跟进：英伟达再跌逾5%收于约168.9美元：两日市值累计蒸发约4700亿美元
英伟达股价11月10日收盘再跌逾5%，报约168.9美元，延续11月9日下跌4.3%的跌势，两个交易日市值累计蒸发约4700亿美元，总市值降至约4万亿美元，全球市值第一的位置被苹果反超。抛售源于首席执行官黄仁勋承认与被美方指为中国间谍的 Megaspeed 高管黄乐有婚外情所引发的恐慌。
特朗普11月9日晚表示，他已与黄仁勋通话，黄仁勋称完全不知道对方是间谍，特朗普并称联邦调查局正在调查此事。美国司法部已接手一项关联调查，审查黄乐的公司是否把尖端芯片走私到中国；据报道，自2023年以来约有75亿美元的英伟达受限芯片经相关网络流入中国，目前尚无公开结论认定英伟达知情违规。英伟达董事会已聘请纽约 Wachtell Lipton 律所牵头独立调查。
国会方面，众议院三个委员会的主席此前已致函要求黄仁勋11月18日出席闭门简报；众议院民主党领袖杰弗里斯要求就此事提供更多信息，并呼吁收紧对中国的芯片销售限制。中国外交部发言人郭嘉昆11月9日表示，所谓中国间谍的说法纯属捕风捉影、污蔑抹黑。英伟达定于11月17日公布财报。
关联：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
Nvidia Falls Another 5 Percent to About $168.89: Two-Day Slide Erases Roughly $470 Billion in Market Value
Nvidia shares closed down more than 5 percent on November 10 at about $168.89, extending Monday's 4.3 percent drop and erasing roughly $470 billion in market value over two sessions. The company's market capitalization fell to a little over $4 trillion, leaving it second to Apple, as investors panicked over CEO Jensen Huang's admitted affair with Megaspeed executive Alice Huang, whom U.S. officials suspect of being a Chinese spy.
President Trump said on the evening of November 9 that he had spoken with Huang, who told him he had no idea the woman was a spy, and that the FBI is looking into the matter. The Justice Department has taken over a related probe into whether her company smuggled cutting-edge chips to China; reports allege some $7.5 billion in restricted Nvidia chips reached China through a related network since 2023, though no public finding says Nvidia knowingly violated export controls. Nvidia's board has hired the New York law firm Wachtell Lipton to lead an independent investigation.
In Congress, the chairs of three House committees have already asked Huang to appear for a closed-door briefing on November 18, and House Democratic Leader Hakeem Jeffries has called for more information and tighter restrictions on chip sales to China. China's Foreign Ministry spokesman Guo Jiakun said on November 9 that the spy allegation was unsubstantiated and a smear. Nvidia is due to report earnings on November 17.
来源：纽约邮报
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，本站档案图复用另存新名。 / Photo: Nvidia headquarters in Santa Clara, California. Photo by Coolcaesar, CC BY-SA 4.0, via Wikimedia Commons; GSM archive reuse.
GSM Global · 本篇英文版 English edition of this story
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