---
title: "The most important chart in the current market: \"Google Chain\" vs \"OpenAI Chain\""
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/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)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/267436888.md) | [English](https://longbridge.com/en/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.

### 相關股票

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

## 相關資訊與研究

- [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)
- [OpenAI Officially Pumps The Brakes On Its Raunchy Chatbot Plans](https://longbridge.com/zh-HK/news/280647681.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)
- [Experts urged Google to prohibit AI Videos targeting young YouTube users](https://longbridge.com/zh-HK/news/281386661.md)
- [OpenAI is now bringing in $2 billion a month - and 3 more highlights from its latest update](https://longbridge.com/zh-HK/news/281258023.md)