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龙腾虎乐
龙腾虎乐
·
04-02 14:51
再怎么说裁员降薪也不是个好兆头[捂脸] [捂脸]
甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心
【甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心】又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。
甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心
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龙腾虎乐
龙腾虎乐
·
03-31 12:14
特朗普不傻的话还是赶快撤吧[捂脸] [捂脸]
特朗普：愿意在不重新开放霍尔木兹海峡的情况下结束战争
逐步结束当前战事。
特朗普：愿意在不重新开放霍尔木兹海峡的情况下结束战争
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龙腾虎乐
龙腾虎乐
·
03-07
$英伟达(NVDA)$
直奔160[龇牙] [龇牙]
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龙腾虎乐
龙腾虎乐
·
03-07
高盛没睡醒吧[捂脸] [捂脸] 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常
高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%
中东局势动荡之际，高盛逆势唱多，其策略团队认为强劲的经济和企业基本面意味着近期的市场回调是买入机会，这背后更有对霍尔木兹海峡流通短期内恢复的乐观预期。高盛首席石油策略师Daan Struyven预计，霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。
高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%
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龙腾虎乐
龙腾虎乐
·
03-06
$英伟达(NVDA)$
早就预判会破160的[捂脸] [捂脸]
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龙腾虎乐
龙腾虎乐
·
03-02
$英伟达(NVDA)$
即将破160[捂脸] [捂脸]
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龙腾虎乐
龙腾虎乐
·
02-27
$英伟达(NVDA)$
大趋势要跌破160了[捂脸] [捂脸]
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龙腾虎乐
龙腾虎乐
·
02-27
焚尸炉[捂脸] [捂脸]
再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来
智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。OpenAI还将在未来八年内额外向亚马逊云计算服务投入1000亿美元，这意味着去年的一份协议得到大幅升级。
再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来
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龙腾虎乐
龙腾虎乐
·
02-27
OpenAI玩儿不好就砸个大锅
亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级
要点概览OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。OpenAI表示，后续预计还会有更多投资者加入。此次融资也进一步巩固了亚马逊与OpenAI的关系。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。
亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级
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龙腾虎乐
龙腾虎乐
·
02-27
$英伟达(NVDA)$
有加杠杆做多的吗[捂脸] [捂脸] [捂脸]
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[捂脸] ","listText":"再怎么说裁员降薪也不是个好兆头[捂脸] [捂脸] ","text":"再怎么说裁员降薪也不是个好兆头[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549236213244600","repostId":"2624520970","repostType":2,"repost":{"id":"2624520970","kind":"news","pubTimestamp":1775108520,"share":"https://www.laohu8.com/m/news/2624520970?lang=zh_CN&edition=full","pubTime":"2026-04-02 13:42","market":"sh","language":"zh","title":"甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心","url":"https://stock-news.laohu8.com/highlight/detail?id=2624520970","media":"澎湃新闻","summary":"【甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心】又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。","content":"<div>\n<p>又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。 近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。 公开资料显示，截至2025年5月，甲骨文拥有16.2万名员工。 据外媒报道，有公司内部人士表示，甲骨文开启本次裁员的一大...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604023693234751.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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\" content=\"telephone=no,email=no,address=no\" />\n<title>甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文全球裁员3万人：AI投资回报不足 削减成本建AI数据中心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-02 13:42 北京时间 <a href=http://finance.eastmoney.com/a/202604023693234751.