一夜暴涨近50%,甲骨文凭什么一天市值增加数千亿?

3W互联网深度精选
Sep 11, 2025

一场意外的暴动9 月 10 日,美股市场见证了一个罕见的瞬间。甲骨文(Oracle)——这家在很多人心目中等同于“传统数据库”的公司——股价在短短几个小时内暴涨接近 50%,创下 1992 年以来最大单日涨幅。分析师们不断刷新着曲线图,热搜关键词不断刷新:为什么是甲骨文?这家公司到底发生了什么,值得市场在一天之内,给它增加了数千亿美元的市值?01AI的渴求:订单先于产能要理解这次暴涨,得从一个冰冷...

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