$甲骨文(ORCL)_老虎社区_美港股上老虎

$甲骨文(ORCL)$甲骨文这操作在大A都是要收监管函的，openai一个年营收100亿的公司拿什么履行5年3000亿的合同？非要说这“合同”说明了什么的话，那就是世界是个巨大的草台班子。过一阵再来个雷曼，“相信国运定投纳指”的神话也就到此为止了。

算力大爆发！甲骨文财报后，现在你看好谁？

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？】

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

五撇须
09-12
五撇须
有意思的是，前几天博通财报本来没波动，也是因为接了open AI一百多亿的单子暴涨20%，这可是一万多亿美金市值的公司，谷歌也出来说芯片收入后续大幅增长也是大客户open AI，open AI要保持收入每年翻两倍的速度才能维持，就是AI还要继续大突破
寂寞的演奏家
09-12
寂寞的演奏家
没有营收不代表没有投资啊

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