$甲骨文(ORCL)_老虎社区_美港股上老虎

$甲骨文(ORCL)$ 这下真成泡沫了，之前的还没兑现，现在吹个更大的，4季度要是再来个不及预期我都不知道要怎么死。

高通宣布其数据中心AI芯片，专注于AI推理，每张卡提供768GB内存，比英伟达及AMD都多，高通一度暴涨20%、收涨11.09%。其次，AMD消息：与美能源部达成10亿美元AI合作，打造两台超算。老牌芯片股轮番暴涨，前有英特尔、甲骨文，现有高通，大家希望下一个轮到谁？你看好接下来半导体板块涨势吗？

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