luckyseven的个人主页 - 老虎社区

luckyseven

luckyseven

每百天增加7cm计划

IP属地：上海

20关注

9粉丝

3主题

0勋章

04-10

几乎不用oai了

OpenAI向投资者喊话：算力已成产品“硬约束”，我们比Anthropic跑得更快、更狠

04-01

$赛力斯(09927)$ 垃圾，-40%撤了

03-27

众怒之下

伊朗革命卫队：霍尔木兹海峡已关闭，任何通行都将面临“严厉措施”

03-27

这也抄作业

Meta豪赌9万亿市值对标特斯拉，法律败诉再添阴霾，多空交织下暗藏博弈机会

03-26

抄底了吗

泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元

03-20

救市

美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次

03-16

$NEBIUS(NBIS)$ 卖飞了的➕1

03-12

不行了

OpenAI电商梦遭现实重击：购买转化率不足1%，商家冷眼旁观，用户几乎不买单

03-06

……

美国2月非农意外减少9.2万人，失业率4.4%略高于预期

02-06

$双登股份(06960)$ 老登一个

01-20

跌成翔了

小米集团：1月20日斥资约1.96亿港元回购550万股B类股份

01-16

深井冰

追觅科技CEO宣布将推出对标携程产品挑战在线旅游市场垄断格局

01-15

$Destiny Tech100 Inc(DXYZ)$ 马斯克通过社交平台表示，三年内星舰发射频率将超每小时一次，明确SpaceX终极目标为每年生产1万艘星舰。

2025-12-16

笑死，7万巨资

手回集团(02621)12月15日斥资7.34万港元回购2.04万股

2025-12-03

$手回集团(02621)$ 上午11点，成交量0[喷血]

2025-11-26

goog名字后面那坨是啥

2025-11-20

$小米集团-W(01810)$ 太惨了

2025-11-01

来七个，顶我上去

2025-10-28

OpenAI and friends

PayPal与OpenAI达成合作，成为ChatGPT首个支付钱包

2025-10-24

我提前帮你出了吧，预期的-0.1[笑哭]

