美股周五反弹收涨、三大指数全周收高：OpenAI 营收口径之争曾引发周四 AI 股抛售，SpaceX 买频谱重创电信股
美股周五（10 月 9 日）收涨：道指涨 423.31 点（+0.83%）收 51,654.95 点，标普 500 涨 0.59% 收 7,811.54 点，纳指涨 0.64% 收 27,366.17 点；全周标普、道指、纳指分别涨 1.2%、0.9%、0.6%，纳指连续第四周收高。
此前周四市场曾剧烈震荡：《金融时报》报道 OpenAI 在 9 月底的年化营收接近 500 亿美元，比此前广泛流传的约 700 亿低了约 200 亿，AI 概念股全线下挫——纳指周四跌 1.25%，费城半导体指数跌 3.39%，英伟达跌 2.9%、甲骨文跌约 5.5%。分歧主要出在统计口径：流传的 700 亿数字包含经云服务伙伴的流水（与竞品的算法一致），而 OpenAI 本身不计入伙伴收入。彭博周五报道，OpenAI 预计年底年化净营收可达 700 亿美元，帮助市场情绪修复。
个股方面，SpaceX 周四晚宣布收购一套全国性低频段频谱组合，为其 Starlink Mobile 进军地面移动通信铺路；周五 T-Mobile、AT&T、Verizon 大跌 8.5% 至 13%，为标普 500 跌幅最大的三只个股，铁塔运营商则涨 7% 至 16%。健康保险商 Humana 因 2027 年 Medicare Advantage 计划星级评级改善大涨 11%。（资料来源：CNBC 报价、Investopedia、彭博、《金融时报》）
Stocks Rebound Friday to Weekly Gains After OpenAI Revenue Flap Rattles AI Shares; SpaceX Spectrum Deal Sinks Telecoms
US stocks closed higher Friday (Oct. 9): the Dow rose 423.31 points (+0.83%) to 51,654.95, the S&P 500 gained 0.59% to 7,811.54 and the Nasdaq Composite added 0.64% to 27,366.17. For the week, the S&P 500, Dow and Nasdaq rose 1.2%, 0.9% and 0.6% respectively, with the Nasdaq posting its fourth straight weekly gain.
The rebound followed a sharp Thursday selloff. The Financial Times reported that OpenAI's annualized revenue approached $50 billion at the end of September — about $20 billion below the widely circulated $70 billion figure — sending AI stocks lower: the Nasdaq fell 1.25% Thursday, the Philadelphia Semiconductor Index dropped 3.39%, Nvidia slid 2.9% and Oracle about 5.5%. The gap was largely accounting: the $70 billion figure included revenue routed through cloud partners (the method rival Anthropic uses), which OpenAI does not count. Bloomberg reported Friday that OpenAI expects annualized net revenue of $70 billion by year-end, helping sentiment recover.
In single stocks, SpaceX announced late Thursday it would acquire a nationwide low-band spectrum portfolio to pave the way for Starlink Mobile to become a major US mobile carrier. T-Mobile, AT&T and Verizon sank 8.5% to 13% on Friday — the S&P 500's three biggest decliners — while tower operators surged 7% to 16%. Health insurer Humana soared 11% after announcing improved Medicare Advantage star ratings for 2027. (Sources: CNBC quotes, Investopedia, Bloomberg, Financial Times)
图片来源：纽约证券交易所交易大厅资料图 / Carol M. Highsmith, Public Domain, via Wikimedia Commons