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有学问的威化饼
06-16
$甲骨文(ORCL)$
支撑SpaceX的高估值源自于它的叙事. 而SpaceX的其中一个核心叙事就是“在太空建设AI数据中心”. 我相信即使太空的AI数据中心落地了，在大规模采用之前，地球上的AI数据中心依然会是主流. 如果这个成立，甲骨文凭什么不涨呢？静待花开吧.
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