从FOMO到恐慌抛售:甲骨文的AI泡沫,挤干净了吗?

美港股观察社
Dec 08, 2025

作者:JR Research编译:美港股观察社甲骨文股价暴跌45%,市场狂热情绪彻底退潮谁也未曾预料,甲骨文的股价买盘热情在过去数月间遭遇重挫。自9月初触及高点后,其股价一路下探,11月低点相较峰值跌幅超过45%。这一走势无疑是一记警钟——尽管甲骨文管理层在近期的投资者日活动中信心满满,但市场似乎并未完全相信,公司加速布局的人工智能基础设施业务能够转化为一座闪闪发光的“金矿”。需要回顾的是,就在...

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