase scrutiny about selling chips to China.

黃仁勳承認曾對妻子不忠，並表示：「我的行為傷害了她和我們的孩子。我所做的一切沒有任何藉口。我深感抱歉。」Huang admitted to having been unfaithful to his wife, saying, "My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry."

黃仁勳對同事、董事會、合作夥伴和股東表示：「我的責任是為你們服務，並配得上你們的信任。我沒有盡到這項責任。我全心投入NVIDIA，並將努力重新贏回你們的信心。」Addressing his colleagues, board, partners and shareholders, Huang said: "My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence."

10月下旬，他曾告訴彭博新聞（Bloomberg News），他與愛麗絲・黃的關係和互動都與Megaspeed有關，且「完全正常，並不異常」。In late October, he had told Bloomberg News that his relationship and interactions with Alice Huang were related to Megaspeed and were "completely normal and not unusual".

交易平台eToro首席分析師喬許・吉爾伯特（Josh Gilbert）表示，黃仁勳的印記遍布公司崛起的每一個部分，因此任何對他職位的疑慮，都會對股東具有重要意義。Josh Gilbert, lead analyst at trading platform eToro, said Huang's fingerprints were on every part of the company's rise, so any doubt over his position would matter to shareholders.

吉爾伯特補充說：「雖然這項調查可能會打擊市場情緒，但除非導致高層更迭，否則不會改變任何長期局面；一旦發生高層更替，情況就會完全不同。」"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," Gilbert added.

美國眾議院共和黨高層議員先前已要求黃仁勳本月就《紐約時報》的報導向國會簡報。Top Republican lawmakers in the US House of Representatives had already called on Huang to brief Congress this month about the New York Times report.

這些議員在一封日期為11月4日的信中表示，該報導引發「關於（中國）取得敏感美國技術與資訊的重大國家安全疑慮」。他們並補充說：「國會必須判定美國國家安全被置於風險之中的程度。」The report raises "significant national security concerns regarding (China's) access to sensitive US technology and information," the lawmakers said in a letter dated November 4. "It is vital that Congress determines the extent to which US national security has been placed at risk," they added.

自2022年以來，美國出口管制一直試圖限制中國取得輝達先進晶片，以及製造這些晶片所需設備。US export controls since 2022 have sought to restrict China's access to advanced Nvidia chips and the equipment needed to make them.

（班加羅爾Sumedha Mukherjee、墨西哥城Chris Thomas與Mrinmay Dey、Nichola Groom、Jarret Renshaw及Costas Pitas報導；Chris Reese、Nia Williams與Jamie Freed編輯）(Reporting by Sumedha Mukherjee in Bengaluru, Chris Thomas and Mrinmay Dey in Mexico City, Nichola Groom, Jarret Renshaw and Costas Pitas; Editing by Chris Reese, Nia Williams and Jamie Freed)