国信证券近日发布机械设备行业制造成长周报(第28期):据华尔街日报2025年9月10日消息,甲骨文FY1Q26云基础设施营收33亿美元,同比增长55%;云业务待履约订单(RPO)达4550亿美元(较去年底增加3170亿美元),同比增长359%;订单增长主要源于客户数据中心相关订单,包括OpenAI、xAI、Meta、NVIDIA等客户。国信证券近日发布机械设备行业制造成长周报(第28期):据...
Source Link国信证券近日发布机械设备行业制造成长周报(第28期):据华尔街日报2025年9月10日消息,甲骨文FY1Q26云基础设施营收33亿美元,同比增长55%;云业务待履约订单(RPO)达4550亿美元(较去年底增加3170亿美元),同比增长359%;订单增长主要源于客户数据中心相关订单,包括OpenAI、xAI、Meta、NVIDIA等客户。国信证券近日发布机械设备行业制造成长周报(第28期):据...
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