股东集体起诉英伟达与黄仁勋：诉状指控其就 Megaspeed 往来误导投资者

11月9日，英伟达股东 Mark Kistenmacher 向美国加州北区联邦地区法院提交诉状，起诉英伟达公司（NVIDIA Corporation）与创始人兼首席执行官黄仁勋，提起拟议集体诉讼。诉状指控两名被告就黄仁勋与新加坡数据中心公司 Megaspeed 高管黄乐（Alice Huang）的关系作出虚假和误导性陈述、隐瞒重大信息，违反联邦证券法。原告请求法院认定本案为集体诉讼，并判付金额尚未确定的赔偿。本案案号为 5:26-cv-13448，原告要求陪审团审判，代理律所是洛杉矶的 Rosen 律师事务所（The Rosen Law Firm, P.A.）。

诉状称，拟议集体包括在 2025 年 10 月 9 日至 2026 年 11 月 8 日期间买入或以其他方式取得英伟达公开交易证券的全部投资者，被告及其关联方除外。诉状列出两项诉因：第一项指控英伟达与黄仁勋违反《1934 年证券交易法》第 10(b) 条及美国证券交易委员会据此制定的第 10b-5 条规则，即作出虚假陈述或遗漏重大事实；第二项指控黄仁勋作为公司的控制人，依同一法律第 20(a) 条承担责任。诉状还主张，英伟达应依上级责任原则，为黄仁勋在履职范围内的行为承担责任。

诉状点名四项其所称虚假或误导的公开陈述。第一项是英伟达发言人 John Rizzo 2025 年 10 月的表态：当年 10 月 9 日《纽约时报》报道 Megaspeed 正受到美国官员审视时，Rizzo 表示，公司合规团队调查后认定 Megaspeed「完全由一家总部位于中国境外的公司拥有并运营、没有中国股东」，英伟达人员多次实地走访，「没有发现（芯片）转运的证据」。第二项也是 Rizzo 同期的表态：公司外勤团队经常组织客户与合作伙伴聚会，黄仁勋有时到场介绍市场情况。第三项是 2026 年 10 月 29 日《纽约时报》刊出关于黄仁勋被指成为中国间谍阴谋目标的报道后，Rizzo 表示：「Jensen 与黄女士的互动并无不寻常或出乎意料之处。会见客户是首席执行官工作的一部分，Jensen 每年与数以千计的客户高管交谈。」第四项是黄仁勋本人 2026 年 10 月 30 日接受彭博社采访时的说法：英伟达与 Megaspeed 的业务往来「正常、并无不寻常」，公司已查核 Megaspeed 部署的每一块 GPU 并逐一清点。

诉状称，上述陈述在作出时均属虚假或误导，原因是诉状指控黄仁勋与黄乐之间存在未向投资者披露的私人关系。诉状同时指控，黄乐是 Megaspeed 的高管，被美国官员认定为替中国从事间谍活动的人员；Megaspeed 则被怀疑协助中国公司规避美国对英伟达超级智能（SI）芯片的出口管制。诉状据此主张，英伟达关于其与 Megaspeed 关系的公开说法在所有相关时间均属实质性虚假和误导，未披露的信息一旦曝光，对公司的声誉与业务前景构成重大风险。以上均为原告诉状中的指控，法院尚未就这些指控作出任何认定。

诉状称，真相自 11 月 8 日开始浮现。英伟达董事会当天发表声明，宣布就有关创始人兼首席执行官黄仁勋成为外国情报行动目标的报道启动独立调查，由一个独立董事委员会在外部独立律师协助下主持，并表示董事会目前没有理由相信国家安全或英伟达的机密受到损害。黄仁勋同日向全体员工发信，为自己对妻子不忠致歉。诉状称，在此之后，英伟达股价于 11 月 9 日下跌 7.97 美元、跌幅 4.27%，收于 178.67 美元；原告主张，其与拟议集体成员因以被人为抬高的价格买入证券而遭受损失，损失金额有待审判确定。本站此前行情稿记录的当日收盘价为 178.64 美元、跌幅 4.29%，与诉状所载数字略有出入。

程序方面，本案的集体尚未经法院认定。诉状请求法院认定本案可作为集体诉讼进行、指定 Kistenmacher 为集体代表，判令被告支付赔偿及判决前、后的利息，并承担原告的律师费、专家费与其他诉讼开支。按照 Rosen 律师事务所发布的公告，有意出任首席原告的投资者，须在 2027 年 1 月 8 日之前向法院提出动议。截至发稿，公开法院记录中只有这一宗围绕同一事件立案的股东集体诉讼；另有股东权利律师事务所宣布已就英伟达的披露问题展开调查，但未见其向法院提交诉状。

截至发稿，英伟达尚未就这宗诉讼公开发表回应。公司董事会 11 月 8 日的声明只涉及独立调查本身；11 月 10 日，英伟达独立董事宣布，已聘请 Wachtell, Lipton, Rosen & Katz 律师事务所的 Joon H. Kim 牵头这项独立调查。董事会此前表示，目前没有理由相信国家安全或公司机密受到损害。

自本站跟进此事以来，编辑部已致函英伟达媒体部门问询此事，截至本文发布尚未收到正式答复。本站将持续跟进官方动态。

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

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

网传黄仁勋妻子与女儿「公开信」均系编造 两人至今未公开表态

Shareholders Sue NVIDIA and Jensen Huang in Class Action Alleging Misleading Statements on Megaspeed Ties

