OpenAI 未能达_老虎社区_美港股上老虎

OpenAI 未能达到每周活跃用户和营收的内部预期。CFO Sarah Friar 对数据中心开支表示担忧，担心营收增长不足以支付未来的算力合同。有报道称高通将与 OpenAI 合作开发 AI 手机芯片，计划于 2028 年量产，推动了高通股价上涨。

OpenAI带崩AI链条！股价大跌，能否上车？

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

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