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。 近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。 公开资料显示，截至2025年5月，甲骨文拥有16.2万名员工。 据外媒报道，有公司内部人士表示，甲骨文开启本次裁员的一大...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604023693234751.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202604023693234751.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624520970","content_text":"又一家科技巨头通过裁员“弥补”在AI（人工智能）领域的巨额投入。 近日，云服务供应商甲骨文（Oracle）公司宣布在全球范围内进行裁员，将有3万名员工受到影响，其中包括在印度的1.2万名员工。公司在内部信中写道，由于组织结构调整，需要进行运营整合，因此启动了大规模裁员。 公开资料显示，截至2025年5月，甲骨文拥有16.2万名员工。 据外媒报道，有公司内部人士表示，甲骨文开启本次裁员的一大原因是公司在AI方面的投资回报不足，除了成为裁员重点的技术部门以外，公司旗下的金融服务软件有限公司（OFSS）也受到了影响，该部门约有1000个职位被裁，占员工总数的10%左右。 《华尔街日报》指出，此举是该公司削减成本措施的一部分，旨在将资源用于建设昂贵的人工智能数据中心。 虽然今年以来，甲骨文屡次传出即将展开大规模裁员的消息，但对于员工来说，本次裁员依然来得十分突然。不少员工在当地时间3月31日的凌晨就收到了裁员通知，被收回在公司的一切权限。 同时，从员工在社交媒体上的反应可以看出，此次裁员波及的职级范围极广，从最初级的员工级别之一“个人贡献者2级（IC2）”到高级软件工程经理（M6）均未能幸免，甚至还包括一些入职仅8个月的新人。 例如，甲骨文高级经理Michael Shepherd在领英上写道，虽然自己没有受到影响，但已知有“高级工程师、架构师、运营主管、项目经理和技术专家”被解雇，本次“大规模裁员”似乎并非基于员工绩效。 即使能够从裁员中“幸存”，许多员工也对未来感到不安。有甲骨文员工对外媒表示，大家普遍认为这不会是最后一次裁员，以后可能还会有更多裁员。更令人担忧的是，剩下的员工可能要面临工作量大幅增加的局面，因为公司要求他们用更少的资源完成更多的工作。 目前，随着甲骨文为投入AI而筹集的债务金额不断增长，再加上逐渐减少的现金流，公司面临着来自市场的巨大压力。今年以来，甲骨文（NYSE: ORCL）股价已跌超25%。 在科技巨头竞相举债构建AI基础设施的背景下，甲骨文成为了华尔街用于关注AI信用风险的核心参照坐标。根据数据服务平台ICE Data Services的统计，3月27日，甲骨文五年期信用违约互换（CDS）利差收涨7.2个基点至198.18个基点，创历史新高，超越2008年12月此前的历史峰值。 摩根大通的分析师在当天的研报中写道：“投资者不再那么关注甲骨文的营收增长势头，而是更关注公司何时才能将基础设施投资转化为持久的收益和现金流。” 在这样的背景下，甲骨文的大规模裁员选择似乎并不让人感到意外。美国券商TD Cowen预计，此次裁员将为公司释放80亿至100亿美元的现金流。 尽管年度裁员已经成为了科技巨头的惯例，但越来越多的公司开始将其归咎于AI，称AI能节省更多人力成本。甲骨文高管曾表示，随着AI工具的应用，公司可以用更少的员工完成更多工作。Meta CEO马克·扎克伯格（Mark Zuckerberg）和Twitter联合创始人之一杰克·多尔西（Jack Dorsey）等科技领袖也曾提出类似的观点。 科技公司裁员独立追踪机构Layoffs.fyi的数据显示，今年迄今为止，已有超过70家科技公司裁员约40480人。（文章来源：澎湃新闻）","news_type":1,"symbols_score_info":{"ORCS":0.6,"ORCU":0.6,"ORCL":1.98,"ORCX":0.6}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548482681901496,"gmtCreate":1774930482403,"gmtModify":1774930960471,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"特朗普不傻的话还是赶快撤吧[捂脸] [捂脸] ","listText":"特朗普不傻的话还是赶快撤吧[捂脸] [捂脸] ","text":"特朗普不傻的话还是赶快撤吧[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548482681901496","repostId":"1130634683","repostType":2,"repost":{"id":"1130634683","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":1774917952,"share":"https://www.laohu8.com/m/news/1130634683?lang=zh_CN&edition=full","pubTime":"2026-03-31 08:45","market":"fut","language":"zh","title":"特朗普：愿意在不重新开放霍尔木兹海峡的情况下结束战争","url":"https://stock-news.laohu8.com/highlight/detail?id=1130634683","media":"老虎资讯综合","summary":"逐步结束当前战事。","content":"<html><head></head><body><p>据华尔街日报报道，美国政府官员透露，<strong>美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。</strong>此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。</p><p>近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。</p><p>消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3586dae988fbf58961f8390287dc4524\" title=\"\" tg-width=\"1284\" tg-height=\"627\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e61418cac3f1ac23ef6ea1a97f4448ab\" title=\"\" tg-width=\"1284\" tg-height=\"642\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：愿意在不重新开放霍尔木兹海峡的情况下结束战争\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-31 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据华尔街日报报道，美国政府官员透露，<strong>美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。