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.
人们的看法变化真有意思。9月，甲骨文(Oracle)将其对明年资本支出的预期——主要用于建设人工智能数据中心——上调100亿美元，股价当日飙升逾三分之一。周三，拉里•埃里森(Larry Ellison)掌管的公司又把该预期再上调150亿美元，次日清晨股价却下挫13%。
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