(以下内容从华安证券《全球科技(计算机)行业周报:甲骨文大涨催化国内AI产业链,阿里开源新架构模型》研报附件原文摘录)主要观点:甲骨文RPO大增超预期迎来股价大涨,催化国内AI产业链标的当地时间9月9日,甲骨文发布2026财年Q1业绩,RPO(未实现履约义务)达4550亿美元,同比大增359%,引起盘后股价大涨,甲骨文CEO Safra Catz表示:公司Q1与3个不同客户签署4份价值数十亿美元的...
Source Link(以下内容从华安证券《全球科技(计算机)行业周报:甲骨文大涨催化国内AI产业链,阿里开源新架构模型》研报附件原文摘录)主要观点:甲骨文RPO大增超预期迎来股价大涨,催化国内AI产业链标的当地时间9月9日,甲骨文发布2026财年Q1业绩,RPO(未实现履约义务)达4550亿美元,同比大增359%,引起盘后股价大涨,甲骨文CEO Safra Catz表示:公司Q1与3个不同客户签署4份价值数十亿美元的...
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