</strong>此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。</p><p>近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。</p><p>消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3586dae988fbf58961f8390287dc4524\" title=\"\" tg-width=\"1284\" tg-height=\"627\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e61418cac3f1ac23ef6ea1a97f4448ab\" title=\"\" tg-width=\"1284\" tg-height=\"642\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/e5f0667b28908ea81c4feafc83802afa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130634683","content_text":"据华尔街日报报道，美国政府官员透露，美国总统特朗普已向其幕僚表示，即使霍尔木兹海峡仍基本处于关闭状态，他也愿意结束美国对伊朗的军事行动。此举可能会延长德黑兰对该水道的牢固控制，并将重新开放海峡这一复杂行动留待日后处理。近日，特朗普及其幕僚评估认为，打通这一咽喉要道的任务将使冲突超出他设定的四至六周时间表。特朗普已决定，美国应实现削弱伊朗海军及导弹库存的主要目标，逐步结束当前战事，同时通过外交途径向伊朗施压，要求恢复自由贸易。官员们表示，若此举失败，华盛顿将施压欧洲及海湾地区的盟友牵头重新开放海峡。他们称，特朗普也可选择军事方案，但这并非其当前优先事项。消息公布后，美股指数期货直线拉升，原油期货价格快速下跌。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539931561022432,"gmtCreate":1772837371766,"gmtModify":1772837373588,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 直奔160[龇牙] [龇牙] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 直奔160[龇牙] [龇牙] ","text":"$英伟达(NVDA)$ 直奔160[龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539931561022432","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539931565986896,"gmtCreate":1772837300860,"gmtModify":1772837303673,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"高盛没睡醒吧[捂脸] [捂脸] 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常","listText":"高盛没睡醒吧[捂脸] [捂脸] 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常","text":"高盛没睡醒吧[捂脸] [捂脸] 睁开眼看看，霍尔木兹海峡一时半会儿不可能恢复正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539931565986896","repostId":"2617934495","repostType":2,"repost":{"id":"2617934495","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1772677854,"share":"https://www.laohu8.com/m/news/2617934495?lang=zh_CN&edition=full","pubTime":"2026-03-05 10:30","market":"us","language":"zh","title":"高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617934495","media":"华尔街见闻","summary":"中东局势动荡之际，高盛逆势唱多，其策略团队认为强劲的经济和企业基本面意味着近期的市场回调是买入机会，这背后更有对霍尔木兹海峡流通短期内恢复的乐观预期。高盛首席石油策略师Daan Struyven预计，霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。","content":"<html><head></head><body><p>全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹<a href=\"https://laohu8.com/S/002320\">海峡</a>“四周恢复”流通的乐观预期。</p><p>华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。</p><p>高盛对全球市场的乐观很大程度上建立在对能源供应链有望快速修复的预期之上。</p><p>高盛首席石油策略师Daan Struyven预计，<strong>受阻的霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。</strong></p><h2 id=\"id_1761801129\">海峡流量恢复路径与仓储压力</h2><p>高盛对霍尔木兹海峡的流量恢复设定了具体的时间表。该行假设，海峡的石油出口将在额外5天内保持在当前水平（约为正常水平的15%），然后在接下来的两周内逐步恢复到70%，并在随后的两周内达到100%。</p><p>在出口受阻的背景下，中东产油国面临严峻的仓储压力。高盛估计，沙特阿拉伯，阿联酋，伊拉克，科威特，卡塔尔和伊朗的可用原油陆上储能共计约6亿桶，而在中断开始前闲置产能仅略超3亿桶。在完全关闭的情况下，这部分闲置产能仅能容纳约23天的“受困”原油。</p><p><strong>报告强调，即使海峡出口仅下降85%，产量的实质性削减也会在23天期限到来之前发生</strong>。当原油库存水平开始接近存储极限时，生产将被迫逐渐减少。特别是像伊拉克这样存储缓冲较小的国家，将在更早的阶段面临系统拥堵并率先减产。</p><h2 id=\"id_971813177\">供需预期推高二季度油价</h2><p>此前因“结构性供过于求”而对油价持悲观态度的多家投行，近期开始密集上调目标价。Daan Struyven 也在最新报告中表示，市场正在消化混合信号，海峡流量可能逐渐恢复带来了一定缓解，但减产证据的增加也重新引发了担忧。