沙漠追光大海逐风
04-15
$甲骨文(ORCL)$
甲骨文这个票市场最大的担忧还是来自于极高的融资成本和紧张的流动性，以及非常集中的客户名单。
存储转向软件？IGV有上车机会吗？
半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】
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王炸女神
04-17
王炸女神
是的， 尤其要躲开马斯克诉讼open AI的一击能带给oracle的风险
恭迎赵公明
04-15
恭迎赵公明
这样说，如果openai崩了，那么美股就会崩。
小猫变身
:
不会的，会有另一个故事会延续
什么也没有了～
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