$NVDA · Solving The Money Problem · 2026-11-08
说话者认为,针对CEO/间谍调查很可能查不出任何国家安全层面的情报泄露,只会查出婚外情,这场风波应在6–12个月内平息;董事会认为没有理由相信机密遭到泄露。在此之前,媒体的恐慌炒作可能对投资者形成压力,即便结果清白也依然显得难看,但既然没有泄露,他认为就没有大问题。
逐段跳播
如果你还没听说,今天有关于 Nvidia CEO 黄仁勋的爆炸性新闻。这里不是八卦频道,但 Nvidia 目前生产了全球大部分用于超级智能训练和推理的 GPU。
If you haven't heard, there's some dramatic news about Nvidia CEO Jensen Huang today. This is not a gossip channel, but Nvidia currently makes most of the world's GPUs for superintelligence training and inference.
考虑到投资者目前对 AI、数据中心和超级智能有多敏感,这件事对我们的常客来说值得了解。今天早上,人们对美国作为全球 AI 和微芯片开发领先国家的地位越来越担忧。我接下来要说的事听起来可能像间谍电影的情节,但《金融时报》一篇耸动的报道称,科技巨头 Nvidia 的 CEO 与一名中国间谍有私人关系。
Given how sensitive investors are currently about AI, data centers, and superintelligence, this is important for our regular visitors to know. Concerns are growing this morning about America's position as the world's leading country in AI and microchip development.
What I'm about to say may sound like the plot of a spy movie, but a sensational report in the Financial Times claims that the CEO of tech giant Nvidia had a personal relationship with a Chinese spy.
黄仁勋是 Nvidia 的 CEO,而 Nvidia 对全球几乎每一台计算设备里的芯片都有很大的控制权和影响力,对吧?
Jensen Huang, he's the CEO of Nvidia and they have a lot of control and power over the chips in almost every computing device in the world, right?
他们赚了很多钱。黄仁勋极受欢迎、直言不讳,而且与白宫关系密切。现在,这起新的丑闻正因其与中国间谍的关系引发各种警告。
They make a lot of money. Jensen is extremely popular, outspoken, and has close ties to the White House. Now, this new scandal is raising various warnings due to concerns about his ties to Chinese spies.
黄仁勋是 AI 革命的先驱之一。他与白宫密切合作。他是总统科技顾问委员会的成员,也是 AI 行业与联邦政府合作的领军人物。
Huang is one of the pioneers of the AI revolution. He has worked closely with the White House. He is a member of the President's Council of Advisors on Science and Technology and a leader in collaboration between the AI industry and the federal government.
报道称,Alice Huang(与黄仁勋无亲属关系)是新加坡数据公司 MegaSpeed 的一名高管,她被中国政府聘用,协助 Nvidia 采购 AI 芯片并在中国销售。
The report claims that Alice Huang (no relation), an executive at Singaporean data company MegaSpeed, was hired by the Chinese government to assist in Nvidia's efforts to procure AI chips and sell them in China.
虽然两人的关系持续了多久并未披露,但政府将这段关系称为“亲密且浪漫”。报道中最令人震惊的部分是,总统在一年多以前就被告知了这一潜在的安全风险,但他没有根据这一信息采取任何行动。
While the length of their relationship was not disclosed, the government cited the relationship as "intimate and romantic." The most shocking part of the report is that the president was informed about this potential security risk more than a year ago, but he took no action based on this information.
在简报会上,美国官员表示,Wong 先生并不知道 Wong 女士与中国情报机构的关系,不过也有指控称,政府内部一些人对这一信息的真实性持怀疑态度。
During the briefing, US officials said that Mr. Wong was not aware of Ms Wong's ties to Chinese intelligence, although there are allegations that some within the administration are skeptical of the veracity of this information.
据信,特朗普政府官员告诉特朗普,他们掌握的情报显示,黄仁勋的恋人实际上是一名中国间谍。特朗普被告知了这件事,但他们也认为黄仁勋并不知情,不过他们大概率没有去找他说:“嘿,黄仁勋,你知道和你有一腿的那个人吗?他是中国间谍,兄弟。”我想我听到的就是这样。
It is believed that Trump administration officials told Trump that they had intelligence that Jensen's lover was actually a Chinese spy. Trump was informed about this, but they also believed that Jensen didn't know about it, but they probably didn't go to him and say, "Hey Jensen, do you know the guy you're having an affair with?
