BTIG 警告称 “人工智能市场的调整仍有很长的路要走”
总结完成，以下是我提取的核心信息关于英伟达正在与 OpenAI（私人公司）进行谈判，以确保 2500 亿美元的数据中心融资的报道最初引起了乐观情绪。然而，正如 BTIG 的首席技术市场策略师 Jonathan Krinsky 所指出的，我们总是更关注的是对新闻的价格反应，而这在今天的半导体市场中尤为明显，半导体股从上涨转为下跌，几乎下跌了 4%
Reports that Nvidia is in talks with OpenAI (private) to guarantee $250bn of financing for Data Center was initially greeted with optimism.
But, as BTIG's chief technical market strategist, Jonathan Krinsky, points, as always we are not as concerned with the 'news' itself as the price action to the news, and that is certainly standing out to us today with semis fading from green to down almost 4%.