安全边际1688的个人主页 - 老虎社区

安全边际1688

安全边际1688

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安全边际1688

16:17

额

安全边际1688

11-25

$量化派(02685)$ 老虎加油

安全边际1688

11-10

$POP.HK 20260629 185.00 PUT$

安全边际1688

11-03

$PFE 20251219 24.0 PUT$

安全边际1688

10-31

简单

安全边际1688

10-27

$八马茶业(06980)$ 感谢老虎

安全边际1688

10-27

$BABA 20251121 115.0 PUT$

安全边际1688

10-24

$八马茶业(06980)$ 感恩老虎大大[害羞] [爱你]

安全边际1688

10-20

安全边际1688

10-17

感谢老虎

安全边际1688

10-13

$海西新药(02637)$ 老虎大大，再不给我中我要揭不开锅了[流泪] [流泪]

安全边际1688

10-13

$轩竹生物-B(02575)$ 老虎我要吃土了[流泪] [流泪]

安全边际1688

10-13

必须高盛

安全边际1688

10-13

$STZ 20260320 130.0 PUT$

安全边际1688

10-10

$轩竹生物-B(02575)$ 老虎大大求求你了，给一口吧，好久没吃到肉了[流泪] [流泪]

安全边际1688

10-06

$STZ 20260320 130.0 PUT$

安全边际1688

10-03

老虎大大爱你哦

安全边际1688

10-03

老虎大大爱你哦

安全边际1688

10-03

老虎大大爱你哦

安全边际1688

10-03

老虎大大爱你哦

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甲骨文一份3000亿美元的算力采购合同，不仅让其股价单日暴涨36%，市值逼近万亿美元，更揭示了全球AI算力需求正从预期走向现实的全产业机遇。 当地时间9月10日，甲骨文股价收盘大涨35.95%，盘中一度触及345.46美元的历史高位，市值一夜暴增2500亿美元至9222.2亿美元。 这场资本狂欢的源头是甲骨文与OpenAI签署的3000亿美元（约合人民币2.14万亿元）算力采购合同，以及公司披露的剩余履约义务（RPO）暴增至4550亿美元，同比大增359%。 ------ 01 甲骨文业绩暴增，揭开算力大爆发序幕 甲骨文2026财年第一季度财报显示，公司云基础设施（IaaS）业务营收达到33亿美元，同比猛增54%，远超市场预期。 但最令人震惊的是其RPO（剩余履约义务）指标。RPO衡量的是已签约但尚未确认的收入，甲骨文这一指标飙升至4550亿美元，同比暴增359%。 甲骨文首席执行官萨弗拉·卡茨透露，公司在第一财季与三家不同客户签署了四笔价值分别达到数十亿美元的合同。她预计未来几个月RPO极有可能突破5000亿美元大关。 这一数据表明，全球AI算力需求已经从概念阶段进入大规模落地阶段。甲骨文凭借其在企业数据库领域的领导地位，成功打造了“私有数据+大模型”的安全推理解决方案，赢得了OpenAI、xAI、Meta等全球AI领军企业的巨额订单。 02 四大核心环节，AI算力产业链全面受益 一、AI服务器：算力基础设施的核心载体 AI服务器是执行AI计算任务的核心设备，其价值远高于传统通用服务器。 工业富联（601138.SH）作为全球AI服务器代工绝对龙头，是英伟达HGX AI服务器芯片基板核心供应商，深度绑定英伟达。2025年上半年，工业富联实现营收3607.60亿元，同比增长35.58%；归母净利润为121.13","listText":"甲骨文引爆3000亿美元算力需求，AI基础设施全产业链迎来爆发 甲骨文一份3000亿美元的算力采购合同，不仅让其股价单日暴涨36%，市值逼近万亿美元，更揭示了全球AI算力需求正从预期走向现实的全产业机遇。 当地时间9月10日，甲骨文股价收盘大涨35.95%，盘中一度触及345.46美元的历史高位，市值一夜暴增2500亿美元至9222.2亿美元。 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