ChatGPT增长再次加速

欢迎收看Seeking Alpha的华尔街午餐会，这里是今天市场动态、新闻和分析的下午更新。

Welcome to Seeking Alpha's Wall Street lunch, our afternoon update on today's market action, news, and analysis.

下午好。

Good afternoon.

今天是2月9日，星期一，我是您的主持人金·汗。

Today is Monday, February 9, and I'm your host, Kim Khan.

到目前为止的头条新闻。

Our top story so far.

尽管竞争日益激烈，OpenAI首席执行官萨姆·阿尔特曼告诉员工，ChatGPT的月增长率已恢复至10%以上。

Despite intensifying competition, OpenAI CEO Sam Altman told employees that ChatGPT is back to growing more than 10% a month.

CNBC报道称，阿尔特曼在内部Slack消息中表示，OpenAI预计本周将发布更新的聊天模型，其AI编程工具Codex在过去一周内增长了约50%。

CNBC reports Altman wrote in an internal Slack message that OpenAI expects to release an updated chat model this week and that Codex, its AI coding tool, has grown by about 50% in just the past week.

该报告估计，ChatGPT目前拥有超过8亿的每周活跃用户，这一数字反映了人工智能已多么主流。

The report estimates ChatGPT now has more than 800,000,000 weekly active users, a number that is echoing just how mainstream AI has become.

在活跃股票中，monday.com因营收预期低于预期而大幅下跌。

Among active stocks, monday.com is plunging after its revenue outlook came in below estimates.

全年来看，该公司预计收入约为14.6亿美元，低于14.8亿美元的市场共识。

For the full year, the company expects revenue of about $1,460,000,000 versus the 1.48 consensus.

克罗格公司任命前沃尔玛高管格雷格·法隆为新任CEO，股价因此上涨。

Kroger is getting a lift after tapping former Walmart exec Greg Farron as its new CEO.

这一任命是在罗德尼·麦克穆伦因内部调查发现其行为与公司政策不符而辞职近一年后作出的。

The move comes nearly a year after Rodney McMullen stepped down following an internal investigation into conduct deemed inconsistent with company policy.

Wegovy的风波仍在继续。

And the Wegovy saga continues.

诺和诺德公司起诉Tim's和Hers，指控该远程医疗平台侵犯了其针对减肥药物的关键美国专利权。

Novo Nordisk filed a lawsuit against him's and hers accusing the telehealth platform of violating its rights to a key US patent for the weight loss drug.

Tim's称这项诉讼是对数百万依赖复合药物获取个性化治疗的美国人的公然攻击。

Tim's called the suit a blatant attack targeting millions of Americans who rely on compounded medications for access to personalized care.

展望经济，中国监管机构敦促主要金融机构降低对美国国债的敞口，理由是集中风险和市场波动。

Looking to the economy, Chinese regulators are urging major financial institutions to curb their exposure to US treasuries, citing concentration risk and market volatility.

彭博社报道称，官员们已建议银行限制新购美国政府债券，并要求持有大量现有头寸的机构逐步减持。

Bloomberg reports officials have advised banks to limit new purchases of US government bonds and ask firms with large existing positions to gradually reduce their holdings.

最近几周向中国一些大型银行发布的指导并不适用于中国官方持有的美国国债。

The guidance delivered in recent weeks to some of China's largest banks does not apply to China's official state holdings of US treasuries.

彭博社表示，监管机构将这一举措定性为风险分散，而非地缘政治信号，也非对美国信用worthiness的丧失信心。

And Bloomberg says regulators frame the move as risk diversification, not a geopolitical signal, and on a loss of confidence in US creditworthiness.

截至9月，中国银行持有的美元计价债券约为2980亿美元。

Chinese banks held about 298,000,000,000 in dollar denominated bonds as of September.

其他值得注意的消息是，西雅图海鹰队在超级星期天赢得了隆巴迪奖杯。

In other news of note, the Seattle Seahawks took home the Lombardi trophy on SuperSunday.

但它们也为投资者带来了丰厚回报吗？

But are they also bringing home the bacon for investors?

超级碗指标认为，NFC获胜对股市有利，而AFC冠军则预示着较差的一年。

The Super Bowl indicator says an NFC win is bullish for stocks, while an AFC champion can foreshadow a weaker year.

这一理论可追溯到20世纪70年代末，源于NFL与AFL在1970年合并前的旧有分立。

The theory dates back to the late nineteen seventies and ties the old split between the NFL and AFL before the 1970 merger.

据Investopedia称，从1967年到2025年，该指标的准确率约为71%。

According to Investopedia, from 1967 to 2025, the indicator has been right about 71% of the time.

但自2005年以来，这一指标的准确率已降至约40%，因此或许不该据此构建投资组合。

But since 2005, accuracy has fallen to around 40%, so maybe don't build a portfolio around it.

值得一提的是，最大的博彩赔率 payout 是海鹰队新秀近端锋 A.J. 巴纳得分达阵，赔率为12比1。

And for the record, the biggest prop bet payout was Seahawks rookie tight end AJ Barner scoring the first touchdown at 12 to one.

在华尔街研究角落，Wedbush 在十二月将Salesforce和ServiceNow剔除后，又将它们重新纳入其IVES AI 30ETF（代码：IVES），并表示强烈反对软件和科技巨头在人工智能革命中成为输家的观点。

And in the Wall Street Research Corner, Wedbush added Salesforce and ServiceNow back to its IVES AI 30 ETF, ticker symbol IVES, after removing them in December, saying it strongly disagrees with the idea that software and tech behemoths are losers in the AI revolution.

该公司已将Roblox和百度从名单中移除。

The firm removed Roblox and Baidu from the list.

Wedbush补充称，许多客户如果认为AI迁移会危及数据安全，就不会急于推进激进的AI项目。

Wedbush added that many customers still won't rush into aggressive AI migration projects if it puts their data at risk.

今天的华尔街午餐时间就到这里。

That's all for today's Wall Street lunch.

请查看节目说明部分的链接以获取相关报道。

Look for links for stories in the show notes section.

别忘了，这些节目附带的文本稿将在seekingalpha.com/wsb上线，欢迎加入我们的社区，与一群像您一样认真的投资者一起讨论任何股票或ETF的最高级别话题。

Don't forget, these episodes will be up with transcriptions at seekingalpha.com/wsb, and join the highest level discussion of any stock or ETF with our community of serious investors like you.

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