黄仁勋承认出轨引发间谍调查，英伟达股价下跌
Nvidia Shares Fall As Huang's Affair Triggers China Spying Probe
英伟达核心管理层重大变动风险直接影响AI算力供应链预期，关注后续调查结果对估值的影响。
DAYBREAK EUROPE. HERE ARE YOUR TOP STORIES. JENSEN HUANG ADMITS TO AN AFFAIR WITH A SUSPECTED CHINESE FIVE. AS A BOARD LAUNCHES AN INVESTIGATION. ASIAN STOCKS ON TRACK FOR THEIR BEST DAY. FUTURES POINT TO MORE GAINS STATESIDE. DOCUMENTS REVEAL THAT RUSSIA HAS RECORDED 400,000 DEATHS LINKED TO THE WAR IN UKRAINE. LET'S TAKE A LOOK AT WHAT IS HAPPENING AND MARKETS. THERE HAS BEEN OF A REBOUND IN ASIA THIS MORNING. THAT SELLOFF THE BIGGEST IN 18 MONTHS.
欧洲黎明。以下是您的头条新闻。黄仁勋承认与一名涉嫌中国间谍的女子有染，董事会已启动调查。亚洲股市有望迎来最佳交易日。期货指向美国市场进一步上涨。文件显示俄罗斯记录了与乌克兰战争相关的40万人死亡。让我们看看正在发生的事情以及市场。今天早上亚洲出现了一轮反弹。这是18个月来最大规模的抛售。
CLIMBING UP MORE THAN 6%. STOCKS ARE LITTLE CHANGED THIS MORNING. SOME INVESTORS SEEM TO BE BUYING THIS DIP AFTER A BIG SELLOFF. EVEN AFTER THE NEWS THAT IS BEEN BREAKING ABOUT NVIDIA. A LOT TO GET TO THIS MORNING. LET'S GET STARTED. ♪ BREAKING NEWS THIS MORNING. WE HAVE EARNINGS COMING OUT OF UNICREDIT. JUST CROSSING THE TERMINAL. A FEW SECONDS AGO. JUMPING NEARLY 25%. WE ARE LOOKING FOR MORE PLANS TO TAKE OVER THERE.
涨幅超过6%。今天早上股市变化不大。在大抛售后，一些投资者似乎在逢低买入。尽管关于英伟达的新闻不断传出。今天早上有很多内容要讲。让我们开始吧。♪ 今早突发新闻。我们收到了联合信贷银行的财报数据。刚刚通过终端传来。几秒钟前。股价飙升近25%。我们正在寻找更多关于接管该银行的消息。
OUR COLLEAGUE WILL BE SPEAKING WITH HER LATER THIS MORNING. WE WILL BE FOLLOWING THE RESULTS. ASIAN STOCKS REBOUNDING FROM LAST WEEK'S TEXT SELLOFF. LET'S GET THE LATEST IN HONG KONG. WHAT IS IT LOOKING LIKE THERE.
我们的同事今天上午稍后将与她交谈。我们将密切关注结果。亚洲股市从上周的恐慌性抛售中反弹。让我们看看香港的最新情况。那里的形势如何？
GOOD MORNING. WE ARE SEEING A NICE REBOUND AND ASIAN MARKETS TODAY. THIS IS COMING AFTER A MASSIVE SELLOFF THAT WE SAW IN ASIAN STOCKS THIS FRIDAY. TODAY YOU ARE SEEING INVESTORS BUYING THE DIP. WE JUST MENTIONED HOW THE TAIWAN INDEX IS UP BY 5%. YOU ARE SEEING GAINS UP BY 2%. AS VALUATION HAS DROPPED TO LEVELS THAT ARE LOOKING MORE ATTRACTIVE. FLIP THE BOARD. WE TAKE A CLOSER LOOK AT TECH STOCKS. INVESTORS IN ASIA SEEM TO BE BRUSHING OF CONCERNS.
