AI没有失速，失速的_老虎社区_美港股上老虎

小冉冉

10-29 17:51

AI没有失速，失速的可能是资本市场对AI投资回报的过高预期。技术革命不等于股价永远上涨，真正的考验才刚刚开始。

谷歌盘后暴跌10%，AI失速？

Alphabet常规时段上涨1.60%，盘后却下跌9.75%，业绩弱于预期重新点燃市场对AI支出回报的担忧。OpenAI据报计划采购谷歌AI芯片，为硬件业务提供潜在增量，但搜索、云增长仍需覆盖巨额资本开支。芯片新单能否抵消财报失望？

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