金吾财讯 | OpenAI预计次季亏损扩大，港股AI相关板块走低，芯片方面，华虹宏力（01347）跌11.25%，芯智控股（02166）跌8.69%，中芯国际（00981）跌5.74%，上海复旦（01385）跌4.23%，晶门半导体（02878）跌3.70%，中兴通讯（00763）跌2.99%。CPO板块方面，剑桥科技（06166）跌10.79%，中际旭创（03308）跌9.24%，汇聚科技（01729）跌8.62%，长飞光纤光缆（06869）跌8.55%，飞速创新（03355）跌8.42%，ASMPT（00522）跌8.08%。据相关媒体援引知情人士报道，OpenAI二季度收入为67亿美元，较一季度的57亿美元增长18%，与此同时运营亏损进一步扩大。相比之下，Anthropic同期收入超过115亿美元，不仅环比增幅逾140%，更是首次在季度收入上超越这家成立更早的竞争对手，并实现小幅运营盈利。另据最新消息，OpenAI发布公告称，公司暂时放慢包括Astra在内前沿模型的研发节奏，大量Astra训练和评估任务仍处于暂停状态。
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