2025年对甲骨文(Oracle)的投资者来说,简直就是一场心跳加速的过山车。在 9 月的极限跳开之后,又经历了10月至今的大幅回调,但如果你拉长时间线,会发现这家老牌软件巨头在高点回撤了 40%的情况下,今年依然有超30%的涨幅。市场目前对甲骨文的态度极度分裂,叠加英伟达与谷歌两大阵营的抗衡,一边是OpenAI 3000亿美元算力订单带来的无限遐想,随着 OpenAI 的红色警报让投资者有些梦碎...
Source Link2025年对甲骨文(Oracle)的投资者来说,简直就是一场心跳加速的过山车。在 9 月的极限跳开之后,又经历了10月至今的大幅回调,但如果你拉长时间线,会发现这家老牌软件巨头在高点回撤了 40%的情况下,今年依然有超30%的涨幅。市场目前对甲骨文的态度极度分裂,叠加英伟达与谷歌两大阵营的抗衡,一边是OpenAI 3000亿美元算力订单带来的无限遐想,随着 OpenAI 的红色警报让投资者有些梦碎...
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