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"title": "〈美股盘后〉OpenAI营收遭爆不如预期 AI概念股吓趴 费半、台积电ADR重挫逾3%",
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"description": "OpenAI揭露9月底年化营收约500亿美元,低于先前传闻,市场重估AI需求与基建支出回报。 AI概念股承压,辉达跌2.94%、甲骨文近6%、费半重挫3.39%,台积电ADR也跌3.01%。 油价飙升推升能源股,西德州原油收91.49美元;美债殖利率回落,12月升息机率升至69.2%。",
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"content": "<p>OpenAI 营收遭爆低于先前传闻,市场重新检视 AI 投资回报,甲骨文、辉达等AI概念股集体承压,美股那指周四 (8日) 收跌1.25%,费半重挫 3.39%,台积电ADR 同样跌逾 3%,仅道琼惊险收红。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6626512/l/2a4c600b5097a7e4f1b1bfafddcbf154.jpg\" alt=\"〈美股盘后〉OpenAI营收遭爆不如预期 AI概念股吓趴 费半、台积电ADR重挫逾3%\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>《金融时报》披露,人工智慧巨头 OpenAI 向投资人揭露,9 月底年化营收约 500 亿美元,低于先前报导的(约) 700 亿美元,引发市场担忧 AI 需求成长速度及庞大基础建设支出的合理性。</p>\n\n<p>此消息拖累 AI 概念股闻讯吓跌。辉达 (NVDA-US) 下跌约 3%、甲骨文 (ORCL-US) 崩近 6%、CoreWeave (CRWV-US) 狂泻近 8%,Miller Tabak策略师Matt Maley表示,随着借贷成本大幅上升,投资人开始质疑如此庞大的AI支出还能维持多久。</p>\n\n<p>油价大涨也带动能源股走强,雪佛龙 (CVX-US) 上扬3.15%。荷姆兹海峡船运遇袭,加上飓风影响美国石油产量,推升供应中断疑虑。美国西德州原油期货上涨3.64%,收每桶91.49美元;布兰特原油高升4.07%,报每桶104.28美元。</p>\n\n<p>川普稍早表示,美国不会在11月3日期中选举前攻击伊朗,促使油价自盘中高点回落,但供应紧张及中东局势仍使能源价格维持高档。</p>\n\n<p>美债殖利率则呈现先升后降。美国 10 年期公债殖利率盘中一度升至约 5.35%,随后回落至约 5.23%;30 年期殖利率也由约 5.73% 降至约 5.60%。美国财政部 30 年期公债标售需求稳健,带动债券价格回升,缓解部分市场压力。</p>\n\n<p>联准会理事华勒表示,未来可能仍需进一步升息,但决策时间具有弹性,不必连续在每次会议升息。圣路易联准银行总裁穆萨勒姆 (Alberto Musalem) 则认为,利率可能需要在未来6至9个月内进一步调升。</p>\n\n<p>CME FedWatch工具显示,市场目前普遍预期联准会本月将按兵不动,但12月升息的机率已升至69.2%。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>美股周四 (8 日) 主要指数表现:</strong></em></span></p>\n\n<ul>\n<li>道琼工业指数上涨 51.77 点,或 0.10%,报 51,231.64 点。</li>\n<li>那斯达克指数下跌 345.35 点,或 1.25%,报 27,193.34 点。</li>\n<li>S&P 500 指数下跌 36.41 点,或 0.47%,报 7,765.36 点。</li>\n<li>费城半导体指数大跌 442.44 点,或 3.39%,报 12,623.72 点。</li>\n<li>NYSE FANG+ 指数下跌 221.47 点,或 1.13%,报 19,427.50 点。</li>\n</ul>\n\n<p><span style=\"font-size:1.2em\"><em><strong>焦点个股</strong></em></span></p>\n\n<p>NYSE FANG+ 指数中的科技五大巨头仅苹果收红。Meta (META-US) 下跌 0.06%;苹果 (AAPL-US) 上涨 1.11%;Alphabet (GOOGL-US) 下跌 0.63%;微软 (MSFT-US) 下跌 1.35%;亚马逊 (AMZN-US) 下跌 2.25%。</p>\n\n<p>主要半导体股普遍下跌。AMD (AMD-US) 下跌 3.90%;博通 (AVGO-US) 下跌 4.35%;辉达 (NVDA-US) 下跌 2.94%;应用材料 (AMAT-US) 下跌 2.13%;高通 (QCOM-US) 下跌 0.63%。</p>\n\n<p>记忆体与储存族群集体走低。美光 (MU-US) 下跌 4.79%;威腾电子 (WDC-US) 下跌 2.99%;SanDisk (SNDK-US) 下跌 4.90%;希捷 (STX-US) 下跌 4.05%;SK 海力士 ADR (SKHY-US) 下跌 4.35%。</p>\n\n<p>台股 ADR 跌多涨少。