</p><p>基于上述判断，<strong>高盛将第二季度布伦特原油平均价格预测上调10美元至76美元/桶，并将WTI原油预测上调9美元至71美元/桶。</strong></p><p>报告指出，上调预测主要基于两个原因：首先，海峡出口受阻将导致经合组织（OECD）的商业库存大幅下降，并在3月份造成中东原油产量估计减少2亿桶；其次，挥之不去的地缘政治不确定性将继续支撑风险溢价。</p><h2 id=\"id_2443091846\">长期价格回归与双向风险</h2><p>尽管短期内油价受到强力支撑，高盛对远期油价的调整幅度相对有限。</p><p>该行将布伦特原油2026年第四季度的预测从60美元上调至66美元，并将2027年预测从65美元上调至70美元。高盛预计，随着中断影响消退，市场将重返供过于求的状态，布伦特现货价格将从目前的82美元降至2026年第四季度的66美元。这一回落反映了13美元风险溢价的逐渐消退，以及公允价值下降3美元。</p><p>高盛提示，当前价格预测的风险仍显著偏向上行。例如，如果霍尔木兹海峡的流量在额外5周内保持低位，布伦特油价可能触及100美元，以通过大规模的需求破坏来防止库存跌至临界水平。</p><p><strong>然而，下行风险同样不容忽视。</strong>市场分析指出，如果特朗普的护航计划或多方外交努力见效，促使海峡流量以快于预期的速度恢复，目前的风险溢价将迅速蒸发。一旦观察到船只恢复通行，布伦特油价可能面临12至15美元的大幅暴跌。</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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛“逆市看涨”的逻辑：霍尔木兹海峡将在5天后恢复流通，两周内恢复70%，四周后恢复100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 10:30 北京时间 <a href=https://wallstreetcn.com/articles/3766764><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹海峡“四周恢复”流通的乐观预期。华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。高盛...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766764\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c6674a050e6b7b1bee5ac723e7f27ea","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","VIXY":"波动率短期期货指数ETF","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","TQQQ":"纳指三倍做多ETF","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) 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ACC","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3766764","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617934495","content_text":"全球市场动荡之际，高盛逆势看涨，认为近期的市场回调是买入机会，而非长期熊市的开端，这背后是该机构对霍尔木兹海峡“四周恢复”流通的乐观预期。华尔街见闻此前提及 ，由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道，尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”，但经济基本面的韧性以及企业盈利的强劲增长，意味着此次回调的深度和持续时间都将受到限制。高盛对全球市场的乐观很大程度上建立在对能源供应链有望快速修复的预期之上。高盛首席石油策略师Daan Struyven预计，受阻的霍尔木兹海峡原油运输将在未来5天内维持目前的极低水平，随后在两周内恢复至正常运量的70%，并于四周后实现100%的全面常态化。海峡流量恢复路径与仓储压力高盛对霍尔木兹海峡的流量恢复设定了具体的时间表。该行假设，海峡的石油出口将在额外5天内保持在当前水平（约为正常水平的15%），然后在接下来的两周内逐步恢复到70%，并在随后的两周内达到100%。在出口受阻的背景下，中东产油国面临严峻的仓储压力。高盛估计，沙特阿拉伯，阿联酋，伊拉克，科威特，卡塔尔和伊朗的可用原油陆上储能共计约6亿桶，而在中断开始前闲置产能仅略超3亿桶。在完全关闭的情况下，这部分闲置产能仅能容纳约23天的“受困”原油。报告强调，即使海峡出口仅下降85%，产量的实质性削减也会在23天期限到来之前发生。当原油库存水平开始接近存储极限时，生产将被迫逐渐减少。特别是像伊拉克这样存储缓冲较小的国家，将在更早的阶段面临系统拥堵并率先减产。供需预期推高二季度油价此前因“结构性供过于求”而对油价持悲观态度的多家投行，近期开始密集上调目标价。Daan Struyven 也在最新报告中表示，市场正在消化混合信号，海峡流量可能逐渐恢复带来了一定缓解，但减产证据的增加也重新引发了担忧。基于上述判断，高盛将第二季度布伦特原油平均价格预测上调10美元至76美元/桶，并将WTI原油预测上调9美元至71美元/桶。报告指出，上调预测主要基于两个原因：首先，海峡出口受阻将导致经合组织（OECD）的商业库存大幅下降，并在3月份造成中东原油产量估计减少2亿桶；其次，挥之不去的地缘政治不确定性将继续支撑风险溢价。长期价格回归与双向风险尽管短期内油价受到强力支撑，高盛对远期油价的调整幅度相对有限。该行将布伦特原油2026年第四季度的预测从60美元上调至66美元，并将2027年预测从65美元上调至70美元。高盛预计，随着中断影响消退，市场将重返供过于求的状态，布伦特现货价格将从目前的82美元降至2026年第四季度的66美元。这一回落反映了13美元风险溢价的逐渐消退，以及公允价值下降3美元。高盛提示，当前价格预测的风险仍显著偏向上行。例如，如果霍尔木兹海峡的流量在额外5周内保持低位，布伦特油价可能触及100美元，以通过大规模的需求破坏来防止库存跌至临界水平。然而，下行风险同样不容忽视。市场分析指出，如果特朗普的护航计划或多方外交努力见效，促使海峡流量以快于预期的速度恢复，目前的风险溢价将迅速蒸发。