万亿美元豪赌,AI泡沫警报大作

21世纪经济报道
Oct 17, 2025

2026财年第一财季(截至2025年8月31日),甲骨文营收增长12%至149亿美元,其中云计算收入增长28%至72亿美元,云应用(SaaS)收入38亿美元、增长11%,但软件收入下降1%至57亿美元,整体表现喜忧参半。  但是,在全面参与AI竞赛的前提下,甲骨文高达数千亿美元的已签约项目令市场为之疯狂。甲骨文高管称,在第一财季与三家客户签署了四份价值数十亿美元的合同;在接下来的几个月里,甲骨文...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10