Huida Board of Directors Investigation Analyst: If Huang Renxun really breaches Guoan, he will end up in the worst place and the market will be hit the hardest

After the media disclosed that Huida CEO Huang Renxun had an extramarital affair with Chinese female entrepreneur Huang Le, and Huang sent the information to Beijing, Huida's board of directors launched an investigation into whether Huang Renxun had become a target of Chinese intelligence. Reuters compiled the opinions of analysts from multiple investment institutions regarding the investigation. Some of them believed that if the extramarital affair was just a simple affair, it would have the least damage to the market and industry, but if it turned into a national security incident, Huang Renxun might be fired, which would cause a devastating blow to the market and industry.

Bill Ackman, CEO of Pershing Square: If this is not just an extramarital affair, it would be a very serious problem. "I hope this is just an affair and not an incident that threatens national security."

Josh Gilbert, chief analyst at eToro: This storm comes at a bleak moment for AI trading, but Huida’s financial report on the 17th is the next real test. The board investigation may dampen market confidence, but unless there are changes at the top, it will not have a long-term impact. "But once there is a change at the top, the situation will be completely different."

Chris Weston, director of research at Pepperstone: Based on Huang's status as the godfather of AI and as the founder of the hottest investment theme in a generation, his dismissal will trigger a plunge in Huida's stock price. "It will definitely be a bloodbath; if Huang Le is proven to be a spy, it will be terrible."

Ryu Young-Ho, a deep analyst at South Korea's NH Investment Securities: The biggest risk for Korean companies is that the lengthy investigation causes Huida to delay investment decisions. If the shipment or launch of Huida's products is delayed, it may have a wider impact on the semiconductor industry.

Gary Black, founder of Future Fund: Huang Jenxun’s integrity and judgment have been questioned, which may lead to his dismissal. Since his successor is unclear, many portfolio managers may reduce their holdings of Huida shares in the next few weeks.

Dan Ives, senior managing director of Yorkville Ives: Huang Renxun is obviously at risk of being dismissed. He is crucial to Huida's development and global strategy, which will put the stock price under pressure, but will also subject Huida to stricter scrutiny of its chip sales in China.