--- title: "BTIG 警告稱 “人工智能市場的調整仍有很長的路要走”" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/293965585.md" description: "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%" 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 警告稱 “人工智能市場的調整仍有很長的路要走” 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%. ### 相關股票 - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md) - [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [NVDS.US](https://longbridge.com/zh-HK/quote/NVDS.US.md) - [NVDQ.US](https://longbridge.com/zh-HK/quote/NVDQ.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [NVDD.US](https://longbridge.com/zh-HK/quote/NVDD.US.md) - [NVD.US](https://longbridge.com/zh-HK/quote/NVD.US.md) - [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/zh-HK/quote/07788.HK.md) - [07388.HK](https://longbridge.com/zh-HK/quote/07388.HK.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [NVDB.US](https://longbridge.com/zh-HK/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/zh-HK/quote/NVDG.US.md) - [NVDO.US](https://longbridge.com/zh-HK/quote/NVDO.US.md) - [NVDW.US](https://longbridge.com/zh-HK/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/zh-HK/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/zh-HK/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/zh-HK/quote/DIPS.US.md) - [MAGX.US](https://longbridge.com/zh-HK/quote/MAGX.US.md) - [USD.US](https://longbridge.com/zh-HK/quote/USD.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [SSG.US](https://longbridge.com/zh-HK/quote/SSG.US.md) - [SOXS.US](https://longbridge.com/zh-HK/quote/SOXS.US.md) - [09388.HK](https://longbridge.com/zh-HK/quote/09388.HK.md) - [SMH.UK](https://longbridge.com/zh-HK/quote/SMH.UK.md) - [OpenAI.NA](https://longbridge.com/zh-HK/quote/OpenAI.NA.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [在第二季度財報公佈前，零售投資者拋售了英偉達股票（NVDA）](https://longbridge.com/zh-HK/news/296609730.md) - [Franklin Street Advisors Inc. NC 出售了 42,772 股英偉達公司 $NVDA](https://longbridge.com/zh-HK/news/296581439.md) - [ACE Robotics CEO 表示，到 2027 年底機器人“大腦”將迎來“ChatGPT 時刻”](https://longbridge.com/zh-HK/news/296600476.md) - [軌道數據中心初創公司 Starcloud 在最新一輪融資中估值達 23 億美元](https://longbridge.com/zh-HK/news/296634215.md) - [隨着微軟和英偉達下注數十億美元，IREN 剛剛通過了其最大的 AI 測試](https://longbridge.com/zh-HK/news/296533962.md) --- > **免責聲明: 本文僅供參考，不構成任何投資建議。**