黄仁勋丑闻发酵，美议员质询其对华安全影响
Nvidia Fallout Looms Over Trump-Xi Meeting
核心科技巨头高管面临重大合规与安全审查，且恰逢中美高层互动前夕，对英伟达基本面及地缘政治预期有实质性影响，值得重点关注。
THIS IS "BALANCE OF POWER." LIVE FROM WASHINGTON, D.C. KAILEY: OUR TOP STORY TONIGHT, JENSEN HUANG IS OUT AS CEO OF AN VIDEO AS REPORTS UP MULTIPLE AFFAIRS, NOW THREE, DEEP IN THE CRISIS SURROUNDING THE CHIP GIANT. THE COVENEY SHED BILLIONS IN MARKET VALUE TODAY ALONE. THUS, UNDER OATH, HE HAS YET TO APPEAR FOR A BRIEFING, REG REMAKES WILL BE IN THE ROOM AND HE JOINS US SHORTLY. THE SECURITY QUESTION, A FRESH NATIONAL SECURITY LANDS ON U.S.-CHINA RELATIONS JUST DAYS BEFORE PRESIDENT TRUMP HEADS TO SHENZHEN.
这里是《权力平衡》节目。我们从华盛顿特区现场直播。凯利：我们今晚的头版新闻，黄仁勋因被报道涉及多起婚外情事件（目前已达三起）而辞去首席执行官职务，这位芯片巨头正深陷危机之中。仅今天一天，英伟达就蒸发了数十亿美元的市场价值。因此，在宣誓后，他尚未出席简报会。雷·雷马克将在演播室，他稍后将加入我们的连线。一个安全问题：就在特朗普总统前往深圳前夕，新的国家安全问题降临在中美关系之上。
MICHAEL ALLEN JOINS US WITH HOW THE FALLOUT COULD SHAPE THE BACKDROP FOR THAT VISIT. FROM BLOOMBERG'S WASHINGTON, DC STUDIOS TO OUR TV AND RADIO AUDIENCES WORLDWIDE, WELCOME TO "BALANCE OF POWER." I'M KAILEY LEINZ, ALONGSIDE JOE MATHIEU. JOE: IN A SCANDAL ONLY MADE WORSE TODAY, NEWS OF A THIRD AFFAIR, THE SECOND WITH A SUBORDINATE AT NVIDIA, ACCORDING TO REUTERS. OUR TEAM COVERAGE STARTS RIGHT NOW WITH ED LUDLOW IN SAN FRANCISCO AND ROMAINE BOSTICK IN NEW YORK.
迈克尔·艾伦将与我们探讨这场余波将如何为此次访问营造背景。欢迎收看来自彭博社华盛顿特区工作室的电视和广播全球观众，欢迎来到《权力平衡》。我是凯利·莱因茨，与乔·马修并肩主持。乔：在今天这一丑闻进一步恶化的背景下，路透社报道了第三起婚外情消息，这是他在英伟达的第二起与下属的不当关系。我们的团队报道现在开始，首先连线旧金山的爱德·拉德洛和纽约的罗曼·博斯蒂克。
THE CONVERSATION TAKING PLACE INTERNALLY AT NVIDIA HAS GOT TO BE SOMETHING, AS WE UNDERSTAND THERE WAS A GATHERING OF THE TOP BRASS INSIDE THE COMPANY TODAY. THE CFO RBC STANDING IN ON AN INTERIM BASIS. WHAT NEEDS TO COME NEXT IN TERMS OF FINDING A PERMANENT REPLACEMENT? ED: THERE ARE MEDIA REPORTS OF A SECOND AFFAIR AND A MEDIA REPORT THAT THE THIRD AFFAIR WAS THE STRAW THAT BROKE THE CAMELS BACK AS THE BOARD MET LAST NIGHT.
