$ORCL$ 从台积_老虎社区_美港股上老虎

$ORCL$ 从台积电和甲骨文的财报可以看出来 ai需求量依旧很大 ocl增长93%但是股价不涨说明他杠杠玩的太大

Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？

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