一旦观察到船只恢复通行，布伦特油价可能面临12至15美元的大幅暴跌。","news_type":1,"symbols_score_info":{".DJI":2,"TQQQ":2,"CLmain":2,"VIX":2,"QQQ":2,".SPX":2,"VIXmain":2,"VIXY":2,"SPY":2,"BZmain":2,"SQQQ":2,"VXX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539503319585520,"gmtCreate":1772732740559,"gmtModify":1772732742208,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537338592748968","repostId":"2614852606","repostType":2,"repost":{"id":"2614852606","kind":"news","pubTimestamp":1772203080,"share":"https://www.laohu8.com/m/news/2614852606?lang=zh_CN&edition=full","pubTime":"2026-02-27 22:38","market":"us","language":"zh","title":"再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来","url":"https://stock-news.laohu8.com/highlight/detail?id=2614852606","media":"智通财经","summary":"智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。OpenAI还将在未来八年内额外向亚马逊云计算服务投入1000亿美元，这意味着去年的一份协议得到大幅升级。","content":"<html><body><p>智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰”密切关联，全球投资者近年来围绕“人工智能投资主题”的愈发狂热AI信仰扮演了牛市行情最核心同时也是最强大的看涨驱动力。</p><p>OpenAI周五表示，美国电商与云计算领军者<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)在本轮融资中投资了500亿美元，这是这家电商与云计算巨头迄今对任何公司投入金额最大的一笔投资。该公司还表示，<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>以及“AI芯片超级霸主”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)各自投资了300亿美元。</p><p>值得注意的是。该公司新的7300亿美元估值不包括此次募集的资金。融资完成后，其估值现已达到约8400亿美元。</p><p>OpenAI敲定1100亿美元融资以及高达7300亿美元融资前估值，并且亚马逊、软银与英伟达集体斥巨资支持OpenAI的人工智能雄心壮志;同时，市场仍然在积极围绕AI“大规模烧钱换算力”的AI算力投资主题展开交易。</p><p><strong>互联网泡沫时代的循环交易模式再起？</strong></p><p>OpenAI及其最强大竞争对手——近期令全球软件股估值遭遇重创的Anthropic PBC今年都加快了融资步伐，以支持其在最顶级AI人才、AI芯片等算力基础设施和AI数据中心大规模建设进程方面的高成本押注，从而支撑其人工智能应用的快速发展进程。这两家AI初创公司还开始越来越大规模地接触一批重叠的风险投资基金和大型科技投资机构们。</p><p>比如，来自亚马逊的大额投资——亚马逊长期以来一直是Anthropic的强力支持者，也进一步加深了其与OpenAI的关系。根据协议的一部分，OpenAI将使用亚马逊自研AI ASIC算力基础设施系列产品线Trainium，并与亚马逊联合为该巨头自身人工智能工程团队开发定制化的AI大模型。OpenAI还将在未来八年内额外向亚马逊云计算服务(即AWS)投入1000亿美元，这意味着去年的一份协议得到大幅升级。此前在去年11月，两家公司曾宣布一项重要协议，根据该协议，这家模型开发商将在七年内使用约380亿美元的AWS服务。</p><p>OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)周五在接受媒体采访时表示：“亚马逊能够在新增需求和市场机会方面为我们带来很多东西。”亚马逊首席执行官安迪·贾西(Andy Jassy)则表示，这项大规模交易“将在很长一段时间内为亚马逊带来良好收益与回报”。</p><p>另一美国科技巨头<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)长期以来是OpenAI最大规模的云计算、AI算力基础设施以及投资资金支持者之一，也曾是其独家云端AI算力基础设施合作伙伴。微软表示，其与这家开发商的关系依然稳固。两家公司周五在一份联合声明中表示：“今天的这些声明丝毫不会改变微软与OpenAI长期合作关系的条款。”</p><p>Anthropic本月早些时候在一轮融资中筹集了约300亿美元，投资者包括英伟达和微软。该轮融资意味着市场对于Anthropic的估值达到3800亿美元，其中包含此次募集的大规模资金。</p><p><strong><span>AI信仰 VS AI泡沫</span></strong></p><p>这些融资承诺标志着领先AI初创公司与芯片及云计算供应商之间“循环融资交易”的最新案例。此类合作关系旨在确保全球范围的这些最顶尖AI开发者们能够满足其无比庞大的AI算力基础设施需求，但风险在于，如果实际的AI算力需求未能达到当前的极高预期，这类交易可能会放大损失并且导致“AI泡沫”彻底破灭，进而引发全球股票市场暴跌。</p><p>奥尔特曼在接受媒体最新采访时淡化了此类安排的风险。奥尔特曼表示：“我理解这种担忧从何而来。只有当新的营收源源不断流入整个AI生态系统时，这件事才有意义。”他强调，他的大部分精力都放在努力获取更大规模AI算力基础设施，以满足ChatGPT及OpenAI其他AI应用产品的天量级别需求。</p><p>对于近年来屡创历史新高且踏入新一轮长期牛市轨迹的美股市场以及MSCI全球股市基准股票指数而言，全球投资者们近年来始终围绕“人工智能投资主题”的愈发狂热“AI信仰”扮演了牛市行情最核心同时也是最强大的看涨驱动力，可以说只要这股“AI信仰”浪潮继续火热且持续席卷全球股票市场，美股乃至全球股市牛市将继续上演无比强劲的牛市狂热曲线。</p><p><a href=\"https://laohu8.com/S/161125\">标普500</a>指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如<a href=\"https://laohu8.com/S/MU\">美光</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>与<a href=\"https://laohu8.com/S/AVGO\">博通</a>等)、存储产品三巨头(<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>与希捷)以及电力系统供应商们(比如<a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy)所强劲推动。</p><p>美国银行近日发布的研报显示，全球AI军备竞赛仍处于“早期到中期阶段”;全球最大规模资产管理巨头之一的先锋领航近日在一份研究报告中指出，人工智能投资周期可能仅完成了最终峰值的30%-40%，然而，该资管巨头表示，大型科技股回调的风险确实正在增加。</p><p>在华尔街巨头<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。