
董事會調查是否涉及機密外洩與美國國家安全風險,股價連續兩日下跌
輝達董事會聘請紐約律師事務所Wachtell, Lipton, Rosen & Katz及前聯邦檢察官金俊熙,獨立調查執行長黃仁勳婚外情是否涉及機密外洩與國家安全風險。股價週一跌逾4%,週二再跌約6%。
AI-generated summary
黃仁勳承認與黃樂有婚外情,美國情報機構曾監視黃樂並認為她涉嫌向北京傳遞訊息,且與中國情報機構有所牽連。黃樂另與輝達客戶Megaspeed公司有關聯。輝達董事會週日宣布調查相關指控,週二進一步聘請紐約律師事務所Wachtell, Lipton, Rosen & Katz及前聯邦檢察官金俊熙進行獨立調查。
輝達(NVIDIA)執行長黃仁勳婚外情風波持續延燒,甚至可能升高為企業治理與國家安全危機。輝達董事會週二宣布,已聘請紐約知名律師事務所Wachtell, Lipton, Rosen & Katz,主導對黃仁勳的獨立調查,釐清這起私人關係風波是否涉及公司機密外洩,或對美國國家安全造成損害。
CNBC報導,輝達董事會表示,已由獨立董事聘請紐約南區前代理聯邦檢察官金俊熙(Joon H. Kim),以及他目前任職的Wachtell, Lipton, Rosen & Katz律師事務所,展開全面且獨立的調查。金俊熙上個月才加入該事務所,過去曾擔任曼哈頓聯邦檢察官。
事實上,輝達董事會早在週日便宣布將調查黃仁勳遭外國情報機構鎖定的相關指控,當時並強調,目前沒有理由相信美國國家安全或輝達機密資訊已遭到洩露。如今進一步找來外部頂尖律師事務所介入,顯示公司正試圖釐清事件涉及的風險。
這場風波源於黃仁勳承認與黃樂(Alice Huang)有婚外情。過去幾週,《紐約時報》與《金融時報》報導,美國情報機構曾監視這名亞洲科技高管,並認為她涉嫌向北京傳遞訊息,且與中國情報機構有所牽連。她另與輝達客戶Megaspeed公司有關聯,使事件進一步牽涉企業往來及國安疑慮。
黃仁勳週日發給員工的電子郵件中,坦承這段婚外情,並為自己的行為傷害對方及孩子致歉,直言沒有任何藉口,同時強調自己是美國人,支持美國國家安全。
醜聞曝光後,輝達股價也受到衝擊,週一下跌逾4%,週二再跌約6%,連續兩個交易日走弱。市場憂心,隨著調查展開,這場風波可能進一步衝擊黃仁勳的執行長職位,甚至影響輝達的經營穩定。
黃仁勳長期被視為全球AI產業的代表人物,輝達晶片更是訓練主流人工智慧模型的重要基礎,公司也成為AI新創企業的重要資金來源。身為企業創辦人及執行長,他經常代表輝達與各國領袖及企業高層會面。
輝達先前已表示,黃仁勳將繼續擔任執行長,工作不會中斷。不過,隨著獨立律師團隊正式介入,調查能否排除公司機密外洩及國安疑慮,將成為這場風波接下來的關鍵。
AI outlook — possibilities, not facts
輝達獨立調查將在數週內出具結果,可能影響黃仁勳的執行長職位
Likely · Within weeks

The U.S. consumer price index increased 0.4% month-on-month in October, higher than expected, boosting the dollar and U.S. bond yields and reinforcing expectations that the Federal Reserve will raise interest rates more aggressively. Spot gold fell 2.7% to $4,028.39 an ounce, while silver, platinum and palladium also fell.

PCB factory Nanzi Electric (2316)'s consolidated revenue in October was 502 million yuan, an annual increase of 38.5%, which encouraged the stock price to hit the upper limit of 126.5 yuan after opening on the 11th, and the number of buy orders exceeded 6,500.

Taiwan's economic growth rate in the third quarter of 2026 reached 14.36%, 2.94 percentage points higher than the August forecast, and the cumulative growth in the first three quarters was 14.22%. The twin engines of AI (investment and exports) together contributed nearly 80% of growth momentum. Exports of AI-related goods accounted for 70.2% of total exports in the first three quarters. Taiwan's growth performance ranks first among major economies.

Huida CEO Huang Jen-Hsun's extramarital affair scandal has sparked concern about whether its plan to set up a headquarters in Taiwan will be affected. He Shichang, CEO of Xinchuan Real Estate Think Tank, analyzed that unless a fraud case is involved or there are major changes in the prospects of the AI industry, the headquarters plan is unlikely to change, and the chance of a callback is extremely low. The average transaction price of Beitou Shilin Science and Technology Park in the past year was approximately 1.2349 million yuan, an increase of approximately 2%. There are currently 16 new projects for sale. As the Huida headquarters plan advances, corporate investment and residential market development will become important observation indicators for the North Branch housing market.

PCB factory Jinxiang Electronics (2368) earned 28.41 yuan per share in the first three quarters, and its gross profit margin in the third quarter was better than expected. U.S. foreign investors are optimistic about its AI ASIC PCB competitive position and expect revenue to increase by about 7% in the fourth quarter. Starting from the third quarter, Amazon AWS Trainium 3 will capture more than 70% of the market share. Next year, TPU PCB market share will increase from less than 5% this year to more than 20-30%, and the value of production capacity can increase by more than 35% annually. The stock price rose 5.29% in early trading, temporarily trading at 1,035 yuan, returning to the gold club.

To celebrate the 80th anniversary of its founding, Taiwan Sugar Corporation will launch the "Fill up and get free gifts" reward campaign at 73 gas stations across Taiwan before December 5. Fill up with 30 liters of gasoline or 50 liters of diesel and receive a bottle of "Glucosamine Drink PLUS" or "Vitality Health Drink". The gift can be progressive; not applicable to diesel bulk customers.