据我们所知，英伟达内部正在进行的对话一定非常激烈，因为今天公司内部高层举行了一次聚会。临时担任首席财务官的RBC（注：此处原文似有听录误差，通常指代某位高管或职位，保留原缩写或根据语境理解为临时CFO）正在履职。在寻找永久继任者方面，接下来需要做什么？爱德：媒体报道了第二起婚外情，还有一则媒体报道称，第三起婚外情是压垮骆驼的最后一根稻草，董事会昨晚就此召开了会议。
THEY'VE GONE THROUGH A HEADHUNTER TO FIND A LONG-TERM SUCCESSOR, LARGELY FOCUSED ON EXTERNAL CANDIDATES. IN THE INTERIM, IT BECAME CLEAR THAT THE INTERIM CFO WILL BE IN PLACE TO STEADY THE SHIP. SHE HAS BEEN THERE FOR 13 YEARS ALONGSIDE JENSEN HUANG. SHE IS A KNOWN QUANTITY TO WALL STREET AND SHE INTERACTS WITH A VERY LARGE INVESTOR BASE VERY OFTEN. THE ONE THING THAT NEEDS TO BE STATED IS THAT THERE ARE A SERIES OF JUSTICE DEPARTMENT INVESTIGATIONS GOING ON WHICH RELATE TO ONE OF THE AFFAIRS IN PARTICULAR.
他们已通过猎头公司寻找长期继任者，主要侧重于外部候选人。在过渡期间，很明显临时首席财务官将到位以稳定局势。她已在英伟达工作了13年，与黄仁勋并肩作战。她是华尔街熟知的人物，并且经常与庞大的投资者群体互动。需要指出的一点是，目前正在进行一系列司法部调查，其中特别涉及其中一起婚外情事件。
THERE'S ALSO AN INTERNAL INVESTIGATION GOING ON BY NBD'S BOARD WHO HAS RECRUITED OUTSIDE COUNSEL. NONE OF THAT HAS BEEN RESOLVED TODAY. THERE ARE BIG OUTSTANDING QUESTIONS, WHICH IS WHY THERE IS CONFIRMATION THAT JENSEN HUANG WOULD TESTIFY TO CONGRESS, NOW THERE'S A TIMELINE TOWARD THAT, IT'S A SIGNIFICANT MOMENT BECAUSE FRANKLY, THIS IS NOT OVER AND THERE'S A LOT WE DON'T KNOW. WHAT I DO KNOW IS THAT NVIDIA WILL ABSOLUTELY REPORT HIS EARNINGS NEXT TUESDAY.
此外，英伟达董事会也在进行内部调查，并已聘请外部法律顾问。截至目前，所有这些事项均未解决。仍有许多重大悬而未决的问题，这就是为什么确认黄仁勋将向国会作证的原因。现在有了相关的时间表，这是一个重要时刻，因为坦率地说，事情尚未结束，我们还有很多未知之处。我所知道的是，英伟达绝对会在下周二公布其财报。
KAILEY: TO ED'S POINT, IT'S ONLY JUST BEGINNING. OPUS MAKE SENSE OF THE FACT THAT THE STOCK ONLY FELL BY 4% TODAY. I KNOW IT HAD LOST A QUARTER OF ITS VALUE FROM THE PEAK LAST MONTH HEADING INTO THESE REVELATIONS, BUT ARE YOU SURPRISED? DID YOU HEAR SURPRISE TODAY THAT THERE WASN'T MORE DOWNSIDE? ROMAINE: NO, THE EXACT OPPOSITE. AT ONE POINT IN THE DAY THE STOCK WAS DOWN 13%. ONE MORNING AFTER -- ONE MINUTE AFTER THE STOCK OPEN.
凯利：正如埃德所指出的，这一切才刚刚开始。奥普斯对今天股价仅下跌4%这一事实进行解读。我知道在披露这些消息之前，该股上月从高点已损失了四分之一的价值，但你是否感到惊讶？你今天是否听到有人表示惊讶于没有出现更大的跌幅？罗曼尼：不，恰恰相反。当天一度股价下跌13%。就在开盘后的一分钟之后。
A LOT OF PEOPLE CAME BACK IN A DECIDED THEY WANTED TO BUY. THE STOCK ONLY CLOSED DOWN 4%. IT'S TO TESTAMENT TO TWO THINGS, WE ARE FROM ROSS GARBER AND OTHERS, THE IDEA THAT THEY STILL SELL A PRODUCT YOU CAN ONLY REALLY GET FROM NVIDIA. WHETHER JENSEN HUANG IS THERE OR NOT, THAT HASN'T CHANGED. THERE WILL BE A LOT OF COMPANIES, AT LEAST DOMESTICALLY, THAT WILL BE PERFECTLY HAPPY TO DO BUSINESS WITH WHOEVER IS LEADING THE COMPANY.
