Oracle 财报背后的 AI 真相:订单爆炸,但云厂商正在透支现金流

美股研究社
Yesterday

【如需和我们交流可扫码添加进社群】对投资者来说,问题已经不再是 Oracle 能不能接到 AI 大单,而是另一个更现实的问题:这场算力军备竞赛,究竟谁来买单。AI 订单爆发,Oracle 正在成为“算力时代的地产商”如果只看核心指标,这是一份几乎没有瑕疵的财报,甚至可以说,它是当前科技巨头中为数不多的“惊喜”。Oracle 本季度营收达到 172 亿美元,同比增长 22%,Non-GAAP EPS...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10