甲骨文和博通大跌,OpenAI沦为“股价毒药”;泽连斯基主张选举或公投解决“和平计划”分歧;下任美联储主席候选人有变;英伟达下周将就“缺电”问题开会 | 一周国际财经

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Dec 13, 2025

◆过去一年,谁能搭上OpenAI,谁的股价就会飙升。而本周,“魔法”失效了,手握OpenAI大额订单的甲骨文、博通股价接连大跌。12日,博通跌11%,拖累美股AI八巨头市值一夜蒸发3.8万亿元。市场质疑OpenAI收入潜力及履约能力。Futurelabs未来实验室首席专家胡延平认为,OpenAI不仅模型水准不再有明显优势,而且可能难以抗衡谷歌的全栈全生态优势。  ◆泽连斯基主张选举或公投解决“和平...

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