‌$甲骨文(ORCL_老虎社区_美港股上老虎 - 老虎社区

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namaxxxx
04-28 17:33

‌$甲骨文(ORCL)$ 内部价138，最多就能涨220，之前拉升300是财报把oai3000亿订单利润算进去的，现实情况是oai一分钱都没给，还要你贷款先建成，OpenAI未能实现收入和用户目标，星门建设也没进度。别信什么300的，全是230上面被套死的，现在进场只需在200左右盈利走人就行。

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namaxxxx
·04-28 17:41
积压订单建设算力中心3年能建好也才2030年有现金，时间推移芯片h200架构损耗也将从收益里减半
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