BTIG 警告稱 “人工智能市場的調整仍有很長的路要走”
總結完成，以下是我提取的核心信息關於英偉達正在與 OpenAI（私人公司）進行談判，以確保 2500 億美元的數據中心融資的報道最初引起了樂觀情緒。然而，正如 BTIG 的首席技術市場策略師 Jonathan Krinsky 所指出的，我們總是更關注的是對新聞的價格反應，而這在今天的半導體市場中尤為明顯，半導體股從上漲轉為下跌，幾乎下跌了 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%.