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美国情报备忘录称 Megaspeed 高管 Alice Huang 被招募监视 Nvidia CEO 黄仁勋

原标题:Megaspeed exec was recruited to spy on Nvidia CEO, according to US intelligence memo

据多家媒体报道,一份基于美国情报的备忘录声称,新加坡公司 Megaspeed 高管 Alice Huang 被中国国家安全部招募,用于监视 Nvidia CEO 黄仁勋。纽约时报率先报道,金融时报补充称备忘录还称黄仁勋与 Alice Huang 存在恋爱关系。Nvidia 回应称两人的互动并不异常,公司不会与客户分享机密信息。另一篇纽约时报报道指出,获美国商务部授权购买先进 Nvidia 芯片的中国公司 New Matrix 在注册地址仅找到空壳办公室,引发其可能与被列入黑名单的私募股权公司有关的疑虑。

为什么值得看

汇总了纽约时报和金融时报的两份报道细节,读者可以了解这份美国情报备忘录的核心指控与 Nvidia 的回应。

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原文

In Brief

Posted:

1:17 PM PST · November 7, 2026

Nvidia CEO Jensen Huang

**Image Credits:**Benjamin Fanjoy / Getty Images

  • Anthony Ha

A memo circulated earlier this year claimed that technology executive Alice Huang was recruited by China’s Ministry of State Security to spy on Nvidia CEO Jensen Huang, according to multiple media reports.

The New York Times, which had previously said Nvidia’s chief executive had been the target of Chinese intelligence, was the first to report on the memo, which was reportedly based on U.S. intelligence. The Financial Times subsequently reported that the memo also claimed Jensen Huang had a romantic relationship with Alice Huang, an executive at a Singapore-based company called Megaspeed.

An Nvidia spokesperson told the NYT that Jensen Huang’s interactions with Alice Huang were “not unusual,” and that the company does not share classified information with its customers.

A separate NYT report examined New Matrix, a Chinese company authorized by the U.S. Commerce Department to buy advanced Nvidia chips. But at the office address listed by New Matrix, reporters only found “a hollow gray shell,” raising concerns that it could be a front for a blacklisted private equity firm.

The Nvidia spokesperson said the company sells “the first, best and most of our technology in America.”

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事件综述

Nvidia CEO 黄仁勋被曝与疑似中国间谍恋情 董事会启动独立调查

据《纽约时报》率先报道(2026 年 11 月 6 日),一份基于美国情报的备忘录称,新加坡公司 Megaspeed 的高管 Alice Huang(黄乐)被中国国家安全部招募,用于监视 Nvidia CEO 黄仁勋,并可能影响其推动先进芯片向中国开放。《金融时报》补充称备忘录还指两人存在恋爱关系。Nvidia 回应称两人互动并不异常,公司不会与客户分享机密信息;中国大使馆称指控是毫无根据的诽谤,目前无人被起诉。11 月 8 日,Nvidia 董事会宣布对黄仁勋展开独立调查,由独立董事组成委员会并聘请外部独立律师监督,表示优先考虑美国国家与经济安全。黄仁勋随后在全公司备忘录中承认与 Alice Huang 存在婚外情并致歉。多家媒体报道称,Megaspeed 被美方怀疑是将受出口管制的 Nvidia 芯片转入中国的后门,其马来西亚关联公司据报在 2024 年 6 月至 2026 年 2 月间购买了至少价值 48 亿美元的含 Nvidia 芯片的 AI 硬件。Nvidia 称未发现国家安全或公司机密受损迹象,黄仁勋暂留任。耶鲁教授 Jeffrey Sonnenfeld 估计黄仁勋保住职位的概率约为五五开。11 月 12 日报道,黄仁勋退出了 ElevenLabs Summit 及包括 Anthropic CEO Forum 在内的多个演讲安排。后续报道称 Kalshi 上黄仁勋撑过当周的概率仅 30%,TechCrunch 列出了非正式继任者名单(如 Lisa Su、Eric Schmidt、陈立武等),但公司无公开继任计划。近期关键节点为 11 月 17 日财报和 11 月 18 日三位众议院主席的闭门简报。

其他来源的报道 3