挖煤佬
12-11
一直不看好甲骨文 之前还做空了
风险偏好下降!甲骨文&博通,后市还看好吗?
甲骨文周四表示其与人工智能相关的成本将高于预期后,股价下跌超过10%;周五博通(AVGO.US)公布的业绩显示该芯片制造商面临利润压力,股价下跌超过11%,传出数据中心延期的甲骨文跌4.5%、财报后两日跌近15%。【华尔街已经不信任OpenAI的大饼,大家觉得下行风险还在吗?何时能再进场?】
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