卖期权的学徒工
09-10
亚马逊可期,大家加油
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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