Investing.com -- 英伟达（纳斯达克：NVDA）员工向公司董事会发出了一个引人注目的信号：他们希望黄仁勋继续掌舵，尽管他承认与一名疑似中国间谍有婚外情。
Investing.com -- NVIDIA (NASDAQ:NVDA) employees have delivered a striking message to the company’s board: they want Jensen Huang to stay in charge despite admitting to an affair with a suspected Chinese spy.
Blind在11月9日至10日对232名英伟达员工进行的一项调查发现，88%的人认为黄仁勋应继续担任首席执行官。11%的人表示他应主动辞职，仅有1%的人认为董事会应将其免职。这一结果表明，即便公司正面临一场非同寻常的领导层危机，这位联合创始人获得的支持依然压倒性。
A Blind survey of 232 Nvidia employees, conducted November 9–10, found that 88% believe Huang should remain chief executive. Eleven percent said he should voluntarily step down, while just 1% said the board should remove him. The result shows that support for the co-founder remains overwhelming even as the company confronts an extraordinary leadership crisis.
这种支持明显强于更广泛专业人士群体的看法。作为对比，Blind对1689名专业人士进行的一项调查发现，60%的人支持黄仁勋继续担任首席执行官，18%的人希望他主动离职，22%的人希望董事会将其免职。这一差距表明，相比更广泛的专业人士群体，英伟达员工更倾向于优先考虑高层的连续性。
The backing is notably stronger than sentiment among professionals more broadly. For comparison, a Blind poll of 1,689 professionals found that 60% supported Huang remaining CEO, while 18% favored his voluntary departure and 22% wanted the board to remove him. The gap suggests Nvidia employees are more inclined than the wider professional community to prioritize continuity at the top.
这种忠诚有可以理解的商业原因。黄仁勋在三十多年前联合创办了英伟达，并一直是公司从图形芯片制造商转型为人工智能热潮背后大部分算力供应方的核心人物。公司对可编程图形处理器和CUDA软件平台的长期投资，帮助英伟达在AI算力需求爆发时占据了有利位置。
There are understandable business reasons for that loyalty. Huang co-founded Nvidia more than three decades ago and has been central to its transformation from a graphics-chip maker into the company supplying much of the computing power behind the artificial-intelligence boom. His company's long-term investment in programmable graphics processors and the CUDA software platform helped position Nvidia to benefit as demand for AI computing exploded.
这一成功也让许多员工个人获益。英伟达股价的惊人涨幅，加上股票薪酬，帮助一些长期任职的员工成为了百万富翁。对于职业生涯和财富都与公司紧密相连的员工来说，高层突然变动可能被视为对公司未来和自身财务命运的双重风险。
That success has also been personally rewarding for many employees. Nvidia’s extraordinary share-price gains, combined with stock-based compensation, have helped turn some long-serving staff into millionaires. For workers whose careers and wealth are closely tied to the company, a sudden change at the top could feel like a risk to both its future and their own financial fortunes.
但黄仁勋的领导地位如今正受到审视，原因远不止普通的公司治理问题。他承认与一名企业高管有亲密关系，并为自己的不忠向家人和同事道歉。据报道，美国情报官员认为这名女子为北京收集信息，这促使英伟达董事会启动独立调查，以查明黄仁勋是否是外国情报行动的目标。
But Huang’s leadership is now under scrutiny for reasons that go well beyond ordinary corporate governance. He acknowledged having an intimate relationship with a business executive and apologized to his family and colleagues for being unfaithful. U.S. intelligence officials reportedly believe the woman gathered information for Beijing, prompting Nvidia’s board to launch an independent investigation into whether Huang was the target of a foreign intelligence effort.
这一区别很重要：所称的情报行动尚未得到公开证实，而且迄今为止没有证据表明英伟达的商业机密或国家安全信息遭到泄露。董事会表示，没有理由认为其中任何一项遭到泄露。黄仁勋表示将配合调查，英伟达称调查进行期间他将继续担任首席执行官。
The distinction matters: the alleged intelligence operation has not been publicly established, and there is no evidence so far that Nvidia secrets or national security information were compromised. The board has said it has no reason to believe either was compromised. Huang has said he will cooperate with the inquiry, and Nvidia says he will continue as CEO while it proceeds.
与此同时，投资者反应紧张。英伟达股价周一跌4.3%，周二再跌5.5%，周三随着AI类股票回升而反弹。预测市场的交易员认为，黄仁勋在2027年前被免职的概率约为13%至14%，分析师则警告称，他的离开可能暴露英伟达对一位影响力非同寻常的领导者的依赖。
Investors, meanwhile, have reacted nervously. Nvidia shares fell 4.3% on Monday and another 5.5% on Tuesday before rebounding as AI stocks recovered on Wednesday. Prediction-market traders have put the odds of Huang being removed before 2027 at roughly 13% to 14%, while analysts have warned that his departure could expose Nvidia’s dependence on one unusually influential leader.
这项员工调查并不能解决英伟达董事们面临的问题。员工的热情只是考量因素之一；董事会还必须权衡治理、国家安全方面的担忧以及股东信心。但就目前而言，英伟达内部传递的信息很明确：大多数接受调查的员工认为，由黄仁勋掌舵对公司更有利。
The employee survey does not settle the question facing Nvidia’s directors. Staff enthusiasm is one consideration; the board must also weigh governance, national-security concerns and shareholder confidence. For now, however, the message from inside Nvidia is clear: most surveyed employees believe the company is better off with Jensen Huang at the helm.