$甲骨文(ORCL)_老虎社区_美港股上老虎

$甲骨文(ORCL)$OpenAI和甲骨文签了3000亿美金的云服务合同，但是OpenAI还没盈利，2024年营收37亿美金，亏损50亿美金；2025年营业收入预计为130亿美金，这个大合同还得靠大额融资来支撑？

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？】

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

嘿哈_4441
16:59
嘿哈_4441
这个感觉就是在虚张声势了，300亿差不多
yesh13
19:27
yesh13
一纸空文，openai的钱都还不知道在哪里
chenx32401
17:02
chenx32401
机构需要一个强叙事来平替英伟达
如虎添翼123
37分钟前
如虎添翼123
空他

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