喜欢本公众号的话可以点下面关注，每天会更新多条热门研报原文；只添加关注可能收不到及时推送，需要及时收到的朋友可以星标公众号！完整原文已经发在知识星球，欢迎加入摘要本期外资交易台对话深度复盘伯恩斯坦（Bernstein）关于甲骨文（Oracle）的最新压力测试研报。面对近期市场对OpenAI百亿合同能否兑现的质疑，以及对公司签署巨额数据中心租赁合约可能导致现金流枯竭的担忧，我们构建了一个极端的“无...
Source Link喜欢本公众号的话可以点下面关注，每天会更新多条热门研报原文；只添加关注可能收不到及时推送，需要及时收到的朋友可以星标公众号！完整原文已经发在知识星球，欢迎加入摘要本期外资交易台对话深度复盘伯恩斯坦（Bernstein）关于甲骨文（Oracle）的最新压力测试研报。面对近期市场对OpenAI百亿合同能否兑现的质疑，以及对公司签署巨额数据中心租赁合约可能导致现金流枯竭的担忧，我们构建了一个极端的“无...
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