$甲骨文(ORCL)_老虎社区_美港股上老虎 - 老虎社区

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不做暴富的梦
06-29

$甲骨文(ORCL)$ oai破产与甲骨文关系都不大，关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心，稳定安全但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司，哪怕oai倒闭了也可以把算力卖给anthropic，gemini等等。

今天补最后一次仓位占20%，亏了就当为认知买单了

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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恭迎赵公明
·06-29
嗯，大局，像微软，giv都跌到位了，甲骨文也是，如果还要打压到135，那需要的成本更多，因为那是承压线，很多人会在哪里补仓，加仓。没有必要了，所以我的判断也是150底，准备拉升了。算力中心本来就没有错。可以耐心等一下
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周雄131
·06-30
我不能在老虎上买卖了
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