Name: 上次發生這種情況時......很多人都成了百萬富翁 (Last Time This Happened… Lots of People Became Millionaires)
Uploaded: 2025-09-17T18:02:24.000Z
Duration: 13 min 51 s

轉承詞

Two weeks ago, I made a video claiming that Oracle is the stock that you should be paying a lot of attention to because this is the next AI stock that is going to shoot to the  Two weeks later, Oracle stock rises by about 40%.

兩週前，我製作了一個視頻，聲稱甲骨文是你應該非常關注的股票，因為這是下一個將飆升至兩週後的人工智能股票。

In fact, Oracle is one of the fastest-growing stocks and one of the best-performing stocks of 2025.

事實上，甲骨文是 2025 年增長最快的股票之一，也是表現最好的股票之一。

程度副詞

I was expecting Oracle to grow, but to be honest, even I am surprised that it has grown this fast.

我本以為甲骨文會發展壯大，但說實話，連我自己都對它發展得如此之快感到驚訝。

A 40% increase in less than two weeks, that's amazing.

不到兩週就增加了 40%，這太驚人了。

In fact, since April of this year, Oracle has grown by about 150%, which makes it one of the best-performing stocks in recent years.

事實上，自今年 4 月以來，甲骨文公司的業績增長了約 150%，成為近年來表現最好的股票之一。

事實上，它與 Nvidia 一樣偉大。

Even if you missed your opportunity and you did not invest, for example, in the S&P 500 in 2020, 2021, 2022 and just invested in Oracle in April of this year, imagine how much money you could have made.

即使您錯失良機，比如您在 2020、2021 和 2022 年沒有投資標準普爾 500 指數，而只是在今年 4 月投資了甲骨文公司，想象一下您本可以賺多少錢。

I will explain why Oracle stock has grown this much and whether it's worth buying it and when exactly you should buy it.

我將解釋甲骨文股票增長如此之快的原因，以及是否值得購買和何時應該購買。

In fact, this is the biggest increase in Oracle stock since 1990s because last time it has grown this much was during the dot com revolution.

事實上，這是自 20 世紀 90 年代以來甲骨文股票的最大漲幅，因為上一次甲骨文股票有如此大的漲幅還是在互聯網革命時期。

The stock has grown from less than 4 dollars to as much as 46 dollars.

股價從不到 4 美元漲到了 46 美元。

That's a 1200% increase, which made it one of the best investment opportunities of the dot com era.

增長了 1200%，成為網絡時代最好的投資機會之一。

然而，從那以後，它就一蹶不振了。

And that's the problem with this kind of hype.

If you are investing and there is a lot of hype in the market and you cannot possibly time the market, you are going to lose everything.

如果你在投資時，市場上有很多炒作，而你又不可能把握市場時機，那麼你就會一無所有。

And that's why it's extremely important to invest in stocks that are going to grow in the long run.

這就是為什麼投資於長期增長的股票極其重要的原因。

For example, if you just take Oracle, yes, it has crushed after that.

例如，如果你只拿甲骨文來說事，是的，它在那之後就崩潰了。

However, if you look at the big picture, since then, Oracle stock has been one of the best performing stocks of all time.

不過，如果從大局來看，從那時起，甲骨文股票一直是有史以來表現最好的股票之一。

Even if you purchased Oracle at the peak of the internet revolution, you would still have made a lot of money because since then, it has grown to over 300 dollars.

即使您在互聯網革命的頂峰時期購買了甲骨文，您也會賺得盆滿缽滿，因為從那時起，甲骨文已經漲到了 300 多美元。

And there is a probability that Oracle is going to become a 2 trillion, 3 trillion or maybe even a 4 trillion dollar company over the next couple of decades.

在未來幾十年裡，甲骨文很有可能成為一家市值達 2 萬億、3 萬億甚至 4 萬億美元的公司。

What's happening now is very similar to what has been happening back in 1990s.

