异动解读|华虹宏力盘中下跌3.69%,OpenAI亏损扩大暂缓前沿模型研发拖累AI硬件股持续承压

行情直击
Aug 20

8月20日,华虹宏力盘中下跌3.69%,报109.5港元/股,成交额12.68亿港元。

消息面上,OpenAI二季度营收67亿美元,增长18%,但亏损进一步扩大,且宣布暂时放慢包括Astra在内前沿模型研发节奏,大量训练和评估任务处于暂停状态,引发市场对AI算力需求增速放缓的担忧,港股芯片板块集体走弱。此外,公司此前Q3营收指引7.70亿至7.80亿美元,显著低于市场预估的8.223亿美元,美银指公司估值过高重申"跑输大市"评级,叠加北水连续抛售AI硬件股,多重利空共振下股价延续调整。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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