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Back黃仁勳為何突改口認偷吃?外媒連環爆 關鍵轉折點疑曝光
黃仁勳為何突改口認偷吃?外媒連環爆 關鍵轉折點疑曝光
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自由时报34 minutes agoBusiness4 min readChinaView translation

黃仁勳為何突改口認偷吃?外媒連環爆 關鍵轉折點疑曝光

黃仁勳向員工致歉並承諾配合調查,美國國會要求其閉門說明,事件涉及國家安全與公司治理

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輝達執行長黃仁勳於11月8日承認與涉嫌替中國從事間諜活動的黃樂發生婚外情,並向員工致歉。美國國會要求其閉門說明,輝達董事會啟動獨立調查,事件涉及公司治理、股價與美國國家安全。

AI-generated summary

Why It Matters

美國早於今年春天即掌握黃仁勳與涉間諜女性黃樂的關係情報,國務卿盧比歐曾監督起草機密備忘錄警告川普政府。紐約時報10月29日率先披露黃樂為中國情報資產,並指出Megaspeed涉嫌協助中國取得受出口管制的輝達AI晶片。

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輝達執行長黃仁勳週日(8日)承認與疑似中國的女間諜黃樂(Alice Huang)發生婚外情後,引發各界譁然。但令人想不透的是,黃仁勳最初面對外界質疑時,曾強調雙方只是正常商業往來,但為何8日卻突然改口承認婚外情,究竟這段期間發生了什麼事?以下《自由時報》整理事件,帶讀者一探究竟。

黃仁勳突認對妻子不忠!向員工致歉 承諾配合調查

事件先提到黃仁勳承認與黃樂之間的關係開始,8日黃仁勳在致員工的備忘錄中表示,他對陷入婚外情「深感抱歉」。他說:「我曾對妻子不忠,我的行為傷害了她和我們的孩子。我的所作所為沒有任何藉口。」

黃仁勳表示,他將全力配合調查。在調查結果公布之前,將繼續擔任這家晶片製造商的執行長。黃仁勳在備忘錄中表示他將支持調查,他說:「我熱愛我們的國家和我們的公司,我也致力於保護輝達並支持美國的國家安全。」

美國早掌握情報?

值得注意的是,早在今年春天,美國國務卿盧比歐(Marco Rubio)就曾監督起草一份高度機密備忘錄,警告川普政府高層,黃仁勳與1名涉嫌替中國從事間諜活動的女子關係密切。這份文件在川普5月訪問北京前,已於部分高階官員之間傳閱。

且先前就有一派說法是,美國部分國安官員對黃仁勳,積極遊說川普政府允許H200晶片出口中國感到不滿,尤其擔心中國透過第三地取得高階晶片,加速軍事與人工智慧技術發展。

回顧事件發展,《紐約時報》10月29日率先披露,美國認定黃樂是中國的情報資產,美方對她進行電子監控至少一年,過程中發現她與一名美國公民往來密切,經「解除遮蔽」(unmasking)程序後,確認此人就是黃仁勳。

此外,Megaspeed早已因涉嫌協助中國取得受出口管制的輝達AI晶片,遭美國政府調查。《紐約時報》指出,該公司在馬來西亞的關係企業於2024年6月至2026年2月間,購買至少48億美元、含有輝達晶片及技術的先進AI設備,美方懷疑部分設備可能遭非法轉運至中國。

黃仁勳稱互動正常!美媒再爆黃樂疑涉中國間諜活動

但當時輝達發言人回應,黃仁勳與黃樂的互動並不特殊,執行長與客戶開會本來就是工作的一部分,黃仁勳每年都會與數千名客戶高層交流。

黃仁勳本人也隨後回應,兩人的關係及互動都與Megaspeed有關,「一切完全正常,沒有什麼不尋常的地方」,並強調輝達已確認沒有晶片透過Megaspeed非法流入中國。

然而,《華爾街日報》10月31日則報導,美國、新加坡與台灣的情報單位都有理由相信黃樂可能是中國間諜。

由於黃樂多次來台,據《華爾街日報》指出,台灣正調查黃樂與中國的關係並追查她的訪台紀錄;內政部長劉世芳10月30日表示,若違反台灣國安法令或《反滲透法》,將先依台灣法律處理,之後再視情況驅逐出境。

