英伟达股价周四开盘重挫：盘中一度跌逾14%，市值跌破4万亿美元

英伟达（NVIDIA）股价11月12日周四在纳斯达克开盘重挫：前一交易日收盘价为每股173.73美元，当天以151.01美元低开，盘中最低跌至148.80美元，较前收跌幅一度超过14%，公司市值盘中跌破4万亿美元；截至美东时间上午10时07分，股价回升至160.43美元，跌幅收窄至约7.7%，市值约4.07万亿美元。

这轮抛售紧随公司当天清晨的人事巨变。英伟达11月12日宣布，董事会已接受黄仁勋辞去总裁、首席执行官与董事职务、即时生效，执行副总裁兼首席财务官 Colette Kress 任临时首席执行官并兼任财务长，董事会已启动正式遴选；公司未说明辞职原因。

英伟达股价自11月初以来持续下行：行情数据显示，该股最近五个交易日累计跌幅约19.8%，较10月初的高点回落幅度更大。市场此前已出现评级调整，Baird 本周把英伟达评级下调至「中性」、目标价从500美元砍至200美元。

下一个受关注的节点是业绩：英伟达第三财季业绩定于11月17日（周二）公布，太平洋时间下午约1时20分发布、下午2时举行电话会。临时管理层如何在首次业绩沟通中回应领导层更替与后续安排，是投资者接下来盯住的问题。

关联：黄仁勋辞去英伟达首席执行官职务，立即生效：财务总监 Kress 任临时 CEO，董事会启动正式遴选

Nvidia Shares Plunge at Thursday's Open, Down More Than 14% Intraday as Market Value Dips Below $4 Trillion

NVIDIA shares plunged at the open on Thursday, November 12, on the Nasdaq. The stock closed the previous session at $173.73, opened at $151.01 and fell as low as $148.80 intraday, a drop of more than 14% from the previous close that briefly took the company's market value below $4 trillion. By 10:07 a.m. Eastern time, the shares had recovered to $160.43, narrowing the loss to about 7.7%, with a market value of about $4.07 trillion.

The selloff followed the company's early-morning leadership upheaval. NVIDIA announced on November 12 that its board had accepted Jensen Huang's resignation as president, chief executive officer and director, effective immediately, and that Executive Vice President and Chief Financial Officer Colette Kress would serve as interim chief executive while remaining CFO, with a formal search under way. The company gave no reason for the resignation.

The stock has been sliding since early November: market data show a cumulative decline of about 19.8% over the past five sessions, and a larger pullback from its early-October highs. Ratings had already been cut, with Baird this week downgrading NVIDIA to Neutral and slashing its price target to $200 from $500.

The next focal point is earnings: NVIDIA's third-quarter results are scheduled for Tuesday, November 17, to be released at about 1:20 p.m. Pacific time with a conference call at 2 p.m. How the interim leadership addresses the transition and what comes next will be the question investors watch.

Related: Jensen Huang Resigns as NVIDIA CEO, Effective Immediately: CFO Kress Named Interim CEO as Board Launches Search

来源：英伟达

发布：GSM·美国（发布链接）

图片来源：图：英伟达创始人黄仁勋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 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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