跟进：马斯克与阿克曼公开力挺黄仁勋 英伟达股价周一在法兰克福大跌逾6%

旧金山 — 据路透社11月9日报道，英伟达股价周一在法兰克福交易中大跌逾6%，延续上周的抛售、创数月新低；按伦敦证券交易所集团数据推算，英伟达市值较上周五收盘价一度蒸发约2700亿美元。英伟达董事会周日宣布就首席执行官黄仁勋是否成为外国情报行动目标启动独立调查后，黄仁勋的去留成为市场焦点。

多位知名人物周一公开表态。潘兴广场资本管理公司创始人 Bill Ackman 在 X 上写道，黄仁勋是一个「了不起的人」，但他同时表示：「我希望这只是一桩简单的婚外情，而不是国家安全风险。」他还说，如果事情不止于婚外情，「那显然是个真正的问题」。

红杉资本合伙人 Shaun Maguire 发帖说，黄仁勋做了一件「极其愚蠢的事」、对美国不利，但「黄仁勋对美国超级智能（SI）领导地位而言不可替代」。特斯拉首席执行官马斯克在该帖下回复：「我同意。」

风波还波及韩国。黄仁勋之女、英伟达高管 Madison Huang 原定周一赴首尔出席一场英伟达会议，并与韩国超级智能初创企业 Rebellions 会面、在 Kakao Mobility 参加问答，相关企业称行程已因「英伟达不可避免的内部情况」取消。为期两天的 Nvidia AI Day Seoul 活动预计约2000人参加，按计划继续举行。韩国科学技术信息通信部副部长周一表示，预计已签约的英伟达图形处理器交付不会受影响。

英伟达在亚洲的主要芯片供应商股价周一反弹：台积电涨6.5%，三星电子涨2.9%，SK海力士涨4.7%。Pepperstone 研究主管 Chris Weston 表示，市场正在表明这件事对股价没有任何好处，但他不认为黄仁勋会被替换；他说，如果市场真的认为黄仁勋会下台，「股价将是一场血洗」。

关联：黄仁勋向员工承认对妻子不忠 英伟达董事会启动独立调查

关联：跟进：特朗普称黄仁勋是正派的人 称尚未与他谈过相关指控 下周亚洲行称愿意带上他

（来源：路透社）

Follow-Up: Musk and Ackman Publicly Back Jensen Huang as Nvidia Shares Tumble More Than 6% in Frankfurt on Monday

SAN FRANCISCO — Nvidia shares tumbled more than 6% in Frankfurt trading on Monday, extending last week's selloff to fresh multi-month lows, Reuters reported on November 9. At those levels the chipmaker stood to lose about $270 billion from its closing price on Friday, according to LSEG Datastream. The fall came after Nvidia's board announced on Sunday an independent investigation into whether chief executive Jensen Huang had been targeted by a foreign intelligence effort, putting his future under scrutiny.

Several prominent figures weighed in on Monday. Bill Ackman, founder of Pershing Square Capital Management, wrote on X that Huang was an incredible human, adding: I am hoping for a simple affair, not a risk to our national security. He said that if the matter was indeed more than an affair, then it was obviously a real problem.

Sequoia Capital partner Shaun Maguire posted that Huang did something incredibly dumb that was bad for America, but that Jensen is irreplaceable for America's super intelligence (SI) leadership. Tesla chief executive Elon Musk replied to the post with two words: I agree.

The fallout extended to South Korea. Madison Huang, the chief executive's daughter and an Nvidia executive, cancelled a planned visit to Seoul for an Nvidia conference set to begin on Monday, according to companies she had been scheduled to meet, including AI startup Rebellions and a question-and-answer session with Kakao Mobility; the companies cited unavoidable internal circumstances at Nvidia. The two-day Nvidia AI Day Seoul, expected to draw about 2,000 participants, will proceed as planned. South Korea's deputy science minister said on Monday the government expected no disruptions to contracted deliveries of Nvidia graphics processors.

Shares in Nvidia's key Asian suppliers rebounded on Monday: TSMC jumped 6.5%, Samsung Electronics climbed 2.9% and SK Hynix rose 4.7%. Chris Weston, head of research at Pepperstone, said the market was signalling that the affair did the stock no favours, but he did not think Huang would be replaced, saying that if investors genuinely thought he would step down, the stock would see an absolute bloodbath.

(Source: Reuters)

来源：路透社

发布：GSM·美国（发布链接）

图片来源：图：英伟达创始人兼首席执行官黄仁勋2026年4月30日在斯坦福大学出席对谈（资料图）。Anderseidesvik 摄，CC BY-SA 4.0，经 Wikimedia Commons，本站档案图复用。 / Photo: Nvidia founder and CEO Jensen Huang at a Stanford University talk on April 30, 2026 (file photo). Photo by Anderseidesvik, CC BY-SA 4.0, via Wikimedia Commons, GSM archive reuse.

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