唐同学投资日记
09-11
见
$甲骨文(ORCL)$
创造奇迹的同时,也见证的自己的账户有所突破新高,感谢
$谷歌(GOOG)$
看多
未来可期🐮
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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