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ORCL 甲骨文
交易中 12-11 14:23:16 EST
198.94
-24.07
-10.79%
最高
199.29
最低
186.23
成交量
7,673万
今开
190.66
昨收
223.01
日振幅
5.86%
总市值
5,671亿
流通市值
3,217亿
总股本
28.51亿
成交额
147.83亿
换手率
4.75%
流通股本
16.17亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
今夜 甲骨文史诗级暴跌！
中国基金报 · 00:11
今夜 甲骨文史诗级暴跌！
丰业银行下调甲骨文目标股价：360美元降至260美元
和讯网 · 00:04
丰业银行下调甲骨文目标股价：360美元降至260美元
古根海姆维持甲骨文目标价为每股400.00美元
新浪财经 · 12-11 23:40
古根海姆维持甲骨文目标价为每股400.00美元
英伟达股价因甲骨文业绩承压的两个原因
老虎资讯综合 · 12-11 23:34
英伟达股价因甲骨文业绩承压的两个原因
甲骨文短线拉升，半导体、AI概念股普跌，博通、英伟达跌超3%
老虎资讯综合 · 12-11 23:10
甲骨文短线拉升，半导体、AI概念股普跌，博通、英伟达跌超3%
美股异动丨甲骨文季绩重燃市场对AI泡沫的担忧，科技股集体走低
格隆汇 · 12-11 23:10
美股异动丨甲骨文季绩重燃市场对AI泡沫的担忧，科技股集体走低
基恩士（Keybanc）将甲骨文（Oracle）的目标价从每股350美元下调至300美元
新浪财经 · 12-11 23:05
基恩士（Keybanc）将甲骨文（Oracle）的目标价从每股350美元下调至300美元
华尔街机构力挺甲骨文(ORCL.US) 强调其AI业务增长潜力将远超市场预期
智通财经 · 12-11 22:44
华尔街机构力挺甲骨文(ORCL.US) 强调其AI业务增长潜力将远超市场预期
甲骨文(ORCL)跌幅扩至15.25% 摩根大通等多家机构下调公司目标价
金吾财讯 · 12-11 22:39
甲骨文(ORCL)跌幅扩至15.25% 摩根大通等多家机构下调公司目标价
甲骨文市值蒸发1020亿美元
格隆汇 · 12-11 22:37
甲骨文市值蒸发1020亿美元
甲骨文股价下跌15.8%，创2001年3月以来最大单日跌幅，因第三季度预测低于预期
美股速递 · 12-11 22:35
甲骨文股价下跌15.8%，创2001年3月以来最大单日跌幅，因第三季度预测低于预期
纳指低开0.61%，甲骨文绩后大跌超15%，英伟达跌超2%
格隆汇资讯 · 12-11 22:31
纳指低开0.61%，甲骨文绩后大跌超15%，英伟达跌超2%
小摩下调甲骨文目标价至230美元
格隆汇 · 12-11 22:20
小摩下调甲骨文目标价至230美元
甲骨文五年期信用违约掉期上升至139个基点，较上次收盘上涨近12个基点
美股速递 · 12-11 22:03
甲骨文五年期信用违约掉期上升至139个基点，较上次收盘上涨近12个基点
第二财季利润“虚胖”且云业务增速不及预期 甲骨文盘前大跌超13%
智通财经 · 12-11 21:59
第二财季利润“虚胖”且云业务增速不及预期 甲骨文盘前大跌超13%
甲骨文的业绩显示出强劲的需求，Wedbush表示
投资观察 · 12-11 21:45
甲骨文的业绩显示出强劲的需求，Wedbush表示
FOMC和甲骨文财报的反转
塔子哥的随笔 · 12-11 21:31
FOMC和甲骨文财报的反转
5天累计涨幅已达723%，单签浮盈41万多！公司却说“今年预计亏11亿”
半导体芯情 · 12-11 21:14
5天累计涨幅已达723%，单签浮盈41万多！公司却说“今年预计亏11亿”
分析师：甲骨文云业务不及预期 市场担忧订单积压无法兑现
格隆汇 · 12-11 20:57
分析师：甲骨文云业务不及预期 市场担忧订单积压无法兑现
甲骨文业绩遇挫终结跨资产市场狂欢 交易者扎堆避险
环球市场播报 · 12-11 20:52
甲骨文业绩遇挫终结跨资产市场狂欢 交易者扎堆避险
暂无数据
公司概况
公司名称：
甲骨文
所属市场：
NYSE
上市日期：
--
主营业务：
甲骨文股份有限公司于2005年在特拉华州注册成立，它提供解决企业信息技术环境的产品和服务。产品和服务包括应用程序和基础设施产品，这些产品和服务通过各种灵活且可互操作的IT部署模型在全球范围内提供。这些模型包括内部部署、基于云的部署和混合部署，如客户提供的Oracle cloud。它为客户提供选择和灵活性，并促进最适合客户需求的产品、服务和部署组合。其客户包括许多规模的企业、政府机构、教育机构和经销商。
发行价格：
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23:34","pubTimestamp":1765467245,"startTime":"0","endTime":"0","summary":"英伟达股价早盘下跌 3.06%，至 178.16 美元。由于甲骨文大跌 12%，AI 概念股票整体受挫。甲骨文此前发布的财报中，指引低于预期，并同时上调了支出预测。英伟达投资者也可能被甲骨文的表态吓到，甲骨文表示未来将与竞争芯片供应商达成更多合作。双方计划从 2026 年第三季度开始部署 5 万颗芯片。博通将在周四盘后发布财报。","market":"us","thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVDA","ORCL"],"gpt_icon":1},{"id":"1103502313","title":"甲骨文短线拉升，半导体、AI概念股普跌，博通、英伟达跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103502313","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1103502313?lang=zh_cn&edition=full","pubTime":"2025-12-11 