Anthony Pompliano:AI 抛售或在黄氏丑闻后触底
Anthony Pompliano 表示,Jensen Huang 与中国间谍的 alleged affair 可能标志着 AI 抛售的底部,并指出市场痛苦常常催生更强的牛市。
Jensen Huang is the co‑founder and chief executive officer of Nvidia. Recent reports connect him to a personal relationship that U.S. investigators say may have facilitated the export of restricted AI chips to China. The allegations have triggered a board probe, congressional hearings and sharp declines in Nvidia shares and related crypto assets.
Anthony Pompliano 表示,Jensen Huang 与中国间谍的 alleged affair 可能标志着 AI 抛售的底部,并指出市场痛苦常常催生更强的牛市。
黄仁勋披露与新加坡企业家Alice Huang的恋情后,英伟达股价下跌逾6%。Alice Huang的公司Megaspeed被指控将受限GPU转运至东南亚供中国企业使用。
美国银行将Nvidia、Micron和Lam Research从其US 1顶级精选名单中除名,未给出解释,正值Nvidia因CEO Jensen Huang涉嫌婚外情受到审查。
He is alleged to have had a romantic relationship with a person linked to Chinese intelligence, raising concerns about the export of restricted Nvidia GPUs.
The shares dropped between 4% and 8% in the days following the allegations, wiping billions from the company’s market value.
Nvidia’s AI chips power many crypto mining operations, so the scandal triggered sell‑offs in Bitcoin and leveraged short positions on Nvidia via crypto platforms.