白宫宣布下月或不会发布CPI报告，12月美联储决策可能变得极为复杂

去老虎APP查看更多动态

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Thompson的一份报告，该报告指出，算力限制可能影响了Anthropic决定仅向部分合作伙伴发布Mythos。</p><p>OpenAI表示，其在2025年拥有1.9吉瓦的可用计算容量，是前一年的三倍(1吉瓦大约可为75万户美国家庭供电)。公司预计，该数字明年将增至“低两位数”吉瓦范围，到2030年将达到约30吉瓦。相比之下，OpenAI估计Anthropic在2025年底拥有1.4吉瓦容量，明年将拥有7至8吉瓦。</p><p>OpenAI在备忘录中称：“即便按Anthropic预测区间的上限计算，我们的增速仍显著领先且差距在拉大。”</p><p>近几个月来，Anthropic加大了对AI服务物理基础设施的投资，包括承诺投入500亿美元在美国建设数据中心。此外，Anthropic还扩大了与<a href=\"https://laohu8.com/S/AVGO\">博通</a>公司(AVGO.US)及Alphabet Inc.旗下<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)的战略合作，从2027年起可获取约3.5吉瓦的计算能力。并且，Anthropic拥有多元化的供应商组合，与三大云服务提供商<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软公司(MSFT.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司(AMZN.US)均有合作。</p><p>针对置评请求，Anthropic引述了其首席财务官Krishna Rao此前就与<a href=\"https://laohu8.com/S/600455\">博通</a>及谷歌交易发表的声明。Rao表示：“与谷歌和博通的这一突破性合作，延续了我们扩展基础设施时的审慎方针。我们正在做出迄今为止最重要的算力承诺，以跟上这一前所未有的增长步伐。”</p><p>过去，Anthropic的支出策略通常比OpenAI更为保守。OpenAI计划到2030年在数据中心和芯片上投入约6000亿美元，并最近筹集了1220亿美元资金以支持这些承诺。尽管如此，考虑到OpenAI预计未来数年内无法盈利，其支出速度仍面临质疑。周四，OpenAI表示将暂停在英国的一个基础设施项目，理由是能源成本问题。</p><p>Anthropic首席执行官Dario Amodei在去年年底接受采访时谈及公司支出计划时表示：“我们作为一家公司，会尽可能负责任地管理。我认为有些玩家是在‘YOLO’。”在投资者备忘录中，OpenAI将Amodei的观点描述为对市场对更多AI产品需求程度的误判。该公司称：“事后看来，这种谨慎与其说是自律，不如说是低估了需求到来的速度。”</p></body></html>","source":"stock_zhitongcaijing","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>OpenAI向投资者喊话：算力已成产品“硬约束”，我们比Anthropic跑得更快、更狠</title>\n<style 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Thompson的一份报告，该报告指出，算力限制可能影响了Anthropic决定仅向部分合作伙伴发布Mythos。OpenAI表示，其在2025年拥有1.9吉瓦的可用计算容量，是前一年的三倍(1吉瓦大约可为75万户美国家庭供电)。公司预计，该数字明年将增至“低两位数”吉瓦范围，到2030年将达到约30吉瓦。相比之下，OpenAI估计Anthropic在2025年底拥有1.4吉瓦容量，明年将拥有7至8吉瓦。OpenAI在备忘录中称：“即便按Anthropic预测区间的上限计算，我们的增速仍显著领先且差距在拉大。”近几个月来，Anthropic加大了对AI服务物理基础设施的投资，包括承诺投入500亿美元在美国建设数据中心。此外，Anthropic还扩大了与博通公司(AVGO.US)及Alphabet Inc.旗下谷歌(GOOGL.US)的战略合作，从2027年起可获取约3.5吉瓦的计算能力。并且，Anthropic拥有多元化的供应商组合，与三大云服务提供商谷歌、微软公司(MSFT.US)和亚马逊公司(AMZN.US)均有合作。针对置评请求，Anthropic引述了其首席财务官Krishna Rao此前就与博通及谷歌交易发表的声明。Rao表示：“与谷歌和博通的这一突破性合作，延续了我们扩展基础设施时的审慎方针。我们正在做出迄今为止最重要的算力承诺，以跟上这一前所未有的增长步伐。”过去，Anthropic的支出策略通常比OpenAI更为保守。OpenAI计划到2030年在数据中心和芯片上投入约6000亿美元，并最近筹集了1220亿美元资金以支持这些承诺。尽管如此，考虑到OpenAI预计未来数年内无法盈利，其支出速度仍面临质疑。周四，OpenAI表示将暂停在英国的一个基础设施项目，理由是能源成本问题。Anthropic首席执行官Dario 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17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据伊朗媒体：伊朗革命卫队表示，霍尔木兹海峡已关闭，任何经该航道的通行都将面临“严厉措施”。禁止所有“往返于美以敌对盟友及支持者港口”的船舶通过任何航道或前往任何目的地。</p><p>此前据伊朗媒体报道，三艘不同国籍的集装箱船在伊朗海军的警告后，已被迫从霍尔木兹海峡折返。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/5506e2441ee7a0d7c1220f32bf31b038","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135206926","content_text":"据伊朗媒体：伊朗革命卫队表示，霍尔木兹海峡已关闭，任何经该航道的通行都将面临“严厉措施”。禁止所有“往返于美以敌对盟友及支持者港口”的船舶通过任何航道或前往任何目的地。此前据伊朗媒体报道，三艘不同国籍的集装箱船在伊朗海军的警告后，已被迫从霍尔木兹海峡折返。","news_type":1,"symbols_score_info":{"BZmain":2,"CLmain":2}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546953056576352,"gmtCreate":1774556945253,"gmtModify":1774556947950,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"这也抄作业","listText":"这也抄作业","text":"这也抄作业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546953056576352","repostId":"1115635630","repostType":2,"repost":{"id":"1115635630","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1774512554,"share":"https://www.laohu8.com/m/news/1115635630?lang=zh_CN&edition=full","pubTime":"2026-03-26 16:09","market":"us","language":"zh","title":"Meta豪赌9万亿市值对标特斯拉，法律败诉再添阴霾，多空交织下暗藏博弈机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1115635630","media":"老虎资讯综合","summary":"Meta本周经历多重事件交织：推出对标特斯拉的激进股权激励，目标2031年市值达9.4万亿美元；确认裁员数百人；同时因社交媒体成瘾诉讼在洛杉矶败诉，该判决可能对未来业务及AI相关责任确立不利先例。当前股价较激励目标存在巨大差距，法律风险正在积聚，投资者需警惕多空因素交织下的波动风险。","content":"<html><head></head><body><p>对于 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> 而言，这一周迎来了多项巨变和考验。</p><p style=\"text-align: start;\">周二晚间，Meta高调披露了一项针对高管的股票期权授予计划，其完全归属条件是：到2031年，公司市值需从当前的1.5万亿美元攀升至9.4万亿美元以上。数小时后，媒体曝出Meta将裁减数百名员工的消息。又过了几个小时，洛杉矶一个陪审团裁定，Meta及谷歌旗下YouTube需对一起关于社交媒体成瘾性的诉讼承担过失责任。</p><p style=\"text-align: start;\"><strong>法律阴影笼罩</strong></p><p style=\"text-align: start;\">这一判决可能对Meta未来的股票价值构成压制。此案是数千起诉讼中的首例，这些家庭声称相关企业设计的产品具有成瘾性，对青少年心理健康构成危害。此次判决预计将为后续所有案件的处理树立先例，并可能促成全球性和解。</p><p style=\"text-align: start;\">就目前而言，投资者似乎并未过度担忧。判决公布后一小时内，两家公司股价均小幅下跌，且最终裁定的赔偿金额低于部分市场预期。然而，投资者或许忽略了更大的图景：此案确立的法律先例，可能使社交媒体公司在新的领域面临责任风险。