He's a Chinese spy, bro." I think that's what I heard.
Nvidia 已针对 CEO 黄仁勋所受的指控启动独立调查。这项调查是在有关她与一名中国商人关系密切的指控出现后进行的。黄仁勋已承认对妻子不忠,并表示他完全支持这项调查。
Nvidia has launched an independent investigation into allegations against CEO Jensen Wong. The investigation is being carried out in the wake of allegations of her close relationship with a Chinese businessman.
Wong has admitted to being unfaithful to his wife and said he fully supports the investigation.
独立董事将在外部律师的协助下,监督这项针对潜在外国情报活动的调查。Nvidia 董事会表示,没有理由认为公司的隐私或国家安全受到了损害。
Independent directors, with the assistance of outside counsel, will oversee this investigation into potential foreign intelligence activities. Nvidia's board says it sees no reason to believe the company's privacy or national security has been compromised.
一位发言人表示,黄仁勋将继续领导 Nvidia,不会中断。Nvidia 正在调查一名中国间谍与黄仁勋的关系。你今天和黄仁勋谈过吗?
A spokesperson said Wong will continue to lead Nvidia without any break. Nvidia is investigating a Chinese spy's ties to Jensen Wong. Have you spoken to Jensen Wong today?
我没有和他谈过这件事。我只知道他是个好人,但你永远不知道幕后发生了什么。我相信一切都会没事的。他做得非常出色。所以我个人希望他是个好人。
I didn't talk to him about this. I just know he's a good person, but you never know what's going on behind the scenes. I'm sure everything will be fine. He has done a very extraordinary job. So I personally hope he is a good person.
两天前我看到 Autism Capital 发的一篇很棒的帖子,里面说黄仁勋忽略了当书呆子的基本原则:任何喜欢你的女人都是间谍。当然这有很多变体,比如如果你的女朋友是满分十分,那她就是特工,等等。
I saw a great post from Autism Capital two days ago, which said that Jensen ignored the basic principle of being a nerd. Any woman who likes you is a spy. And of course it has many variations.
If your girlfriend is a ten out of ten, she is an agent, etc.
我看到一个叫 SMR420 的人写了一个不错的回答,他说黄仁勋并没有忽略这一点,他读过《孙子兵法》原文:不要泄露任何东西,玩得开心,赢。
I saw a nice answer from a guy named SMR420, who wrote that Jensen didn't ignore it. He has read the original text 'The Art of War'. Don't leak anything, have fun, win.
所以,如果调查结果出来说黄仁勋蠢到除了肉体关系之外还给这个女人任何东西,我会感到惊讶。情报工作大概没那么厉害。我是说,如果黄仁勋真的那么蠢,我会很惊讶。
So I would be surprised if the investigation came out that Jensen was so stupid that he gave this woman anything other than physical relations. Intelligence probably isn't that good.
I mean, I'd be surprised if Jensen was really that stupid.
当然,如果你的外国伴侣是中国间谍,那看起来可不太好,除非她是在下800智商的棋,实际上是一张反转的 Uno 牌,她明知故纵让中国间谍引诱她,以便给他假情报。
Of course, it doesn't look very good if your foreign partner is a Chinese spy, unless she was playing 800 IQ chess and it was actually a reverse Uno card where she knowingly allowed a Chinese spy to lure her in so that she could give him false information.
撇开那些喷子不谈,我其实很想读读这个,据说这是黄仁勋发给 Nvidia 全体员工、或者至少部分员工的邮件。
Trolls aside, I actually want to read this, which was apparently an email sent from Jensen to everyone at Nvidia, or at least some employees.
