算力需求真实：GPU_老虎社区_美港股上老虎 - 老虎社区

算力需求真实：GPU几乎满负荷、老卡仍在涨价、OpenAI/Anthropic持续盈利，不是“暗光纤”式虚假需求。

软件股大涨！甲骨文可以抄底吗？

隔夜美国软件股集体反弹，华尔街分析师集中发声驳斥人工智能将颠覆软件行业的“末日论”，称市场过度悲观。甲骨文等龙头股大幅反弹，科技巨头加码资本支出的承诺也提振了投资者信心。甲骨文股价一度飙升12%，创9月10日以来最大盘中涨幅，收涨近10%。D.A. Davidson分析师Gil Luria将该股评级从中性上调至买入，并直言"软件并未死亡"。【大家会抄底甲骨文吗？】

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。

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AmyMacaulay
02-10
AmyMacaulay
GPU满负荷证明需求真旺！

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