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$MSFT

BEARISH2026-08-18
Price around the call
↓ 2026-08-18
By horizonMaturing · ~4 trading days to go
1d
…
5d
✗ +3.1%
21d
…
Original post
USAnt 미국개미 · 2026-08-18

🚨 오픈AI $MSFT 매출 늘어도 적자 수렁 더 깊어졌다 🔥 오픈AI 2분기 매출은 늘었으나 손실 폭이 더 커졌다. 외형 성장 대비 수익성 악화로 주주들 실망감이 커진 상황이다. • 매출 67억 달러 달성했으나 마진 하락 - 전분기 57억 달러 대비 18% 늘었지만 영업이익률은 추가 악화됐다. • 앤트로픽 추격 불안과 IPO 불투명 - 경쟁사 대비 압도적 격차를 기대한 투자자들 불안이 커졌다. - 향후 상장 전 흑자 전환 시점도 안개 속이다. 돈 태우는 속도가 버는 속도를 앞지르는 전형적인 AI 성장통이다. 확실한 수익 모델을 입증 못 하면 고평가 논란은 계속된다. #오픈AI #인공지능 #빅테크 #실적발표 $MSFT . 매수매도 추천아님 Not Financial Advice -끝-

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