中文翻译
针对彭博社报道的最新回应：“Oracle与OpenAI的数据中心项目现有计划仍在按部就班进行。” 昨日因虚假的出口管制新闻，从$NVDA到$LITE的半导体板块遭遇暴跌。现在，关于$ORCL的消息是否会导致又一个类似的交易日？
· 供应链分析
澄清Oracle数据中心项目正常，视AI板块错杀为买入机会。
涉及标的： $GOOGL$LITE$META$NVDA$ORCL$TSM
英文原文
In a new response to Bloomberg article: “Existing plans for Oracle's data center project with OpenAi remain on track” The first Bloomberg report caused a crash in Semis from $NVDA to $LITE yesterday from false export control news. And now we have potentially another one day regarding involving $ORCL?