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英伟达AI相关财务数据及甲骨文OpenAI云合作重大动态
英伟达报告显示未结账款激增至334亿美元，库存增长32%，经营现金流和净利润表现强劲。甲骨文宣布与OpenAI达成3000亿美元云基础设施合作协议。
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Mediator
Mediator
·
2025-11-23
标普全球评级最近已将甲骨文的展望修订为“负面”，“因为其预期的资本支出和债务发行以为加速增长的AI基础设施提供资金，导致其信用状况紧张”。 反映杠杆风险的甲骨文五年期信用违约互换(CDS)已飙升至三年来的最高水平。
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低调的左眼
低调的左眼
·
2025-11-22
这个人用ai写的文章。内容经不起推敲
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里二外三
里二外三
·
2025-11-21
这是那个读小学的人写的文章?这个靠背景吗？
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财运小七
财运小七
·
2025-11-21
滚一边去，沙雕。吃不到葡萄说葡萄酸。
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荷马先生
荷马先生
·
2025-11-21
作者明显不懂企业财务，不懂企业账务处理规则流程，更不懂金融运作模式，典型老登思维偏见先入为主
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kk9
kk9
·
2025-11-21
Bullshit
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Mediator
Mediator
·
2025-11-23
标普全球评级最近已将甲骨文的展望修订为“负面”，“因为其预期的资本支出和债务发行以为加速增长的AI基础设施提供资金，导致其信用状况紧张”。 反映杠杆风险的甲骨文五年期信用违约互换(CDS)已飙升至三年来的最高水平。
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荷马先生
荷马先生
·
2025-11-21
作者明显不懂企业财务，不懂企业账务处理规则流程，更不懂金融运作模式，典型老登思维偏见先入为主
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里二外三
里二外三
·
2025-11-21
这是那个读小学的人写的文章?这个靠背景吗？
非常抱歉，此主贴已删除
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财运小七
财运小七
·
2025-11-21
滚一边去，沙雕。吃不到葡萄说葡萄酸。
非常抱歉，此主贴已删除
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低调的左眼
低调的左眼
·
2025-11-22
这个人用ai写的文章。内容经不起推敲
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kk9
kk9
·
2025-11-21
Bullshit
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