（来源：RMB交易与研究）当中东的炮火让大多数传统行业在震荡中寻找掩体时，科技板块却像是一片“数字绿洲”，展现出了惊人的防御性甚至进攻性。一、 甲骨文的逆袭：算力基建的“收租人”美股周三时段，甲骨文（Oracle）股价大涨超9%，在标普500普遍低迷的背景下显得格外亮眼。彭博社称其为“AI Boom”尚未终结的最强注脚。甲骨文这波上涨的逻辑其实非常硬：它正成为AI算力世界的“核心包工头”。财报显示...
Source Link（来源：RMB交易与研究）当中东的炮火让大多数传统行业在震荡中寻找掩体时，科技板块却像是一片“数字绿洲”，展现出了惊人的防御性甚至进攻性。一、 甲骨文的逆袭：算力基建的“收租人”美股周三时段，甲骨文（Oracle）股价大涨超9%，在标普500普遍低迷的背景下显得格外亮眼。彭博社称其为“AI Boom”尚未终结的最强注脚。甲骨文这波上涨的逻辑其实非常硬：它正成为AI算力世界的“核心包工头”。财报显示...
Source LinkDisclaimer: 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.