早上好。我们今天看到亚洲市场出现了不错的反弹。这是在周五亚洲股市经历大规模抛售之后。今天您会看到投资者在逢低买入。我们刚才提到台湾指数上涨了5%。您会看到涨幅达到2%。随着估值降至更具吸引力的水平。Flip the Board（翻转董事会）。我们更仔细地审视科技股。亚洲的投资者似乎正在淡化担忧。
MANY HAVE POINTED TO HOW THIS IS MOST LIKELY GOING TO BE A SHORT TERM HIT. ON SENTIMENT. PLUS THE ENDORSEMENT FROM PRESIDENT TRUMP. YOU ARE SEEING THIS SECTOR AS THE BIGGEST GAINS. IT IS GETTING A BIT OF A TAILWIND. BASED ON HOW THE COMPANY IS CONSIDERING MAKING ITS OWN AI MEMORY CHIPS. WE TAKE A LOOK AT HOW IT IS DOING. THIS IS COMING AFTER WE GOT PPI NUMBERS RISING. THE GAINS ARE MOSTLY COMING THROUGH FROM THE JUMP IN OIL PRICES.
许多人指出，这很可能只是对情绪造成短期打击。加上特朗普总统的支持。您看到这个板块涨幅最大。它获得了一些顺风。基于该公司考虑制造自己的AI内存芯片。我们来看看它的表现。这是在我们要到PPI数据上升之后。涨幅主要来自油价的飙升。
THE CONSUMER PRICES GROWING SLOWER THAN EXPECTED. DOMESTIC DEMAND REMAINS QUITE WEAK. A LACK OF NEAR-TERM CATALYST FOR THE MARKET. BACK TO YOU. CHAD: THANK YOU VERY MUCH. JENSEN HUANG HAS COMMITTED TO AN AFFAIR WITH A WOMAN. HE DISCLOSED THE RELATIONSHIP IN A MEMO TO EMPLOYEES. HE SAID HE IS READY TO COOPERATE FULLY. BEIJING HAS DENIED THE ALLEGATIONS THAT SHE IS A CHINESE FIVE. PRESIDENT TRUMP HAS WEIGHED IN SAYING HE THINKS JENSEN HUANG SHOULD STAY ON.
消费者物价涨幅低于预期。国内需求仍然相当疲软。市场缺乏近期催化剂。回到你那里。查德：非常感谢。黄仁勋承认与一名女子有染。他在给员工的备忘录中披露了这段关系。他表示愿意全力配合。北京否认了她是中国间谍的指控。特朗普总统发表意见，认为黄仁勋应该留任。
I HAVE NOT SPOKEN TO HIM ABOUT IT. YOU KNOW IT IS A FINE PERSON. YOU NEVER KNOW WHAT IS GOING ON. I HOPE EVERYTHING IS FINE. HE HAS DONE SUCH AN INCREDIBLE JOB. CHAD: FOR MORE ON THIS STORY LET'S BRING IN TOM MACKENZIE. SO GOOD TO SEE YOU. WHAT MORE DO WE KNOW ABOUT THIS CASE AT THIS POINT? TOM: IT IS A REMARKABLE TURN OF EVENTS OVER THE WEEKEND. I HAVE BEEN REPORTED IN THE NEW YORK TIMES IN RECENT WEEKS THAT U.S. OFFICIALS ARE SCRUTINIZING AN INDIVIDUAL WHO IS A FORMER KEY PERSON AT THIS COMPANY.
我还没有和他谈过这件事。你知道他是个好人。你永远不知道发生了什么。我希望一切都好。他做得非常出色。查德：关于这个故事的更多报道，让我们请汤姆·麦肯齐加入。很高兴见到你。目前我们对这个案件还了解多少？汤姆：周末发生了一系列引人注目的事件。《纽约时报》近几周报道称，美国官员正在审查一名曾在这家公司担任关键人物的人。
ONE OF THE LEADING SPY ORGANIZATIONS IN CHINA. HE HAS INDEED BEEN HAVING AN AFFAIR WITH SOMEONE. WE ASSUME IT IS HER. THE LADY AT THE CENTER OF THESE REPORTS. APOLOGIZING TO HIS WIFE AND CHILDREN. CONFIRMING THAT HE WILL BE COOPERATING WITH HIS INVESTIGATION. INCLUDING WITH INDEPENDENT ADVISORS. THEY SAY THEY CONTINUE TO BACK JENSEN HUANG BUT THEY ARE LOOKING AT ALL INFORMATION. THERE HAS BEEN NO NATIONAL SECURITY INFORMATION.
