【周三居韭屋】无惧非农下修，甲骨文拥大订单！Coreweave有英伟达爸爸撑腰， AI泡沫论再起？
2025-09-17 13:47:16
💡非农数据被大幅下修，但市场并未恐慌。CPI符合预期，通胀仍受控，美联储今年降息预期从2码提高至3码
💡甲骨文未实现营收合约突破5000亿美元，云端业务高速成长，股价大涨36%，不过市场对订单真实性仍有疑虑，投资人需保持冷静，短线反可留意Coreweave等AI基建概念股
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