$甲骨文(ORCL)_老虎社区_美港股上老虎 - 老虎社区

4
3
收藏

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

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。

4

举报

评论（3）

推荐
最新

Yangsirisme
·06-17
跟甲骨文有啥关系
回复
点赞
举报
收起
- 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
  回复
  举报
- 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
  回复
  举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":575875180758336,"tweetId":"575875180758336","gmtCreate":1781608408473,"gmtModify":1781609158673,"author":{"id":3535153120803293,"idStr":"3535153120803293","authorId":3535153120803293,"authorIdStr":"3535153120803293","name":"有学问的威化饼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9df0feab09f641fbb7250e9d275b592d-1","templateUuid":"9df0feab09f641fbb7250e9d275b592d","name":"2025百万美金","description":"2025年度投资收益超越100万美金","bigImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","smallImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","grayImgUrl":"https://static.tigerbbs.com/d86cdc6208765232493ea0a0f2697ebd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":2,"allocatedDate":"2026.01.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"9df0feab09f641fbb7250e9d275b592d-1","name":"2025百万美金","description":"2025年度投资收益超越100万美金","smallImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","bigImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":1,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"晒晒更赚钱","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5bfad02ab61749c8bfe6573ac7bbe8a3}&rnconfig={\"headerBarHidden\": true}","description":"晒晒你的盈亏单，秀秀虎友们的实力！","image":"https://static.tigerbbs.com/347184265ee0be8c363259951f8033cb"}],"images":[{"img":"https://static.tigerbbs.com/3c5ef60ede07c0bbb1ebb33186bc643a","width":"960","height":"1563"}],"coverImages":[{"img":"https://static.tigerbbs.com/3c5ef60ede07c0bbb1ebb33186bc643a","width":"960","height":"1563"}],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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.<img src=\"https://static.tigerbbs.com/3c5ef60ede07c0bbb1ebb33186bc643a\" tg-width=\"960\" tg-height=\"1563\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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.<img src=\"https://static.tigerbbs.com/3c5ef60ede07c0bbb1ebb33186bc643a\" tg-width=\"960\" tg-height=\"1563\"></body></html>","text":"$甲骨文(ORCL)$ 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.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/575875180758336","repostId":0,"isVote":1,"tweetType":1,"viewCount":3450,"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":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":224,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":576214549452296,"commentId":"576214549452296","gmtCreate":1781700875350,"gmtModify":1781701328915,"authorId":3560818482432945,"author":{"id":3560818482432945,"idStr":"3560818482432945","authorId":3560818482432945,"name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":575875180758336,"objectIdStr":"575875180758336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"跟甲骨文有啥关系","text":"跟甲骨文有啥关系","html":"跟甲骨文有啥关系","likeSize":0,"commentSize":2,"subComments":[{"id":576577974801400,"commentId":"576577974801400","gmtCreate":1781789588685,"gmtModify":1781789853633,"authorId":3560818482432945,"author":{"id":3560818482432945,"idStr":"3560818482432945","authorId":3560818482432945,"name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":575875180758336,"objectIdStr":"575875180758336","type":1,"supId":576214549452296,"supIdStr":"576214549452296","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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","disclaimerType":0},{"id":576514888410008,"commentId":"576514888410008","gmtCreate":1781774256681,"gmtModify":1781776276511,"authorId":3535153120803293,"author":{"id":3535153120803293,"idStr":"3535153120803293","authorId":3535153120803293,"name":"有学问的威化饼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"9df0feab09f641fbb7250e9d275b592d-1","templateUuid":"9df0feab09f641fbb7250e9d275b592d","name":"2025百万美金","description":"2025年度投资收益超越100万美金","bigImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","smallImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","grayImgUrl":"https://static.tigerbbs.com/d86cdc6208765232493ea0a0f2697ebd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":2,"allocatedDate":"2026.01.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":6002,"isScarce":1,"effectEnabled":1,"wearingSort":1},"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"9df0feab09f641fbb7250e9d275b592d-1","name":"2025百万美金","description":"2025年度投资收益超越100万美金","smallImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","bigImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":1,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":575875180758336,"objectIdStr":"575875180758336","type":1,"supId":576214549452296,"supIdStr":"576214549452296","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}