現在發生的情況與 20 世紀 90 年代發生的情況非常相似。

In fact, if you literally pull out the older rich people today, you'll find out that almost all of them made their money during the dot com era and because they have invested in the right companies back in 1990s and early 2000s, that's why they are the richest people today.

事實上，如果你把今天的老一輩富豪拉出來，你會發現他們幾乎都是在網絡時代賺的錢，因為他們在 20 世紀 90 年代和 21 世紀初投資了正確的公司，所以他們才成為今天最富有的人。

I mean, this is Forbes billionaires list.

我是說，這是福布斯億萬富豪排行榜。

Of course, Elon Musk became the richest person first by creating PayPal and then took that money and invested it in Tesla and SpaceX and so on and so forth.

當然，埃隆-馬斯克（Elon Musk）首先通過創建 PayPal 成為首富，然後把這些錢投資到特斯拉和 SpaceX 等等。

But everyone else on the list also made their money because of the dot com revolution.

但名單上的其他人也都是因為網絡革命而賺到了錢。

Larry Ellison, Jeff Bezos, Larry Page, Sergey Brin, you name it.

拉里-埃裡森（Larry Ellison）、傑夫-貝索斯（Jeff Bezos）、拉里-佩奇（Larry Page）、謝爾蓋-布林（Sergey Brin），你說得出來。

The only two people on this list are Warren Buffett and Bernard Arnold.

這個名單上只有兩個人：沃倫-巴菲特和伯納德-阿諾德。

Even Warren Buffett made his money out of technology.

就連沃倫-巴菲特也是靠技術賺錢的。

The best investment in the history of Warren Buffett was an investment into Apple.

巴菲特歷史上最好的投資就是投資蘋果公司。

And if he did not invest in Apple back in 2015 or 2016 or something like that, he wouldn't be on the Forbes billionaires list as one of the richest people in the world.

如果他沒有在 2015 年或 2016 年之類的時候投資蘋果公司，他就不會登上福布斯億萬富豪排行榜，成為世界上最富有的人之一。

Even if the people that missed the dot com revolution and still invested in technology companies after that, still ended up becoming some of the richest people in the world.

即使那些錯過了互聯網革命，但在那之後仍然投資科技公司的人，最終仍然成為了世界上最富有的人。

So what we are seeing right now is literally once in a lifetime opportunity.

是以，我們現在看到的是千載難逢的機會。

Because something like that is not going to happen.

因為這樣的事情是不會發生的。

If you actually make the right investments today, you will find yourself making so much money that you cannot possibly imagine.

如果你今天真正做出了正確的投資，你會發現自己賺到的錢多得你無法想象。

From 1995 to early 2000s, 500 internet companies went public.

從 1995 年到本世紀初，共有 500 家互聯網公司上市。

Just imagine the number of companies that were internet companies that did not go public, but only a few of them actually survived, such as Google, Nvidia, eBay, PayPal, Amazon.

試想一下，有多少互聯網公司沒有上市，但其中只有少數幾家真正存活下來，如谷歌、Nvidia、eBay、PayPal、亞馬遜。

And the founders of these companies became, of course, the richest people in the world.

當然，這些公司的創始人也成為了世界上最富有的人。

Everyone else who has also invested in these companies also became some of the richest people in the world.

同樣投資於這些公司的其他人也成為了世界上最富有的人。

They not necessarily made like billions of dollars like the founders, but they made hundreds of millions of dollars.

他們不一定像創始人那樣賺了數十億美元，但也賺了數億美元。

At the same time, it was very difficult to actually find out which of these companies are going to be the survival ones, which of these companies are going to make it beyond the dot com bubble.

與此同時，要真正找出這些公司中哪些會生存下來，哪些會在網絡保麗龍之後繼續生存下去，也是非常困難的。

Jay Walker founded the company and at its peak, it made the founder of this company one of the richest people in the world and put him at the Forbes billionaires list.

傑伊-沃克創立了這家公司，在公司發展的頂峰時期，公司創始人成為世界上最富有的人之一，並登上了福布斯億萬富豪排行榜。

Even though that the company still exists today, it's nowhere close to as big as it was back in the days.