中国领先的间谍组织之一。他确实与某人有过婚外情。我们假设是她。这些报道的中心人物。向他的妻子和孩子道歉。确认他将配合调查，包括与独立顾问合作。他们说他们继续支持黄仁勋，但他们正在审视所有信息。没有涉及国家安全信息。
THEY LOOK AT ALL THE INFORMATION. THIS WILL DRIVE EVEN MORE INTEREST. THERE ARE PLANS FOR A COMMITTEE. TO START TO QUESTION WHAT HIS ROLE WAS IN THE'S ALLEGED AND REPORTED TIES TO THIS REPORTED CHINESE FIVE. THE MEETING WILL BE ON NOVEMBER 18. THIS IS A MONUMENTAL EVENT FOR NVIDIA. NVIDIA HAS BECOME REALLY CENTRAL. CENTRAL TO THE AI STORY. CHAD: WE WERE TALKING ABOUT HOW HE IS REALLY CENTRAL TO THE BRANDING OF THE COMPANY.
他们会审视所有信息。这将引发更多的关注。有计划的委员会。开始质疑他在所谓和报道的与中国五人的联系中所扮演的角色。会议将于11月18日举行。这对英伟达来说是一个重大的事件。英伟达已经变得非常核心。成为AI故事的核心。查德：我们刚才谈到他确实是公司品牌塑造的核心人物。
IT IS REALLY BUILT AROUND HIS PERSONALITY. TOM: IT IS REAL. THERE IS ALMOST A CULT OF JENSEN IN THE COMPANY. THEIR JENSEN HUANG KEYCHAINS, AVATARS. THIS IS REAL. THE COMPANY IS BUILT AROUND THIS MAN AND HIS VISION. DOES HE REMAIN THE CEO? IT DEPENDS ON HOW FAR THESE COMMITTEES GO. AND WHAT IS REVEALED. AND WHETHER OR NOT THERE WAS A LEAKAGE OF INFORMATION TO THE CHINESE AUTHORITIES. WHAT HIS ROLE WAS. HE PLAYED THAT CENTRAL ROLE.
它真的是围绕他的个性建立的。汤姆：这是真的。在公司里几乎形成了一种对黄仁勋的崇拜。他们的黄仁勋钥匙扣、虚拟形象。这是真的。公司是围绕这个男人和他的愿景建立的。他仍然是CEO吗？这取决于这些委员会的调查深度。以及揭露了什么。以及是否向中国当局泄露了信息。他扮演了那个核心角色。
TO ALLOW THE SHIPMENT OF CHIPS INTO THE CHINESE MARKETS. THEY WILL BE SCRUTINIZING THAT. WHO WOULD TAKE OVER? IT IS NOT CLEAR THAT THERE IS A SUCCESSION PLAN IN PLACE. IT'S PRETTY CLEAR THERE IS NOT ONE IN PLACE. JENSEN HUANG SAID HE WANTS TO BE AT THE HEAD OF THE COMPANY FOR DECADES TO COME. DOES HE REMAIN THE CEO? IF NOT, WHO TAKES OVER? CHAD: THANK YOU FOR JOINING US. A LITTLE BIT EARLIER THIS MORNING, U.S. FUTURES POINTING TO AGAIN.
允许芯片出口到中国市场。他们将对此进行审查。谁会接管？目前尚不清楚是否有继任计划。很明显目前没有这样的计划。黄仁勋表示他希望在未来几十年内继续担任公司的领导者。他仍然是CEO吗？如果不是，谁将接管？查德：谢谢你加入我们。今天早上稍早时候，美国期货再次指向……
TEAM. WHAT ARE WE SEEING?
