$Tempus AI_老虎社区_美港股上老虎

$Tempus AI(TEM)$ $Palantir Technologies Inc.(PLTR)$都是佩罗西股，之前跟过很不错，没想到最近这一波还真是太厉害了，跟不上脚步。准备回归$英伟达(NVDA)$了

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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