OpenAI带崩AI链条！股价大跌，能否上车？ - 老虎社区

冬天的月亮

09:21

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。

梦想快实现

09:06

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。

躺平躺到地狱了

08:50

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。

苍穹之剑888

08:38

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。

冬天的月亮

09:21

新高过后加仓不宜，持有或者等跌下来后加仓。追高除非是绝对的底部反转，走出右侧加➕

09:10

昨晚公布数据，4家科技股应收全部双位数增长。耐心持有就好了，说不定哪个涨，就平分4份资金，每个买一份

09:17

新高过后加仓不宜，持有或者等跌下来后加仓。追高除非是绝对的底部反转，走出右侧加➕

春风不解夏季情

09:13

目前的排序，谷歌相对于meta，微软，亚马逊是护城河比较稳的。出国不用谷歌寸步难行。首选谷歌

梦想快实现

09:07

昨晚公布数据，4家科技股应收全部双位数增长。耐心持有就好了，说不定哪个涨，就平分4份资金，每个买一份

09:10

目前的排序，谷歌相对于meta，微软，亚马逊是护城河比较稳的。出国不用谷歌寸步难行。首选谷歌

09:17

open ai的事情说明，应用端还有很多路要走。agent 还有完善和竞争的空间。

春风不解夏季情

09:13

Anthropic claude的出现，Token价格能涨，就让大家看到了AI商业化破局的可能性

明日阳光888

09:01

或许更需要担心的是马上要发财报的这几家公司，看看Google那个1800-1900亿的全年资本开支 [鬼脸]

08:58

高通还是比较好的标的，接下来会继续上涨，短暂的下跌应该为后来的上涨提供了逢低而入的机会

08:53

昨晚公布数据，4家科技股应收全部双位数增长。耐心持有就好了，说不定哪个涨，就平分4份资金，每个买一份

08:58

目前的排序，谷歌相对于meta，微软，亚马逊是护城河比较稳的。出国不用谷歌寸步难行。首选谷歌

明日阳光888

09:01

故事刚刚开始，AI还会持续发力，一定要把握住机会，这样才能大力出奇迹，加油

08:53

目前的排序，谷歌相对于meta，微软，亚马逊是护城河比较稳的。出国不用谷歌寸步难行。首选谷歌

躺平躺到地狱了

08:50

高通还是比较好的标的，接下来会继续上涨，短暂的下跌应该为后来的上涨提供了逢低而入的机会

苍穹之剑888

08:38

沟通还是比较好的标的，接下来会继续上涨，短暂的下跌应该为后来的上涨提供了逢低而入的机会

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