2026-04-29：OpenAI收入不及预期，生成式AI硬件交易在FOMC前裂痕显现的原因

OpenAI 算力支出预期从一万四千亿美元砍到六千亿美元，AI 硬件牛市真的变味了吗？ARM 先跌，希捷却暴涨，Robinhood 的散户流量也悄悄换了战场。本期拆开 FOMC 前最反直觉的市场裂缝：https://deepmarket.report/zh/report/us_stocks/2026-04-29

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2026-04-29：OpenAI收入不及预期，生成式AI硬件交易在FOMC前裂痕显现的原因

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