</p></body></html>","source":"stock_zhitongcaijing","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\" content=\"telephone=no,email=no,address=no\" />\n<title>再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n再次为AI信仰充值! OpenAI狂揽1100亿美元 AI烧钱军备竞赛停不下来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 22:38 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1408515.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408515.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU1923622291.USD":"Natixis Thematics 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SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1408515.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614852606","content_text":"智通财经APP获悉，风靡全球的ChatGPT开发者、全球AI应用领军者OpenAI已完成一笔价值高达1100亿美元的超大规模融资交易，这家AI初创独角兽的估值则达到惊人的7300亿美元。这是这家ChatGPT开发者迄今规模最大一轮融资，并为其在获取更大规模AI算力资源和更多全球顶级人才以推进人工智能开发的高成本投入方面提供重大支持，攸关AI算力支出的这笔超大规模筹资可谓与支撑美股超级牛市“AI信仰”密切关联，全球投资者近年来围绕“人工智能投资主题”的愈发狂热AI信仰扮演了牛市行情最核心同时也是最强大的看涨驱动力。OpenAI周五表示，美国电商与云计算领军者亚马逊(AMZN.US)在本轮融资中投资了500亿美元，这是这家电商与云计算巨头迄今对任何公司投入金额最大的一笔投资。该公司还表示，软银集团以及“AI芯片超级霸主”英伟达(NVDA.US)各自投资了300亿美元。值得注意的是。该公司新的7300亿美元估值不包括此次募集的资金。融资完成后，其估值现已达到约8400亿美元。OpenAI敲定1100亿美元融资以及高达7300亿美元融资前估值，并且亚马逊、软银与英伟达集体斥巨资支持OpenAI的人工智能雄心壮志;同时，市场仍然在积极围绕AI“大规模烧钱换算力”的AI算力投资主题展开交易。互联网泡沫时代的循环交易模式再起？OpenAI及其最强大竞争对手——近期令全球软件股估值遭遇重创的Anthropic PBC今年都加快了融资步伐，以支持其在最顶级AI人才、AI芯片等算力基础设施和AI数据中心大规模建设进程方面的高成本押注，从而支撑其人工智能应用的快速发展进程。这两家AI初创公司还开始越来越大规模地接触一批重叠的风险投资基金和大型科技投资机构们。比如，来自亚马逊的大额投资——亚马逊长期以来一直是Anthropic的强力支持者，也进一步加深了其与OpenAI的关系。根据协议的一部分，OpenAI将使用亚马逊自研AI ASIC算力基础设施系列产品线Trainium，并与亚马逊联合为该巨头自身人工智能工程团队开发定制化的AI大模型。OpenAI还将在未来八年内额外向亚马逊云计算服务(即AWS)投入1000亿美元，这意味着去年的一份协议得到大幅升级。此前在去年11月，两家公司曾宣布一项重要协议，根据该协议，这家模型开发商将在七年内使用约380亿美元的AWS服务。OpenAI首席执行官萨姆·奥尔特曼(Sam Altman)周五在接受媒体采访时表示：“亚马逊能够在新增需求和市场机会方面为我们带来很多东西。”亚马逊首席执行官安迪·贾西(Andy Jassy)则表示，这项大规模交易“将在很长一段时间内为亚马逊带来良好收益与回报”。另一美国科技巨头微软(MSFT.US)长期以来是OpenAI最大规模的云计算、AI算力基础设施以及投资资金支持者之一，也曾是其独家云端AI算力基础设施合作伙伴。微软表示，其与这家开发商的关系依然稳固。两家公司周五在一份联合声明中表示：“今天的这些声明丝毫不会改变微软与OpenAI长期合作关系的条款。”Anthropic本月早些时候在一轮融资中筹集了约300亿美元，投资者包括英伟达和微软。该轮融资意味着市场对于Anthropic的估值达到3800亿美元，其中包含此次募集的大规模资金。AI信仰 VS AI泡沫这些融资承诺标志着领先AI初创公司与芯片及云计算供应商之间“循环融资交易”的最新案例。此类合作关系旨在确保全球范围的这些最顶尖AI开发者们能够满足其无比庞大的AI算力基础设施需求，但风险在于，如果实际的AI算力需求未能达到当前的极高预期，这类交易可能会放大损失并且导致“AI泡沫”彻底破灭，进而引发全球股票市场暴跌。奥尔特曼在接受媒体最新采访时淡化了此类安排的风险。奥尔特曼表示：“我理解这种担忧从何而来。只有当新的营收源源不断流入整个AI生态系统时，这件事才有意义。”他强调，他的大部分精力都放在努力获取更大规模AI算力基础设施，以满足ChatGPT及OpenAI其他AI应用产品的天量级别需求。对于近年来屡创历史新高且踏入新一轮长期牛市轨迹的美股市场以及MSCI全球股市基准股票指数而言，全球投资者们近年来始终围绕“人工智能投资主题”的愈发狂热“AI信仰”扮演了牛市行情最核心同时也是最强大的看涨驱动力，可以说只要这股“AI信仰”浪潮继续火热且持续席卷全球股票市场，美股乃至全球股市牛市将继续上演无比强劲的牛市狂热曲线。标普500指数在过去三年累计上涨约30万亿美元的“超级牛市行情”，很大程度由全球最大规模科技巨头们(即美股七大科技巨头)所驱动，同时也在很大程度上由那些大幅受益于全球范围AI算力基础设施超大规模投入的芯片公司们(比如美光、台积电与博通等)、存储产品三巨头(闪迪、西部数据与希捷)以及电力系统供应商们(比如Constellation Energy)所强劲推动。美国银行近日发布的研报显示，全球AI军备竞赛仍处于“早期到中期阶段”;全球最大规模资产管理巨头之一的先锋领航近日在一份研究报告中指出，人工智能投资周期可能仅完成了最终峰值的30%-40%，然而，该资管巨头表示，大型科技股回调的风险确实正在增加。在华尔街巨头摩根士丹利、花旗、Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资浪潮远远未完结，现在仅仅处于开端，在前所未有的“AI推理端算力需求风暴”推动之下，持续至2030年的这一轮全球整体AI基础设施投资浪潮规模有望高达3万亿至4万亿美元。","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"NVDS":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVDY":0.6,"MSFU":0.6,"MSFX":0.6,"SNVD.UK":0.6,"ANV":0.6,"NVD3.UK":0.6,"MSFL":0.6,"AMZU":0.6,"NVII":0.6,"NVDU":0.6,"NVD2.UK":0.6,"MSFO":0.6,"MSFW":0.6,"NVDX":0.6,"AMZN":1.91,"AMZP":0.6,"DIPS":0.6,"NVD":0.6,"NVDW":0.6,"AMZW":0.6,"AIYY":0.6,"NVDG":0.6,"USAW.SI":0