台积电 ADR (TSM-US) 下跌 3.01%;日月光 ADR (ASX-US) 下跌 1.09%;联电 ADR (UMC-US) 下跌 2.10%;中华电信 ADR (CHT-US) 上涨 0.92%。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>企业新闻</strong></em></span></p>\n\n<p>Skydance (SKYD-US) 周四劲扬 4.39% 至每股 9.28 美元。派拉蒙与华纳兄弟探索集团于6号正式宣布完成合并,迎来估值高达约3.5兆台币的超级媒体巨兽「天舞集团」,共同执行长艾里森 (David Ellison) 接受访问时表示,这家媒体巨头「在所有业务领域都具备胜出的条件」。</p>\n\n<p>半导体制造商格芯 (GlobalFoundries;格罗方德) (GFS-US) 收高2.68% 至每股 49.36 美元。公司宣布与台积电 (TSM-US、2330-TW) 达成一项总值 20 亿美元的多年制造协议,将生产矽中介层,预计于 2028 年上半年开始量产。</p>\n\n<p>《金融时报》报导,星巴克曾探讨收购墨西哥卷饼连锁餐饮业者 Chipotle 的可能性。Chipotle (CMG-US) 猛升6.21%、星巴克 (SBUX-US) 收低0.40%。</p>\n\n<p>晶片业者博通 (AVGO-US) 跳水超 4% 至每股 360.14 美元。据《华尔街日报》报导,博通正筹措超过 500 亿美元的融资,资金用途与其携手 OpenAI 开发的客制化 AI 晶片有关。</p>\n\n<p><span style=\"font-size:1.2em\"><em><strong>华尔街分析</strong></em></span></p>\n\n<p>Baird投资策略师Ross Mayfield表示,能源价格带来的通膨压力,已改变联准会政策倾向,同时推升长天期美债殖利率。若美国与伊朗达成具实质内容的协议,使油价从每桶90美元降至70美元,殖利率可能明显回落。他预期,美债殖利率可能稳定在5%至6%区间,但若进一步攀升,将对股市构成更大压力。</p>\n\n<p>D.A. Davidson科技研究主管Gil Luria则不担心OpenAI营收低于先前预期。他指出,OpenAI本季营收成长速度有所加快,在企业市场也逐渐追上Anthropic,两家公司合计年化营收规模已达约1,200亿美元,显示企业与消费者确实愿意为AI服务付费。</p>\n\n<p>富国银行投资研究院全球投资策略分析师Tony Miano表示,周四美国30年期公债标售结果虽不如前一日的10年期公债标售,但整体需求并未崩溃。投资人只是要求更高的长天期风险补偿,反映期限溢酬及存续期间风险升高,也释出殖利率曲线趋陡讯号。</p>\n\n<p>瑞银全球财富管理投资总监办公室策略师Ulrike Hoffmann-Burchardi仍看好AI长期成长前景,但提醒市场涨势日益集中于少数大型科技股。AI投资回报、融资及执行能力仍存在疑问,在资金成本偏高的环境下,可能持续引发市场波动。</p>\n\n<p>U.S. Bank Wealth Management股票策略师Terry Sandven表示,市场正在第三季财报季登场前盘整,中东冲突及油价上涨也压抑风险偏好,但今年以来美股阻力最小的方向仍是向上。</p>\n\n<p class=\"warning\">数字皆为截稿前更新,请依照实际报价为主</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-15246.html\" title=\"研调:iPhone Duo今年市占可拿下近25% 苹果首款折叠机催化供应链升级\">研调:iPhone Duo今年市占可拿下近25% 苹果首款折叠机催化供应链升级</a></li>\n <li><a href=\"/new/AI/article-11382.html\" title=\"OpenAI Astra陷「抄袭门」?数学突破引发学术伦理争议\">OpenAI Astra陷「抄袭门」?数学突破引发学术伦理争议</a></li>\n <li><a href=\"/new/AI/article-18829.html\" title=\"亚洲AI建设上看8.2兆美元 银行抢做高风险GPU融资\">亚洲AI建设上看8.2兆美元 银行抢做高风险GPU融资</a></li>\n <li><a href=\"/new/AI/article-19944.html\" title=\"出口额年增1220%!深圳机器人加速出海 清洁机器人等三大类增幅明显\">出口额年增1220%!深圳机器人加速出海 清洁机器人等三大类增幅明显</a></li>\n <li><a href=\"/new/AI/article-2020.html\" title=\"〈美股盘后〉晶片股反弹熄火 费半挫近2% 道琼震荡千点 终场小涨85点\">〈美股盘后〉晶片股反弹熄火 费半挫近2% 道琼震荡千点 终场小涨85点</a></li>\n <li><a href=\"/new/AI/article-1545.html\" title=\"晶片动能势不可挡!韩5月出口暴增53.2%创40年高 半导体狂飙169% 顺差269.5亿美元创历史新高\">晶片动能势不可挡!韩5月出口暴增53.2%创40年高 半导体狂飙169% 顺差269.5亿美元创历史新高</a></li>\n </ul>\n</div>",
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