团队。我们看到的是什么？
GOOD MORNING. GOOD TO BE TALKING TO YOU. I THINK MARKETS ARE ON DISPLAY. THIS HAS BEEN EMBEDDED IN RECENT YEARS. YOU ALWAYS COME OUT AHEAD. FEW YEARS. THE QUESTION IS WHETHER IT IS SUSTAINABLE. THIS SHOWS HOW ELEVATED THE MARKET FEAR IS. THE VOLATILITY CURVE IS SHOWING THERE'S PLENTY OF DEMAND. THIS IS THE HIGHEST RATIO WE HAVE SEEN A MORE THAN A YEAR. A BIG CRUNCH OF FEAR. THAT WILL CONTINUE FOR YEAR END. CHAD: WE ARE SEEING STRATEGISTS ON WALL STREET SAYING THAT THE TEXT SELLOFF HAS CREATED BUYING OPPORTUNITIES.
早上好。很高兴与您交谈。我认为市场正在上演一场大戏。这种情况近年来一直存在。你总是领先几年。问题是这是否可持续。这表明市场的恐惧情绪有多高。波动率曲线显示出大量的需求。这是我们一年多以来看到的最高比率。巨大的恐惧冲击。这种状况将持续到年底。查德：我们看到华尔街的策略师表示，近期的抛售已经创造了买入机会。
ARE WE BEING SET UP FOR A YEAR-END RALLY? HOW DO YOU SEE THE PICTURE?
我们是否在为年底的反弹做准备？您如何看待这一局面？
CONSIDERING THAT THERE IS ANTHROPIC IPO STILL LOOMING. THERE COULD BE SOME INTEREST. ANY RALLY WILL BE SHORT-LIVED. THIS IS NOT THE DOMAIN OF OTHER INVESTORS. I DON'T THINK I'M SKEPTICAL OF A RALLY INTO THE YEAR-END. CHAD: OUR PROCESS AT STRATEGIST. THANK YOU FOR JOINING US. STILL AHEAD, WE DELVE FURTHER INTO THE MARKET RISK. BUT FIRST, RUSSIAN STATISTICS REVEAL THE IMPACT ON RUSSIA FROM ITS END -- INVASION ON UKRAINE.
考虑到Anthropic的首次公开募股（IPO）仍然悬而未决。可能会有一些兴趣。任何反弹都将是短暂的。这不是其他投资者的领域。我不认为我对年底前出现反弹持怀疑态度。查德：我们的策略师流程。感谢您加入我们。稍后我们将进一步探讨市场风险。但首先，俄罗斯统计数据揭示了其入侵乌克兰对俄罗斯造成的影响。
THIS IS BLOOMBERG. ♪ ♪ CHAD: WELCOME BACK. BLOOMBERG HAS LEARNED CONFIDENTIAL RUSSIAN STATISTICS HAVE RECORDED AROUND 400,000 DEATHS OF ITS PEOPLE FIGHTING IN UKRAINE SINCE IT BEGAN ITS FULL-SCALE INVASION. THE DATA COMES FROM MILLIONS OF DEATH CERTIFICATES OBTAINED BY HACKERS GROUPS AND SHARED WITH BLOOMBERG. LET'S BRING IN OUR LEADER OF THE COVERAGE. WHAT DOES THIS TELL US ABOUT THE TOLL THIS WAR HAS TAKEN ON RUSSIA?
这里是彭博社。♪ ♪ 查德：欢迎回来。彭博社获悉，机密俄罗斯统计数据显示，自俄罗斯发动全面入侵以来，其在乌克兰作战的人员死亡人数约为40万。这些数据来自黑客组织获得的数百万份死亡证明，并与彭博社分享。让我们请出我们的报道负责人。这对我们了解这场战争给俄罗斯带来的代价说明了什么？
GOOD MORNING. IT IS A STAGGERING TOTAL. THE SOVIET UNION LOST ABOUT 50,000 SOLDIERS DURING A DECADE IN AFGHANISTAN. WE SEE 400,000 OR SO IN LESS THAN FIVE YEARS IN UKRAINE. THEY HAVE GONE TO GREAT LENGTHS TO COVER UP THIS TOTAL. THEY HAVE NOT PUBLISHED DATA ON CASUALTIES SINCE THE VERY EARLY MONTHS OF THE WAR. THERE HAS BEEN A BIG IMPACT ON THE RUSSIAN MILITARY. A VERY LARGE NUMBER. RUSSIA IS NOT REALLY MAKING ANY PROGRESS ON THE BATTLEFIELD.
