英伟达收盘跌4.29%至178.64美元 大盘普涨、芯片同行大涨中独跌

纽约 — 英伟达（NVIDIA，纳斯达克代码 NVDA）11月9日在纽约股市收报178.64美元，较上周五收盘价186.64美元下跌8.00美元、跌幅4.29%，是当天美股大盘普涨中少数收跌的大型科技股。同一天，标普500指数涨2.41%、纳斯达克综合指数涨2.67%，芯片同行 AMD 与博通分别大涨13.31%和8.80%。

英伟达当天以173.15美元低开，盘中最低跌至170.24美元，创3月31日以来盘中新低，跌幅一度超过8%；午后随大盘走高逐步收复失地，最高回到179.92美元，收盘仍低于上周五收盘价。当天成交量约4.55亿股，远高于上周五的约1.80亿股。

大盘方面，道琼斯工业平均指数涨1,131.81点、涨幅2.21%，收报52,417.54点；标普500指数涨177.81点，收报7,554.67点；纳斯达克综合指数涨656.06点，收报25,235.49点。标普500指数11个行业板块当天全部上涨。路透社报道，油价下跌缓解了通胀担忧，投资者逢低买入，推动大盘从上周创下的2025年4月以来最大单周跌幅中反弹。

芯片板块当天整体大涨，费城半导体指数涨逾6%，英伟达是该指数成分股中唯一收跌的股票。AMD 收报508.81美元、涨13.31%，博通收报319.54美元、涨8.80%，资金明显转向英伟达的同业公司。摩根士丹利与瑞银当天表示，上周超级智能（SI）相关股票的抛售有些过度，民主党掌控的国会对数据中心建设实施极端监管的风险不大可能成为现实。

英伟达的下跌源于公司自身消息。董事会11月8日宣布，由独立董事组成委员会并聘请外部律师，就首席执行官黄仁勋是否成为外国情报行动目标的报道启动独立调查；黄仁勋同日向全体员工发信，承认对妻子不忠。董事会表示，目前没有理由相信国家安全或英伟达的机密信息受到损害。

接下来两个时间点备受关注：美国劳工部定于11月10日公布10月消费者价格指数；英伟达定于11月17日发布新一季财报，市场将检验超级智能基础设施支出与订单情况。

关联：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%

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

（来源：路透社）

Nvidia Closes Down 4.29% at $178.64, Falling Alone as Market and Chip Peers Rally

NEW YORK — Nvidia (NASDAQ: NVDA) closed at $178.64 on November 9, down $8.00, or 4.29%, from Friday's close of $186.64, one of the few large technology stocks to fall on a day when U.S. stocks rallied broadly. The S&P 500 rose 2.41% and the Nasdaq Composite rose 2.67% the same day, while chip peers AMD and Broadcom surged 13.31% and 8.80%.

Nvidia opened at $173.15 and fell as low as $170.24 intraday, its lowest intraday level since March 31, a drop of more than 8% at the worst point. It recovered part of the loss as the broader market climbed in the afternoon, reaching $179.92 at the session high, but still closed below Friday's level. Volume was about 455 million shares, well above Friday's roughly 180 million.

The Dow Jones Industrial Average rose 1,131.81 points, or 2.21%, to 52,417.54; the S&P 500 gained 177.81 points to 7,554.67; and the Nasdaq Composite gained 656.06 points to 25,235.49. All 11 major S&P 500 sector indexes rose. Reuters reported that falling oil prices eased inflation concerns and dip buyers helped the market rebound from its biggest weekly drop since April 2025.

Chip stocks rallied as a group, with the Philadelphia Semiconductor Index up more than 6%, and Nvidia was the sole decliner in the index. AMD closed at $508.81, up 13.31%, and Broadcom closed at $319.54, up 8.80%, as money rotated into Nvidia's rivals. Morgan Stanley and UBS said on Monday that last week's selloff in super intelligence (SI) stocks was overdone and that extreme regulation of data center development under a Democratic-controlled Congress was unlikely.

Nvidia's fall stemmed from company-specific news. Its board announced on November 8 that a committee of independent directors, assisted by outside counsel, had opened an independent investigation into reports that chief executive Jensen Huang had been targeted by a foreign intelligence effort; Huang told employees the same day that he had been unfaithful to his wife. The board said it had no reason to believe that national security or Nvidia's confidential information had been compromised.

Two dates come next: the Labor Department is scheduled to release the October Consumer Price Index on November 10, and Nvidia is scheduled to report its latest quarterly results on November 17, when investors will test the pace of super intelligence infrastructure spending and orders.

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

Related: Jensen Huang Admits Infidelity to Employees as Nvidia Board Opens Independent Investigation

(Source: Reuters)

来源：路透社

发布：GSM·美国（发布链接）

图片来源：图：英伟达位于加利福尼亚州 Santa Clara 的总部大楼。Coolcaesar 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: Nvidia headquarters in Santa Clara, California. Photo by Coolcaesar, CC BY-SA 4.0, via Wikimedia Commons.

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