分析师认为财报可能在两大关键领域缓解投资者忧虑，一是甲骨文与OpenAI合作建设的大型"Stargate"数据中心项目。该项目进展顺利，将帮助公司释放产能以满足巨量积压订单。二是公司管理层还将就资本支出和融资需求提供更多细节，实际需求可能低于市场共识预期。甲骨文将于下周三发布第二财季财报，其股价近期因AI领域巨额投资和对OpenAI的依赖而承压。该企业科技巨头市值达8077亿美元，股价自9月创下...
Source Link分析师认为财报可能在两大关键领域缓解投资者忧虑，一是甲骨文与OpenAI合作建设的大型"Stargate"数据中心项目。该项目进展顺利，将帮助公司释放产能以满足巨量积压订单。二是公司管理层还将就资本支出和融资需求提供更多细节，实际需求可能低于市场共识预期。甲骨文将于下周三发布第二财季财报，其股价近期因AI领域巨额投资和对OpenAI的依赖而承压。该企业科技巨头市值达8077亿美元，股价自9月创下...
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