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智通財經
2025.09.10 12:27
關於甲骨文公司財報，美銀證券分析師 Brad Sills 表示：“不斷增加的資本支出此前一直讓我們保持謹慎，因為缺乏對資本支出增長回報能見度的判斷。雖然這方面的能見度仍然有限，但僅雲基礎設施收入前景就顯示出需求呈階梯式增長。”
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