Investing.com —— 在媒体报道称这家芯片制造商的董事会正准备罢免首席执行官黄仁勋后，伯恩斯坦和奥本海默下调了英伟达公司（纳斯达克代码：NVDA）的评级，多家其他券商也下调了目标价。周四盘前，英伟达股价下跌约 6.9%。
Investing.com -- Bernstein and Oppenheimer downgraded NVIDIA Corporation (NASDAQ:NVDA), and several other brokerages cut their price targets, after media reports that the chipmaker’s board is preparing to remove CEO Jensen Huang. Nvidia shares are down about 6.9% premarket on Thursday.
周三有报道称，黄仁勋与一名向他汇报工作的英伟达高管存在关系。此外，据称英伟达董事会现在正准备将其罢免。
On Wednesday, it was reported that Huang had a relationship with an Nvidia executive who reports to him. Furthermore, the Nvidia board is now said to be preparing to oust him.
最新报道显示，伯恩斯坦将英伟达评级从“跑赢大盘”下调至“大盘同步”，并将目标价减半至 200 美元。分析师 Stacy Rasgon 表示，该股票估值非常便宜，但可能会有更多指控浮出水面，继任者的选择也增加了不确定性。
The latest reports Bernstein cut Nvidia to Market-Perform from Outperform and halved its price target to $200. Analyst Stacy Rasgon said the stock is very cheap, but more allegations may surface and the choice of successor adds uncertainty.
Rasgon 写道：“从积极方面看，业务基本面（领导层除外）显然依然完好，财务数据依然巨大（且很可能仍在继续攀升）。”
“On the positive, the fundamentals of the business (if not the leadership) are clearly still intact with numbers that remain massive (and probably still headed higher),” Rasgon wrote.
奥本海默将该股评级下调至“表现与大盘一致”，并取消了目标价。分析师 Rick Schafer 警告可能出现“人才流失”，并点名 AMD、Marvell 和博通作为潜在受益者。
Oppenheimer downgraded the stock to Perform and removed its price target. Analyst Rick Schafer warned of a potential “brain drain,” and he named AMD, Marvell and Broadcom as possible beneficiaries.
Schafer 表示：“他的离职构成一个重大的、可能改变投资论点的事件。”
“His departure presents a material, potentially thesis-changing event,” Schafer said.
Stifel 维持“买入”评级，但将目标价从 315 美元下调至 205 美元，并将领导层变更视为其基本情形。花旗维持“买入”评级，但将目标价下调至 225 美元，建议首席财务官 Colette Kress 可担任临时首席执行官。
Stifel kept its Buy rating but cut its target to $205 from $315, and it now treats a leadership change as its base case. Citi kept Buy but lowered its target to $225, suggesting CFO Colette Kress could serve as interim CEO.
Mizuho、UBS 和 Raymond James 维持看好评级。
Mizuho, UBS and Raymond James maintained bullish ratings.
UBS 指出，英伟达可能暂停对 AI 公司的资助，这可能暂时从生态系统中移除约 500 亿美元资金，同时面临出口管制收紧的风险。英伟达将于 11 月 17 日发布季度财报。
UBS flagged a possible pause in Nvidia’s funding of AI companies, which could temporarily remove about $50 billion from the ecosystem, along with the risk of tighter export restrictions. Nvidia reports quarterly results on Nov. 17.