aismartmoney

ORCL

1看多0看空0提及
$131$163$196$228$26104/0904/3005/2206/1507/08
8-10 分观点使用大徽标 看多 看空 提及

历史观点(1 条,最新在上)

  1. 看多跳转 X 原文
    English · 原文
    Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing: Spokesperson: "Meta is still hungry for even more computing power. It is still moving forward with plans for expensive new data centers and recently inked major computing deals with $CRVW, Google, $ORCL, and others." Just dropped that in with the Meta Muse announcement, and evenn threw in the "expensive" framing with DCs to signal capex. But little late given we're likely seeing a lot of margin liquidation cascades and heavy losses from media framing earlier.
    看多跳转 X 原文
    中文 · 翻译
    彭博社和 $META 只是在用“Meta Compute”的说法搞砸市场之后,做损害控制: 发言人:“Meta 对更多的算力依然渴望。 它仍在推进昂贵的新数据中心的建设计划,并最近与 $CRVW、Google、$ORCL 等公司签署了重要的计算交易。” 只是在 Meta Muse 发布会上顺便提了这一点,甚至还特意提到了数据中心“昂贵”来暗示资本支出。 但考虑到我们很可能正在看到大量的保证金清算潮,以及之前媒体报道造成的巨大损失,这有点晚了。