$NEBIUS(NB_老虎社区_美港股上老虎

$NEBIUS(NBIS)$甲骨文目前没有自建任何数据中心，他需要从三方供应商外包，能力强的NBIS可能会迎来股价和盈利的双击。

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":477138893492424,"tweetId":"477138893492424","gmtCreate":1757492915832,"gmtModify":1757492917569,"author":{"id":9000000000000220,"idStr":"9000000000000220","authorId":9000000000000220,"authorIdStr":"9000000000000220","name":"沙漠追光大海逐风","avatar":"https://static.tigerbbs.com/e30b7f24ce0a6599dcdfa3567f958dea","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":155,"starInvestorFlag":false},"themes":[{"themeId":"9bece2d15d50419c8457353bd4b2fa3a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"算力大爆发！甲骨文财报后，现在你看好谁？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9bece2d15d50419c8457353bd4b2fa3a}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/15a8bbe4c944a9ee672c79fd5fce30ec"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a>甲骨文目前没有自建任何数据中心，他需要从三方供应商外包，能力强的NBIS可能会迎来股价和盈利的双击。</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a>甲骨文目前没有自建任何数据中心，他需要从三方供应商外包，能力强的NBIS可能会迎来股价和盈利的双击。</body></html>","text":"$NEBIUS(NBIS)$甲骨文目前没有自建任何数据中心，他需要从三方供应商外包，能力强的NBIS可能会迎来股价和盈利的双击。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/477138893492424","repostId":0,"isVote":1,"tweetType":1,"viewCount":1042,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NBIS"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":107,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/477138893492424"}