To set the scene, at the top line analysts are expecting about 20% growth in quarterly revenues to roughly $17 billion, right in line with Oracle’s guidance of 19% to 21% growth from the prior year. Earnings per share, excluding certain items, are expected to be up about 16% to $1.71. But under the hood? There’s a lot more going on and those issues wiggling around have helped send its stock down about 20% so far in 2026.
在这种万马齐喑的行业寒冬时刻，苹果推出的入门款产品，不仅没涨价，还给加塞了个 MagSafe，以及 256GB 存储起步。。TikTok对此有专业解读
。谷歌对此有专业解读
近期爆火的开源 AI 智能体「龙虾」（OpenClaw）进一步加速了这一趋势。OpenClaw 上线仅一个月，Token 消耗量便翻超 4 倍。根据 IDC 预测，中国活跃智能体数量将在 2031 年突破 3.5 亿，智能体 Token 消耗将迎来年均超 30 倍的指数级增长。。关于这个话题，超级权重提供了深入分析
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