考虑到部分AI公司正因聊天机器人对个体造成的伤害而面临诉讼，这一先例的影响或将延伸至新兴技术领域。</p><p style=\"text-align: start;\">与此同时，Meta未来的价值依然高度依赖于其社交媒体应用维持用户粘性的能力。若仔细聆听高管的言论，他们的期望正是借助AI，使社交媒体推送内容比现在更具个性化。因此，无论Meta和YouTube需为过往行为付出多大代价，此案都可能对其未来的业务策略构成制约。</p><p style=\"text-align: start;\"><strong>一场与特斯拉对标的豪赌</strong></p><p style=\"text-align: start;\">Meta目前是美国市值第七大公司，仅次于 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 、 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 、Alphabet 、 <a href=\"https://laohu8.com/S/MSFT\">微软</a> 、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 和 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 。 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 以1.47万亿美元的市值位居第八。</p><p style=\"text-align: start;\">在周三判决之前，Meta于周二晚间披露的股票期权授予计划，也颇有些“薪酬表演”的意味。要让这些期权产生任何价值，Meta股价需在2031年前近乎翻倍，突破1116美元的最低行权价。而要获得全部期权，股价需达到3727美元。</p><p style=\"text-align: start;\">若Meta股价真能实现如此惊人的涨幅，包括首席财务官Susan Li、首席技术官Andrew Bosworth、首席产品官Chris Cox及首席运营官Javier Oliván在内的六位高管，每人将轻松从这些期权中获得近8亿美元。当然，这些期权也可能最终一文不值。</p><p style=\"text-align: start;\">此举意欲何为？马克·扎克伯格似乎在效仿埃隆·马斯克，极力展示对公司未来的信心。去年秋天，特斯拉股东批准了一项授予马斯克的薪酬方案，若特斯拉在未来十年达成一系列目标（包括市值升至8.5万亿美元），其价值最高可达1万亿美元。彼时特斯拉市值约1万亿美元，目前为1.4万亿美元，与Meta相当。Meta的目标恰好比特斯拉高出近1万亿美元，且时间表仅为特斯拉的一半——五年。要实现股价到2031年达到3727美元，意味着年化回报率需达到45%。</p><p style=\"text-align: start;\">周三，随着Meta确认作为重组一部分将裁员数百人（影响其7.9万名员工中的不到1000人），该股早盘涨幅有所收窄。在薪酬激励计划推动下上涨约1.2%后，最终收涨0.8%。</p><p style=\"text-align: start;\"><strong>投资者的两难处境</strong></p><p style=\"text-align: start;\">即便这些期权最终化为泡影，也无需为这些高管扼腕叹息。他们不仅享有近百万美元年薪，还获得等额现金奖金，且每年都能获得价值数千万美元的限制性股票单元授予。此次期权是在此基础之上的额外激励，更像是锦上添花。</p><p style=\"text-align: start;\">对于投资者而言，Meta当前正面临多空交织的复杂局面：一面是激进的市值目标所传递的增长信心，另一面是法律诉讼带来的责任风险与业务不确定性。考虑到特斯拉此前类似的激励计划并未阻止其股价波动，且AI投资回报路径尚不清晰，投资者需警惕短期炒作与长期风险之间的落差。</p><p><br/></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>Meta豪赌9万亿市值对标特斯拉，法律败诉再添阴霾，多空交织下暗藏博弈机会</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{ 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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\">\nMeta豪赌9万亿市值对标特斯拉，法律败诉再添阴霾，多空交织下暗藏博弈机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-26 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>对于 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> 而言，这一周迎来了多项巨变和考验。</p><p style=\"text-align: start;\">周二晚间，Meta高调披露了一项针对高管的股票期权授予计划，其完全归属条件是：到2031年，公司市值需从当前的1.5万亿美元攀升至9.4万亿美元以上。数小时后，媒体曝出Meta将裁减数百名员工的消息。又过了几个小时，洛杉矶一个陪审团裁定，Meta及谷歌旗下YouTube需对一起关于社交媒体成瘾性的诉讼承担过失责任。</p><p style=\"text-align: start;\"><strong>法律阴影笼罩</strong></p><p style=\"text-align: start;\">这一判决可能对Meta未来的股票价值构成压制。此案是数千起诉讼中的首例，这些家庭声称相关企业设计的产品具有成瘾性，对青少年心理健康构成危害。此次判决预计将为后续所有案件的处理树立先例，并可能促成全球性和解。</p><p style=\"text-align: start;\">就目前而言，投资者似乎并未过度担忧。判决公布后一小时内，两家公司股价均小幅下跌，且最终裁定的赔偿金额低于部分市场预期。然而，投资者或许忽略了更大的图景：此案确立的法律先例，可能使社交媒体公司在新的领域面临责任风险。考虑到部分AI公司正因聊天机器人对个体造成的伤害而面临诉讼，这一先例的影响或将延伸至新兴技术领域。</p><p style=\"text-align: start;\">与此同时，Meta未来的价值依然高度依赖于其社交媒体应用维持用户粘性的能力。若仔细聆听高管的言论，他们的期望正是借助AI，使社交媒体推送内容比现在更具个性化。因此，无论Meta和YouTube需为过往行为付出多大代价，此案都可能对其未来的业务策略构成制约。</p><p style=\"text-align: start;\"><strong>一场与特斯拉对标的豪赌</strong></p><p style=\"text-align: start;\">Meta目前是美国市值第七大公司，仅次于 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 、 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 、Alphabet 、 <a href=\"https://laohu8.com/S/MSFT\">微软</a> 、 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 和 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 。 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 以1.47万亿美元的市值位居第八。</p><p style=\"text-align: start;\">在周三判决之前，Meta于周二晚间披露的股票期权授予计划，也颇有些“薪酬表演”的意味。要让这些期权产生任何价值，Meta股价需在2031年前近乎翻倍，突破1116美元的最低行权价。而要获得全部期权，股价需达到3727美元。</p><p style=\"text-align: start;\">若Meta股价真能实现如此惊人的涨幅，包括首席财务官Susan Li、首席技术官Andrew Bosworth、首席产品官Chris Cox及首席运营官Javier Oliván在内的六位高管，每人将轻松从这些期权中获得近8亿美元。当然，这些期权也可能最终一文不值。</p><p style=\"text-align: start;\">此举意欲何为？马克·扎克伯格似乎在效仿埃隆·马斯克，极力展示对公司未来的信心。去年秋天，特斯拉股东批准了一项授予马斯克的薪酬方案，若特斯拉在未来十年达成一系列目标（包括市值升至8.5万亿美元），其价值最高可达1万亿美元。彼时特斯拉市值约1万亿美元，目前为1.4万亿美元，与Meta相当。Meta的目标恰好比特斯拉高出近1万亿美元，且时间表仅为特斯拉的一半——五年。要实现股价到2031年达到3727美元，意味着年化回报率需达到45%。</p><p style=\"text-align: start;\">周三，随着Meta确认作为重组一部分将裁员数百人（影响其7.9万名员工中的不到1000人），该股早盘涨幅有所收窄。在薪酬激励计划推动下上涨约1.2%后，最终收涨0.8%。</p><p style=\"text-align: start;\"><strong>投资者的两难处境</strong></p><p style=\"text-align: start;\">即便这些期权最终化为泡影，也无需为这些高管扼腕叹息。他们不仅享有近百万美元年薪，还获得等额现金奖金，且每年都能获得价值数千万美元的限制性股票单元授予。此次期权是在此基础之上的额外激励，更像是锦上添花。