云计算概念股延续涨势甲骨文巨额算力订单震动市场北美云厂商上调资本支出预算

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云计算概念股延续涨势，截至发稿，万国数据-SW(09698)涨18%，报39.6港元；阿里巴巴-W(09988)涨6.56%，报152.7港元；新意网集团(01686)涨3.63%，报7.13港元；金山云(03896)涨3.14%，报8.87港元。消息面上，9月9日，甲骨文发布了2026财年第一季度财报，披露在该季度新增了3170亿美元未来合同收入。9月10日有媒体报道，OpenAI据悉已签署一项...

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云计算概念股延续涨势 甲骨文巨额算力订单震动市场 北美云厂商上调资本支出预算

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云计算概念股延续涨势甲骨文巨额算力订单震动市场北美云厂商上调资本支出预算