英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？_老虎社区_美港股上老虎

英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？

老虎资讯综合09-23 22:05

周二，英伟达开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。

对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

Mediator
·09-24 15:28
英伟达投资openai openai租赁甲骨文算力甲骨文购置英伟达芯片互相哄抬股价，螺旋升天，这样搞下去系统性风险不远了。英伟达与阿里也是这样，互相释放信号拉抬股价，实际上，美国芯片法案下中国根本不可能再大批量采购装有后门芯片，同时也阻止了先进芯片进入中国的可能性，哪来的实际利好，云哄抬也是牛的，
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戒赌治疗期的赌徒
·09-24 01:07
这也算利好吗？不就是买东西不给钱，拿股票换吗？
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22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a83505b98061980c44adb0ca388a2c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4300fcbe3b1976ded6bf41717f73474d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195651778","content_text":"周二， 英伟达 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":481783562211456,"gmtCreate":1758647279507,"gmtModify":1758647281819,"author":{"id":"3537147552366721","authorId":"3537147552366721","name":"戒赌治疗期的赌徒","avatar":"https://static.tigerbbs.com/72008ade965872ca6426c40aa2411690","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":9,"crmLevelSwitch":0,"idStr":"3537147552366721","authorIdStr":"3537147552366721"},"htmlText":"这也算利好吗？不就是买东西不给钱，拿股票换吗？","listText":"这也算利好吗？不就是买东西不给钱，拿股票换吗？","text":"这也算利好吗？不就是买东西不给钱，拿股票换吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481783562211456","repostId":1195651778,"repostType":2,"repost":{"id":"1195651778","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1758636315,"share":"https://www.laohu8.com/m/news/1195651778?lang=&edition=full","pubTime":"2025-09-23 22:05","market":"us","language":"zh","title":"英伟达跌超2%，与OpenAI“牵手”会失去其它大客户信任？","url":"https://stock-news.laohu8.com/highlight/detail?id=1195651778","media":"老虎资讯综合","summary":"对OpenAI投资不会改变公司重点。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a83505b98061980c44adb0ca388a2c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63a83505b98061980c44adb0ca388a2c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4300fcbe3b1976ded6bf41717f73474d","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195651778","content_text":"周二， 英伟达 开盘后震荡走低，截至发稿跌幅超2%。消息面上，英伟达与OpenAI在周一宣布达成合作，英伟达将对OpenAI最高投资1000亿美元，共建AI数据中心。此举引发部分投资者怀疑：英伟达会否优先向OpenAI提供AI芯片，导致英伟达与包括微软、Meta、亚马逊在内的大客户之间的信任基础出现裂痕？而这些公司可能进一步减少对英伟达的依赖。对此，英伟达发布声明强调，对OpenAI投资不会改变公司重点，也不会影响对其他客户的供应；无论是否持有股权，英伟达都会继续重视每一位客户。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}