</p><p style=\"text-align: start;\">对于投资者而言，Meta当前正面临多空交织的复杂局面：一面是激进的市值目标所传递的增长信心，另一面是法律诉讼带来的责任风险与业务不确定性。考虑到特斯拉此前类似的激励计划并未阻止其股价波动，且AI投资回报路径尚不清晰，投资者需警惕短期炒作与长期风险之间的落差。</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/d58a510bb2abce0297f90131f8c8fecd","relate_stocks":{"NVDA":"英伟达","MSFT":"微软","TSLA":"特斯拉","META":"Meta Platforms, Inc.","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115635630","content_text":"对于 Meta Platforms, Inc. 而言，这一周迎来了多项巨变和考验。周二晚间，Meta高调披露了一项针对高管的股票期权授予计划，其完全归属条件是：到2031年，公司市值需从当前的1.5万亿美元攀升至9.4万亿美元以上。数小时后，媒体曝出Meta将裁减数百名员工的消息。又过了几个小时，洛杉矶一个陪审团裁定，Meta及谷歌旗下YouTube需对一起关于社交媒体成瘾性的诉讼承担过失责任。法律阴影笼罩这一判决可能对Meta未来的股票价值构成压制。此案是数千起诉讼中的首例，这些家庭声称相关企业设计的产品具有成瘾性，对青少年心理健康构成危害。此次判决预计将为后续所有案件的处理树立先例，并可能促成全球性和解。就目前而言，投资者似乎并未过度担忧。判决公布后一小时内，两家公司股价均小幅下跌，且最终裁定的赔偿金额低于部分市场预期。然而，投资者或许忽略了更大的图景：此案确立的法律先例，可能使社交媒体公司在新的领域面临责任风险。考虑到部分AI公司正因聊天机器人对个体造成的伤害而面临诉讼，这一先例的影响或将延伸至新兴技术领域。与此同时，Meta未来的价值依然高度依赖于其社交媒体应用维持用户粘性的能力。若仔细聆听高管的言论，他们的期望正是借助AI，使社交媒体推送内容比现在更具个性化。因此，无论Meta和YouTube需为过往行为付出多大代价，此案都可能对其未来的业务策略构成制约。一场与特斯拉对标的豪赌Meta目前是美国市值第七大公司，仅次于 英伟达 、 苹果 、Alphabet 、 微软 、 亚马逊 和 博通 。 特斯拉 以1.47万亿美元的市值位居第八。在周三判决之前，Meta于周二晚间披露的股票期权授予计划，也颇有些“薪酬表演”的意味。要让这些期权产生任何价值，Meta股价需在2031年前近乎翻倍，突破1116美元的最低行权价。而要获得全部期权，股价需达到3727美元。若Meta股价真能实现如此惊人的涨幅，包括首席财务官Susan Li、首席技术官Andrew Bosworth、首席产品官Chris Cox及首席运营官Javier Oliván在内的六位高管，每人将轻松从这些期权中获得近8亿美元。当然，这些期权也可能最终一文不值。此举意欲何为？马克·扎克伯格似乎在效仿埃隆·马斯克，极力展示对公司未来的信心。去年秋天，特斯拉股东批准了一项授予马斯克的薪酬方案，若特斯拉在未来十年达成一系列目标（包括市值升至8.5万亿美元），其价值最高可达1万亿美元。彼时特斯拉市值约1万亿美元，目前为1.4万亿美元，与Meta相当。Meta的目标恰好比特斯拉高出近1万亿美元，且时间表仅为特斯拉的一半——五年。要实现股价到2031年达到3727美元，意味着年化回报率需达到45%。周三，随着Meta确认作为重组一部分将裁员数百人（影响其7.9万名员工中的不到1000人），该股早盘涨幅有所收窄。在薪酬激励计划推动下上涨约1.2%后，最终收涨0.8%。投资者的两难处境即便这些期权最终化为泡影，也无需为这些高管扼腕叹息。他们不仅享有近百万美元年薪，还获得等额现金奖金，且每年都能获得价值数千万美元的限制性股票单元授予。此次期权是在此基础之上的额外激励，更像是锦上添花。对于投资者而言，Meta当前正面临多空交织的复杂局面：一面是激进的市值目标所传递的增长信心，另一面是法律诉讼带来的责任风险与业务不确定性。考虑到特斯拉此前类似的激励计划并未阻止其股价波动，且AI投资回报路径尚不清晰，投资者需警惕短期炒作与长期风险之间的落差。","news_type":1,"symbols_score_info":{"MSFT":2,"META":2.1,"NVDA":2.1,"TSLA":2.1,"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546796822722280,"gmtCreate":1774518870425,"gmtModify":1774518872688,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"抄底了吗","listText":"抄底了吗","text":"抄底了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546796822722280","repostId":"1149689607","repostType":2,"repost":{"id":"1149689607","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1774516713,"share":"https://www.laohu8.com/m/news/1149689607?lang=zh_CN&edition=full","pubTime":"2026-03-26 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17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月26日，泡泡玛特：于2026年3月26日回购394万股，耗资约6亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/685656e1b8a81c22a77e8df3ad5f0bc4\" tg-width=\"1332\" 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20:24","market":"us","language":"zh","title":"美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次","url":"https://stock-news.laohu8.com/highlight/detail?id=2620363267","media":"老虎资讯综合","summary":"今年经济将强劲增长。","content":"<html><head></head><body><p>美联储理事鲍曼（持鸽派立场的官员）在接受福克斯商业新闻频道的采访时表示，现在评估伊朗战争所带来的影响还为时过早，她预计得益于政府的供给侧支出，今年经济将强劲增长。</p><p>鲍曼表示，她并未听到企业正在裁员的消息，但她仍对就业市场感到担忧。她还表示，仍预计今年会降息三次。关于银行业监管方面，鲍曼希望确保此次银行业监管改革能够充分考虑到银行的需求，并会继续根据银行的特点调整监管规定。鲍曼正在密切关注私人信贷领域的情况，同时也在留意人工智能领域的杠杆情况，并确保监管机构能够留意相关风险。</p><p>鲍曼表示，期待与凯文·沃什合作，并且如果他的任命获得通过，将会对美联储产生重大影响。关于美联储主席鲍威尔，鲍曼表示，鲍威尔已经明确说明了自己在美联储的任期安排，并且会让鲍威尔自己来阐述相关情况。</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>美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次</title>\n<style 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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美联储理事鲍曼：现在评估伊朗战争的影响还过早，预计今年将降息三次\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-20 20:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美联储理事鲍曼（持鸽派立场的官员）在接受福克斯商业新闻频道的采访时表示，现在评估伊朗战争所带来的影响还为时过早，她预计得益于政府的供给侧支出，今年经济将强劲增长。</p><p>鲍曼表示，她并未听到企业正在裁员的消息，但她仍对就业市场感到担忧。她还表示，仍预计今年会降息三次。关于银行业监管方面，鲍曼希望确保此次银行业监管改革能够充分考虑到银行的需求，并会继续根据银行的特点调整监管规定。鲍曼正在密切关注私人信贷领域的情况，同时也在留意人工智能领域的杠杆情况，并确保监管机构能够留意相关风险。</p><p>鲍曼表示，期待与凯文·沃什合作，并且如果他的任命获得通过，将会对美联储产生重大影响。关于美联储主席鲍威尔，鲍曼表示，鲍威尔已经明确说明了自己在美联储的任期安排，并且会让鲍威尔自己来阐述相关情况。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1feb392871937efd04fde61e0e621436","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.chaincatcher.com/article/2253373","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620363267","content_text":"美联储理事鲍曼（持鸽派立场的官员）在接受福克斯商业新闻频道的采访时表示，现在评估伊朗战争所带来的影响还为时过早，她预计得益于政府的供给侧支出，今年经济将强劲增长。