$甲骨文(ORCL)_老虎社区_美港股上老虎 - 老虎社区

不做暴富的梦

$甲骨文(ORCL)$ oai破产与甲骨文关系都不大，关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心，稳定安全但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司，哪怕oai倒闭了也可以把算力卖给anthropic，gemini等等。

今天补最后一次仓位占20%，亏了就当为认知买单了

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

恭迎赵公明
06-29
恭迎赵公明
嗯，大局，像微软，giv都跌到位了，甲骨文也是，如果还要打压到135，那需要的成本更多，因为那是承压线，很多人会在哪里补仓，加仓。没有必要了，所以我的判断也是150底，准备拉升了。算力中心本来就没有错。可以耐心等一下
周雄131
06-30
周雄131
我不能在老虎上买卖了
- 拒绝游泳的鱼:
  12号出规定后就不行了

发表看法

3

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":580354869772856,"tweetId":"580354869772856","gmtCreate":1782718381021,"gmtModify":1782718873177,"author":{"id":4136939755042400,"idStr":"4136939755042400","authorId":4136939755042400,"authorIdStr":"4136939755042400","name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.30","exceedPercentage":"93.26%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":75,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> oai破产与甲骨文关系都不大，关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心，稳定 安全 但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司，哪怕oai倒闭了 也可以把算力卖给anthropic，gemini等等。</p>\n<p><br></p>\n<p>今天补最后一次仓位占20%，亏了就当为认知买单了</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> oai破产与甲骨文关系都不大，关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心，稳定 安全 但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司，哪怕oai倒闭了 也可以把算力卖给anthropic，gemini等等。</p>\n<p><br></p>\n<p>今天补最后一次仓位占20%，亏了就当为认知买单了</p></body></html>","text":"$甲骨文(ORCL)$ oai破产与甲骨文关系都不大，关键是有没有第三方算力需求。很多企业目前选择自己搭建ai数据中心，稳定 安全 但是价格更高。不过大趋势应该还是租用算力而不是自己买gpu。只要这个趋势不变orcl就会一直是卖铲子的公司，哪怕oai倒闭了 也可以把算力卖给anthropic，gemini等等。 今天补最后一次仓位占20%，亏了就当为认知买单了","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/580354869772856","repostId":0,"isVote":1,"tweetType":1,"viewCount":2552,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":302,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":580369034253904,"commentId":"580369034253904","gmtCreate":1782721839573,"gmtModify":1782722931213,"authorId":3470824502609204,"author":{"id":3470824502609204,"idStr":"3470824502609204","authorId":3470824502609204,"name":"恭迎赵公明","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":580354869772856,"objectIdStr":"580354869772856","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"嗯，大局，像微软，giv都跌到位了，甲骨文也是，如果还要打压到135，那需要的成本更多，因为那是承压线，很多人会在哪里补仓，加仓。没有必要了，所以我的判断也是150底，准备拉升了。算力中心本来就没有错。可以耐心等一下","text":"嗯，大局，像微软，giv都跌到位了，甲骨文也是，如果还要打压到135，那需要的成本更多，因为那是承压线，很多人会在哪里补仓，加仓。没有必要了，所以我的判断也是150底，准备拉升了。算力中心本来就没有错。可以耐心等一下","html":"嗯，大局，像微软，giv都跌到位了，甲骨文也是，如果还要打压到135，那需要的成本更多，因为那是承压线，很多人会在哪里补仓，加仓。没有必要了，所以我的判断也是150底，准备拉升了。算力中心本来就没有错。可以耐心等一下","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":580589191742856,"commentId":"580589191742856","gmtCreate":1782775574361,"gmtModify":1782775580043,"authorId":3549358877592138,"author":{"id":3549358877592138,"idStr":"3549358877592138","authorId":3549358877592138,"name":"周雄131","avatar":"https://static.tigerbbs.com/798c800c31953b4999b2330063ec5b20","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":580354869772856,"objectIdStr":"580354869772856","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我不能在老虎上买卖了","text":"我不能在老虎上买卖了","html":"我不能在老虎上买卖了","likeSize":0,"commentSize":1,"subComments":[{"id":580805741679864,"commentId":"580805741679864","gmtCreate":1782828439434,"gmtModify":1782828443429,"authorId":3472098980994884,"author":{"id":3472098980994884,"idStr":"3472098980994884","authorId":3472098980994884,"name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.23%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":580354869772856,"objectIdStr":"580354869772856","type":1,"supId":580589191742856,"supIdStr":"580589191742856","prevId":0,"prevIdStr":"0","content":"12号出规定后就不行了","text":"12号出规定后就不行了","html":"12号出规定后就不行了","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/580354869772856"}