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业绩都没达标，为啥还能疯涨？华尔街是不是只要画大饼，不要真实业绩了？！我320就走了，结果现在都340了！这是什么情况？[难过][难过][流泪][流泪][愤怒][愤怒] $甲骨文(ORCL)$

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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