英伟达股价周二延续跌势，使这家芯片巨头两日市值蒸发有望超过4700亿美元。此前，外界对首席执行官黄仁勋与一名被指为北京从事间谍活动的中国女商人存在婚外情的后果愈发担忧。
Nvidia shares extended losses on Tuesday, putting the chip giant on track to shed more than $470 billion in market value over two sessions as concerns mounted over the fallout from CEO Jensen Huang's affair with a Chinese businesswoman alleged to be a spy for Beijing.
《信息报》周二援引两名认识Alice Huang的人士报道，黄仁勋与Alice Huang的关系帮助促成了至少价值75亿美元的英伟达芯片流向中国公司。Alice Huang与黄仁勋并无亲属关系。
The CEO's relationship with Alice Huang helped facilitate shipments of at least $7.5 billion worth of Nvidia chips to Chinese firms, The Information reported on Tuesday, citing two people who know her. Alice Huang and Jensen Huang are not related.
这些指控加大了对英伟达公司治理、出口管制合规以及依赖黄仁勋领导能力的审视，也加剧了投资者的不安情绪，他们本就担心人工智能基础设施领域的巨额支出能否带来足够回报。
The allegations have intensified scrutiny of Nvidia's governance, export-control compliance and reliance on Huang's leadership, adding to investor unease over whether massive spending on artificial intelligence infrastructure will deliver adequate returns.
微软超越英伟达成为全球市值第二高公司。英伟达股价继周一下跌4.3%后，周二又下跌超过6%，使微软自2025年6月以来首次超越这家AI风向标企业，成为全球市值第二高的公司。
Microsoft overtakes Nvidia as world's second-most valuable company Nvidia's shares fell more than 6% following a 4.3% drop on Monday, allowing Microsoft to overtake the AI bellwether as the world's second-most valuable company for the first time since June 2025."
美国银行分析师在报告中写道：“投资界的争论在于，这件事是仅限于该公司自身，还是会引发整个AI基础设施领域的限制和混乱。我们不会把指控等同于已被证实的业务损害。”
The investment debate is whether this remains company-specific or triggers restrictions and disruption across AI infrastructure," Bank of America analysts wrote in a note. "We would not equate allegations with proven business damage."
已启动调查。英伟达董事会周日启动了内部调查，同时联邦调查局正在调查63岁的黄仁勋是否成为外国情报行动的目标。
Probe launchedNvidia's board launched an internal investigation on Sunday, while the FBI is examining whether the 63-year-old Huang was targeted by a foreign intelligence operation.
黄告诉员工，他对妻子不忠，但没有提供关于这段关系的细节。爱丽丝·黄，又名黄乐，与她的丈夫和妹妹一起，在中国和新加坡建立了一家公司网络，以获取英伟达芯片，《信息》报道称。该网络的核心是上海世纪利通，这是一家中国公司，于2023年获得英伟达首选云合作伙伴地位，从而优先获取该公司的芯片，报道称。
Huang has told employees he was unfaithful to his wife but provided no details about the relationship. Alice Huang, also known as Huang Le, along with her husband and sister, built a network of companies across China and Singapore to acquire Nvidia chips, The Information reported. At the center of the network was Shanghai Century Litong, a China-based company that secured preferred cloud partner status with Nvidia in 2023, giving it priority access to the company's chips, the report said.
当受美国出口限制的英伟达芯片订单停滞时，爱丽丝·黄利用与英伟达及其分销商的关系确保供应，帮助将约24万颗H100、H200和部分A100芯片运入中国，据报道称。世纪利通租赁算力并运营使用英伟达芯片的数据中心，其中包括一些禁止销售给中国的芯片。这些芯片最终部分服务于阿里巴巴、腾讯和较小的中国人工智能实验室，《信息》报道称。
When orders for Nvidia chips subject to US export restrictions stalled, Alice Huang used ties to Nvidia and its distributors to secure supplies, helping move about 240,000 H100, H200 and some A100 chips into China, according to the report. Century Litong rented computing capacity and operated data centers using Nvidia chips, including some barred from sale to China. Some of the chips ultimately served Alibaba, Tencent and smaller Chinese AI labs, The Information reported.
爱丽丝·黄还在新加坡注册的美加速公司担任高管职位，该公司与世纪利通有关联，并因东南亚向中国运输英伟达芯片一事受到美国当局调查，报道称。《信息》报道称，爱丽丝·黄利用与黄仁勋的关系增强其可信度，同时保持其角色模糊并避免留下纸面痕迹。英伟达未立即回应路透社的置评请求。阿里巴巴、腾讯、美加速和上海世纪利通在正常营业时间外暂不可置评。路透社无法独立核实该报道。
Alice Huang also held an executive position at Singapore-registered Megaspeed, which was linked to Century Litong and has been investigated by US authorities over Nvidia chip shipments from Southeast Asia to China, the report said. The Information reported that Alice Huang leveraged her relationship with Jensen Huang to bolster her credibility while keeping her role vague and avoiding a paper trail. Nvidia did not immediately respond to a Reuters request for comment. Alibaba, Tencent, Megaspeed and Shanghai Century Litong were not immediately available for comment outside regular business hours. Reuters could not independently verify the report.