牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ AI超级巨头突遭猛烈抛售。 美东时间周五，美股盘中，全球云计算巨头甲骨文股价大跳水，盘中一度暴跌超8%。有分析指出，投资 者对甲骨文的AI数据中心业务的盈利能力产生质疑，进而选择了高位抛售。 面对市场的质疑，甲骨文向投资者作出明确承诺：这项主要由英伟达芯片租赁构成的业务，最终将实现 30%至40%的毛利率。科技媒体The Information日前报道称，甲骨文过去五个季度GPU租赁业务的毛利 率仅为16%左右，远低于公司整体约70%的毛利率水平，引发市场对其AI业务盈利能力的担忧。 AI巨头大跳水 美东时间10月17日，美股盘中，甲骨文股价大幅跳水，截至收盘，跌幅达6.93%，创下今年1月以来最差 单日表现，也成为当日标普500指数中跌幅最大的股票之一。 ORCL 甲骨文 收盘价 10/17 16:00:00 (美东) | 304.280 今 开 303.750 291.310+ | | --- | | 287.500 昨 收 313.000 -21.690 -6.93% - - - - 最 - ...

Core Viewpoint - Oracle (ORCL.US) experienced a decline of over 6%, closing at $294.47, amid concerns regarding the profitability of its AI data center business, which is primarily based on leasing NVIDIA chips [1] Group 1: Financial Performance - Oracle has committed to achieving a gross margin of 30% to 40% for its AI data center business, aiming to alleviate market concerns about declining profit margins [1] - The company's GPU leasing business has reported a gross margin of approximately 16% over the past five quarters, significantly lower than the overall company gross margin of about 70% [1] Group 2: Market Reaction - The announcement regarding the future profitability of the AI data center business is intended to justify Oracle's aggressive cloud computing expansion strategy [1]