23:10","pubTimestamp":1765465845,"startTime":"0","endTime":"0","summary":"英特尔、美光科技、台积电跌超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/7f4afa2b01089dca2de3558f352a0acc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7f4afa2b01089dca2de3558f352a0acc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ORCL","NVDA","SMCI","AMD"],"gpt_icon":0},{"id":"2590512296","title":"美股异动丨甲骨文季绩重燃市场对AI泡沫的担忧，科技股集体走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2590512296","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590512296?lang=zh_cn&edition=full","pubTime":"2025-12-11 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23:05","pubTimestamp":1765465507,"startTime":"0","endTime":"0","summary":"基恩士（Keybanc）将 甲骨文 （Oracle）的目标价从每股350美元下调至300美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512112318099538048a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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强调其AI业务增长潜力将远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2590125515","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590125515?lang=zh_cn&edition=full","pubTime":"2025-12-11 22:44","pubTimestamp":1765464281,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周四，尽管甲骨文公布的季度业绩喜忧参半并导致股价大跌逾14%，多家华尔街机构为这家IT巨头站台，强调公司在人工智能业务上的增长潜力将远超市场预期。甲骨文本季度RPO达到5230亿美元，显著高于华尔街此前预计的5000亿美元。甲骨文在财报中重申2026财年收入指引为670亿美元，与市场一致。他指出，甲骨文实际需要融资的规模可能远低于外界传闻的1000亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380633.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1815336760.USD","IE00B5949003.HKD","IE00BBT3K403.USD","LU2237957811.SGD","LU1366192091.USD","IE00B19Z3B42.SGD","LU0353189763.USD","LU1037948541.HKD","LU1720051017.SGD","BK4543","LU1548497426.USD","LU0353189680.USD","BK4528","LU0198837287.USD","LU0553294199.USD","BK4533","LU0545039389.USD","LU1035773651.USD","LU1201861249.SGD","LU1429558221.USD","LU0081259029.USD","LU2746668461.USD","IE0002270589.USD","LU0957808578.USD","LU0738911758.USD","BK4538","LU0444971666.USD","LU0661504455.SGD","LU0256863811.USD","LU2108987350.USD","LU2236285917.USD","IE0004445239.USD","IE00B775SV38.USD","LU0889565833.HKD","LU0175139822.USD","LU0109392836.USD","LU2054465674.USD","LU1989772923.USD","LU0965508806.USD","LU1506573853.SGD","LU1989764664.SGD","IE0009356076.USD","LU2458330169.SGD","LU0965509101.SGD","LU1935042488.USD","BK4585","LU2360106780.USD","LU0980610538.SGD","LU1989764748.USD","LU2860962120.EUR","LU0348723411.USD","LU0648001328.SGD","ORCL","LU1935043536.SGD","LU0476273544.USD","LU0965509283.SGD","LU1489326972.SGD","IE00B19Z3581.USD","LU0323591593.USD","IE00BMPRXQ63.HKD","LU1934455277.USD","BK4097","LU0314106906.USD","BK4516","LU0320765489.SGD","LU1935043023.USD","IE00B3S45H60.SGD","LU0444973449.USD","LU0068578508.USD","LU0070302665.USD","LU0082616367.USD","LU0208291251.USD","LU1366333091.USD","IE00BMPRXR70.SGD","BK4588","LU0433182093.SGD","SG9999011175.SGD","SG9999003800.SGD","LU1691799644.USD","LU1934455194.USD","LU2357305700.SGD","LU0985489474.SGD","LU0965509010.AUD","LU1037948897.HKD","BK4581","LU1935042991.SGD","LU2746668974.SGD","LU0157215616.USD","LU1935042215