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2026-09-14

旧 GPU 还能涨价,收入呢?

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine
9 月 13 日:Oracle 续约数据暂缓旧 GPU 快速折旧担忧;NBIS/IREN 的收入映射,仍要等合同、利用率与毛利。1234

References

  1. 1
    Serenity Oracle 论点原帖

    x.com

  2. 2
    Oracle Q1 FY2027 Earnings Slides

    investor.oracle.com

  3. 3
    Oracle 业绩会全文转录

    finance.yahoo.com

  4. 4
    Serenity 低价值 meta 原帖

    x.com

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine

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