鲍曼表示，她并未听到企业正在裁员的消息，但她仍对就业市场感到担忧。她还表示，仍预计今年会降息三次。关于银行业监管方面，鲍曼希望确保此次银行业监管改革能够充分考虑到银行的需求，并会继续根据银行的特点调整监管规定。鲍曼正在密切关注私人信贷领域的情况，同时也在留意人工智能领域的杠杆情况，并确保监管机构能够留意相关风险。鲍曼表示，期待与凯文·沃什合作，并且如果他的任命获得通过，将会对美联储产生重大影响。关于美联储主席鲍威尔，鲍曼表示，鲍威尔已经明确说明了自己在美联储的任期安排，并且会让鲍威尔自己来阐述相关情况。","news_type":1,"symbols_score_info":{".IXIC":2,".DJI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543261712131960,"gmtCreate":1773657780589,"gmtModify":1773657782450,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 卖飞了的➕1","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> 卖飞了的➕1","text":"$NEBIUS(NBIS)$ 卖飞了的➕1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543261712131960","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541620452001512,"gmtCreate":1773257058930,"gmtModify":1773257061536,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"不行了","listText":"不行了","text":"不行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541620452001512","repostId":"2618926227","repostType":4,"repost":{"id":"2618926227","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":1773242406,"share":"https://www.laohu8.com/m/news/2618926227?lang=zh_CN&edition=full","pubTime":"2026-03-11 23:20","market":"nz","language":"zh","title":"OpenAI电商梦遭现实重击：购买转化率不足1%，商家冷眼旁观，用户几乎不买单","url":"https://stock-news.laohu8.com/highlight/detail?id=2618926227","media":"华尔街见闻","summary":"流量难以转化为销量！因商品点击率不足1%且商家冷淡，OpenAI正缩减ChatGPT直接结账业务，将重心转向“ChatGPT apps”模式与广告业务。但在支付未闭环、Shopify等巨头退守下，其商业化之路依然漫长。","content":"<html><head></head><body><blockquote><p>流量难以转化为销量！因商品点击率不足1%且商家冷淡，OpenAI正缩减ChatGPT直接结账业务，将重心转向“ChatGPT apps”模式与广告业务。但在支付未闭环、Shopify等巨头退守下，其商业化之路依然漫长。</p></blockquote><p>OpenAI试图把ChatGPT从“搜索与对话工具”推向“交易入口”的商业化路径，正在被低转化率与商家参与度不足拉回现实：<strong>产品“买”按钮点击率不足1%，远低于典型电商网站3%到4%的水平</strong>，直接冲击其抽佣变现设想。</p><p>据The Information，OpenAI已在上周三确认，<strong>缩减在ChatGPT内直接上架并售卖商品的聊天内结账尝试。</strong>知情人士称，这一收缩发生在商家采用有限、实际成交不多之后。</p><p>与此同时，OpenAI把重心转向“ChatGPT apps”模式，希望零售商与平台方以独立应用的形式在ChatGPT内“开店”，再结合其与Stripe共同开发的结账技术完成交易。</p><p>但目前只有Instacart支持在ChatGPT app内直接结账，<strong>其他多数场景仍需跳转商家网站，交易链条与体验尚未闭环。</strong></p><p>合作伙伴态度也更谨慎。<strong><a href=\"https://laohu8.com/S/SHOP\">Shopify</a>已确认不会推出自己的ChatGPT app</strong>，ChatGPT用户将转回商家自有站点结账。OpenAI则在缩减直接购物后，<strong>将更多精力转向在ChatGPT内售卖广告</strong>，其首批广告已于2月上线，但尚未显著扩大规模。</p><h2 id=\"id_4181620964\">转向ChatGPT apps：入口难找，结账能力仍受限</h2><p>ChatGPT apps推出仅数月，目前覆盖约100家消费类公司，包括Uber与Instacart。但<strong>“能不能被用户找到”本身就是门槛</strong>：用户需要先手动启用应用，再在对话中通过如“@Instacart”的方式唤起。</p><p>据The Information，OpenAI曾对部分商业公司表示，未来可能会根据对话内容主动推荐相关apps，但尚未决定最佳方案。</p><p><strong>更直接的限制在交易环节。</strong>OpenAI称ChatGPT apps将提供其与Stripe为原始购物服务设计的结账技术，但当前只有Instacart实现了在ChatGPT app内直接结账。</p><p>OpenAI的开发者文档也建议开发者将用户重定向至零售商自有站点完成支付，并注明ChatGPT结账功能仅限部分市场、且并非对所有用户开放。</p><h2 id=\"id_609943921\">转化率与曝光率双低：用户“看到的不多，点的更少”</h2><p>据The Information，在出现可购买的产品列表时，<strong>用户点击购买按钮的比例不足1%，显著低于电商网站平均3%到4%的转化率。</strong>这意味着即便OpenAI希望通过“按成交抽佣”获得收入，规模化前景也受限。</p><p>商品曝光同样偏低。AI搜索营销初创公司Profound在9月至1月跟踪该功能发现，在约200万条购物相关提示词中，产品列表仅约9%的情况下会出现在搜索结果中，当提示词涉及特定品牌时比例更低。</p><p>Profound研究与策略负责人Josh Blyskal表示，直觉上用户提到明确型号如“<a href=\"https://laohu8.com/S/DELL\">Dell</a> XPS 15”应更接近购买意图，但产品展示反而更多出现在“评估型问题”中。</p><p>OpenAI发言人回应称，电商相关查询难以清晰界定，公司在多种提示词中都能观察到购物意图。</p><h2 id=\"id_4814778\">商家与平台算账：投入开发成本，收益仍不清晰</h2><p>对商家而言，ChatGPT apps的价值主张仍在验证期。即使不依赖应用内结账，用户也可以在ChatGPT中搜索商品并通过链接跳转至商家网站购买。</p><p>OpenAI发言人称，<strong>应用内结账能让商家对购买体验拥有更多控制权与灵活性，但这也意味着零售商需要承担更多开发与维护工作来搭建“店面”。</strong></p><p><strong>合作伙伴选择出现分化。</strong>Etsy曾是最初表态通过ChatGPT结账售卖的公司之一，目前计划推出ChatGPT app，但发言人称尚无明确时间表。</p><p><strong>Shopify则明确不会提供自有ChatGPT app</strong>，并把结账环节留在商家网站端，这进一步削弱了OpenAI在应用内形成统一交易闭环的可能性。</p><h2 id=\"id_148545625\">变现路线调整：从抽佣受挫到广告加码，生态仍待磨合</h2><p>The Information称，OpenAI最初希望通过对每笔购买向商家收取一定比例费用来变现，但在商家采用与成交有限后选择收缩聊天内直接购物业务。</p><p>随着战略回摆，<strong>OpenAI将更多资源投向ChatGPT广告业务，2月已上线首批广告，但尚未大幅扩张。</strong></p><p>零售商也在重塑与ChatGPT的协作方式。一位Walmart高管在上周的投资者会议上表示，公司已准备从在ChatGPT内直接上架产品的做法中转向，称那是“初步实验”。</p><p>Walmart计划在下个月把其Sparky AI购物助手更直接地接入ChatGPT，使已登录用户可在购物车中捆绑商品，并选择在ChatGPT或Walmart自有app中结账。这类“由零售商自控体验”的方案，正在成为OpenAI电商叙事中的现实替代路径。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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\">\nOpenAI电商梦遭现实重击：购买转化率不足1%，商家冷眼旁观，用户几乎不买单\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\">2026-03-11 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>流量难以转化为销量！因商品点击率不足1%且商家冷淡，OpenAI正缩减ChatGPT直接结账业务，将重心转向“ChatGPT apps”模式与广告业务。