早上好。这是一个惊人的总数。苏联在阿富汗十年间损失了约5万名士兵。而在乌克兰不到五年内，我们就看到了大约40万的伤亡。他们极力掩盖这一总数。自战争最初几个月起，他们就未公布过伤亡数据。这对俄罗斯军队产生了巨大影响。数量非常庞大。俄罗斯在战场上并没有取得真正的进展。
THEY HAVE BEEN OCCURRING VERY HIGH NUMBERS OF CASUALTIES. IF YOU ADD IN THE DEATHS IN THE NUMBERS OF THOSE WINDED IT WILL HAVE A VERY BIG IMPACT ON RUSSIAN SOCIETY FOR DECADES TO COME. CHAD: DO WE SEE THAT RUSSIA IS SHIFTING TACTICS AT ALL AS THIS CONFLICT CONTINUES? GIVEN THE HIGH DEATH COUNT WE ARE TALKING ABOUT?
伤亡人数一直非常高。如果再加上受伤者的数字，这将在未来几十年对俄罗斯社会产生巨大影响。查德：随着冲突的持续，我们是否看到俄罗斯在改变战术？鉴于我们谈论的是如此高的死亡人数？
ESSENTIALLY THE BATTLEFIELD HAS NOT REALLY MOVED VERY MUCH IN THE PAST YEAR OR SO. UKRAINE HAS PUT UP A STRONG DEFENSE. THEY HAVE MANAGED TO RECLAIM SOME TERRITORY. THERE IS NOT MUCH MOVEMENT. RUSSIA HAS REALLY RESORTED TO AN AIR WARD NOW TO TRY TO BREAK UKRAINIAN MORALE. BOMBING CITIES LIKE KYIV. TO MAKE A LIFE UNBEARABLE FOR CIVILIANS IN ORDER TO TRY TO WEAKEN MORALE. UKRAINE HAS RESPONDED IN KIND. THEY HAVE TARGETED OIL REFINERIES, LOGISTIC CENTERS, DATA CENTERS HOW TO TRY TO WEAKEN THE RUSSIAN ECONOMY.
基本上，过去一年左右来战场并没有发生太大变化。乌克兰建立了强大的防御体系。他们成功收复了一些领土。局势没有太大变动。俄罗斯现在主要诉诸空中打击，试图瓦解乌克兰的士气，轰炸基辅等城市，让平民生活变得难以忍受，以此试图削弱其士气。乌克兰也采取了相应的回应措施。他们针对炼油厂、物流中心和数据中心进行打击，试图削弱俄罗斯的经济。
BOTH SIDES OF TAKEN TO THE AIR TO ACKNOWLEDGE THE FACT THAT THEY ARE NOT MAKING MUCH PROGRESS ON THE GROUND. CHAD: THANK YOU VERY MUCH. NOW TO SOME OTHER TOP STORIES THIS MORNING. OIL PRICES ARE STEADY AFTER THEIR BIGGEST WEEKLY DROP SINCE APRIL OF 2020. THERE ARE MIXED SIGNALS ON U.S.-IRAN TALKS. CNN HAS REPORTED THAT PRESIDENT TRUMP DESCRIBE NEW IRAN STRIKES AS HIGHLY UNLIKELY IF DISCUSSIONS MAKE PROGRESS BUT SECRETARY OF STATE MARCO RUBIO DOWNPLAYED THE CHANCES OF A BREAKTHROUGH.
双方都承认地面进展甚微这一事实。查德：非常感谢。接下来看看今天早上的一些其他头条新闻。油价在经历自2020年4月以来最大单周跌幅后保持平稳。关于美伊谈判的信号好坏参半。CNN报道称，特朗普总统表示，如果谈判取得进展，新的伊朗打击行动可能性极低；但国务卿马尔科·鲁比奥则淡化了取得突破的可能性。
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