甲骨文：积压订单负担暗示更多资本支出阵痛——逆向AI买入论 (NYSE:ORCL)
· seekingalpha.com
6640亿美元的积压订单（同比增长45.9%）要求甲骨文进行超大规模的资本支出，这将对其短期现金流、资产负债表和净利润构成压力...
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