Oracle’s AI Costs Are Being ‘Underestimated,’ Analyst Says
甲骨文甲骨文(US:ORCL) Barrons·2026-01-24 02:10

文章核心观点 - 摩根士丹利分析师认为，甲骨文公司股票将面临一定压力，原因是构建人工智能基础设施的成本持续上升 [1] 行业分析 - 人工智能基础设施的建设成本正在持续上升 [1]

Oracle’s AI Costs Are Being ‘Underestimated,’ Analyst Says - Reportify