美國國會也坐不住!聯手要求黃仁勳閉門說明

在11月4日,美國眾議院外交委員會主席馬斯特(Brian Mast)、美中戰略競爭特別委員會主席穆勒納爾(John Moolenaar)與情報常設特別委員會主席克勞福德(Rick Crawford)聯名致函黃仁勳,並於5日對外公布,要求他11月18日出席3委員會聯合閉門簡報,並須在11月11日前回覆。信中寫道:「國會必須釐清美國國家安全已在多大程度上暴露於風險之中。」

就連民主黨方面也加入施壓,參議員華倫(Elizabeth Warren)表示:「輝達的黃仁勳和輝達董事會欠國會一個交代。」要求黃仁勳說明他與黃樂的互動、輝達防範外國對手間諜活動的安全機制,以及中國取得美國敏感技術與資訊等問題。

接連爆料疑成關鍵轉折!黃仁勳女兒突取消南韓行程

事件在11月6日至7日出現重大轉折。《紐約時報》進一步披露黃仁勳與黃樂關係密切,《金融時報》(Financial Times)隨後披露,美國情報官員認為,黃仁勳與黃樂不只是一般商業往來,兩人還曾發展戀愛關係。

只是黃仁勳始終未有回應,而當時外界少部分聲音也猜測,相關爆料是否只是捕風捉影,兩人實際上可能僅是商業往來,並沒有外界揣測的特殊關係。

沒想到就在相關報導接連曝光後,黃仁勳的女兒、輝達資深總監黃敏珊原定8日抵達南韓,出席9日至10日在首爾COEX舉行的「NVIDIA AI Day Seoul 2026」,並會晤南韓科學技術情報通信部長裴慶勳,但行程臨時因「家庭因素」取消,讓外界揣測,恐與父親的外遇及間諜風波有關。

隨後黃仁勳於11月8日向輝達員工發出內部信,首度坦承對妻子不忠,並表示:「我的行為傷害了她和我們的孩子,我的所作所為沒有任何藉口。」他也向家人及員工致歉,希望未來能重新贏回家人的信任。

輝達董事會啟動獨立調查!力挺黃仁勳 股東信心受考驗

另一方面,輝達董事會同日宣布成立獨立委員會,針對近期有關黃仁勳成為外國情報機構目標,聲明指出,董事會已展開獨立調查。聲明強調,美國國家與經濟安全攸關輝達及股東的最高利益。董事會目前沒有理由相信美國國安或輝達商業機密已遭到損害,但仍承諾將檢視所有可取得的資訊。

而關於黃仁勳的領導地位,董事會表示,對他及其領導團隊仍具有信心,並將視情況提供後續調查進展。

至於黃仁勳為何從最初強調正常商業往來,到後來改口坦承對妻子不忠,目前尚無公開資訊證實他改變說法的具體原因。

不過,從時間點來看,《紐約時報》與《金融時報》接連披露兩人曾有戀愛關係,加上黃仁勳與黃樂的關係牽涉中國情報疑雲,美國國會也進一步介入,讓整起風波迅速升高,不僅涉及黃仁勳的私人生活,更牽動輝達的公司治理、股價表現與投資人信心,以及美國國家安全等多重議題。

在私人關係與國安疑慮交織、企業聲譽面臨考驗之際,外界不免揣測,接連升高的輿論與政治壓力,是否也是促使黃仁勳選擇出面坦承的原因之一。

如今,輝達董事會已啟動獨立調查,黃仁勳也承諾全力配合。這場風波後續是否會影響他的領導地位,以及調查能否釐清輝達是否涉及國安風險,仍值得關注。

What to Watch

AI outlook — possibilities, not facts

  • 輝達獨立調查將在數週內發表初步結果

    Likely · Within weeks

  • 美國國會將於11月18日舉行閉門簡報

    Very likely · Within weeks

Open Questions

  • 黃仁勳為何從強調正常商業往來改口承認婚外情的具體原因
  • 調查是否會證實輝達商業機密或美國國家安全已遭損害
  • 黃仁勳的領導地位是否會受到影響

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