但在支付未闭环、Shopify等巨头退守下，其商业化之路依然漫长。</p></blockquote><p>OpenAI试图把ChatGPT从“搜索与对话工具”推向“交易入口”的商业化路径，正在被低转化率与商家参与度不足拉回现实：<strong>产品“买”按钮点击率不足1%，远低于典型电商网站3%到4%的水平</strong>，直接冲击其抽佣变现设想。</p><p>据The Information，OpenAI已在上周三确认，<strong>缩减在ChatGPT内直接上架并售卖商品的聊天内结账尝试。</strong>知情人士称，这一收缩发生在商家采用有限、实际成交不多之后。</p><p>与此同时，OpenAI把重心转向“ChatGPT apps”模式，希望零售商与平台方以独立应用的形式在ChatGPT内“开店”，再结合其与Stripe共同开发的结账技术完成交易。</p><p>但目前只有Instacart支持在ChatGPT app内直接结账，<strong>其他多数场景仍需跳转商家网站，交易链条与体验尚未闭环。</strong></p><p>合作伙伴态度也更谨慎。<strong><a href=\"https://laohu8.com/S/SHOP\">Shopify</a>已确认不会推出自己的ChatGPT app</strong>，ChatGPT用户将转回商家自有站点结账。OpenAI则在缩减直接购物后，<strong>将更多精力转向在ChatGPT内售卖广告</strong>，其首批广告已于2月上线，但尚未显著扩大规模。</p><h2 id=\"id_4181620964\">转向ChatGPT apps：入口难找，结账能力仍受限</h2><p>ChatGPT apps推出仅数月，目前覆盖约100家消费类公司，包括Uber与Instacart。但<strong>“能不能被用户找到”本身就是门槛</strong>：用户需要先手动启用应用，再在对话中通过如“@Instacart”的方式唤起。</p><p>据The Information，OpenAI曾对部分商业公司表示，未来可能会根据对话内容主动推荐相关apps，但尚未决定最佳方案。</p><p><strong>更直接的限制在交易环节。</strong>OpenAI称ChatGPT apps将提供其与Stripe为原始购物服务设计的结账技术，但当前只有Instacart实现了在ChatGPT app内直接结账。</p><p>OpenAI的开发者文档也建议开发者将用户重定向至零售商自有站点完成支付，并注明ChatGPT结账功能仅限部分市场、且并非对所有用户开放。</p><h2 id=\"id_609943921\">转化率与曝光率双低：用户“看到的不多，点的更少”</h2><p>据The Information，在出现可购买的产品列表时，<strong>用户点击购买按钮的比例不足1%，显著低于电商网站平均3%到4%的转化率。</strong>这意味着即便OpenAI希望通过“按成交抽佣”获得收入，规模化前景也受限。</p><p>商品曝光同样偏低。AI搜索营销初创公司Profound在9月至1月跟踪该功能发现，在约200万条购物相关提示词中，产品列表仅约9%的情况下会出现在搜索结果中，当提示词涉及特定品牌时比例更低。</p><p>Profound研究与策略负责人Josh Blyskal表示，直觉上用户提到明确型号如“<a href=\"https://laohu8.com/S/DELL\">Dell</a> XPS 15”应更接近购买意图，但产品展示反而更多出现在“评估型问题”中。</p><p>OpenAI发言人回应称，电商相关查询难以清晰界定，公司在多种提示词中都能观察到购物意图。</p><h2 id=\"id_4814778\">商家与平台算账：投入开发成本，收益仍不清晰</h2><p>对商家而言，ChatGPT apps的价值主张仍在验证期。即使不依赖应用内结账，用户也可以在ChatGPT中搜索商品并通过链接跳转至商家网站购买。</p><p>OpenAI发言人称，<strong>应用内结账能让商家对购买体验拥有更多控制权与灵活性，但这也意味着零售商需要承担更多开发与维护工作来搭建“店面”。</strong></p><p><strong>合作伙伴选择出现分化。</strong>Etsy曾是最初表态通过ChatGPT结账售卖的公司之一，目前计划推出ChatGPT app，但发言人称尚无明确时间表。</p><p><strong>Shopify则明确不会提供自有ChatGPT app</strong>，并把结账环节留在商家网站端，这进一步削弱了OpenAI在应用内形成统一交易闭环的可能性。</p><h2 id=\"id_148545625\">变现路线调整：从抽佣受挫到广告加码，生态仍待磨合</h2><p>The Information称，OpenAI最初希望通过对每笔购买向商家收取一定比例费用来变现，但在商家采用与成交有限后选择收缩聊天内直接购物业务。</p><p>随着战略回摆，<strong>OpenAI将更多资源投向ChatGPT广告业务，2月已上线首批广告，但尚未大幅扩张。</strong></p><p>零售商也在重塑与ChatGPT的协作方式。一位Walmart高管在上周的投资者会议上表示，公司已准备从在ChatGPT内直接上架产品的做法中转向，称那是“初步实验”。</p><p>Walmart计划在下个月把其Sparky AI购物助手更直接地接入ChatGPT，使已登录用户可在购物车中捆绑商品，并选择在ChatGPT或Walmart自有app中结账。这类“由零售商自控体验”的方案，正在成为OpenAI电商叙事中的现实替代路径。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf31e5a2ea5c40f9fab4d1b4548dc76d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3767265","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618926227","content_text":"流量难以转化为销量！因商品点击率不足1%且商家冷淡，OpenAI正缩减ChatGPT直接结账业务，将重心转向“ChatGPT apps”模式与广告业务。但在支付未闭环、Shopify等巨头退守下，其商业化之路依然漫长。OpenAI试图把ChatGPT从“搜索与对话工具”推向“交易入口”的商业化路径，正在被低转化率与商家参与度不足拉回现实：产品“买”按钮点击率不足1%，远低于典型电商网站3%到4%的水平，直接冲击其抽佣变现设想。据The Information，OpenAI已在上周三确认，缩减在ChatGPT内直接上架并售卖商品的聊天内结账尝试。知情人士称，这一收缩发生在商家采用有限、实际成交不多之后。与此同时，OpenAI把重心转向“ChatGPT apps”模式，希望零售商与平台方以独立应用的形式在ChatGPT内“开店”，再结合其与Stripe共同开发的结账技术完成交易。但目前只有Instacart支持在ChatGPT app内直接结账，其他多数场景仍需跳转商家网站，交易链条与体验尚未闭环。合作伙伴态度也更谨慎。Shopify已确认不会推出自己的ChatGPT app，ChatGPT用户将转回商家自有站点结账。OpenAI则在缩减直接购物后，将更多精力转向在ChatGPT内售卖广告，其首批广告已于2月上线，但尚未显著扩大规模。转向ChatGPT apps：入口难找，结账能力仍受限ChatGPT apps推出仅数月，目前覆盖约100家消费类公司，包括Uber与Instacart。但“能不能被用户找到”本身就是门槛：用户需要先手动启用应用，再在对话中通过如“@Instacart”的方式唤起。据The Information，OpenAI曾对部分商业公司表示，未来可能会根据对话内容主动推荐相关apps，但尚未决定最佳方案。更直接的限制在交易环节。OpenAI称ChatGPT apps将提供其与Stripe为原始购物服务设计的结账技术，但当前只有Instacart实现了在ChatGPT app内直接结账。OpenAI的开发者文档也建议开发者将用户重定向至零售商自有站点完成支付，并注明ChatGPT结账功能仅限部分市场、且并非对所有用户开放。转化率与曝光率双低：用户“看到的不多，点的更少”据The Information，在出现可购买的产品列表时，用户点击购买按钮的比例不足1%，显著低于电商网站平均3%到4%的转化率。这意味着即便OpenAI希望通过“按成交抽佣”获得收入，规模化前景也受限。商品曝光同样偏低。AI搜索营销初创公司Profound在9月至1月跟踪该功能发现，在约200万条购物相关提示词中，产品列表仅约9%的情况下会出现在搜索结果中，当提示词涉及特定品牌时比例更低。Profound研究与策略负责人Josh Blyskal表示，直觉上用户提到明确型号如“Dell XPS 15”应更接近购买意图，但产品展示反而更多出现在“评估型问题”中。OpenAI发言人回应称，电商相关查询难以清晰界定，公司在多种提示词中都能观察到购物意图。商家与平台算账：投入开发成本，收益仍不清晰对商家而言，ChatGPT apps的价值主张仍在验证期。即使不依赖应用内结账，用户也可以在ChatGPT中搜索商品并通过链接跳转至商家网站购买。OpenAI发言人称，应用内结账能让商家对购买体验拥有更多控制权与灵活性，但这也意味着零售商需要承担更多开发与维护工作来搭建“店面”。合作伙伴选择出现分化。Etsy曾是最初表态通过ChatGPT结账售卖的公司之一，目前计划推出ChatGPT app，但发言人称尚无明确时间表。Shopify则明确不会提供自有ChatGPT app，并把结账环节留在商家网站端，这进一步削弱了OpenAI在应用内形成统一交易闭环的可能性。变现路线调整：从抽佣受挫到广告加码，生态仍待磨合The Information称，OpenAI最初希望通过对每笔购买向商家收取一定比例费用来变现，但在商家采用与成交有限后选择收缩聊天内直接购物业务。