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可口可乐了凯里

可口可乐了凯里

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可口可乐了凯里

10-09

200 亿美元差异主要涉及收入统计口径，不等于 OpenAI 实际收入突然下降 200 亿美元。

相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%

可口可乐了凯里

2025-11-26

没想到吧，居然涨了

可口可乐了凯里

2023-12-22

$腾讯控股(00700)$ 所以今天美股会跌吗[贱笑]

可口可乐了凯里

2023-01-05

$03690.SPO(03690.SPO)$ 美股的要分股么？

可口可乐了凯里

2023-01-04

$腾讯控股(00700)$ 腾讯不是要分美团股票么？老虎啥时候到账呀？

可口可乐了凯里

2021-07-23

$新东方(EDU)$刺激

可口可乐了凯里

2021-04-01

$拼多多(PDD)$$美团-W(03690)$这俩股票貌似是连体儿

可口可乐了凯里

2021-02-01

感觉打新中不了了

《新股消息》据报快手(01024.HK)场外交易价250元较预期定价高1.17倍

可口可乐了凯里

2021-01-22

厉害了，不过不知道数据的可靠性

抱歉，原内容已删除

可口可乐了凯里

2020-12-31

$美团-W(03690)$超过拼多多！搞起来！

可口可乐了凯里

2020-12-11

$蔚来(NIO)$增发终于来了，哈哈哈哈

可口可乐了凯里

2020-12-10

$ARK Innovation ETF(ARKK)$各位大佬，买这个ETF有什么管理费、申购费之类的么？如市几个月以来总体不亏不赚，想着买个etf省心一点。

可口可乐了凯里

2020-11-23

"Wish商品邮寄时间一般在15天左右，等两个月的用户不少见" 美国人民真可怜

抱歉，原内容已删除

可口可乐了凯里

2020-11-22

$美团-W(03690)$实际体验了美团优选，这个业务足够高频、也足够低毛利，应该作为引流的手段，可预知Q3、Q4的新增用户数、活跃用户数会有很大增长

可口可乐了凯里

2020-11-13

$美团-W(03690)$美团Q3不发财报么？

可口可乐了凯里

2020-11-06

礼橙专车、橙心优选，滴滴为啥搞这么多品牌？难道因为老板姓程？

抱歉，原内容已删除

去老虎APP查看更多动态

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05:23","market":"nz","language":"zh","title":"相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674741888","media":"华尔街见闻","summary":"OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，截至9月底的年化收入\"接近500亿美元\"，远低于上月末市场广泛引用的700亿美元预期。消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。AI板块普遍重挫。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用$光电$暴跌13%，Coherent跌7%。","content":"<html><head></head><body><p style=\"text-align: left;\">OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。</p><p style=\"text-align: left;\">10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，<strong>截至9月底的年化收入&#34;接近500亿美元&#34;，远低于上月末市场广泛引用的700亿美元预期</strong>。</p><p style=\"text-align: left;\">针对《金融时报》披露的年化收入数据，CNBC 随后也向相关方求证并证实了该数据的准确性。</p><p style=\"text-align: left;\"><strong>报道指出，这一缺口规模之大，&#34;很可能打击市场对AI需求增长的乐观情绪&#34;。</strong>消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0145bce5ff5867cdc7bd8903d0643d3e\" data-align=\"center\" tg-width=\"1024\" tg-height=\"691\"/><span></span></p><p style=\"text-align: left;\">AI板块普遍重挫。英伟达当日跌约3%，甲骨文跌逾5.5%，AMD、<a href=\"https://laohu8.com/S/600455\">博通</a>、英特尔及超微电脑跌幅均在4%至6%之间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5b3e01e9b18971d35c8ec3533cf3887\" data-align=\"center\" tg-width=\"1024\" tg-height=\"655\"/><span></span></p><p style=\"text-align: left;\"><strong>数据中心股和光互联股重挫</strong>。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用<a href=\"https://laohu8.com/S/600184\">光电</a>暴跌13%，Coherent跌7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d253fe185ac71aeefc7f7541339bef5\" data-align=\"center\" tg-width=\"1024\" tg-height=\"644\"/><span></span></p><p style=\"text-align: left;\">此次营收数据落差对市场的打击，不仅在于数字本身，更动摇了支撑AI巨量资本开支叙事的核心逻辑，AI终端需求是否真的如此旺盛。更重要的是，这一预期差出现在Token成本持续走低的背景下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c20f2cc9ab0e46d2217b7a012f478e2\" data-align=\"center\" tg-width=\"1024\" tg-height=\"639\"/><span></span></p><h2 style=\"text-align: left;\">数字出入源于口径差异</h2><p style=\"text-align: left;\">10月8日媒体援引知情人士透露，此次营收数字的巨大出入，根源在于OpenAI与竞争对手Anthropic在计算年化营收时采用了不同口径。</p><p style=\"text-align: left;\">Anthropic在其年化营收统计中纳入了通过亚马逊AWS、谷歌云等云合作伙伴渠道产生的收入，即&#34;总收入&#34;口径；而<strong>OpenAI的年化营收数字仅统计其自身直接产生的收入，不包含合作伙伴渠道的销售额。