许多人回来并决定买入。股价收盘仅下跌4%。这证明了这两点：正如罗斯·加伯等人所言，他们仍然销售一种只能真正从英伟达获得的产品。无论黄仁勋是否在任，这一点都没有改变。将有许多公司，至少在国内市场上，非常乐意与领导公司的任何人做生意。
THERE ARE A LOT OF OTHER QUESTIONS ABOUT SALES TO COMPANIES THAT AREN'T BASED IN THE U.S. AND WHETHER SOME OF THE INVESTIGATIONS THAT I KNOW YOU AND JOE WILL BE TALKING ABOUT TODAY, THAT IT WOULD IMPEDE THOSE INTERNATIONAL SALES, BUT FOR RIGHT NOW, NO. I WANT TO POINT OUT, ED WAS TALKING ABOUT THE CONFERENCE CALL IN THE EARNINGS GOING ON, SHE IS WELL RESPECTED. SHE HAD A LONG CAREER BEFORE THIS AT MICROSOFT AND A LOT OF OTHER BIG TECH COMPANIES BEFORE SHE LANDED AT NVIDIA AND AS CFO SHE WAS WIDELY RESPECTED.
关于向非美国公司销售的许多其他问题，以及某些调查（我知道你和乔今天会讨论）是否会阻碍这些国际销售，但目前不会。我想指出，埃德在谈论 earnings call（财报电话会议）时提到她备受尊重。她在加入英伟达并在担任首席财务官（CFO）之前，曾在微软和其他多家大型科技公司拥有漫长的职业生涯，因此广受尊敬。
MY GENERAL GUESS IS THAT ONCE INVESTORS HEAR FROM HER A LITTLE MORE AS CEO, AND NOT JUST INTERIM CEO, MY GUESS IS THEY WILL BE PLEASED WITH HER THERE AS WELL. JOE: THERE'S A BIG QUESTION ABOUT DRAIN DRAIN AT NVIDIA, THE DIASPORA IF YOU WILL. A LOT OF PEOPLE WHO WORK THERE HAVE BECOME BILLION EUROS BY STOCK COMPENSATION AND STAYED LARGELY TO WORK FOR JENSEN HUANG. WITH A D COMPELLED TO GO TO ALPHABET OR ANOTHER HYPERSCALER AT THIS POINT IF THE MONEY WAS RIGHT?
我的总体猜测是，一旦投资者作为首席执行官（而不仅仅是临时首席执行官）更多地听到她的声音，我的猜测是他们也会对她感到满意。乔：关于英伟达的人才流失（brain drain），也就是所谓的“离散”，有一个大问题。在那里工作的大多数人通过股票补偿成为了亿万富翁，并主要留在黄仁勋手下工作。如果钱给得合适，有人会被迫去 Alphabet 或其他超大规模云服务商吗？
ED: THAT IS TRUE THAT MANY OF THEM ARE COMPELLED TO WORK FOR JENSEN HUANG. HAVING SPOKEN TO A NUMBER OF NVIDIA EMPLOYEES, MOST OF THE COMPANY YESTERDAY WAS OBSERVING VETERANS DAY. THERE IS CERTAINLY, HOW WOULD YOU PUT IT, A SOMBER FEELING AT SANTA CLARA HQ TODAY. THIS IS A RISK, THERE COULD BE SOME BRAIN DRAIN. IN LARGE PART BECAUSE THESE EMPLOYEES ARE LONG TENURED, WHATEVER THE REASONS FOR STAYING, SOME OF THEM BELIEVED IN THE IDEAS THAT JENSEN HUANG WAS PLANNING FOR THE FUTURE DEMAND.
