Jeason Huang and Alice Huang slept together.

Alice Huang is an executive at Megaspeed, a data center company in Singapore that serves Nvidia. The Guomei Intelligence Agency believes that Alice Huang is a spy for China's Ministry of State Security, tasked with influencing the United States to relax export restrictions on high-end chips to China, which is quite funny.

In fact, over the past few years, Old Huang has publicly opposed chip export restrictions to China. Personally, it's to sell more chips, and from the U.S. national perspective, Old Huang knows that chip controls have had the opposite effect. Business leaders are surprisingly unanimous on this matter, including Bill Gates. In other regions, as seen in the case of Japan’s semiconductor material export restrictions imposed on South Korea in 2019, it forced today's Samsung and SK Hynix into prominence.

I do not believe that Alice Huang is a Chinese spy; no spy would smuggle chips in broad daylight while undertaking tasks of almost no value.

However, the media hype is escalating, and things are getting serious. What impact does this have on NVDA's stock price? Successful business leaders in publicly traded companies can be ousted due to non-business failures, and the market will first consider the uncertainty regarding future profitability, making a plunge inevitable.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到[email protected]，本平台相关工作人员将会进行核查。