儘管該公司今天仍然存在，但其規模遠不及當年。

So what we are seeing right now is very similar to the dot com revolution.

是以，我們現在看到的情況與互聯網革命非常相似。

So internet connected people all across the globe.

是以，互聯網連接著全球各地的人們。

It simply made it much faster and much more efficient to connect with one another.

它使彼此間的聯繫更快、更高效。

If in 1990s, you would want to communicate with somebody, it was very difficult.

如果在 20 世紀 90 年代，你想與人交流，那是非常困難的。

Today, you can pull out your phone, video call somebody on the other side of the planet and voila, you have effective communication.

如今，你可以掏出手機，與地球另一端的人視頻通話，然後就能實現有效溝通。

Even if you go to early 2000s, when everybody was having those little blackberries with an entire keyboard on the screen, I mean, it's very difficult to imagine how far we have come.

即使回到 21 世紀初，當每個人都在使用那種螢幕上有整個鍵盤的小黑莓手機時，我的意思是，也很難想象我們已經取得了多大的進步。

Every business person back in the days had a blackberry because it was very efficient to type an email.

過去，每個商務人士都有一部黑莓手機，因為它可以非常高效地輸入電子郵件。

But why type an email when you can pull out your phone and video call somebody on the other side of the world.

但是，當你可以拿出手機與世界另一端的人視頻通話時，為什麼還要輸入電子郵件呢？

It actually made it much easier to access information globally.

實際上，這使得在全球範圍內獲取信息變得更加容易。

If you want to find out something, just pull out your phone or pull out your computer and google something.

如果你想了解什麼，只需拿出手機或電腦，谷歌一下。

You have an entire Wikipedia where you can find any information that you want.

你可以在整個維基百科中找到任何你想要的資訊。

So it made the cost of information and the cost of communication so cheap that it made us all much more productive.

是以，它使資訊和通信的成本變得如此低廉，從而使我們的工作效率大大提高。

And that's why it allowed companies to become trillion dollar companies.

這就是為什麼它能讓公司成為價值萬億美元的公司。

Like the largest company back in 1990s was probably Exxon Mobil.

就像 20 世紀 90 年代最大的公司可能是埃克森美孚一樣。

And Exxon Mobil used to worth 300 or 400 billion dollars.

埃克森美孚過去的市值曾達到三四千億美元。

It was one of the largest companies back in the days.

And if you are an investor, you cannot possibly imagine Exxon Mobil to become a trillion dollar company or 5 trillion dollar companies.

如果你是投資者，你不可能想象埃克森美孚會成為一家價值萬億美元的公司或 5 萬億美元的公司。

Because it simply wouldn't make that much money.

But because internet has increased our productivity so much, it allowed for companies to make that much money.

但是，由於互聯網極大地提高了我們的生產力，是以公司可以賺到那麼多錢。

Now take this and compare it to what AI is doing to the world today.

現在，我們將其與人工智能對當今世界的影響進行比較。

It's doing pretty much the exact same thing in a very different way.

它以一種截然不同的方式做著幾乎完全相同的事情。

So if you want to solve an equation, you can do that.

是以，如果你想解方程，就可以這樣做。

You can pull out the calculator and you can do the math and it will take you some time.

你可以拿出計算器算一算，這需要一些時間。

Or you can ask AI and it will do the exact same for you in a fraction of a second.

或者你可以詢問人工智能，它也會在幾分之一秒內為你做同樣的事情。

See, back in college when I was studying accounting and finance, we used to create financial statements, we used to analyze them and it would take a lot of time.

你看，我在大學學習會計和金融的時候，我們經常要製作財務報表，分析它們，這需要花費很多時間。

And when I thought that when I graduate, I will go and work for some kind of Deloitte or KPMG or one of those auditing companies.

當時我想，等我畢業了，我就去德勤或畢馬威之類的審計公司工作。

But now you can do all of that in a fraction of a second.

