---
title: "\"Google Supply Chain\" replaces \"OpenAI Supply Chain\"?"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/266995972.md"
description: "Goldman Sachs trader Mike Wilson pointed out that Google's Gemini shows significant progress compared to ChatGPT, but the market's reaction has been sluggish and mispriced. Analysis from EMEA technology sales and trading colleagues Sean Johnstone and Lena Rowe indicates a strong substitution trend of Google's supply chain for the OpenAI chain"
datetime: "2025-11-22T00:50:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/266995972.md)
  - [en](https://longbridge.com/en/news/266995972.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/266995972.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/266995972.md) | [English](https://longbridge.com/en/news/266995972.md)


# "Google Supply Chain" replaces "OpenAI Supply Chain"?

Goldman Sachs trader Mike Wilson:

This week, Google's Gemini has shown significant progress compared to ChatGPT, which has become evident, but the market has reacted sluggishly and mispriced it.

EMEA technology sales and trading colleagues Sean Johnstone and Lena Rowe have illustrated the strong substitution trend of Google's supply chain against the OpenAI chain below (roughly constructed while ignoring the role of Nvidia; construction method = GOOG + AVGO, compared to ORCL + SB + AMD + MSFT, with weights of 40/30/20/10).

### 相關股票

- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-HK/quote/GOOG.US.md)
- [OpenAI (OpenAI.NA)](https://longbridge.com/zh-HK/quote/OpenAI.NA.md)
- [Alphabet (GOOGL.US)](https://longbridge.com/zh-HK/quote/GOOGL.US.md)
- [Direxion Daily Googl Bear 1x Shares (GGLS.US)](https://longbridge.com/zh-HK/quote/GGLS.US.md)
- [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/zh-HK/quote/GGLL.US.md)

## 相關資訊與研究

- [Google to Label Verified Investment Apps on App Store in India](https://longbridge.com/zh-HK/news/280479421.md)
- [OpenAI Officially Pumps The Brakes On Its Raunchy Chatbot Plans](https://longbridge.com/zh-HK/news/280647681.md)
- [OpenAI's ad push explained in one chart](https://longbridge.com/zh-HK/news/281235106.md)
- [Google's Nobel Prize-Winning AI Chief: 'We Don't Feel Any Pressure' While OpenAI Burns $14 Billion](https://longbridge.com/zh-HK/news/281220147.md)
- [Google has been developing screenless Fitbit band and plans to release it later this year - Bloomberg News](https://longbridge.com/zh-HK/news/281269407.md)