甲骨文最新发布的财报让市场陷入一种矛盾的狂热。一方面，公司当期收入和短期指引双双不及预期；另一方面，其剩余履约价值（RPO，即积压订单）一夜之间暴增至“令人瞠目结舌”的4550亿美元。如此大幅的增长，几乎全部由四份多亿美元合同推动，其中国内外分析普遍认为最大份额与OpenAI的长期云服务合同直接相关。与此同时，最新消息让这笔神秘的巨额RPO浮出水面：9月10日，据报道，OpenAI已签署合同，在...
Source Link甲骨文最新发布的财报让市场陷入一种矛盾的狂热。一方面，公司当期收入和短期指引双双不及预期；另一方面，其剩余履约价值（RPO，即积压订单）一夜之间暴增至“令人瞠目结舌”的4550亿美元。如此大幅的增长，几乎全部由四份多亿美元合同推动，其中国内外分析普遍认为最大份额与OpenAI的长期云服务合同直接相关。与此同时，最新消息让这笔神秘的巨额RPO浮出水面：9月10日，据报道，OpenAI已签署合同，在...
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