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英伟达领导层危机笼罩AI交易,亚洲股市保持坚挺Asia stocks hold up as Nvidia leadership crisis clouds AI trade

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Investing.com -- 周四亚洲股市保持温和涨幅,投资者在权衡科技股的韧性与英伟达领导层的新不确定性,此前有报道称其董事会正在讨论首席执行官黄仁勋的去留。

Investing.com -- Asian stocks held modest gains on Thursday as investors weighed resilient technology shares against fresh uncertainty over Nvidia’s leadership, after reports that its board was discussing the future of Chief Executive Jensen Huang.

MSCI亚太指数上涨0.3%,科技股领涨,尽管纳斯达克100指数期货在亚洲时段下跌0.86%,标普500指数期货下跌0.35%。

The MSCI Asia Pacific Index rose 0.3%, led by technology shares, even as Nasdaq 100 futures fell 0.86% and S&P 500 futures lost 0.35% in Asian trade.

周三华尔街反弹,纳斯达克100指数飙升2.3%,标普500指数上涨1.3%,后者接近收复上周美国中期选举以来的跌幅。

Wall Street had rallied on Wednesday, with the Nasdaq 100 jumping 2.3% and the S&P 500 gaining 1.3%, leaving the latter close to recovering its losses since last week’s U.S. midterm elections.

反弹反映了对人工智能需求的信心重燃。云计算服务商CoreWeave上调年度展望后,股价飙升25%;OpenAI报告季度营收达100亿美元;据称Anthropic计划的首次公开募股(IPO)认购倍数远超额度。英伟达盘后暴跌此后动摇了投资者信心。

The rally reflected renewed confidence in AI demand. CoreWeave shares surged 25% after the cloud-computing provider raised its annual outlook, OpenAI reported quarterly revenue of $10 billion and Anthropic’s planned initial public offering was said to be multiple times oversubscribed. Nvidia’s after-hours slump has since unsettled investors.

英伟达动荡令AI领导层风险重回聚焦 英伟达股价在盘后交易中下跌逾8%,盘中最大跌幅曾达10%,因有报道称董事会正在权衡是否移除黄仁勋。

Nvidia turmoil puts AI leadership risk back in focus Nvidia shares fell more than 8% in after-hours trading, having dropped as much as 10%, on reports that the board was weighing whether to remove Huang.

据报道,董事们周三开会讨论其去留,而公司一直在与外部机构合作物色潜在继任者,并考虑任命一名临时首席执行官。

Directors were reported to be meeting on Wednesday to discuss his future, while the company has been working with an outside firm to identify potential successors and considering an interim chief executive.

这些报道继此前关于两桩婚外情的指控之后出现,其中一桩涉及一名据称被美国当局怀疑与中国情报机构有联系的女性。

The reports follow allegations of two extramarital affairs, including one involving a woman reportedly suspected by U.S. authorities of links to Chinese intelligence.

《纽约时报》还报道称,黄仁勋与一名向他汇报工作的英伟达高管有染。黄仁勋承认对妻子不忠,但未透露细节。英伟达董事会已展开调查,并表示没有理由相信公司机密或美国国家安全受到损害。

The New York Times also reported that Huang had a relationship with an Nvidia executive who reported to him. Huang acknowledged being unfaithful to his wife but gave no details. Nvidia’s board has opened an investigation and said it had no reason to believe company secrets or U.S. national security were compromised.

这种不确定性之所以重要,是因为英伟达处于人工智能投资热潮的中心,而黄仁勋与其崛起紧密相连。即使对算力的需求依然强劲,领导层真空仍可能动摇人们对这家芯片制造商及更广泛的人工智能供应链的信心。

The uncertainty matters because Nvidia sits at the centre of the AI investment boom and Huang has been closely identified with its rise. A leadership vacuum could unsettle confidence in the chipmaker and wider AI supply chain, even as demand for computing capacity remains strong.

亚洲市场分化,投资者重新评估风险 日本日经225指数微涨0.1%,东证指数上涨0.6%,而韩国综合股价指数下跌0.2%。

Asian markets diverge as investors reassess risk Japan’s Nikkei 225 edged up 0.1% and TOPIX gained 0.6%, while South Korea’s KOSPI slipped 0.2%.

台湾股市早盘上涨0.5%。香港恒生指数下跌1%,拖累亚太除日本指数早盘下跌0.1%。中国内地市场相对平稳,沪深300指数上涨0.1%,上证综合指数上涨0.2%。

Taiwan shares rose 0.5% in earlier trading. Hong Kong’s Hang Seng fell 1%, weighing on the Asia ex-Japan gauge, which was down 0.1% in early trade. Mainland China was steadier, with the CSI 300 up 0.1% and Shanghai Composite gaining 0.2%.

其他市场方面,澳大利亚标普/澳交所200指数下跌0.3%,新西兰NZX 50指数上涨0.6%,新加坡海峡时报指数基本持平。

Elsewhere, Australia’s S&P/ASX 200 fell 0.3%, New Zealand’s NZX 50 rose 0.6% and Singapore’s Straits Times Index was little changed.

印度尼富特50指数期货上涨0.7%。印度尼西亚雅加达综合指数上涨1.3%,而菲律宾PSEi指数下跌1.1%,马来西亚KLCI指数下跌0.6%,泰国SET指数持平。日经指数期货下跌1.1%。

India’s Nifty 50 Futures advanced 0.7%. Indonesia’s Jakarta Composite climbed 1.3%, while the Philippines’ PSEi fell 1.1%, Malaysia’s KLCI lost 0.6% and Thailand’s SET was flat. Nikkei futures fell 1.1%.

随着中东产量增加,且伊朗与美国之间的敌对行动保持克制,原油价格漂移向两个月低点靠拢。美元守在18个月高位附近,市场完全消化美联储下月加息25个基点的预期,并给予加息50个基点较小的概率。

Oil drifted toward a two-month low as Middle East production increased and hostilities between Iran and the United States remained muted. The dollar held near an 18-month high, with markets fully pricing a 25-basis-point Fed rate increase next month and assigning a smaller chance to a 50-basis-point move.

联邦基金利率期货显示,12月9日会议加息25个基点的概率为87.3%,加息50个基点的概率为12.7%。

Fed funds futures showed an 87.3% probability of a quarter-point increase at the December 9 meeting, against 12.7% for a half-point hike.

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