主题:致我们公司的一封信。我向我的家人和你们所有人道歉。我对我的妻子不忠。我的行为伤害了她和我们的孩子。我所做的事没有任何借口。我深感抱歉。我的家人一生给予我爱和支持,他们理应得到我的诚实和忠诚。
然而我却让他们失望,破坏了我们共同建立的生活。我对自己的所作所为以及造成的伤害承担全部责任,并接受随之而来的批评。对我的妻子和家人,我爱你们。我知道道歉无法抹去我所做的事。我希望我们的家庭能够恢复,希望随着时间推移我能重新赢得你们的信任。
Subject: A message for our company. I apologize to my family and all of you. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did.
I am deeply sorry. My family has given me love and support throughout my life. They deserve my honesty and loyalty. Instead I disappointed them and damaged the life we had built together.
I take full responsibility for what I have done and the hurt I have caused, and I accept the criticism that comes with it. To my wife and family, I love you. I know an apology can't erase what I've done.
I hope our family recovers and that over time I can regain your trust.
致我在 Nvidia 共事数十年的同事们,以及我们的董事会、合作伙伴和世界各地的股东们,你们理应得到更好的我。领导 Nvidia 是我一生中最大的幸事之一。为你们服务并配得上你们的信任是我的责任。
我没有履行好这一责任。我完全忠于 NVIDIA,我将继续努力重新赢得你们的信任。
To my colleagues at Nvidia, with whom I have worked for decades, and to our board, partners, and shareholders around the world, you deserve better from me. Leading Nvidia has been one of the greatest blessings of my life.
It is my responsibility to serve you and be worthy of your trust. I failed to fulfill that responsibility. I am fully committed to NVIDIA and I will continue to work to regain your trust.
现在他又提出了国家安全问题。引述:Nvidia 董事会已针对新闻报道中提出的国家安全关切启动独立调查。我支持这项调查并将全力配合。我爱我们的国家,也爱我们的公司,我致力于保护 Nvidia 并支持美国的国家安全。
我为自己是美国人而自豪和感激。我的家人对我的决定没有任何责任。责任在我。请尊重他们的隐私。
And now he has raised the issue of national security. Quote: Nvidia's board of directors has launched an independent investigation into the national security concerns raised in the news report.
I support this investigation and will cooperate fully. I love our country and our company, and I am committed to protecting Nvidia and supporting America's national security. I am proud and grateful to be an American.
My family is in no way responsible for my decisions. I am responsible. Please respect their privacy.
接下来是 Nvidia 董事会的声明。在近期有报道暗示创始人兼 CEO 黄仁勋成为外国情报活动目标之后,Nvidia 董事会正在启动一项独立调查。
And now the statement from Nvidia's board of directors. The Nvidia board is launching an independent investigation in the wake of recent reports that suggest founder and CEO Jensen Huang was the target of a foreign intelligence effort.
一个由独立董事组成的委员会将在外部独立顾问的协助下监督这项调查。董事会将美国国家和经济安全置于优先位置,这对 NVIDIA 及其股东的利益至关重要。
A committee of independent directors, assisted by external independent consultants, will oversee this investigation. The board prioritizes U.S. national and economic security, which is of utmost importance to the interests of NVIDIA and its shareholders.
尽管董事会没有理由相信任何国家安全或 Nvidia 机密信息已被泄露,但董事会的调查将审查所有可获取的信息。黄仁勋完全支持这项审查,并已承诺予以配合。
Although the board has no reason to believe that any national security or Nvidia confidential information has been leaked, the board's investigation will examine all available information.
Jensen fully supports this review and has pledged to cooperate with it.
董事会对黄仁勋及其领导团队充满信心,后续进展将在适当时候提供。Sean Maguire 今天写了这些。黄仁勋是这一代最伟大的企业家之一。他做了一件极其愚蠢的事。这对美国不利,但我认为背后没有任何恶意。
两个错误永远无法凑成一个正确,而且我相信,在美国的 AI 领导地位上,黄仁勋无可替代。
The board has confidence in Jensen and his leadership team and further updates will be provided in due course. Sean Maguire wrote this today. Jensen is one of the greatest entrepreneurs of this generation.
He did an incredibly stupid thing. It was bad for America, but I don't think there was any bad intention behind it. Two wrongs can never make a right, and I believe there is no substitute for Jensen for America's AI leadership.
