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Back黃仁勳婚外情爆發前 輝達第二大股東悄賣股 套現超過300億元
黃仁勳婚外情爆發前 輝達第二大股東悄賣股 套現超過300億元
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自由时报20 minutes agoBusiness2 min readChinaView translation

黃仁勳婚外情爆發前 輝達第二大股東悄賣股 套現超過300億元

史蒂文斯在8月至9月分三批出售約420萬股輝達股票,時間點在亮眼財報發布之後

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輝達董事史蒂文斯在黃仁勳辭職前幾個月出售約9.47億美元股票,分三批於8月至9月拋售約420萬股,時間點在輝達公布亮眼財報後。輝達股價週五收在162.85美元,自11月8日黃仁勳坦承婚外情以來,本週跌幅接近13%。

AI-generated summary

Why It Matters

輝達前執行長黃仁勳因與中國女子黃樂及輝達醫療健康副總裁鮑威爾的不倫關係被爆,已於11月12日辭職。輝達第二大股東、董事史蒂文斯在辭職前幾個月出售約9.47億美元股票。

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輝達(NVIDIA)前執行長黃仁勳近期接連被爆與中國女子黃樂、輝達醫療健康副總裁鮑威爾(Kimberly Powell)有不倫關係,黃仁勳已經辭職下台,也引發輝達股價崩跌,但值得注意的是,輝達第二大股東在黃仁勳於11月12日辭職前的幾個月內,出售了約9億4700萬美元(約301.6億元新台幣)的公司股票,而他賣出股票的時間點,是在輝達公布亮眼財報、股價大漲的時候。

根據提交給美國證券交易委員會(SEC)的文件,輝達董事史蒂文斯(Mark Stevens)是2026年第三季拋售AI概念股最多的投資人之一,出售約420萬股輝達股票,史蒂文斯分了3次出售其持股。史蒂文斯於1993年至2006年曾擔任輝達董事,並在2008年再次加入董事會。

第一批普通股交易於8月31日至9月2日進行,每股售價介於220至226美元,套現約4億1100萬美元(約130.9億元新台幣)。第二批交易則在9月3日至9月4日進行,每股售價介於227至234美元,套現約2億3600萬美元(約75.16億元新台幣)。第三批交易於9月18日進行,每股售價約220美元,套現約3億美元(約95.55億元新台幣)。

史蒂文斯在8月底及9月初進行的前2批股票出售,時間點都在輝達公布亮眼的第二季財報之後,該份財報帶動輝達股價在接下來一週上漲約10%。

不過,史蒂文斯目前仍持有約2750萬股輝達股票,持股規模相當龐大。

輝達股價週五(13日)收在162.85美元,自11月8日黃仁勳坦承婚外情以來,本週跌幅接近13%。

What to Watch

AI outlook — possibilities, not facts

  • 美國證券交易委員會可能會對史蒂文斯的股票拋售行為展開調查

    Possible · Within weeks

Open Questions

  • 史蒂文斯拋售股票是否涉及內線交易
  • 黃仁勳辭職後輝達的新任執行長人選
  • 婚外情醜聞對輝達長期業務的具體影響

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