AI的叙事逻辑正在被全球验证,但估值的泡沫在被刺破的边缘徘徊。一旦业绩或者指引不达预期,股价的下跌也可能会超出市场的预期,并且给企业造成的影响需要很长时间去修复。尤其是一些传统转型的互联网巨头,在投入与回报之间,可能受到的“伤害”更大。美东时间12月10日美股盘后,甲骨文公布了一份令市场失望的财报。财报显示,2026财年第二财季,甲骨文实现营收160.6亿美元,同比增长14%,低于分析师预期的...
Source LinkAI的叙事逻辑正在被全球验证,但估值的泡沫在被刺破的边缘徘徊。一旦业绩或者指引不达预期,股价的下跌也可能会超出市场的预期,并且给企业造成的影响需要很长时间去修复。尤其是一些传统转型的互联网巨头,在投入与回报之间,可能受到的“伤害”更大。美东时间12月10日美股盘后,甲骨文公布了一份令市场失望的财报。财报显示,2026财年第二财季,甲骨文实现营收160.6亿美元,同比增长14%,低于分析师预期的...
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