老当益壮铁树开花
09-10
$甲骨文(ORCL)$
现在华尔街这么多资不抵债的公司都开始参与到AI的吹牛大赛来了吗？亩产十万斤在华尔街实现也不难啊
算力大爆发！甲骨文财报后，现在你看好谁？
甲骨文财报点燃市场对AI驱动增长的狂热预期，但也有分析师提醒：甲骨文未来增长过于依赖OpenAI，风险较大。但前有谷歌、微软都已相继上调支出预期，英伟达也说过算力资本支出未来5年5倍的预期，证实了海外算力需求强劲。【甲骨文财报后，大家现在看好哪些公司的增长潜力？甲骨文接下来大家觉得还有机会吗？】
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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海容易啊
09-10
海容易啊
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