---
title: "The most important chart in the current market: \"Google Chain\" vs \"OpenAI Chain\""
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/267436888.md"
description: "Since November, stocks representing the \"Google Chain,\" such as Google, Broadcom, and Celestica, have continued to rise, while stocks representing the \"OpenAI Chain,\" such as NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted. This signifies a significant change in the market's long-standing \"AI trading\" logic: on the large model side, Google's Gemini 3 has surpassed OpenAI's GPT 5; on the chip side, Google's TPU has also begun to challenge NVIDIA's GPU monopoly"
datetime: "2025-11-26T01:20:40.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/267436888.md)
  - [en](https://longbridge.com/en/news/267436888.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/267436888.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/267436888.md) | [繁體中文](https://longbridge.com/zh-HK/news/267436888.md)


# The most important chart in the current market: "Google Chain" vs "OpenAI Chain"

Since November, stocks representing the "Google chain," such as Google, Broadcom, and Celestica, have continued to rise, while stocks representing the "OpenAI chain," such as NVIDIA, SoftBank, Oracle, and CoreWeave, have plummeted.

This indicates a significant change in the market's long-standing "AI trading" logic:

On the large model side, Google's Gemini 3 has surpassed OpenAI's GPT 5;

On the chip side, Google's TPU has also begun to challenge NVIDIA's GPU monopoly.

### 相关股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md)

## 相关资讯与研究

- [Google's Nobel Prize-Winning AI Chief: 'We Don't Feel Any Pressure' While OpenAI Burns $14 Billion](https://longbridge.com/zh-CN/news/281220147.md)
- [OpenAI's ad push explained in one chart](https://longbridge.com/zh-CN/news/281235106.md)
- [OpenAI Officially Pumps The Brakes On Its Raunchy Chatbot Plans](https://longbridge.com/zh-CN/news/280647681.md)
- [OpenAI's Strategy Shift Ahead of an IPO](https://longbridge.com/zh-CN/news/281416383.md)
- [OpenAI raises $122bn, edging closer to an IPO](https://longbridge.com/zh-CN/news/281242932.md)