通信周观点：甲骨文ORACLE将为OPENAI提供4.5GW算力资源以支持“星际之门”计划

国金证券股份有...2025-07-06

投资逻辑核心观点：锂金属负极较石墨、硅碳可实现更高的能量密度，为固态电池负极侧长期迭代方向；国内外企业已逐步应用锂金属负极方案，首款锂金属负极全固态电池已实现上车路测；工艺上，压延法率先实现规模化落地，向更薄迭代，长期也建议关注蒸发镀、液相法；格局上，锂企、负极厂、箔材厂多方参与。建议积极布局各个工艺路线的领先企业。锂金属负极：可实现更高的能量密度，为负极长期迭代方向。传统的负极材料石墨的循环性能...

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通信周观点：甲骨文ORACLE将为OPENAI提供4.5GW算力资源 以支持“星际之门”计划

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通信周观点：甲骨文ORACLE将为OPENAI提供4.5GW算力资源以支持“星际之门”计划