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甲骨文股价走低,分析师热议AI扩张下的利润率压力_蜘蛛资讯网

俄批日加速再军事化

股票计划以及资本支出预期上升,引发了对潜在股权稀释和融资成本的质疑。  甲骨文公布的第三季度业绩强劲,营收增长22%。该公司正通过大型云交易积累订单积压,但市场认为投资者正在承受高额支出带来的短期阵痛,尤其是在这些积压订单转化为利润之前。争论的焦点在于,分析师认为存在利润率压力以及与AI推广相关的风险。  今年股价的波动加剧,原因在于人们仍在担忧AI基础设施投资及其所吸引的资本游戏在科技行业和云计

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