Elon Musk 看到后转发了。我同意。我通常不讨论这类事情。然而,鉴于当前股市的波动性,尤其是考虑到民主党的影响、中期选举,以及建设超级智能基础设施——这是 Nvidia 业务的基础——可能带来的后果,我认为值得指出的是,这对本已动荡的投资者和股市来说可能更加令人恐惧。
Elon Musk saw this and reposted it. I agree. I don't usually discuss these kinds of things. However, given the volatile nature of the stock market right now, especially given the influence of Democrats, the midterm elections, and the potential consequences of building superintelligence infrastructure—which is the foundation of Nvidia's business—I think it's worth noting that this could be even more frightening for already volatile investors and the stock market.
我的个人看法是,正如我之前所说,他们根本没有情报,但我坚信这次调查除了婚外情之外不会发现任何东西。
My personal opinion is, as I said before, that they have no intelligence, but I strongly believe that nothing other than extramarital affairs will be found in this investigation.
如果有人,哪怕是世界上最大公司之一的负责人,把涉及国家安全的机密信息泄露给个人关系中的伴侣,那他就是世界上最大的傻瓜。
If someone, even being the head of one of the largest companies in the world, were to leak confidential information related to national security to a partner in a personal relationship, they would have to be the biggest fool in the world.
我以为媒体会对此大做文章。现在有很多谣言和影射在传播,说调查正在进行中。我今天在常规话题之外谈论这件事,是为了提醒大家。即使调查没有发现任何问题,情况仍然不太好,但既然不涉及情报,就不会有大问题。
I thought the media would make a big fuss about it. Many rumors and insinuations are being spread that an investigation is underway. The reason I'm talking about this outside of my regular topic today is to warn everyone.
Even if the investigation turns up nothing, the scenario is still not very good, but since there is no intelligence involved, there will be no major problems.
在调查完成之前,媒体很可能会尽可能利用这件事,做出各种推断。已经有很多人站出来支持黄仁勋。是的,可能存在不公,但 Elon Musk、Donald Trump 等人正在表达强烈支持。
许多人要求他立即辞职,或者评论说他不可能继续担任 Nvidia 的 CEO。
Until the investigation is complete, the media will probably try to take advantage of this as much as possible and make various inferences. Many people have already come forward in support of Jensen.
Yes, there may have been a miscarriage of justice, but Elon Musk, Donald Trump and others are voicing strong support. Many are demanding his immediate resignation or commenting that it is impossible for him to survive as Nvidia's CEO.
所以要做好准备,会听到很多灾难故事和传闻。哦,Nvidia 完蛋了。这家公司走到尽头了。万一 Jensen 的妻子跟他离婚,把股票全卖了,股价突然大跌,公司活不下去怎么办?
So be prepared to hear many disaster stories and tales. Oh, Nvidia is finished. This is the end of the company. What if Jensen's wife divorces him and sells all the stock, and suddenly the share price falls and the company can't survive?
我认为这件事会在6到12个月内彻底平息,到时候甚至没人会记得。但从现在到那时,我们可能会听到很多编造的故事、暗示,以及大量制造恐慌的言论。
I think it will completely die down in 6-12 months and no one will even remember. But between now and then, we may hear a lot of fabricated stories, hints, and a lot of fear-mongering.
我也想出了一个解决方案。美国应该部署1000名美女来反间谍。让有权势的男人忙于和本地美女周旋,这样他们就不会落入中国的美人计。顺便说一句,这是一篇严肃的帖子。这是一份了不起的情报,我不明白为什么美国情报机构还没这么做。
I have also come up with a solution. The United States should deploy 1,000 of its beautiful women against espionage. Keep powerful men busy with beautiful local women so they don't fall into the Chinese honeypot.
By the way, this is a serious post. This is a remarkable piece of intelligence and I don't understand why US intelligence agencies aren't doing this already.
