短期最看好的还是博通_老虎社区_美港股上老虎

短期最看好的还是博通，有OpenAI合作消息撑着，甲骨文这波涨太猛了，估计得歇一歇，等回调再说。长期拿稳英伟达更省心。

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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