On November 9, NVIDIA shareholder Mark Kistenmacher filed a complaint in the U.S. District Court for the Northern District of California against NVIDIA Corporation and its founder and chief executive officer, Jen-Hsun "Jensen" Huang, bringing a proposed class action. The complaint alleges that the two defendants made false and misleading statements, and concealed material information, about Huang's relationship with Alice Huang, an executive at Singapore-based data center company Megaspeed, in violation of the federal securities laws. The plaintiff asks the court to certify the case as a class action and to award damages in an amount not yet determined. The case is No. 5:26-cv-13448; the plaintiff demands a jury trial and is represented by The Rosen Law Firm, P.A., of Los Angeles.

According to the complaint, the proposed class consists of all investors — excluding the defendants and their affiliates — who purchased or otherwise acquired NVIDIA's publicly traded securities between October 9, 2025, and November 8, 2026. The complaint sets out two claims. Count I alleges that NVIDIA and Huang violated Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated under it by the Securities and Exchange Commission, by making false statements and omitting material facts. Count II alleges that Huang is liable under Section 20(a) of the same Act as a controlling person of the company. The complaint also contends that NVIDIA is liable for Huang's acts, committed within the scope of his employment, under the doctrine of respondeat superior.

The complaint identifies four public statements that it says were false or misleading. The first is by NVIDIA spokesman John Rizzo in October 2025: when The New York Times reported on October 9, 2025, that Megaspeed was being scrutinized by U.S. officials, Rizzo said the company's compliance team had looked into Megaspeed and determined that it was "wholly owned and operated by a company based and headquartered outside China, with no China shareholders," and that NVIDIA employees who had visited its facilities multiple times had "found no evidence of diversion" of its chips. The second is also by Rizzo from the same period: the company's field operations teams often host groups of customers and partners at conferences, and when Huang is available they may ask him to visit to provide updates on the market. The third came after the Times reported on October 29, 2026, that Huang had been seen as the target of a Chinese spy plot; Rizzo said: "Jensen's interactions with Ms. Huang are not unusual or unexpected. Meetings with customers are part of a C.E.O.'s job; Jensen talks with thousands of customer executives every year." The fourth is Huang's own remark to Bloomberg on October 30, 2026, that NVIDIA's dealings with Megaspeed were "normal and not unusual," adding that the company had studied all of Megaspeed's deployments of its GPUs and counted every one.

The complaint says those statements were false or misleading when made because, it alleges, Huang had a personal relationship with Alice Huang that was not disclosed to investors. The complaint also alleges that Alice Huang is a Megaspeed executive whom U.S. officials determined to be working for Chinese intelligence, and that Megaspeed is suspected of helping Chinese companies evade U.S. export controls on NVIDIA's super intelligence (SI) chips. On that basis, the complaint contends that NVIDIA's public statements about its relationship with Megaspeed were materially false and misleading at all relevant times, and that the undisclosed information, once revealed, posed a material risk to the company's reputation and business prospects. All of the above are allegations in the plaintiff's complaint; no court has made any finding on them.

The complaint says the truth began to emerge on November 8. NVIDIA's board of directors issued a statement that day announcing an independent investigation, overseen by a committee of independent directors assisted by outside independent counsel, into reporting that founder and CEO Jensen Huang had been the target of a foreign intelligence effort, and saying the board had no reason to believe that either national security or NVIDIA secrets were compromised. The same day, Huang sent a letter to all employees apologizing for being unfaithful to his wife. According to the complaint, NVIDIA's stock then fell $7.97 a share, or 4.27%, to close at $178.67 on November 9; the plaintiff contends that he and the proposed class members suffered losses because they bought the securities at artificially inflated prices, with the amount of damages to be established at trial. GSM's own market report recorded that day's close at $178.64, a decline of 4.29%, slightly different from the figures stated in the complaint.

On procedure, the class has not been certified. The complaint asks the court to determine that the case may proceed as a class action, to certify Kistenmacher as class representative, to require the defendants to pay damages along with pre- and post-judgment interest, and to cover the plaintiff's attorneys' fees, expert fees and other costs. Under the notice issued by The Rosen Law Firm, investors who wish to serve as lead plaintiff must move the court no later than January 8, 2027. As of publication, this is the only shareholder class action filed over the matter in the public court record; another shareholder-rights law firm has announced that it is investigating NVIDIA's disclosures, but no second complaint from it has been seen.

As of publication, NVIDIA has not issued any public response to the lawsuit itself. The board's November 8 statement addressed only the independent investigation; on November 10, NVIDIA's independent directors announced they had retained Joon H. Kim of Wachtell, Lipton, Rosen & Katz to lead that investigation. The board has said it has no reason to believe that national security or company secrets were compromised.

Since GSM began following this matter, our newsroom has written to NVIDIA's media department to inquire about it and had not received a formal response as of publication. GSM will continue to follow official developments.

Related: Jensen Huang Admits Infidelity to Staff as Nvidia Board Launches Independent Investigation

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

Viral 'Letters' From Jensen Huang's Wife and Daughter Are Fabricated; Neither Has Made Any Public Statement

来源：美国加州北区联邦地区法院

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。 / 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.

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