国金证券近日发布 AI周观察:博通业绩反映ASIC高景气度,Manus引发Agent热潮。甲骨文即将发布FY25Q3财报。上季度,甲骨文的云服务及授权业务表现稳健,尤其是IaaS业务受GPU需求强劲驱动,显示出市场高景气度和合同积压的显著提升。然而,尽管营收增速受AI需求支撑,但由于数据中心高额投入,盈利能力受到一定侵蚀,Non-GAAP EPS略低于预期。尽管美满电子与博通财报均超预期,但美满...
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