热门话题-有报道称OpenAI未达业绩目标,美国芯片股应声下跌

路透中文
Apr 28
热门话题-有报道称OpenAI未达业绩目标,美国芯片股应声下跌

4月28日 - ** 《华尔街日报》报道称OpenAI未达销售目标 (link),且周活跃用户数及营收目标均未达标,受此影响,美国芯片股在盘前交易中下跌

** 该消息引发市场对ChatGPT母公司能否支撑其巨额数据中心开支能力的担忧

** 英伟达 NVDA.O 下跌 3.4%,超微半导体 AMD.O 下跌 5.6%,Arm 控股 ARM.O 下跌 7.8%

** 美国上市的代工芯片制造商台积电 TSM.N 和内存芯片制造商美光科技 MU.O 股价均下跌3.6%

** 应用材料 AMAT.OLam Research LRCX.OKLA Corp KLAC.O 等芯片制造设备公司的股价也下跌了3%至4.9%

** 微软 MSFT.O 下跌1.4%;该公司周一宣布调整与OpenAI的合作关系 (link)

** iShares半导体ETF SOXX.O下跌3.8%,Vaneck半导体ETF SMH.O下跌3.4%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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