沙漠追光大海逐风
04-15
$甲骨文(ORCL)$
甲骨文这个票市场最大的担忧还是来自于极高的融资成本和紧张的流动性，以及非常集中的客户名单。
OpenAI带崩AI链条！股价大跌，能否上车？
OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】
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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王炸女神
04-17
王炸女神
是的， 尤其要躲开马斯克诉讼open AI的一击能带给oracle的风险
恭迎赵公明
04-15
恭迎赵公明
这样说，如果openai崩了，那么美股就会崩。
小猫变身
:
不会的，会有另一个故事会延续
什么也没有了～
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