看跌英伟达的转折点?美国市场如何评价OpenAI与AMD巨额算力协议 episode artwork

EPISODE · Oct 8, 2025 · 4 MIN

看跌英伟达的转折点?美国市场如何评价OpenAI与AMD巨额算力协议

from 科技热点新闻

1.OpenAI与AMD宣布达成巨额算力基建协议,按照协议,未来OpenAI可以获得AMD约10%的股权;2.华尔街分析师纷纷上调AMD目标股价,认为其在人工智能市场将占据领先地位;3.该协议同时被视为对英伟达的威胁,散户对英伟达股价情绪转跌,但也有分析师认为影响有限。

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看跌英伟达的转折点?美国市场如何评价OpenAI与AMD巨额算力协议

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