Investing.com——券商Yorkville Ives表示，如果首席执行官黄仁勋离开这家芯片制造商，Nvidia（纳斯达克代码：NVDA）可能会损失四分之一的估值，因为关于他个人行为的越来越多报道以及董事会可能进行大换血的传闻，威胁到让投资者感到不安。
Investing.com-- Nvidia (NASDAQ:NVDA) could lose a quarter of its valuation if Chief Executive Jensen Huang leaves the chipmaker, as mounting reports about his personal conduct and the possibility of a boardroom shake-up threaten to unsettle investors, brokerage Yorkville Ives said.
由Dan Ives领导的分析师团队表示，若黄仁勋担任首席执行官，他们对Nvidia的估值为每股300美元；若无他，则为225美元，这反映了他在公司战略及其在人工智能芯片领域统治地位中的核心作用。
Analysts led by Dan Ives said they valued Nvidia at $300 per share with Huang as chief executive, compared with $225 without him, reflecting his central role in the company's strategy and its dominance in artificial intelligence chips.
立即以55%优惠获取InvestingPro高级分析师洞察 在《纽约时报》报道黄仁勋与公司医疗保健副总裁Kimberly Powell涉嫌存在关系、以及《华尔街日报》报道Nvidia董事会正准备罢免首席执行官并可能最快于周三开会讨论其去留之后，Nvidia正面临一个迅速演变的局势。
Get premium analyst insights with InvestingPro -- at 55% off now Nvidia was facing a rapidly evolving situation after The New York Times reported an alleged relationship between Huang and Kimberly Powell, the company's vice president of healthcare, while The Wall Street Journal reported that Nvidia's board was preparing to oust the CEO and could meet as soon as Wednesday to discuss his future.
周末期间，黄仁勋承认与一名被指控为间谍的中国女商人Alice Huang有染。
Over the weekend, Huang admitted to an affair with Alice Huang, a Chinese businesswoman alleged to be a spy.
分析师表示：“迹象表明，黄仁勋在Nvidia的日子可能屈指可数了”，并形容未来48小时可能波动剧烈。
"The writing is on the wall that Jensen's days at Nvidia could be numbered," analysts said, describing the next 48 hours as potentially volatile.
他们表示，黄仁勋无法由另一位首席执行官或临时管理团队取代，警告称，对其继任者、Nvidia战略方向以及董事会可能发生变动的不确定性，可能会拖累股价。
They said Huang was not replaceable by another chief executive or an interim management team, warning that uncertainty over his successor, Nvidia's strategic direction and potential board changes could weigh on the stock.
分析师写道：“黄仁勋给自己和Nvidia制造了一个‘黑眼圈’时刻，并编织了一个复杂的‘蜘蛛网’，华尔街、硅谷、华盛顿特区以及全球科技生态系统都在试图弄清楚下一步会怎样。”
"Jensen has created a black eye moment for himself and Nvidia and now has created a spider web of complexity that Wall Street, Silicon Valley, DC, and the global tech ecosystem are trying to figure out what is next," analysts wrote.
不过，Yorkville Ives表示，尽管领导层动荡，Nvidia在人工智能芯片市场的稳固地位及其领先的GPU技术将保持完好，使公司能够渡过危机并保持其在人工智能行业的核心角色。NVDA现在是捡漏良机吗？
However, Yorkville Ives said that Nvidia's entrenched position in the AI chip market and its leading GPU technology would remain intact despite the leadership turmoil, allowing the company to navigate the crisis and retain its central role in the AI industry. Is NVDA a bargain right now?
最快的方法是查看我们的公允价值估算。它对 NVDA 运行 17 种经验证的估值模型，并给出一个数字，以及相对于当前价格的上涨或下跌空间。
The fastest way to find out is looking at our Fair Value estimate. It runs 17 proven valuation models on NVDA and gives you one number, plus the upside or downside against today’s price.
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