$甲骨文(ORCL)_老虎社区_美港股上老虎 - 老虎社区

$甲骨文(ORCL)$ 蹲对了[财迷]

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？】

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韭菜PIKA
09-12
韭菜PIKA
怎么发现的呢
- Ruosong:
  跟对人，普通人不可能了解甲骨文业务

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