更多一手调研纪要和海外投行研报数据,点击上面图片小程序以openai,英伟达和甲骨文的为主导“无限资金” 循环交易,这类交易已成为当下人工智能泡沫的主要特征,简单来说,其模式大致如下………… 或者,用彭博社的一个稍复杂些的变体来呈现,是这样的:摩根大通的Michael Cembalest对此简短描述如下:在获得 OpenAI 承诺的每年 600 亿美元后,甲骨文的股价飙升了 25%。而这笔钱 ...
Source Link更多一手调研纪要和海外投行研报数据,点击上面图片小程序以openai,英伟达和甲骨文的为主导“无限资金” 循环交易,这类交易已成为当下人工智能泡沫的主要特征,简单来说,其模式大致如下………… 或者,用彭博社的一个稍复杂些的变体来呈现,是这样的:摩根大通的Michael Cembalest对此简短描述如下:在获得 OpenAI 承诺的每年 600 亿美元后,甲骨文的股价飙升了 25%。而这笔钱 ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.