</strong></p><p style=\"text-align: left;\"><strong>据报道，OpenAI的投资者为了在两家公司之间进行横向比较，曾尝试将OpenAI的数据进行&#34;口径还原&#34;，由此催生了此前流传的约700亿美元数字。</strong></p><p style=\"text-align: left;\">然而，经过OpenAI最新一次正式投资者简报的澄清，市场方才意识到此前广泛引用的数字存在重大误导。</p><p style=\"text-align: left;\">报道指出，<strong>OpenAI的最新文件显示，7月底公司年化营收约为300亿美元，而非此前报道的约400亿美元；但公司同步展示了强劲的增速，第三季度整体运营收入同比增长77%，企业业务同比增长107%。</strong></p><p style=\"text-align: left;\">OpenAI本身对外宣称拒绝置评，作为私人公司，它不负有定期公开披露财务数据的义务。</p><h2 style=\"text-align: left;\">估值压力骤增，IPO前景蒙阴</h2><p style=\"text-align: left;\">此次营收数据的修正，发生在OpenAI最为关键的市值构建窗口期，时机格外敏感。</p><p style=\"text-align: left;\">OpenAI目前正与投资者洽谈新一轮融资，该轮融资可能将公司估值定格在约1.4万亿美元，且此前已有报道称公司拟募资约300亿美元，但相关条款尚未最终确定。</p><p style=\"text-align: left;\">就在今年3月，OpenAI刚刚完成了一轮规模达1220亿美元的历史性融资，公司首席财务官Sarah Friar上周表示公司&#34;资本充裕&#34;。</p><p style=\"text-align: left;\">然而，OpenAI预计到2030年将累计亏损约2800亿美元，而其估值高达8520亿美元，如何向投资者证明自身的成长轨迹，是公司不得不面对的核心课题。</p><p style=\"text-align: left;\">OpenAI已于今年6月秘密向监管机构提交了IPO申请，外界普遍预期其将于2027年正式上市。首席执行官Sam Altman在9月表示，&#34;眼下并非上市的明智时机&#34;，理由之一是AI安全方面的持续争议。</p><p style=\"text-align: left;\">公司近期已宣布暂停旗下GPT-6.1 Astra模型的发布计划，原因是该模型未能达到内部安全标准。</p><h2 style=\"text-align: left;\">Anthropic同样承压，AI大模型IPO叙事整体遇冷</h2><p style=\"text-align: left;\">与OpenAI形成鲜明对比的是，Anthropic此前于8月披露截至7月底年化营收运行率已达650亿美元，彼时外界对其估值预期高达2万亿美元，公司正积极与潜在投资者接触，为IPO做准备。</p><p style=\"text-align: left;\">然而，独立财经研究机构New Constructs本周二发布报告，直接将Anthropic的拟议上市称为&#34;2026年最荒谬的IPO&#34;，认为公司实际价值仅约1500亿美元。</p><p style=\"text-align: left;\">据招股书显示，Anthropic 2025年营收为46亿美元，同期净亏损高达420亿美元。</p><p style=\"text-align: left;\">OpenAI与Anthropic的营收数据相继被置于放大镜下审视，折射出市场对整个大模型赛道商业化进程的深层疑虑。</p><p style=\"text-align: left;\">英国《金融时报》指出，这两家公司的年化营收数据，被视为衡量全球AI需求最重要的单一指标，直接支撑着大量AI基础设施投资决策和公共股票市场的估值逻辑。</p><p style=\"text-align: left;\">当核心数据出现如此量级的落差，市场重新定价的压力将不可避免地传导至整个产业链。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-09 05:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。</p><p style=\"text-align: left;\">10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，<strong>截至9月底的年化收入&#34;接近500亿美元&#34;，远低于上月末市场广泛引用的700亿美元预期</strong>。</p><p style=\"text-align: left;\">针对《金融时报》披露的年化收入数据，CNBC 随后也向相关方求证并证实了该数据的准确性。</p><p style=\"text-align: left;\"><strong>报道指出，这一缺口规模之大，&#34;很可能打击市场对AI需求增长的乐观情绪&#34;。</strong>消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0145bce5ff5867cdc7bd8903d0643d3e\" data-align=\"center\" tg-width=\"1024\" tg-height=\"691\"/><span></span></p><p style=\"text-align: left;\">AI板块普遍重挫。英伟达当日跌约3%，甲骨文跌逾5.5%，AMD、<a href=\"https://laohu8.com/S/600455\">博通</a>、英特尔及超微电脑跌幅均在4%至6%之间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5b3e01e9b18971d35c8ec3533cf3887\" data-align=\"center\" tg-width=\"1024\" tg-height=\"655\"/><span></span></p><p style=\"text-align: left;\"><strong>数据中心股和光互联股重挫</strong>。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用<a href=\"https://laohu8.com/S/600184\">光电</a>暴跌13%，Coherent跌7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d253fe185ac71aeefc7f7541339bef5\" data-align=\"center\" tg-width=\"1024\" tg-height=\"644\"/><span></span></p><p style=\"text-align: left;\">此次营收数据落差对市场的打击，不仅在于数字本身，更动摇了支撑AI巨量资本开支叙事的核心逻辑，AI终端需求是否真的如此旺盛。更重要的是，这一预期差出现在Token成本持续走低的背景下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c20f2cc9ab0e46d2217b7a012f478e2\" data-align=\"center\" tg-width=\"1024\" tg-height=\"639\"/><span></span></p><h2 style=\"text-align: left;\">数字出入源于口径差异</h2><p style=\"text-align: left;\">10月8日媒体援引知情人士透露，此次营收数字的巨大出入，根源在于OpenAI与竞争对手Anthropic在计算年化营收时采用了不同口径。