埃德：确实，其中许多人被促使为黄仁勋工作。在与多位英伟达员工交谈后，昨天公司大部分人在庆祝退伍军人节。今天在圣克拉拉总部肯定有一种难以言喻的沉重氛围。这是一个风险，可能会出现人才流失。在很大程度上是因为这些员工资历深厚，无论出于什么原因留下，其中一些人相信黄仁勋为未来需求所规划的理念。
ALSO A LOT OF PEOPLE ARE SHOCKED INTERNALLY, BASED ON THE REVELATIONS OF THE LAST 48 HOURS. ROMAINE: ED MAKES A GOOD POINT. IT'S INTERESTING TO SEE SOME OF THE MOVES TODAY LIKE AMD, BROADCOM, EVEN TEXAS INSTRUMENTS. THERE IS SOME SPECULATION ON WALL STREET, NOT THAT THESE COMPANIES WILL SUPPLANT NVIDIA, THE INVESTIGATIONS. I'M SURE ED KNOWS, EVERYBODY IN SILICON VALLEY IS A HOT COMMODITY THESE DAYS. ANYONE IN AI IS A HOT COMMODITY, SO IF YOU CAN LURE THEM AWAY, I GUESS NOW WOULD BE THE TIME TO TRY TO DO IT.
此外，基于过去48小时的披露，许多人在内心感到震惊。罗梅恩：埃德提出了一个很好的观点。今天看到一些动向很有趣，比如AMD、博通，甚至德州仪器。华尔街有一些猜测，并非这些公司将取代英伟达的调查对象。我确信埃德知道，如今硅谷的每个人都是抢手货。任何从事AI的人都是抢手货，所以如果能把他们挖过来，我想现在就是尝试的好时机。
KAILEY: ROMAINE BOSTICK AND ED LUDLOW, THANK YOU BOTH SO MUCH. NOW WE WANT TO GO LIVE TO CAPITOL HILL PRIVY JOINING US FOR MORE IS DEMOCRATIC CONGRESSMAN GREGORY MEEKS OF NEW YORK, THE RANKING MEMBER OF THE HOUSE FOREIGN AFFAIRS COMMITTEE. CUMBERSOME, WELCOME BACK TO BLOOMBERG TV AND RADIO. I IT WOULD ASSUME YOU WILL HAVE A SEAT IN THE HEARING THAT WE UNDERSTAND JENSEN HUANG HAS AGREED TO COME CLOSE TO HER TESTIMONY.
凯莉：非常感谢罗梅恩·博斯蒂克和埃德·卢德洛。现在我们要连线国会山的知情者，加入我们的还有来自纽约的民主党国会议员格雷戈里·米克斯，他是众议院外交事务委员会的资深成员。库姆伯斯姆，欢迎回到彭博电视和广播。我假设你将在听证会上就座，我们了解到黄仁勋已同意出席作证。
IS THERE A FIRM DATE ON THE CALENDAR FOR THAT YET? REP. MEEKS: I'VE NOT HEARD OF A FIRM DATE YET. WE WILL HAVE TO HEAR FROM THE MAJORITY AND SEE WHEN THAT DATE IS. KAILEY: WHENEVER THAT DATE IS PUT ON THE BOOKS, WHAT IS YOUR FIRST QUESTION FOR HIM? REP. MEEKS: I WANT TO KNOW ACTUALLY WHEN HE WAS INFORMED BY THE ADMINISTRATION, WHETHER A SECRETARY RUBIO OR THE PRESIDENT, THAT THE PERSON HE WAS HAVING THE AFFAIR WITH WAS AFFILIATED WITH CHINA IN AN ESPIONAGE SITUATION.
目前日程上是否有确定的日期？米克斯议员：我尚未听到有确定的日期。我们需要等待多数党方面的消息，看看具体日期是何时。凯莉：无论该日期何时确定，你对他的第一个问题是什么？米克斯议员：我实际上想知道，他是什么时候被政府告知的，无论是鲁比奥国务卿还是总统，告诉他与他发生婚外情的人与中国在间谍活动方面有牵连。
AND WHAT INFORMATION HE MAY HAVE KNOWN OR BEEN REQUESTED BY HER OR ANYONE ELSE IN REGARD TO THE COMPANY, WE NEED TO KNOW. SO IT'S JUST TO HEAR FROM HIM. THIS IS JUST THE TIP OF THE ICEBERG, BECAUSE FOR ME, IT'S NOT ABOUT JUST THE ILLICIT AFFAIR THAT HE HAD, IT'S ABOUT THE INFORMATION THAT MIGHT'VE BEEN GIVEN TO CHINA AND OTHERS THAT ENDANGERS THE NATIONAL SECURITY OF THE UNITED STATES OF AMERICA. AND SINCE, FOR EXAMPLE, IT WAS KNOWN ABOUT A YEAR AGO, WHEN FIRST REPORTED, AS REPORTED BY THE MEDIA, THAT THE CHINESE INTELLIGENCE WAS THERE, ON THIS LADY COME AND SECRETARY RUBIO FELT THAT THE INFORMATION WAS SO IMPORTANT THAT HE HAD TO TELL THE PRESIDENT.
