$甲骨文(ORCL)_老虎社区_美港股上老虎

不焦虑的小亨
09-18

$甲骨文(ORCL)$ 的股价未来3-5年可不会靠什么短视频平台撑场面，人家手里攥着45万企业客户才是真金白银。升级版的ERP系统就像给企业装了涡轮增压，客户排队加价买单的架势，简直是甲骨文的"iPhone时刻"。其他公司搞AI就像在家族相册里P独角兽——花里胡哨没啥用，AI搜索变现？免费的东西怎么赚钱？$Meta Platforms, Inc.(META)$ 折腾十年后还在不在都难说，但帮客户挖数据金矿？这才是商业的本质

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如虎添翼123
·09-18 20:48
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