.6,"AMZD":0.6,"NVDQ":0.6,"MSFD":0.6,"MSFY":0.6,"NVDB":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"AZYY":0.6,"AMZZ":0.6,"AMZY":0.6,"NVDA":1.87}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537338389124472,"gmtCreate":1772207019642,"gmtModify":1772207022497,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"OpenAI玩儿不好就砸个大锅","listText":"OpenAI玩儿不好就砸个大锅","text":"OpenAI玩儿不好就砸个大锅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537338389124472","repostId":"1105770359","repostType":2,"repost":{"id":"1105770359","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":1772206157,"share":"https://www.laohu8.com/m/news/1105770359?lang=zh_CN&edition=full","pubTime":"2026-02-27 23:29","market":"us","language":"zh","title":"亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级","url":"https://stock-news.laohu8.com/highlight/detail?id=1105770359","media":"老虎资讯综合","summary":"要点概览OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。OpenAI表示，后续预计还会有更多投资者加入。此次融资也进一步巩固了亚马逊与OpenAI的关系。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。","content":"<html><head></head><body><p style=\"text-align: start;\"><strong>要点概览</strong></p><ul style=\"\"><li><p>OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。</p></li><li><p>OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。</p></li><li><p>面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。</p></li></ul><p style=\"text-align: start;\">人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。</p><p style=\"text-align: start;\">日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。</p><p>截至发稿，亚马逊已转涨，英伟达跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/086c5716d19c123f5398b00dfaea442a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。</p><p style=\"text-align: start;\">当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。</p><p style=\"text-align: start;\">据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。</p><p style=\"text-align: start;\">OpenAI在一份声明中表示："我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。"</p><p style=\"text-align: start;\">OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。</p><p style=\"text-align: start;\">此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。</p><p style=\"text-align: start;\">根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足"特定条件"后陆续投入。</p><p style=\"text-align: start;\">OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系"保持不变"。声明称："类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。"</p><p style=\"text-align: start;\">聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。</p><p style=\"text-align: start;\">在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。</p><p style=\"text-align: start;\">据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊、英伟达和软银向OpenAI注资1100亿美元，AI商业化竞赛再升级\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-27 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><strong>要点概览</strong></p><ul style=\"\"><li><p>OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。</p></li><li><p>OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。</p></li><li><p>面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。</p></li></ul><p style=\"text-align: start;\">人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。</p><p style=\"text-align: start;\">日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。