以及关于该公司，他可能已知晓的信息或应她或其他任何人要求提供的信息，我们需要了解。因此，只是希望听他本人说明。这仅仅是冰山一角，因为对我来说，这不仅关乎他发生的非法婚外情，更关乎可能提供给中国及其他方、危及美国国家安全的信息。例如，据媒体报道，一年前首次报道时就已知悉中国情报人员在此女士身边，而鲁比奥国务卿认为这些信息至关重要，必须告知总统。
THE QUESTION THEN IS WHY DID THE ADMINISTRATION NOT IMMEDIATELY NOTIFY NVIDIA, THAT'S GENERALLY THE NORMAL PROCEDURES THAT TAKE PLACE. WHY DIDN'T THAT TAKE PLACE? WAS HE NOTIFIED OR NOT? THAT WOULD BE ONE OF THE FIRST QUESTIONS I WOULD ASK HIM DIRECTLY. JOE: WHETHER HE WAS NOTIFIED, CONGRESSMAN, HE WAS INVITED ON AIR FORCE ONE AFTER THE PRESIDENT KNEW ABOUT THIS, AFTER HOWARD LUTNICK AND MARCO RUBIO WERE INFORMED. THIS IS JENSEN HUANG, AN INDIVIDUAL WHO WAS VERY CLOSE TO THE PRESIDENT OF THE UNITED STATES.
那么问题是，为什么政府没有立即通知英伟达？这通常是正常程序会发生的情况。为什么没有发生这种情况？他是否收到了通知？这将是我直接向他提出的第一个问题。乔：议员先生，无论他是否收到通知，在总统得知此事后，以及在霍华德·卢特尼克和马可·鲁比奥被告知后，他都受邀登上了空军一号。这是黄仁勋，一个与美国总统关系非常密切的人。
IS AMERICA LESS SAFE BECAUSE OF WHAT JUST HAPPENED? REP. MEEKS: IT COULD BE. WE NEED TO FIND OUT. ONE OF THE THINGS I INTEND TO DO, ESPECIALLY ONCE I BECOME CHAIR OF THE COMMITTEE IN THE NEW YEAR IS THE FACTS. WHAT DID WE KNOW? IT WE KNOW THAT MS. WONG WAS UNDER INVESTIGATION FIRST BY SINGAPORE, WHY WAS SHE UNDER INVESTIGATION? WE DID KNOW THERE WAS AN INTERACTION BETWEEN THE U.S. GOVERNMENT AND THE SINGAPORE GOVERNMENT.
美国是否因为刚刚发生的事情而变得不那么安全了？米克斯众议员：有可能。我们需要查明真相。我打算做的一件事是，特别是当我在新的一年成为委员会主席时，那就是弄清事实。我们知道什么？我们知道黄女士首先受到新加坡的调查，她为什么受到调查？我们确实知道美国政府和新加坡政府之间存在互动。
WHAT WAS DISCUSSED THERE? WHAT I'VE HEARD WAS THAT MANY OF THE THINGS THE SINGAPORE GOVERNMENT NEEDED TO GET FROM THE AMERICAN GOVERNMENT, THE AMERICAN GOVERNMENT DID NOT GIVE THEM ARE DOING THING TO HELP THEM WITH THEIR INDEPENDENT INVESTIGATION, FROM WHAT I
那里讨论了什么问题？我所听到的是，新加坡政府需要从美国政府那里获得的许多事情，美国政府并没有给予他们，而是做一些事情来帮助他们的独立调查，从我所听到的来看
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