富国银行认为,市场当前围绕人工智能(AI)投资的悲观情绪显得“过头”了,被严重低估的甲骨文正迎来重大的价值重估机会。周一(12月22日),据CNBC报道,富国银行发布最新报告中指出,凭借其AI云基础设施的强劲潜力,甲骨文股价隐含近50%的上涨空间。这一乐观展望是在科技板块面临剧烈波动、市场对AI驱动型企业估值过高及增长放缓的担忧日益加剧的背景下提出的。富国银行的报告强调,甲骨文在被低估的AI云业务...
Source Link富国银行认为,市场当前围绕人工智能(AI)投资的悲观情绪显得“过头”了,被严重低估的甲骨文正迎来重大的价值重估机会。周一(12月22日),据CNBC报道,富国银行发布最新报告中指出,凭借其AI云基础设施的强劲潜力,甲骨文股价隐含近50%的上涨空间。这一乐观展望是在科技板块面临剧烈波动、市场对AI驱动型企业估值过高及增长放缓的担忧日益加剧的背景下提出的。富国银行的报告强调,甲骨文在被低估的AI云业务...
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