随着战略回摆，OpenAI将更多资源投向ChatGPT广告业务，2月已上线首批广告，但尚未大幅扩张。零售商也在重塑与ChatGPT的协作方式。一位Walmart高管在上周的投资者会议上表示，公司已准备从在ChatGPT内直接上架产品的做法中转向，称那是“初步实验”。Walmart计划在下个月把其Sparky AI购物助手更直接地接入ChatGPT，使已登录用户可在购物车中捆绑商品，并选择在ChatGPT或Walmart自有app中结账。这类“由零售商自控体验”的方案，正在成为OpenAI电商叙事中的现实替代路径。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539794879923240,"gmtCreate":1772803984000,"gmtModify":1772803985910,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"……","listText":"……","text":"……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/539794879923240","repostId":"1127081464","repostType":2,"repost":{"id":"1127081464","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1772803821,"share":"https://www.laohu8.com/m/news/1127081464?lang=zh_CN&edition=full","pubTime":"2026-03-06 21:30","market":"us","language":"zh","title":"美国2月非农意外减少9.2万人，失业率4.4%略高于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1127081464","media":"老虎资讯综合","summary":"3月6日，美国2月季调后非农就业人口 -9.2万人，预期5.9万人，前值由13万人修正为12.6万人；美国2月失业率 4.4%，预期4.3%，前值4.3%。美国股指期货在2月非农就业数据公布后延续跌势。","content":"<html><head></head><body><p>3月6日，美国2月季调后非农就业人口减少9.2万人，继2025年10月之后再次录得负值，市场预期增加5.9万人，前值由13万人修正为12.6万人；美国2月失业率4.4%，为2025年12月以来新高，市场预期4.3%，前值4.3%。</p><p>美国劳工统计局：12月份非农新增就业人数从4.8万人修正至-1.7万人；1月份非农新增就业人数从13万人修正至12.6万人。经修正后，12月和1月新增就业人数合计较修正前减少6.9万人。</p><p>美国股指期货在2月非农就业数据公布后延续跌势，纳指期货跌幅扩大至逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c01f31067cb7777d1fdaf0a54caf6d95\" title=\"\" tg-width=\"417\" tg-height=\"192\"/></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>美国2月非农意外减少9.2万人，失业率4.4%略高于预期</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; 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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美国2月非农意外减少9.2万人，失业率4.4%略高于预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-06 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日，美国2月季调后非农就业人口减少9.2万人，继2025年10月之后再次录得负值，市场预期增加5.9万人，前值由13万人修正为12.6万人；美国2月失业率4.4%，为2025年12月以来新高，市场预期4.3%，前值4.3%。</p><p>美国劳工统计局：12月份非农新增就业人数从4.8万人修正至-1.7万人；1月份非农新增就业人数从13万人修正至12.6万人。经修正后，12月和1月新增就业人数合计较修正前减少6.9万人。</p><p>美国股指期货在2月非农就业数据公布后延续跌势，纳指期货跌幅扩大至逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c01f31067cb7777d1fdaf0a54caf6d95\" title=\"\" tg-width=\"417\" tg-height=\"192\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127081464","content_text":"3月6日，美国2月季调后非农就业人口减少9.2万人，继2025年10月之后再次录得负值，市场预期增加5.9万人，前值由13万人修正为12.6万人；美国2月失业率4.4%，为2025年12月以来新高，市场预期4.3%，前值4.3%。美国劳工统计局：12月份非农新增就业人数从4.8万人修正至-1.7万人；1月份非农新增就业人数从13万人修正至12.6万人。经修正后，12月和1月新增就业人数合计较修正前减少6.9万人。美国股指期货在2月非农就业数据公布后延续跌势，纳指期货跌幅扩大至逾1%。","news_type":1,"symbols_score_info":{"NQmain":2,"MNQ2612":2,"ESmain":2,"MNQ2603":2,"YMmain":2,"MNQmain":2}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529720990429464,"gmtCreate":1770347364910,"gmtModify":1770347366931,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"<a 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老登一个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529720990429464","isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523789047390520,"gmtCreate":1768904866818,"gmtModify":1768904868861,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"跌成翔了","listText":"跌成翔了","text":"跌成翔了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523789047390520","repostId":"1140923575","repostType":2,"repost":{"id":"1140923575","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768904440,"share":"https://www.laohu8.com/m/news/1140923575?lang=zh_CN&edition=full","pubTime":"2026-01-20 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href=\"https://laohu8.com/S/01810\">小米集团-W</a> ：1月20日斥资约1.96亿港元回购550万股B类股份，每股回购价格为35.46港元-35.86港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/913dbe06a2e4b5786b8d4a9897247185\" tg-width=\"1324\" tg-height=\"719\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140923575","content_text":"小米集团-W ：1月20日斥资约1.96亿港元回购550万股B类股份，每股回购价格为35.46港元-35.86港元。","news_type":1,"symbols_score_info":{"01810":1,"XIACY":1}},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522151146397816,"gmtCreate":1768514353990,"gmtModify":1768514377369,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"深井冰","listText":"深井冰","text":"深井冰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522151146397816","repostId":"2603981178","repostType":2,"repost":{"id":"2603981178","kind":"news","pubTimestamp":1768491000,"share":"https://www.laohu8.com/m/news/2603981178?lang=zh_CN&edition=full","pubTime":"2026-01-15 23:30","market":"us","language":"zh","title":"追觅科技CEO宣布将推出对标携程产品 挑战在线旅游市场垄断格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2603981178","media":"太平洋科技","summary":"1月15日，市场监管总局宣布对携程涉嫌滥用市场支配地位实施垄断行为立案调查。