</p><p style=\"text-align: left;\">Anthropic在其年化营收统计中纳入了通过亚马逊AWS、谷歌云等云合作伙伴渠道产生的收入，即&#34;总收入&#34;口径；而<strong>OpenAI的年化营收数字仅统计其自身直接产生的收入，不包含合作伙伴渠道的销售额。</strong></p><p style=\"text-align: left;\"><strong>据报道，OpenAI的投资者为了在两家公司之间进行横向比较，曾尝试将OpenAI的数据进行&#34;口径还原&#34;，由此催生了此前流传的约700亿美元数字。</strong></p><p style=\"text-align: left;\">然而，经过OpenAI最新一次正式投资者简报的澄清，市场方才意识到此前广泛引用的数字存在重大误导。</p><p style=\"text-align: left;\">报道指出，<strong>OpenAI的最新文件显示，7月底公司年化营收约为300亿美元，而非此前报道的约400亿美元；但公司同步展示了强劲的增速，第三季度整体运营收入同比增长77%，企业业务同比增长107%。</strong></p><p style=\"text-align: left;\">OpenAI本身对外宣称拒绝置评，作为私人公司，它不负有定期公开披露财务数据的义务。</p><h2 style=\"text-align: left;\">估值压力骤增，IPO前景蒙阴</h2><p style=\"text-align: left;\">此次营收数据的修正，发生在OpenAI最为关键的市值构建窗口期，时机格外敏感。</p><p style=\"text-align: left;\">OpenAI目前正与投资者洽谈新一轮融资，该轮融资可能将公司估值定格在约1.4万亿美元，且此前已有报道称公司拟募资约300亿美元，但相关条款尚未最终确定。</p><p style=\"text-align: left;\">就在今年3月，OpenAI刚刚完成了一轮规模达1220亿美元的历史性融资，公司首席财务官Sarah Friar上周表示公司&#34;资本充裕&#34;。</p><p style=\"text-align: left;\">然而，OpenAI预计到2030年将累计亏损约2800亿美元，而其估值高达8520亿美元，如何向投资者证明自身的成长轨迹，是公司不得不面对的核心课题。</p><p style=\"text-align: left;\">OpenAI已于今年6月秘密向监管机构提交了IPO申请，外界普遍预期其将于2027年正式上市。首席执行官Sam Altman在9月表示，&#34;眼下并非上市的明智时机&#34;，理由之一是AI安全方面的持续争议。</p><p style=\"text-align: left;\">公司近期已宣布暂停旗下GPT-6.1 Astra模型的发布计划，原因是该模型未能达到内部安全标准。</p><h2 style=\"text-align: left;\">Anthropic同样承压，AI大模型IPO叙事整体遇冷</h2><p style=\"text-align: left;\">与OpenAI形成鲜明对比的是，Anthropic此前于8月披露截至7月底年化营收运行率已达650亿美元，彼时外界对其估值预期高达2万亿美元，公司正积极与潜在投资者接触，为IPO做准备。</p><p style=\"text-align: left;\">然而，独立财经研究机构New Constructs本周二发布报告，直接将Anthropic的拟议上市称为&#34;2026年最荒谬的IPO&#34;，认为公司实际价值仅约1500亿美元。</p><p style=\"text-align: left;\">据招股书显示，Anthropic 2025年营收为46亿美元，同期净亏损高达420亿美元。</p><p style=\"text-align: left;\">OpenAI与Anthropic的营收数据相继被置于放大镜下审视，折射出市场对整个大模型赛道商业化进程的深层疑虑。</p><p style=\"text-align: left;\">英国《金融时报》指出，这两家公司的年化营收数据，被视为衡量全球AI需求最重要的单一指标，直接支撑着大量AI基础设施投资决策和公共股票市场的估值逻辑。</p><p style=\"text-align: left;\">当核心数据出现如此量级的落差，市场重新定价的压力将不可避免地传导至整个产业链。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/042bf15c0077d603424f111d4bf49f8c","relate_stocks":{"AMUU":"2倍做多AMD ETF-Direxion","CWVX":"2倍做多CRWV ETF-Tradr","NVDL":"2倍做多NVDA ETF-GraniteShares","SMCX":"2倍做多SMCI ETF-Defiance","NEBX":"2倍做多NBIS ETF-Tradr","ORAC":"Corgi ORCL 2x Daily ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","NVDQ":"2倍做空NVDA ETF-T-Rex","AMYY":"GraniteShares YieldBOOST AMD ETF","SMCI":"超微电脑","AMDW":"Roundhill AMD WeeklyPay ETF","SMCZ":"2倍做空SMCI ETF-Defiance","NVDS":"1.5倍做空NVDA ETF-Tradr","ORCS":"1倍做空ORCL ETF-Direxion","AVGC":"2倍做多AVGO ETF-Corgi","AMDY":"AMD期权收益策略ETF-YieldMax","AVL":"2倍做多AVGO ETF-Direxion","CRWV":"CoreWeave, Inc.","NVDU":"2倍做多NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ORCU":"2倍做多ORCL ETF-Direxion","AVGO":"博通","ORCX":"2倍做多ORCL ETF-Defiance","NBIS":"NEBIUS","CRWG":"2倍做多CRWV ETF-Leverage Shares","NVDW":"NVDA周配息ETF-Roundhill","AVGG":"2倍做多AVGO ETF-Leverage Shares","SMCC":"2倍做多SMCI ETF-Corgi","NVDG":"2倍做多NVDA ETF- Leverage Shares","ORCZ":"Tradr 2X Short ORCL Daily ETF","AVS":"1倍做空AVGO ETF-Direxion","NBIZ":"Tradr 2X Short NBIS Daily ETF","NVDX":"2倍做多NVDA ETF-T-Rex","AMDC":"Corgi AMD 2x Daily ETF","NVC":"Corgi NVDA 2x Daily ETF","07388":"南方两倍做空英伟达","CRWU":"2倍做多CRWV ETF-T-Rex","DAMD":"2倍做空AMD ETF-Defiance","NBIL":"GraniteShares 2x Long NBIS Daily ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","AVGU":"2倍做多AVGO ETF-GraniteShares","CWII":"REX CRWV Growth & Income ETF","AMDD":"1倍做空AMD ETF-Direxion","SMCL":"2倍做多SMCI