---
title: "BTIG 警告称 “人工智能市场的调整仍有很长的路要走”"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/293965585.md"
description: "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%"
datetime: "2026-07-27T19:07:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293965585.md)
  - [en](https://longbridge.com/en/news/293965585.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293965585.md)
generator: "portal-rs"
---

# BTIG 警告称 “人工智能市场的调整仍有很长的路要走”

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%.

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