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AI芯片板块普涨 英特尔（INTC）升5.24% OpenAI三季度营收突破100亿美元

金吾财讯
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金吾财讯 | 美股AI芯片板块普涨，截至发稿，英特尔（INTC）涨5.24%，博通（AVGO）涨5.11%，莱迪思半导体（LSCC）涨2.94%，台积电（TSM）涨2.79%，思科（CSCO）涨2.41%，特斯拉（TSLA）涨2.31%，美国超微公司（AMD）涨2.16%，英伟达（NVDA）涨1.54%，谷歌-A（GOOGL）涨1.01%。消息面上，据外媒新近报道，OpenAI首席财务官萨拉·弗里尔日前透露，公司2026年第三季度营收环比增长近50%，达到100亿美元，年化营收运行率升至约500亿美元。其中企业业务表现尤为亮眼，实现环比翻倍，目前已与消费者业务各占总营收的“半壁江山”。此外，ChatGPT周活跃用户数已达12亿，付费订阅用户突破1亿。此外，摩根士丹利发布研报称，半导体板块当前抛售已过度，最大风险来源是市场恐慌而非基本面。该行认为，中期选举后的政策不确定性，以及资本市场情绪对支出意愿的潜在传导影响，构成阶段性压制因素，板块可能维持区间震荡走势。但该行指出，AI基础设施建设的业务能见度依然“异常强劲”，与半导体厂商客户的沟通显示，这一趋势具备持续性。该行强调，AI支出方意愿坚定，大量资本充裕的企业已锁定未来多年支出计划，即便是融资成本较高的新兴云服务商，也面临算力供不应求的困境。

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