ETF-Graniteshares","07788":"南方两倍做多英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVDA":"英伟达","SMYY":"GraniteShares YieldBOOST SMCI ETF","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","CRWX":"Corgi CRWV 2x Daily ETF","AMDG":"2倍做多AMD ETF- Leverage Shares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVII":"Rex NVDA Growth & Income ETF","AMDL":"2倍做多AMD ETF-GraniteShares","AVGW":"Roundhill AVGO WeeklyPay ETF","NVDD":"1倍做空NVDA ETF-Direxion","NBIC":"Corgi NBIS 2x Daily ETF","ORCL":"甲骨文","AVGX":"2倍做多AVGO ETF-Defiance","AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3783220","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2674741888","content_text":"OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，截至9月底的年化收入\"接近500亿美元\"，远低于上月末市场广泛引用的700亿美元预期。针对《金融时报》披露的年化收入数据，CNBC 随后也向相关方求证并证实了该数据的准确性。报道指出，这一缺口规模之大，\"很可能打击市场对AI需求增长的乐观情绪\"。消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。AI板块普遍重挫。英伟达当日跌约3%，甲骨文跌逾5.5%，AMD、博通、英特尔及超微电脑跌幅均在4%至6%之间。数据中心股和光互联股重挫。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用光电暴跌13%，Coherent跌7%。此次营收数据落差对市场的打击，不仅在于数字本身，更动摇了支撑AI巨量资本开支叙事的核心逻辑，AI终端需求是否真的如此旺盛。更重要的是，这一预期差出现在Token成本持续走低的背景下。数字出入源于口径差异10月8日媒体援引知情人士透露，此次营收数字的巨大出入，根源在于OpenAI与竞争对手Anthropic在计算年化营收时采用了不同口径。Anthropic在其年化营收统计中纳入了通过亚马逊AWS、谷歌云等云合作伙伴渠道产生的收入，即\"总收入\"口径；而OpenAI的年化营收数字仅统计其自身直接产生的收入，不包含合作伙伴渠道的销售额。据报道，OpenAI的投资者为了在两家公司之间进行横向比较，曾尝试将OpenAI的数据进行\"口径还原\"，由此催生了此前流传的约700亿美元数字。然而，经过OpenAI最新一次正式投资者简报的澄清，市场方才意识到此前广泛引用的数字存在重大误导。报道指出，OpenAI的最新文件显示，7月底公司年化营收约为300亿美元，而非此前报道的约400亿美元；但公司同步展示了强劲的增速，第三季度整体运营收入同比增长77%，企业业务同比增长107%。OpenAI本身对外宣称拒绝置评，作为私人公司，它不负有定期公开披露财务数据的义务。估值压力骤增，IPO前景蒙阴此次营收数据的修正，发生在OpenAI最为关键的市值构建窗口期，时机格外敏感。OpenAI目前正与投资者洽谈新一轮融资，该轮融资可能将公司估值定格在约1.4万亿美元，且此前已有报道称公司拟募资约300亿美元，但相关条款尚未最终确定。就在今年3月，OpenAI刚刚完成了一轮规模达1220亿美元的历史性融资，公司首席财务官Sarah Friar上周表示公司\"资本充裕\"。然而，OpenAI预计到2030年将累计亏损约2800亿美元，而其估值高达8520亿美元，如何向投资者证明自身的成长轨迹，是公司不得不面对的核心课题。OpenAI已于今年6月秘密向监管机构提交了IPO申请，外界普遍预期其将于2027年正式上市。首席执行官Sam Altman在9月表示，\"眼下并非上市的明智时机\"，理由之一是AI安全方面的持续争议。公司近期已宣布暂停旗下GPT-6.1 Astra模型的发布计划，原因是该模型未能达到内部安全标准。Anthropic同样承压，AI大模型IPO叙事整体遇冷与OpenAI形成鲜明对比的是，Anthropic此前于8月披露截至7月底年化营收运行率已达650亿美元，彼时外界对其估值预期高达2万亿美元，公司正积极与潜在投资者接触，为IPO做准备。然而，独立财经研究机构New Constructs本周二发布报告，直接将Anthropic的拟议上市称为\"2026年最荒谬的IPO\"，认为公司实际价值仅约1500亿美元。据招股书显示，Anthropic 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腾讯不是要分美团股票么？老虎啥时候到账呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/628991807","isVote":1,"tweetType":1,"viewCount":11684,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104639252156880","authorId":"4104639252156880","name":"jzcusst","avatar":"https://static.tigerbbs.com/844d0425d29f24783243ab5b7c2a4bb4","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4104639252156880","idStr":"4104639252156880"},"content":"我的已经到帐了","text":"我的已经到帐了","html":"我的已经到帐了"},{"author":{"id":"3444377782603025","authorId":"3444377782603025","name":"Xiao2018","avatar":"https://static.tigerbbs.com/10edbfe61d134a125ae88c6da391902c","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3444377782603025","idStr":"3444377782603025"},"content":"腾讯分红式减持美团股份2023年3月24日到账。根据腾讯的公告，享有美团股票实物分派权利的腾讯股份于联交所的最后买卖日期预期为2023年1月4日，股份到账日为2023年3月24日，也就是说投资者如果想获得美团这笔实在的欠款，必须在2023年1月4日前购买腾讯分红式减持美团股份。","text":"腾讯分红式减持美团股份2023年3月24日到账。根据腾讯的公告，享有美团股票实物分派权利的腾讯股份于联交所的最后买卖日期预期为2023年1月4日，股份到账日为2023年3月24日，也就是说投资者如果想获得美团这笔实在的欠款，必须在2023年1月4日前购买腾讯分红式减持美团股份。","html":"腾讯分红式减持美团股份2023年3月24日到账。根据腾讯的公告，享有美团股票实物分派权利的腾讯股份于联交所的最后买卖日期预期为2023年1月4日，股份到账日为2023年3月24日，也就是说投资者如果想获得美团这笔实在的欠款，必须在2023年1月4日前购买腾讯分红式减持美团股份。