但現在，您可以在幾分之一秒內完成所有這些工作。

I mean, of course, you need a human auditor at the end of the day to check everything.

我的意思是，當然，你需要一個人工審計員在一天結束時檢查一切。

But imagine how much it speeds up the task of thinking.

但試想一下，這將大大加快思考的速度。

So it's basically increasing your productivity as much as internet increased the productivity of businesses by connecting people, by making communication much easier, much more efficient and much cheaper.

是以，從根本上說，它提高了你的生產力，就像互聯網通過連接人與人，使通信更容易、更高效、更便宜而提高了企業的生產力一樣。

If internet created $2 trillion companies, $3 trillion companies, AI is going to create $20 trillion companies, $30 trillion companies, $40 trillion companies just now.

如果說互聯網創造了 2 萬億美元、3 萬億美元的公司，那麼現在，人工智能將創造 20 萬億美元、30 萬億美元、40 萬億美元的公司。

Because even Elon Musk is trying to reshape the image of Tesla and is trying to present Tesla as a robotics and AI company.

因為就連埃隆-馬斯克（Elon Musk）也在試圖重塑特斯拉的形象，試圖將特斯拉打造成一家機器人和人工智能公司。

And they just came out with a plan, with a compensation package that Elon will take Tesla to become a $10 trillion company with that compensation package of $1 trillion.

他們剛剛提出了一個計劃，埃隆將用 1 萬億美元的補償方案把特斯拉帶成一家 10 萬億美元的公司。

And the only way that is possible is for them to sell AI services.

而唯一可能的辦法就是銷售人工智能服務。

And that's why both of them are actually massively increasing the productivity.

這就是為什麼它們都能大幅提高生產率。

So here's why Oracle stock actually grew by 40%.

是以，甲骨文的股價實際上增長了 40%。

They signed a deal with OpenAI, a $300 billion deal with Oracle.

他們與 OpenAI 簽訂了協議，與甲骨文公司簽訂了價值 3000 億美元的協議。

The only way to power AI, you need computer chips.

為人工智能提供動力的唯一方法，就是使用計算機芯片。

And you need a lot of these computer chips.

And that's why they are building those huge data centers that are going to power the entire AI.

這也是為什麼他們要建造這些巨大的數據中心，為整個人工智能提供動力。

If you go to chatGPT today and you type something, a request, there is a lot of computer power that is needed for that request to be completed.

如果您今天在 chatGPT 上輸入一個請求，那麼完成這個請求需要大量的計算機能力。

Back in 1990s and early 2000s, when we came out with the internet, you also needed those data centers in order to host websites, to host the entire internet.

早在 20 世紀 90 年代和 21 世紀初，當我們推出互聯網時，也需要這些數據中心來託管網站，託管整個互聯網。

So if you pull out Netflix and you watch a show, where do you think that show is being hosted?

所以，如果你打開 Netflix 看一部劇，你認為這部劇是在哪裡播出的？

On Amazon Web Services, which was the key reason that made Amazon such a successful company.

關於亞馬遜網絡服務，這是亞馬遜成為如此成功的公司的關鍵原因。

If it wasn't for Amazon Web Services, you would not have Amazon today.

如果沒有亞馬遜網絡服務，就不會有今天的亞馬遜。

Because that sector of Amazon was so profitable that it allowed or funded the entire Amazon and made it one of the most successful companies today.

因為亞馬遜的這一部門利潤豐厚，允許或資助了整個亞馬遜，使其成為當今最成功的公司之一。

是以，我們今天需要一模一樣的東西。

So I could easily imagine that Oracle is going to build those data centers.

是以，我很容易想象甲骨文公司將建立這些數據中心。

And Oracle is going to spend 40 billion dollars buying NVIDIA's computer chips and will build the data centers in order to power OpenAI.

甲骨文公司將斥資 400 億美元購買英偉達公司的計算機芯片，並將建立數據中心，為 OpenAI 提供動力。

But here is the second most interesting thing.