博通的估值高，利润应_老虎社区_美港股上老虎

2025-09-01

博通的估值高，利润应该不及预期，短期看空。

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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