半导体股从10月高点回落，OpenAI 收入不及预期引发 AI 估值疑虑
半导体板块本周冲高回落。费城半导体指数此前连涨五天、年内涨幅达73%，但周四《金融时报》报道 OpenAI 告诉投资者其年化收入接近500亿美元，低于媒体此前引用的约700亿美元，引发市场对 AI 基础设施支出持续性的担忧，半导体股应声下跌。
10年期美债收益率触及2002年以来最高水平、布伦特原油在103美元附近波动，也给高估值科技股带来压力。分析师指出，投资者正变得更加挑剔，对增长预期的定价也更为谨慎。
Semiconductor Stocks Pull Back as OpenAI Revenue Miss Raises AI Valuation Doubts
Semiconductor stocks retreated from October highs. The Philadelphia Semiconductor Index had risen five straight days for a 73% year-to-date gain, but a Financial Times report Thursday that OpenAI told investors its annualized revenue is near $50 billion — below the $70 billion previously cited — raised doubts about AI infrastructure spending, sending chip stocks lower.
The 10-year Treasury yield hit its highest since 2002 and Brent crude hovered near $103, pressuring high-valuation tech shares.
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