云计算概念股延续涨势 甲骨文巨额算力订单震动市场 北美云厂商上调资本支出预算

智通财经
Sep 12

云计算概念股延续涨势,截至发稿,万国数据-SW(09698)涨18%,报39.6港元;阿里巴巴-W(09988)涨6.56%,报152.7港元;新意网集团(01686)涨3.63%,报7.13港元;金山云(03896)涨3.14%,报8.87港元。消息面上,9月9日,甲骨文发布了2026财年第一季度财报,披露在该季度新增了3170亿美元未来合同收入。9月10日有媒体报道,OpenAI据悉已签署一项...

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