深潮TechFlow
深潮TechFlow|Nov 11, 2026 00:57
[Dan Ives: Nvidia's Market Value Could Plunge 25% to 30% if Jensen Huang is Removed] According to a report by Business Insider and Benzinga on November 11th, Dan Ives, Senior Managing Director at Yorkville Ives, stated in a recent investor report that if Jensen Huang is removed from his position as CEO of Nvidia, the company's and stock's value will shrink significantly by 25% to 30%, altering the company's future direction and the competitive landscape of AI GPUs in the US and globally, especially in China. Ives called Huang's alleged extramarital affair with a suspected Chinese spy a "shameful moment" for Nvidia. He cited Wall Street estimates that there is approximately a 15% chance Huang will be removed by the board, and the investigation could take 4 to 6 weeks, during which time it will significantly suppress the stock price. Ives stated, "Jensen Huang is the core DNA of Nvidia; he is irreplaceable." He added that no one in the current management team can seamlessly take over as CEO, highlighting the risk associated with Nvidia's key personnel. He maintained his "outperform" rating on Nvidia with a target price of $300, but only if Huang remains in his position.
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