{"id":"n_dzn7fjwsggpr2op5oa6q","seq":9197873,"kind":"article","title":"黃仁勳外遇引爆供應鏈風暴！彭博點名除了台積電外 「這家」曝險高","url":"https://tw.news.yahoo.com/%E9%BB%83%E4%BB%81%E5%8B%B3%E5%A4%96%E9%81%87%E5%BC%95%E7%88%86%E4%BE%9B%E6%87%89%E9%8F%88%E9%A2%A8%E6%9A%B4-%E5%BD%AD%E5%8D%9A%E9%BB%9E%E5%90%8D%E9%99%A4%E4%BA%86%E5%8F%B0%E7%A9%8D%E9%9B%BB%E5%A4%96-%E9%80%99%E5%AE%B6-%E6%9B%9D%E9%9A%AA%E9%AB%98-202300358.html","summary":"輝達執行長黃仁勳傳出婚外情引發股價跌近3%，外媒示警恐波及亞洲供應鏈。彭博數據顯示，台廠京元電對輝達營收占比高達36%，居亞洲供應鏈之首；另包含SK海力士與台積電等日韓台廠也面臨不同程度曝險。市場短期雖有情緒震盪與估值修正壓力，但長線資金仍聚焦高階AI晶片與先進封裝的技術護城河，實質需求提供台廠支撐。","published":"2026-11-09T20:23:00Z","seen":"2026-11-09T20:57:13Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","story":"st_vazmdz7nsoxuwrja7ila","category":"economy-business","category_p":0.79,"sentiment":"negative","tone":-0.82,"political":0.09}