美股跌的一些事

Group 1 - The core concern among major companies is the return on investment, particularly in relation to OpenAI's ambitious plans and financial stability [1] - OpenAI's five-year investment plan of 30GW and $1.4 trillion, with projected revenue of $12.9 billion, raises fears about its financial viability [1] - The sentiment in the market suggests that even if OpenAI fails, other AI players like Gemini and Claude will continue to thrive, indicating a broader resilience in the AI sector [2] Group 2 - As Thanksgiving approaches, there is a tendency for funds to be reallocated towards more stable assets, such as Google, TSMC, and Apple, which are perceived to have healthier margins and return on investment [4]