$甲骨文(ORCL)_老虎社区_美港股上老虎

艳阳高照天
09-12 14:50

$甲骨文(ORCL)$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？

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五撇须
·09-12 16:55
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
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寂寞的演奏家
·09-12 17:10
没有营收不代表没有投资啊
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