追觅科技创始人兼CEO俞浩随即在朋友圈表态，宣称公司对标携程的产品\"今天就推出\"，并表示\"响应国家号召\"。俞浩还称追觅生态将成为人类历史上第一个百万亿美金的公司生态。据悉，智能家居品牌追觅近期在各个领域大幅扩张，短短几个月先后入局多个市场，还被曝出将入局无人机、小行星探索/采矿等领域。","content":"<html><body><article><p>1月15日，市场监管总局宣布对<a href=\"https://laohu8.com/S/TCOM\">携程</a>涉嫌滥用市场支配地位实施垄断行为立案调查。</p><p>追觅科技创始人兼CEO俞浩随即在朋友圈表态，宣称公司对标<a href=\"https://laohu8.com/S/09961\">携程</a>的产品\"今天就推出\"，并表示\"响应国家号召\"。俞浩还称追觅生态将成为人类历史上第一个百万亿美金的公司生态。</p><p>据悉，智能家居品牌追觅近期在各个领域大幅扩张，短短几个月先后入局多个市场，还被曝出将入局无人机、小行星探索/采矿等领域。</p></article></body></html>","source":"tencent","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 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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追觅科技CEO宣布将推出对标携程产品 挑战在线旅游市场垄断格局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 23:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115234733a71f3e8d&s=b><strong>太平洋科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月15日，市场监管总局宣布对携程涉嫌滥用市场支配地位实施垄断行为立案调查。追觅科技创始人兼CEO俞浩随即在朋友圈表态，宣称公司对标携程的产品\"今天就推出\"，并表示\"响应国家号召\"。俞浩还称追觅生态将成为人类历史上第一个百万亿美金的公司生态。据悉，智能家居品牌追觅近期在各个领域大幅扩张，短短几个月先后入局多个市场，还被曝出将入局无人机、小行星探索/采矿等领域。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115234733a71f3e8d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","LU0329678170.USD":"FIDELITY EMERGING 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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>PayPal与OpenAI达成合作，成为ChatGPT首个支付钱包</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; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-28 18:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Paypal盘前大涨10%。消息面上，Paypal据称与OpenAI达成合作协议。</p><p style=\"text-align: start;\">PayPal透露，该公司已与OpenAI签署协议，将其数字钱包嵌入ChatGPT，用户可通过这款领先的消费级人工智能工具直接支付选购商品。</p><p style=\"text-align: start;\">PayPal首席执行官亚历克斯·克里斯表示，双方于上周末达成的这项协议意味着，从明年起PayPal生态系统的双方用户都将接入ChatGPT：PayPal用户可通过该AI平台购物，平台商户也可在ChatGPT上销售商品并展示库存清单。</p><p style=\"text-align: start;\">PayPal同时宣布，将在内部扩大应用OpenAI企业级AI产品以加速产品开发周期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/037b82a390b47c7344ffba6a26d2c90c","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174286951","content_text":"Paypal盘前大涨10%。消息面上，Paypal据称与OpenAI达成合作协议。PayPal透露，该公司已与OpenAI签署协议，将其数字钱包嵌入ChatGPT，用户可通过这款领先的消费级人工智能工具直接支付选购商品。PayPal首席执行官亚历克斯·克里斯表示，双方于上周末达成的这项协议意味着，从明年起PayPal生态系统的双方用户都将接入ChatGPT：PayPal用户可通过该AI平台购物，平台商户也可在ChatGPT上销售商品并展示库存清单。PayPal同时宣布，将在内部扩大应用OpenAI企业级AI产品以加速产品开发周期。","news_type":1,"symbols_score_info":{"PYPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492715484959096,"gmtCreate":1761312462323,"gmtModify":1761312464653,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"我提前帮你出了吧，预期的-0.1[笑哭]&nbsp;&nbsp;","listText":"我提前帮你出了吧，预期的-0.1[笑哭]&nbsp;&nbsp;","text":"我提前帮你出了吧，预期的-0.1[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492715484959096","repostId":"1105496083","repostType":4,"repost":{"id":"1105496083","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761312270,"share":"https://www.laohu8.com/m/news/1105496083?lang=zh_CN&edition=full","pubTime":"2025-10-24 21:24","market":"us","language":"zh","title":"白宫宣布下月或不会发布CPI报告，12月美联储决策可能变得极为复杂","url":"https://stock-news.laohu8.com/highlight/detail?id=1105496083","media":"老虎资讯综合","summary":"缺乏关键数据。","content":"<html><head></head><body><p>白宫宣布，下个月很可能不会发布美国通胀数据。机构分析师指出，需要注意的是，要公布10月份的通胀数据，美国劳工统计局工作人员必须在10月期间采集价格信息——而实际上，当时他们几乎都未在岗。经济学家指出，发布10月就业数据可能相对容易一些——毕竟企业清楚自己雇用了或解雇了哪些员工，并有相关记录可查，但如果10月份根本没有开展价格调查，那么要重新构建一份CPI报告，将会极其困难。</p><p>分析师认为，<strong>白宫的这一声明真正提醒了市场：如果缺乏关键数据，美联储12月的政策决策将变得极为复杂。政策制定者或许对就业形势的判断仍有信心，但对通胀走向的把握则明显不足。</strong></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>白宫宣布下月或不会发布CPI报告，12月美联储决策可能变得极为复杂</title>\n<style 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21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>白宫宣布，下个月很可能不会发布美国通胀数据。机构分析师指出，需要注意的是，要公布10月份的通胀数据，美国劳工统计局工作人员必须在10月期间采集价格信息——而实际上，当时他们几乎都未在岗。经济学家指出，发布10月就业数据可能相对容易一些——毕竟企业清楚自己雇用了或解雇了哪些员工，并有相关记录可查，但如果10月份根本没有开展价格调查，那么要重新构建一份CPI报告，将会极其困难。</p><p>分析师认为，<strong>白宫的这一声明真正提醒了市场：如果缺乏关键数据，美联储12月的政策决策将变得极为复杂。政策制定者或许对就业形势的判断仍有信心，但对通胀走向的把握则明显不足。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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