</p><p>截至发稿，亚马逊已转涨，英伟达跌幅收窄。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/086c5716d19c123f5398b00dfaea442a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。</p><p style=\"text-align: start;\">当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。</p><p style=\"text-align: start;\">据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。</p><p style=\"text-align: start;\">OpenAI在一份声明中表示："我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。"</p><p style=\"text-align: start;\">OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。</p><p style=\"text-align: start;\">此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。</p><p style=\"text-align: start;\">根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足"特定条件"后陆续投入。</p><p style=\"text-align: start;\">OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系"保持不变"。声明称："类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。"</p><p style=\"text-align: start;\">聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。</p><p style=\"text-align: start;\">在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。</p><p style=\"text-align: start;\">据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7695e7bbff9a6d4a8148f86f04942423","relate_stocks":{"SFTBY":"软银集团","AMZN":"亚马逊","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105770359","content_text":"要点概览OpenAI成功融资1100亿美元，公司估值飙升至7300亿美元，较2025年3月的3000亿美元大幅增长。OpenAI披露其2025年年度经常性收入达到200亿美元，每周活跃用户达9亿，同时正与英伟达和亚马逊合作扩建基础设施。面对谷歌和Meta等对手的激烈竞争，OpenAI正考虑最早于今年进行首次公开募股。人工智能领域的领军企业OpenAI刚刚通过一轮融资筹集了1100亿美元资金，使其估值达到7300亿美元。然而，这家ChatGPT的创造者必须投入巨资，才能支撑起如此高的估值。日本软银集团和美国芯片巨头英伟达各自在本轮融资中投入了300亿美元，而电商巨擘亚马逊则投资了500亿美元。OpenAI表示，后续预计还会有更多投资者加入。截至发稿，亚马逊已转涨，英伟达跌幅收窄。此次融资后的新估值，相较于约四个月前的5000亿美元，有了惊人的跃升。而在不到一年前的2025年3月，OpenAI的估值还仅为3000亿美元，不到目前估值的一半。当下的关键任务将是提升OpenAI的盈利能力。公司曾在1月份披露，其2025年的年度经常性收入已超过200亿美元，远高于2024年的60亿美元。但与市值规模相当的上市公司相比，这一业绩仍显逊色。例如，市值达8020亿美元的摩根大通，2025年营收为1820亿美元；而市值6140亿美元的埃克森美孚，其年销售额则高达3240亿美元（未计入股权关联公司收益）。据OpenAI透露，目前已有超过900万企业用户付费使用ChatGPT，同时超过5000万消费者订阅了其付费套餐。公司称，每周约有9亿活跃用户使用ChatGPT。其代码生成工具Codex每周用户也达到了160万。OpenAI在一份声明中表示：\"我们正进入一个全新阶段，前沿AI将从研究走向全球规模的日常应用。未来的领导地位将取决于谁能以足够快的速度扩展基础设施以满足需求，并将这种能力转化为人们赖以使用的产品。\"OpenAI表示将深化与英伟达的合作，具体包括使用3吉瓦的专用推理算力以及基于Vera Rubin系统的2吉瓦训练算力。这将有助于公司训练和部署AI模型，从而吸引更多业务。此次融资也进一步巩固了亚马逊与OpenAI的关系。去年11月，OpenAI已承诺投资380亿美元以获得亚马逊云服务的基础设施使用权。两家公司周五宣布，将在未来八年内将这一协议扩大1000亿美元。根据协议，AWS将成为OpenAI企业级平台OpenAI Frontier的独家第三方云分销商，而OpenAI则将协助亚马逊开发定制模型。在亚马逊宣布的投资额中，仅有150亿美元将立即到位。根据声明，剩余部分将在满足\"特定条件\"后陆续投入。OpenAI似乎预料到投资者会担心其与亚马逊的合作可能暗示着与主要合作伙伴微软的关系出现紧张。两家公司周五发布了一份长篇联合声明，重申他们的合作关系\"保持不变\"。声明称：\"类似OpenAI与亚马逊这样的合作，始终在我们协议的考量范围内，微软对他们将共同取得的成就感到兴奋。\"聊天机器人领域的竞争依然白热化。谷歌母公司Alphabet近期表示，其Gemini聊天机器人的月活跃用户已突破7.5亿。埃隆·马斯克旗下的xAI在1月份表示，其Grok的月活跃用户达到600万。而Meta Platforms的Meta AI月活跃用户已达10亿。在OpenAI进行此番融资的几周前，其竞争对手AI实验室Anthropic在从包括微软和英伟达在内的投资者那里筹集了300亿美元后，宣布其投后估值为3800亿美元。xAI在1月份表示已从投资者处筹集200亿美元，但近期已被SpaceX收购。据报道，OpenAI、Anthropic和SpaceX都在考虑最早于今年进行公开上市的计划。由于争相开发更新、更优的模型，这几家公司据悉目前均处于亏损状态。","news_type":1,"symbols_score_info":{"SFTBY":2,"AMZN":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537344269100064,"gmtCreate":1772206650243,"gmtModify":1772206652072,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 有加杠杆做多的吗[捂脸] [捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 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