It’s funny how perceptions change. In September, Oracle raised its estimate of next year’s capital expenditure — chiefly building artificial intelligence data centres — by $10bn, and its stock rose more than one-third in a day. On Wednesday, Larry Ellison’s company boosted that forecast again by $15bn, and the next morning its stock slumped 13 per cent.
人們的看法變化真有意思。9月，甲骨文(Oracle)將其對明年資本支出的預期——主要用于建設人工智能數據中心——上調100億美元，股價當日飆升逾三分之一。周三，拉里?埃里森(Larry Ellison)掌管的公司又把該預期再上調150億美元，次日清晨股價卻下挫13%。
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