有关英伟达首席执行官黄仁勋与一名涉嫌中国间谍的关系被曝光后，华尔街对英伟达业务运营可能遭到打压的担忧正在升温。
Concerns about a potential crackdown on Nvidia's business operations are percolating on Wall Street following revelations about CEO Jensen Huang's involvement with a suspected Chinese spy.
据新街研究机构周一的一份分析，英伟达多达10%的收入可能直接或间接来自中国。
As much as 10% of Nvidia's revenues may come directly or indirectly from China, according to a Monday analysis from New Street Research.
根据新街研究机构引用的共识估计，这相当于英伟达2027财年预计总收入4110亿美元中的370亿至470亿美元。
That amounts to between $37 and $47 billion out of Nvidia's total expected fiscal year 2027 revenue of $411 billion, according to consensus estimates cited by New Street.
在英伟达面临中国风险的收入中，新街研究机构将6%归类为进入中国和香港的“合法销售”，4%为在境外正式记录的收入。
Of Nvidia's China-exposed revenues, New Street classifies 6% as "legal sales" into China and Hong Kong, and 4% as booked officially outside of China.
在后者4%中，该机构估计，一半被实物转移到中国，另一半由中国控制的境外公司使用。周一常规交易中，英伟达股价下跌约5%。
Of the latter 4%, the firm estimates that half of it gets physically diverted into China while the other half is used by Chinese-controlled firms outside of China. Nvidia stock is down about 5% in regular trading on Monday.
美国对英伟达部分最先进芯片实施出口管制，但据报道，中国公司已能够通过其他国家获取英伟达驱动的算力。
The U.S. maintains export controls on some of Nvidia's most high-tech chips, though Chinese firms have reportedly been able to access Nvidia-powered computing capacity through other countries.
“我们承诺遵守所有美国法律，并与整个AI生态系统和美国政府合作，”该公司在2026年年度股东大会上对投资者表示。
"We are committed to compliance with all U.S. laws and work in collaboration with the entire AI ecosystem and US government," the company told investors at its 2026 annual shareholders meeting.
《纽约时报》周一报道，商务部已在涉嫌中国间谍担任老板的公司被调查，随后调查移交给司法部。该报道称，移交发生在商务部接到英伟达总法律顾问的联系之后。
The New York Times reported on Monday that the Commerce Department had already been investigating the company where the suspected Chinese spy was a boss before the investigation was transferred to the Justice Department. The transfer happened after the Commerce Department was contacted by Nvidia's general counsel, the Times reported.
英伟达是广泛的人工智能建设中最重要的公司之一，这场建设正处于重塑美国乃至全球经济的早期阶段。
Nvidia is one of the most important companies in the wide-ranging artificial intelligence buildout that is in the early stages of remaking the U.S., and perhaps the global, economy.
该公司与众多其他科技公司在人工智能供应链的各个部分相互投资，并与顶级私人信贷公司为其产品建立了融资平台。
The company is mutually invested with numerous other tech companies in various parts of the AI supply chain and has also built financing platforms for its products with top private credit firms .