行业多源确认
OpenAI 下调营收指引引发担忧，纳指创 7 周来最大单日跌幅
精选理由
OpenAI 一条营收消息把纳指砸下 1.4%，半导体指数更跌 3.4%，说明它已经成了整个 AI 板块的需求风向标。
OpenAI 向投资者重新调整了营收数字，市场担忧情绪拖累纳斯达克 100 指数下跌 1.4%，创 7 周以来最差单日表现，费城半导体指数同日下跌 3.4%。OpenAI 同时披露其第三季度年化营收增速为 77%，企业端年化营收增速达 107%。股价仍然下跌，原因是 OpenAI 的年化营收已成为衡量 AI 需求的主要指标，直接影响基础设施投资决策。
原文 · rohanpaul_ai
Worries over OpenAI's re-adjusted revenue figure helped drag the Nasdaq 100 down 1.4%, its worst day in 7 weeks, while the Philadelphia Semiconductor Index fell 3.4%.
OpenAI also told investors its run-rate revenue grew 77% in the third quarter, with its enterprise run rate up 107%.
Stocks fell anyway because OpenAI’s run rate has become a main gauge of AI demand and shapes infrastructure spending decisions.
