$甲骨文(ORCL)_老虎社区_美港股上老虎 - 老虎社区

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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.

# 晒晒更赚钱

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Yangsirisme
·06-17
跟甲骨文有啥关系
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- Yangsirisme:
  那有点牵强了，meta 也是涨了吗，主要是一个是投钱的没看到产出，另一方是赚钱的全部是利润
  06-18 21:33
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- 有学问的威化饼:
  甲骨文也是在大力建设AI数据中心呀.理解了吗？都是数据中心基建，凭什么甲骨文不值钱呢
  06-18 17:17
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