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175584041,"gmtCreate":1627041874483,"gmtModify":1627041874483,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"title":"","htmlText":"<a 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12:10","market":"us","language":"zh","title":"《新股消息》据报快手(01024.HK)场外交易价250元  较预期定价高1.17倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2108220850","media":"AAFN","summary":"内地媒体报道，快手(01024.HK)的场外交易成交价达250元，较市场预期上限定价的115元，涨幅高达117%。快手将於本周五(5日)上市，摩根士丹利、美银证券及华兴资本为联席保荐人。(jc/u)~阿思达克财经新闻网址: www.aastocks.com","content":"<div>\n<p>内地媒体报道，快手(01024.HK)的场外交易成交价达250元，较市场预期上限定价的115元，涨幅高达117%。快手将於本周五(5日)上市，摩根士丹利、美银证券及华兴资本为联席保荐人。(jc/u)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1073287&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n","source":"aastocks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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美国人民真可怜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399272894","repostId":"1185304092","repostType":2,"isVote":1,"tweetType":1,"viewCount":3078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302243108,"gmtCreate":1604658412604,"gmtModify":1703834316682,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"title":"","htmlText":"礼橙专车、橙心优选，滴滴为啥搞这么多品牌？难道因为老板姓程？","listText":"礼橙专车、橙心优选，滴滴为啥搞这么多品牌？难道因为老板姓程？","text":"礼橙专车、橙心优选，滴滴为啥搞这么多品牌？难道因为老板姓程？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/302243108","repostId":"1181978824","repostType":4,"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616386126151904,"gmtCreate":1791527279778,"gmtModify":1791527282073,"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"themes":[],"title":"","htmlText":"200 亿美元差异主要涉及收入统计口径，不等于 OpenAI 实际收入突然下降 200 亿美元。","listText":"200 亿美元差异主要涉及收入统计口径，不等于 OpenAI 实际收入突然下降 200 亿美元。","text":"200 亿美元差异主要涉及收入统计口径，不等于 OpenAI 实际收入突然下降 200 亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616386126151904","repostId":"2674741888","repostType":2,"repost":{"id":"2674741888","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1791494602,"share":"https://www.laohunote.com/m/news/2674741888?lang=zh_CN&edition=full","pubTime":"2026-10-09 05:23","market":"nz","language":"zh","title":"相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674741888","media":"华尔街见闻","summary":"OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，截至9月底的年化收入\"接近500亿美元\"，远低于上月末市场广泛引用的700亿美元预期。消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。AI板块普遍重挫。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用$光电$暴跌13%，Coherent跌7%。","content":"<html><head></head><body><p style=\"text-align: left;\">OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。</p><p style=\"text-align: left;\">10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，<strong>截至9月底的年化收入&#34;接近500亿美元&#34;，远低于上月末市场广泛引用的700亿美元预期</strong>。</p><p style=\"text-align: left;\">针对《金融时报》披露的年化收入数据，CNBC 随后也向相关方求证并证实了该数据的准确性。</p><p style=\"text-align: left;\"><strong>报道指出，这一缺口规模之大，&#34;很可能打击市场对AI需求增长的乐观情绪&#34;。</strong>消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0145bce5ff5867cdc7bd8903d0643d3e\" data-align=\"center\" tg-width=\"1024\" tg-height=\"691\"/><span></span></p><p style=\"text-align: left;\">AI板块普遍重挫。英伟达当日跌约3%，甲骨文跌逾5.5%，AMD、<a href=\"https://laohu8.com/S/600455\">博通</a>、英特尔及超微电脑跌幅均在4%至6%之间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5b3e01e9b18971d35c8ec3533cf3887\" data-align=\"center\" tg-width=\"1024\" tg-height=\"655\"/><span></span></p><p style=\"text-align: left;\"><strong>数据中心股和光互联股重挫</strong>。