一、数据预警:毛利率创一年新低The information报道,甲骨文公司在2025年成为表现最好的超大市值股票,此前该公司高管在上个月表示,这家曾经平淡无奇的数据库公司将在未来五个财年,通过向OpenAI和其他人工智能开发商出租专用云服务器,实现高达3810亿美元的收入。然而,内部文件显示,这一快速增长的云业务在过去一年左右的时间里,毛利率非常低,数据显示截止8月的三个月里,甲骨文AI云服务器...
Source Link一、数据预警:毛利率创一年新低The information报道,甲骨文公司在2025年成为表现最好的超大市值股票,此前该公司高管在上个月表示,这家曾经平淡无奇的数据库公司将在未来五个财年,通过向OpenAI和其他人工智能开发商出租专用云服务器,实现高达3810亿美元的收入。然而,内部文件显示,这一快速增长的云业务在过去一年左右的时间里,毛利率非常低,数据显示截止8月的三个月里,甲骨文AI云服务器...
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.