AI还是美股的主流叙_老虎社区_美港股上老虎

AI还是美股的主流叙事啊，量子，医药，消费都得靠边站，不知道下个风口在哪里了，哎

甲骨文飙涨36%，创1992年来最大涨幅，甲骨文公司创始人Larry Ellison也靠着这份业绩，基本上锁定了世界首富的位置。同时点燃了市场对AI驱动增长的狂热预期，CoreWeave收涨16.88%，博通涨近10%，英伟达涨近4%，美光科技涨3.52%，戴尔涨2.61%、超微电脑涨2.31%。【今年AI硬件&基础设施应用层集体大涨，大家最看好的会是哪一只？甲骨文，涨势能够延续吗？】

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