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用<a href=\"https://laohu8.com/S/600184\">光电</a>暴跌13%，Coherent跌7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d253fe185ac71aeefc7f7541339bef5\" data-align=\"center\" tg-width=\"1024\" tg-height=\"644\"/><span></span></p><p style=\"text-align: left;\">此次营收数据落差对市场的打击，不仅在于数字本身，更动摇了支撑AI巨量资本开支叙事的核心逻辑，AI终端需求是否真的如此旺盛。更重要的是，这一预期差出现在Token成本持续走低的背景下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c20f2cc9ab0e46d2217b7a012f478e2\" data-align=\"center\" tg-width=\"1024\" tg-height=\"639\"/><span></span></p><h2 style=\"text-align: left;\">数字出入源于口径差异</h2><p style=\"text-align: left;\">10月8日媒体援引知情人士透露，此次营收数字的巨大出入，根源在于OpenAI与竞争对手Anthropic在计算年化营收时采用了不同口径。</p><p style=\"text-align: left;\">Anthropic在其年化营收统计中纳入了通过亚马逊AWS、谷歌云等云合作伙伴渠道产生的收入，即&#34;总收入&#34;口径；而<strong>OpenAI的年化营收数字仅统计其自身直接产生的收入，不包含合作伙伴渠道的销售额。</strong></p><p style=\"text-align: left;\"><strong>据报道，OpenAI的投资者为了在两家公司之间进行横向比较，曾尝试将OpenAI的数据进行&#34;口径还原&#34;，由此催生了此前流传的约700亿美元数字。</strong></p><p style=\"text-align: left;\">然而，经过OpenAI最新一次正式投资者简报的澄清，市场方才意识到此前广泛引用的数字存在重大误导。</p><p style=\"text-align: left;\">报道指出，<strong>OpenAI的最新文件显示，7月底公司年化营收约为300亿美元，而非此前报道的约400亿美元；但公司同步展示了强劲的增速，第三季度整体运营收入同比增长77%，企业业务同比增长107%。</strong></p><p style=\"text-align: left;\">OpenAI本身对外宣称拒绝置评，作为私人公司，它不负有定期公开披露财务数据的义务。</p><h2 style=\"text-align: left;\">估值压力骤增，IPO前景蒙阴</h2><p style=\"text-align: left;\">此次营收数据的修正，发生在OpenAI最为关键的市值构建窗口期，时机格外敏感。</p><p style=\"text-align: left;\">OpenAI目前正与投资者洽谈新一轮融资，该轮融资可能将公司估值定格在约1.4万亿美元，且此前已有报道称公司拟募资约300亿美元，但相关条款尚未最终确定。</p><p style=\"text-align: left;\">就在今年3月，OpenAI刚刚完成了一轮规模达1220亿美元的历史性融资，公司首席财务官Sarah Friar上周表示公司&#34;资本充裕&#34;。</p><p style=\"text-align: left;\">然而，OpenAI预计到2030年将累计亏损约2800亿美元，而其估值高达8520亿美元，如何向投资者证明自身的成长轨迹，是公司不得不面对的核心课题。</p><p style=\"text-align: left;\">OpenAI已于今年6月秘密向监管机构提交了IPO申请，外界普遍预期其将于2027年正式上市。首席执行官Sam Altman在9月表示，&#34;眼下并非上市的明智时机&#34;，理由之一是AI安全方面的持续争议。</p><p style=\"text-align: left;\">公司近期已宣布暂停旗下GPT-6.1 Astra模型的发布计划，原因是该模型未能达到内部安全标准。</p><h2 style=\"text-align: left;\">Anthropic同样承压，AI大模型IPO叙事整体遇冷</h2><p style=\"text-align: left;\">与OpenAI形成鲜明对比的是，Anthropic此前于8月披露截至7月底年化营收运行率已达650亿美元，彼时外界对其估值预期高达2万亿美元，公司正积极与潜在投资者接触，为IPO做准备。</p><p style=\"text-align: left;\">然而，独立财经研究机构New Constructs本周二发布报告，直接将Anthropic的拟议上市称为&#34;2026年最荒谬的IPO&#34;，认为公司实际价值仅约1500亿美元。</p><p style=\"text-align: left;\">据招股书显示，Anthropic 2025年营收为46亿美元，同期净亏损高达420亿美元。</p><p style=\"text-align: left;\">OpenAI与Anthropic的营收数据相继被置于放大镜下审视，折射出市场对整个大模型赛道商业化进程的深层疑虑。</p><p style=\"text-align: left;\">英国《金融时报》指出，这两家公司的年化营收数据，被视为衡量全球AI需求最重要的单一指标，直接支撑着大量AI基础设施投资决策和公共股票市场的估值逻辑。</p><p style=\"text-align: left;\">当核心数据出现如此量级的落差，市场重新定价的压力将不可避免地传导至整个产业链。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n相差200亿！OpenAI营收被爆巨大预期差，AI板块遭重创，甲骨文跌逾5%，应用光电暴跌13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-09 05:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。</p><p style=\"text-align: left;\">10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，<strong>截至9月底的年化收入&#34;接近500亿美元&#34;，远低于上月末市场广泛引用的700亿美元预期</strong>。</p><p style=\"text-align: left;\">针对《金融时报》披露的年化收入数据，CNBC 随后也向相关方求证并证实了该数据的准确性。</p><p style=\"text-align: left;\"><strong>报道指出，这一缺口规模之大，&#34;很可能打击市场对AI需求增长的乐观情绪&#34;。</strong>消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0145bce5ff5867cdc7bd8903d0643d3e\" data-align=\"center\" tg-width=\"1024\" tg-height=\"691\"/><span></span></p><p style=\"text-align: left;\">AI板块普遍重挫。