EPISODE · Jun 27, 2026 · 5 MIN
EP103 | 甲骨文崩出2001年最惨周，资金叛逃AI回流软件股
from AHA Daily
AI叙事退烧：甲骨文遭遇互联网泡沫以来最差一周，AI融资担忧升温；软件股ServiceNow、Salesforce绝地反攻；大厂自研芯片正面施压英伟达；通胀破4%黄金创新高，比特币失守6万美元。
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EP103 | 甲骨文崩出2001年最惨周，资金叛逃AI回流软件股
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