各界對輝達調查執行長黃仁勳一事的反應

11月9日（路透）— 輝達（Nvidia）董事會正在調查執行長黃仁勳是否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，而該女子曾向北京傳遞資訊。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評論：Here are comments by analysts and prominent figures:

NH投資證券（NH Investment & Securities）資深分析師柳永鎬（Ryu Young-ho）：RYU YOUNG-HO, SENIOR ANALYST AT NH INVESTMENT & SECURITIES:

「美國政府似乎已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 U.S. 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，如果長期調查或內部審查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宕，可能對半導體產業帶來更廣泛影響。"If Nvidia's product shipments or launches were to be delayed, it could have broader implications for the semiconductor industry.

管理 Future Fund LLC 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:

「我懷疑黃仁勳是否還能繼續擔任（輝達）執行長。這可能對這家全球市值第二高公司的股票造成短期壓力。"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.

「公司內部並沒有明確的接班人選。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 …

「由於不確定誰能接替黃仁勳，許多投資組合經理人未來幾週將減持（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."

美國總統唐納・川普（Donald Trump）：US PRESIDENT DONALD TRUMP:

「我沒有跟他談過這件事。我只知道他是個好人，但你永遠不知道正在發生什麼事。我希望一切都好……我認為他是個正派的人。」"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（Pershing Square）執行長比爾・艾克曼（Bill Ackman）：BILL ACKMAN, PERSHING SQUARE CEO:

「我並不是在暗示他可以不受檢視。如果這確實不只是一段婚外情，那顯然是真正的問題。我喜歡這個人。他為世界做了很多好事，我希望這裡造成的傷害極小。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·埃里安（Mohamed A. El-Erian）：MOHAMED A. EL-ERIAN, FORMER PIMCO CEO:

「雖然輝達試圖讓我們所有人安心，但這裡有好幾個層面，首先就是事件發生的時機不佳。"While Nvidia has sought to reassure us all, there are several layers here, beginning with the unfortunate timing.

「例如：這家公司對科技業、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議題納入定價；而且國家安全與地緣政治動態仍在變化。」"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."

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 交易極為艱難的時刻降臨，但輝達 11 月 17 日的財報才是真正的下一道考驗。"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，但除非它導致最高層換人——到那時就會變成完全不同的局面——否則不會改變任何長期情況。」"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 研究部主管克里斯・韋斯頓（Chris Weston）：CHRIS WESTON, HEAD OF RESEARCH, PEPPERSTONE:

「黃仁勳會被換掉嗎？不，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，考量到他就像是 AI 教父，而且，你知道，是我們這個世代所見最大投資主題的元祖級人物，我的意思是，如果我們真的認為他要下台……那股價就會下跌——老實說，絕對會是慘烈殺盤。"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.

「如果查出並確認她是間諜，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."

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