英伟达当日跌约3%，甲骨文跌逾5.5%，AMD、<a href=\"https://laohu8.com/S/600455\">博通</a>、英特尔及超微电脑跌幅均在4%至6%之间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5b3e01e9b18971d35c8ec3533cf3887\" data-align=\"center\" tg-width=\"1024\" tg-height=\"655\"/><span></span></p><p style=\"text-align: left;\"><strong>数据中心股和光互联股重挫</strong>。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用<a href=\"https://laohu8.com/S/600184\">光电</a>暴跌13%，Coherent跌7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d253fe185ac71aeefc7f7541339bef5\" data-align=\"center\" tg-width=\"1024\" tg-height=\"644\"/><span></span></p><p style=\"text-align: left;\">此次营收数据落差对市场的打击，不仅在于数字本身，更动摇了支撑AI巨量资本开支叙事的核心逻辑，AI终端需求是否真的如此旺盛。更重要的是，这一预期差出现在Token成本持续走低的背景下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c20f2cc9ab0e46d2217b7a012f478e2\" data-align=\"center\" tg-width=\"1024\" tg-height=\"639\"/><span></span></p><h2 style=\"text-align: left;\">数字出入源于口径差异</h2><p style=\"text-align: left;\">10月8日媒体援引知情人士透露，此次营收数字的巨大出入，根源在于OpenAI与竞争对手Anthropic在计算年化营收时采用了不同口径。</p><p style=\"text-align: left;\">Anthropic在其年化营收统计中纳入了通过亚马逊AWS、谷歌云等云合作伙伴渠道产生的收入，即&#34;总收入&#34;口径；而<strong>OpenAI的年化营收数字仅统计其自身直接产生的收入，不包含合作伙伴渠道的销售额。</strong></p><p style=\"text-align: left;\"><strong>据报道，OpenAI的投资者为了在两家公司之间进行横向比较，曾尝试将OpenAI的数据进行&#34;口径还原&#34;，由此催生了此前流传的约700亿美元数字。</strong></p><p style=\"text-align: left;\">然而，经过OpenAI最新一次正式投资者简报的澄清，市场方才意识到此前广泛引用的数字存在重大误导。</p><p style=\"text-align: left;\">报道指出，<strong>OpenAI的最新文件显示，7月底公司年化营收约为300亿美元，而非此前报道的约400亿美元；但公司同步展示了强劲的增速，第三季度整体运营收入同比增长77%，企业业务同比增长107%。</strong></p><p style=\"text-align: left;\">OpenAI本身对外宣称拒绝置评，作为私人公司，它不负有定期公开披露财务数据的义务。</p><h2 style=\"text-align: left;\">估值压力骤增，IPO前景蒙阴</h2><p style=\"text-align: left;\">此次营收数据的修正，发生在OpenAI最为关键的市值构建窗口期，时机格外敏感。</p><p style=\"text-align: left;\">OpenAI目前正与投资者洽谈新一轮融资，该轮融资可能将公司估值定格在约1.4万亿美元，且此前已有报道称公司拟募资约300亿美元，但相关条款尚未最终确定。</p><p style=\"text-align: left;\">就在今年3月，OpenAI刚刚完成了一轮规模达1220亿美元的历史性融资，公司首席财务官Sarah Friar上周表示公司&#34;资本充裕&#34;。</p><p style=\"text-align: left;\">然而，OpenAI预计到2030年将累计亏损约2800亿美元，而其估值高达8520亿美元，如何向投资者证明自身的成长轨迹，是公司不得不面对的核心课题。</p><p style=\"text-align: left;\">OpenAI已于今年6月秘密向监管机构提交了IPO申请，外界普遍预期其将于2027年正式上市。首席执行官Sam Altman在9月表示，&#34;眼下并非上市的明智时机&#34;，理由之一是AI安全方面的持续争议。</p><p style=\"text-align: left;\">公司近期已宣布暂停旗下GPT-6.1 Astra模型的发布计划，原因是该模型未能达到内部安全标准。</p><h2 style=\"text-align: left;\">Anthropic同样承压，AI大模型IPO叙事整体遇冷</h2><p style=\"text-align: left;\">与OpenAI形成鲜明对比的是，Anthropic此前于8月披露截至7月底年化营收运行率已达650亿美元，彼时外界对其估值预期高达2万亿美元，公司正积极与潜在投资者接触，为IPO做准备。</p><p style=\"text-align: left;\">然而，独立财经研究机构New Constructs本周二发布报告，直接将Anthropic的拟议上市称为&#34;2026年最荒谬的IPO&#34;，认为公司实际价值仅约1500亿美元。</p><p style=\"text-align: left;\">据招股书显示，Anthropic 2025年营收为46亿美元，同期净亏损高达420亿美元。</p><p style=\"text-align: left;\">OpenAI与Anthropic的营收数据相继被置于放大镜下审视，折射出市场对整个大模型赛道商业化进程的深层疑虑。</p><p style=\"text-align: left;\">英国《金融时报》指出，这两家公司的年化营收数据，被视为衡量全球AI需求最重要的单一指标，直接支撑着大量AI基础设施投资决策和公共股票市场的估值逻辑。</p><p style=\"text-align: left;\">当核心数据出现如此量级的落差，市场重新定价的压力将不可避免地传导至整个产业链。