为什么要保留这样一个弱点,让全国最有吸引力的女性可以被雇来当这些高层男性的第一、第二和第三号情人?想想看。你真的认为像 Jensen 这样的人会有时间、意愿或精力去浪费在追逐一个平庸的外国间谍上吗,尤其是他已经和本地美女相处过了?问题解决了。
Why would you maintain a weakness where the most attractive women in the country can be employed as the number one, two and three lovers of these high-ranking men? Think about it.
Do you really think someone like Jensen would have the time or the will or the energy to waste time chasing a mediocre foreign spy, especially when he's already spent time with a local beauty? Problem solving.
我知道这听起来不好,但我是认真的。这会解决这个问题。
I know it sounds bad, but I'm serious. This will solve this problem.
我想最后说一件事。那些仍然生活在无知和单纯中的人需要知道,世界上每一个有权势的高层男人都有婚外情。这是非常正常的事。他们的妻子知道这一点。他们都知道。只是他们不太在妻子面前表现出来。这很正常。这是意料之中的。
I want to say one last thing. Those who still live in ignorance and simplicity need to know that every powerful and high-ranking man in the world has extramarital affairs. This is a very normal thing.
Their wives know this. They all know. It's just that they don't show it much in front of them. This is very normal. This is expected.
如果是这样,为什么不在美国组建一个精英小组,其唯一工作就是渗透进国内有影响力人物的生活,让他们的身心都忙于周旋,作为反间谍人员为国家利益服务?是的,那是一个暗示。换句话说,情人的位置应该由本地美女来填补,而不是外国间谍。
If that's the case, why not form an elite group in the United States whose sole job would be to infiltrate the lives of influential people in the country and keep their minds and bodies busy, acting as counterintelligence agents in the country's interests?
And yes, that was a hint. In other words, the position of lover should be filled with a local beauty instead of a foreign spy.
你觉得一个怀里有两个美女的男人会浪费时间跟一个普通的外国女人说话吗?不会。饥饿的人什么都吃。一个满足于和本地美女相处的人不会吃别的东西,不管面前摆着什么,因为他的饥饿已经满足了。
Do you think a man with two beautiful women in his arms would waste his time talking to a common foreign woman? No. Hungry people eat everything. A person who is satisfied with spending time with local beauties will not eat anything else, no matter what else is served in front of him, because his hunger is satisfied.
我确信很多人已经在下面写了一些聪明的评论。Steven,你真蠢。他们当然以前就这么做过。当然。这是一个显而易见的想法。顺便说一句,是的,这很明显,是的,这很可能已经做过了。但在执行方面显然还有更多工作要做。
I'm sure many people have already written some smart comments below. Steven, how stupid you are. Of course they've done it before. Of course. This is an obvious idea. And by the way, yes, it's obvious and yes, it's probably been done.
But there is clearly more work to be done in terms of implementation.
如果 Jensen 对哪怕一小部分潜在的中国财富有兴趣尝一尝,那很可能已经发生了。但他太满足于和本地美女相处,以至于对这些事情不再有任何担忧。
If Jensen had any interest in getting a taste of even a small portion of potential Chinese wealth, it probably would have. But he is so satisfied with spending time with local beauties that he no longer has any worries about these things.
说实话,我不喜欢评论这些事情。这看起来像八卦频道,但我认为在调查完成之前,它可能会对许多股市投资者产生巨大影响。
To be honest, I don't like to comment on these things. It seems like a gossip channel, but I think it could have a huge impact on many stock market investors until this investigation is completed.
我怀疑——当然我不确定——调查会表明,Jensen 还没有蠢到向他的任何女友泄露敏感情报,尤其是那个被指控与中国情报机构有联系的女友。
I suspect—of course I'm not certain—that the investigation will show that Jensen is not stupid enough to leak sensitive intelligence to any of his girlfriends, especially the girl who is alleged to have ties to Chinese intelligence.
如果 Jensen 真的那么蠢,他应该选择一份适合他极端智力缺陷和能力有限的职业,比如靠在 YouTube 上做视频谋生。
If Jensen is really that stupid, he should choose a career that suits his extreme intellectual disability and limited abilities, like making a living by making videos on YouTube.
观察点
这个频道对 $NVDA 的历次判断
Solving The Money Problem 在这只股票上共 2 条判断,这里只列相邻的几条。