甲骨文市值蒸发400亿美元其AI云业务毛利只有14%


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送交者: testtesttest 于 2025-10-08 11:37:46

回答: 中国收紧浓缩铀出口,对美出口骤降6成 由 于 2025-10-08 11:22:45


甲骨文市值蒸发400亿美元，其AI云业务利润率极低，毛利只有14%，引发外界对其增长模式可持续性的质疑。

Oracle and Crypto Stocks Crash After Report on AI Profit Margins
Landon Manning

07 October 2025
Oracle’s $40 billion market cap loss exposed razor-thin AI cloud profit margins, raising doubts about the sustainability of its growth model.
Analysts warn that circular financing among AI firms and chipmakers could trigger a wider collapse if major players falter.
Crypto’s market cap dropped alongside Oracle’s decline, revealing how tightly AI and digital asset markets are now intertwined.

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