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/042bf15c0077d603424f111d4bf49f8c","relate_stocks":{"AMUU":"2倍做多AMD ETF-Direxion","CWVX":"2倍做多CRWV ETF-Tradr","NVDL":"2倍做多NVDA ETF-GraniteShares","SMCX":"2倍做多SMCI ETF-Defiance","NEBX":"2倍做多NBIS ETF-Tradr","ORAC":"Corgi ORCL 2x Daily ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","NVDQ":"2倍做空NVDA ETF-T-Rex","AMYY":"GraniteShares YieldBOOST AMD ETF","SMCI":"超微电脑","AMDW":"Roundhill AMD WeeklyPay ETF","SMCZ":"2倍做空SMCI ETF-Defiance","NVDS":"1.5倍做空NVDA ETF-Tradr","ORCS":"1倍做空ORCL ETF-Direxion","AVGC":"2倍做多AVGO ETF-Corgi","AMDY":"AMD期权收益策略ETF-YieldMax","AVL":"2倍做多AVGO ETF-Direxion","CRWV":"CoreWeave, Inc.","NVDU":"2倍做多NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ORCU":"2倍做多ORCL ETF-Direxion","AVGO":"博通","ORCX":"2倍做多ORCL ETF-Defiance","NBIS":"NEBIUS","CRWG":"2倍做多CRWV ETF-Leverage Shares","NVDW":"NVDA周配息ETF-Roundhill","AVGG":"2倍做多AVGO ETF-Leverage Shares","SMCC":"2倍做多SMCI ETF-Corgi","NVDG":"2倍做多NVDA ETF- Leverage Shares","ORCZ":"Tradr 2X Short ORCL Daily ETF","AVS":"1倍做空AVGO ETF-Direxion","NBIZ":"Tradr 2X Short NBIS Daily ETF","NVDX":"2倍做多NVDA 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ETF","ORCL":"甲骨文","AVGX":"2倍做多AVGO ETF-Defiance","AMD":"美国超微公司"},"source_url":"https://wallstreetcn.com/articles/3783220","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2674741888","content_text":"OpenAI年化营收远低于市场此前流传的数字，引发AI概念股大规模抛售，纳斯达克指数当日收跌逾1%，投资者对AI需求持续高景气的判断正面临严峻考验。10月8日英国《金融时报》报道，OpenAI在最新投资者文件中显示，截至9月底的年化收入\"接近500亿美元\"，远低于上月末市场广泛引用的700亿美元预期。针对《金融时报》披露的年化收入数据，CNBC 随后也向相关方求证并证实了该数据的准确性。报道指出，这一缺口规模之大，\"很可能打击市场对AI需求增长的乐观情绪\"。消息公布后，美国科技股当日大幅下挫，纳斯达克指数收跌1.4%。AI板块普遍重挫。英伟达当日跌约3%，甲骨文跌逾5.5%，AMD、博通、英特尔及超微电脑跌幅均在4%至6%之间。数据中心股和光互联股重挫。云服务股Nebius和CoreWeave双双跌超7%，光互联股应用光电暴跌13%，Coherent跌7%。此次营收数据落差对市场的打击，不仅在于数字本身，更动摇了支撑AI巨量资本开支叙事的核心逻辑，AI终端需求是否真的如此旺盛。更重要的是，这一预期差出现在Token成本持续走低的背景下。数字出入源于口径差异10月8日媒体援引知情人士透露，此次营收数字的巨大出入，根源在于OpenAI与竞争对手Anthropic在计算年化营收时采用了不同口径。Anthropic在其年化营收统计中纳入了通过亚马逊AWS、谷歌云等云合作伙伴渠道产生的收入，即\"总收入\"口径；而OpenAI的年化营收数字仅统计其自身直接产生的收入，不包含合作伙伴渠道的销售额。据报道，OpenAI的投资者为了在两家公司之间进行横向比较，曾尝试将OpenAI的数据进行\"口径还原\"，由此催生了此前流传的约700亿美元数字。然而，经过OpenAI最新一次正式投资者简报的澄清，市场方才意识到此前广泛引用的数字存在重大误导。报道指出，OpenAI的最新文件显示，7月底公司年化营收约为300亿美元，而非此前报道的约400亿美元；但公司同步展示了强劲的增速，第三季度整体运营收入同比增长77%，企业业务同比增长107%。OpenAI本身对外宣称拒绝置评，作为私人公司，它不负有定期公开披露财务数据的义务。估值压力骤增，IPO前景蒙阴此次营收数据的修正，发生在OpenAI最为关键的市值构建窗口期，时机格外敏感。OpenAI目前正与投资者洽谈新一轮融资，该轮融资可能将公司估值定格在约1.4万亿美元，且此前已有报道称公司拟募资约300亿美元，但相关条款尚未最终确定。就在今年3月，OpenAI刚刚完成了一轮规模达1220亿美元的历史性融资，公司首席财务官Sarah Friar上周表示公司\"资本充裕\"。然而，OpenAI预计到2030年将累计亏损约2800亿美元，而其估值高达8520亿美元，如何向投资者证明自身的成长轨迹，是公司不得不面对的核心课题。OpenAI已于今年6月秘密向监管机构提交了IPO申请，外界普遍预期其将于2027年正式上市。首席执行官Sam Altman在9月表示，\"眼下并非上市的明智时机\"，理由之一是AI安全方面的持续争议。公司近期已宣布暂停旗下GPT-6.1 Astra模型的发布计划，原因是该模型未能达到内部安全标准。Anthropic同样承压，AI大模型IPO叙事整体遇冷与OpenAI形成鲜明对比的是，Anthropic此前于8月披露截至7月底年化营收运行率已达650亿美元，彼时外界对其估值预期高达2万亿美元，公司正积极与潜在投资者接触，为IPO做准备。然而，独立财经研究机构New Constructs本周二发布报告，直接将Anthropic的拟议上市称为\"2026年最荒谬的IPO\"，认为公司实际价值仅约1500亿美元。据招股书显示，Anthropic 2025年营收为46亿美元，同期净亏损高达420亿美元。OpenAI与Anthropic的营收数据相继被置于放大镜下审视，折射出市场对整个大模型赛道商业化进程的深层疑虑。英国《金融时报》指出，这两家公司的年化营收数据，被视为衡量全球AI需求最重要的单一指标，直接支撑着大量AI基础设施投资决策和公共股票市场的估值逻辑。当核心数据出现如此量级的落差，市场重新定价的压力将不可避免地传导至整个产业链。","news_type":1,"symbols_score_info":{"07788":0.6,"ORCZ":0.6,"SMCY":0.6,"SMCL":0.6,"AMD":2,"AVGC":0.6,"AVS":0.6,"NVII":0.6,"AMDG":0.6,"NBIS":2,"NVDD":0.6,"ORCX":0.6,"NVDB":0.6,"CWVX":0.6,"AMUU":0.6,"CRWU":0.6,"CORD":0.6,"NVDO":0.6,"SMCZ":0.6,"NVDS":0.6,"ORCS":0.6,"AMDY":0.6,"AVGO":2,"AVGU":0.6,"NVDA":2,"ANV":0.6,"AVGG":0.6,"NVC":0.6,"DAMD":0.6,"NVDU":0.6,"07388":0.6,"NBIC":0.6,"NVDQ":0.6,"ORCL":2,"NBIZ":0.6,"NVDL":0.6,"AMDC":0.6,"SMCC":0.6,"NVD":0.6,"NBIL":0.6,"SMCX":0.6,"AVGX":0.6,"AMDL":0.6,"SMYY":0.6,"NEBX":0.6,"NVYY":0.6,"CRWG":0.6,"NBIG":0.6,"AMYY":0.6,"AVGW":0.6,"AVL":0.6,"NVDY":0.6,"CRWV":2,"NVDG":0.6,"NVDX":0.6,"DIPS":0.6,"ORAC":0.6,"ORCU":0.6,"SMCI":2,"CWII":0.6,"NVDW":0.6,"AMDD":0.6,"CRWX":0.6,"AMDW":0.6}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}