.USD","LU0949170772.SGD","LU1989772840.SGD","LU1642822529.SGD","LU0417517546.SGD","LU2250418816.HKD","LU2458330243.SGD","LU1852331112.SGD","LU0056508442.USD","LU0861579265.USD","IE00BN8TJ469.HKD","LU1803068979.SGD","LU0719512351.SGD","IE00BLSP4239.USD","LU1435385759.SGD","LU2896262040.SGD","LU1934455863.HKD","IE00B7SZLL34.SGD","SG9999001424.SGD","LU1003077747.HKD","LU2087625088.SGD","LU2326559502.SGD","LU0878866978.SGD","LU1069347547.HKD","LU2237957902.USD","LU1720051108.HKD","BK4534","LU0234570918.USD","IE00BLSP4452.SGD","LU0130102774.USD","LU2543165471.USD","LU0210536198.USD","IE00BMPRXN33.USD","LU0289960550.SGD"],"gpt_icon":1},{"id":"2590251479","title":"甲骨文(ORCL)跌幅扩至15.25% 摩根大通等多家机构下调公司目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2590251479","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590251479?lang=zh_cn&edition=full","pubTime":"2025-12-11 22:39","pubTimestamp":1765463983,"startTime":"0","endTime":"0","summary":"金吾财讯 | 甲骨文 第二财季调整后营收逊预期以及外界对于公司高昂支出担忧，公司盘初股价大幅下跌，截止发稿，跌幅扩至15.25%，报189美元，成交额27.45亿美元，最新总市值5388亿美元。公司第二财季调整后营收161亿美元，预估162.1亿美元，去年同期140.59亿美元。第二季度云基础设施收入为41亿美元，预计为40.9亿美元。多家机构下调公司目标价。Baird将甲骨文目标价从315美元下调至300美元。加拿大丰业银行将甲骨文公司目标股价从360美元下调至260美元。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/ZWJkNDM0ZDIxZGI0MmM2OTU5ZmFmYmIzNDdlN2ZlMTM1NjQzNTM3NDg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZWJkNDM0ZDIxZGI0MmM2OTU5ZmFmYmIzNDdlN2ZlMTM1NjQzNTM3NDg=.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295303","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BMPRXQ63.HKD","LU0234570918.USD","IE00BMPRXN33.USD","BK4538","IE00B19Z3B42.SGD","LU1935042991.SGD","LU1691799644.USD","LU1037948541.HKD","LU2360106780.USD","BK4581","LU2746668461.USD","IE00B775SV38.USD","LU0198837287.USD","IE0004445239.USD","LU0861579265.USD","LU2236285917.USD","LU0545039389.USD","LU0314106906.USD","LU1429558221.USD","LU0082616367.USD","LU1548497426.USD","BK4533","LU2054465674.USD","LU0320765489.SGD","BK4588","LU0417517546.SGD","LU1989772840.SGD","LU0348723411.USD","LU1935042488.USD","LU1720051017.SGD","IE00BLSP4239.USD","LU0068578508.USD","LU0433182093.SGD","LU0070302665.USD","LU1037948897.HKD","LU0081259029.USD","LU0878866978.SGD","LU1366333091.USD","BK4097","BK4534","IE0002270589.USD","BK4516","LU2237957811.SGD","LU0208291251.USD","LU2458330169.SGD","IE00B5949003.HKD","LU0965509283.SGD","LU0985489474.SGD","SG9999003800.SGD","LU1935043536.SGD","LU0444973449.USD","LU2250418816.HKD","LU1366192091.USD","LU1815336760.USD","LU1435385759.SGD","LU1069347547.HKD","LU0553294199.USD","LU2896262040.SGD","SG9999001424.SGD","LU0957808578.USD","IE00B3S45H60.SGD","LU1642822529.SGD","LU0661504455.SGD","LU0353189680.USD","SG9999011175.SGD","LU0175139822.USD","LU0949170772.SGD","LU1989764664.SGD","LU2543165471.USD","LU0738911758.USD","LU0476273544.USD","LU0965508806.USD","LU0157215616.USD","LU0256863811.USD","LU1852331112.SGD","LU2357305700.SGD","LU2237957902.USD","LU0056508442.USD","IE00BMPRXR70.SGD","BK4528","LU1803068979.SGD","LU2087625088.SGD","LU0444971666.USD","BK4585","LU2326559502.SGD","LU1935042215.USD","LU1489326972.SGD","IE00BLSP4452.SGD","LU0980610538.SGD","LU0289960550.SGD","LU1003077747.HKD","LU2458330243.SGD","LU0648001328.SGD","IE00B19Z3581.USD","LU1935043023.USD","LU1934455277.USD","LU0323591593.USD","IE00BN8TJ469.HKD","BK4543","LU1201861249.SGD","IE00B7SZLL34.SGD","IE0009356076.USD","LU2108987350.USD","IE00BBT3K403.USD","LU0109392836.USD","LU1989764748.USD","LU1934455194.USD","LU1506573853.SGD","LU1934455863.HKD","LU0965509010.AUD","LU0965509101.SGD","LU0210536198.USD","LU0353189763.USD","ORCL","LU1989772923.USD","LU0130102774.USD","LU0719512351.SGD","LU0889565833.HKD","LU1035773651.USD","LU1720051108.HKD","LU2746668974.SGD","LU2860962120.EUR"],"gpt_icon":0},{"id":"2590951419","title":"甲骨文市值蒸发1020亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590951419","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590951419?lang=zh_cn&edition=full","pubTime":"2025-12-11 22:37","pubTimestamp":1765463827,"startTime":"0","endTime":"0","summary":"格隆汇12月11日｜甲骨文(ORCL.US)跌幅扩大至16%，创2001年3月以来最大单日跌幅，市值蒸发1020亿美元。消息上，公司第二财季云业务及基础设施业务收入不及预期，加大AI支出引发担忧。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211223805a699c9ea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:31","pubTimestamp":1765463511,"startTime":"0","endTime":"0","summary":"美联储如期降息25个基点，美股三大指数开盘涨跌不一，纳指跌0.61%，标普500指数跌0.38%，道指涨0.2%。甲骨文大跌超15%，第二财季云业务及基础设施业务收入不及预期，加大AI支出引发担忧。英伟达跌超2%，中国据报将限制使用英伟达H200芯片。英特尔跌超2%，公司对欧盟反垄断裁决败诉，但罚款削减至2.37亿欧元。博通跌超3%，机构警告投资者预期已过度饱和，即便Q4业绩强劲也可能触发回调。(格隆汇)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512112232029537f3fa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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甲骨文的第二财季收益未达预期，随后造成13%的盘前抛售，这令科技投资者更加紧张，Wedbush的分析师在一份研究报告中指出。但是，他们表示：“虽然空头会利用这个数字在拥挤的剧院里大喊‘着火了’，我们对此观点强烈反对。”分析师提到甲骨文尚未履行的业绩义务达到5230亿美元，而华尔街预期为5000亿美元，这也是他们看好该公司的理由。“这是我们未来关注甲骨文人工智能发展和战略健康的关键数字，”他们表示。他们认为此次抛售是一个买入机会。(connor.hart@wsj.com)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2326559502.SGD","LU0289960550.SGD","LU1069347547.HKD","LU0965509283.SGD","LU1989764748.USD","LU1803068979.SGD","LU0861579265.USD","LU2543165471.USD","LU1201861249.SGD","IE00BMPRXN33.USD","BK4533","LU1037948541.HKD","IE00BLSP4452.SGD","LU0175139822.USD","LU1429558221.USD","LU2357305700.SGD","LU0738911758.USD","LU0433182093.SGD","LU0553294199.USD","LU2236285917.USD","LU0157215616.USD","SG9999001424.SGD","LU1934455194.USD","LU1037948897.HKD","BK4581","IE00BMPRXR70.SGD","BK4097","LU0109392836.USD","LU0070302665.USD","LU0082616367.USD","LU0719512351.SGD","IE00BLSP4239.USD","IE00B19Z3B42.SGD","LU0348723411.USD","IE00B7SZLL34.SGD","IE00B5949003.HKD","LU0353189680.USD","LU0965508806.USD","LU0965509010.AUD","LU1989772840.SGD","LU0056508442.USD","LU1506573853.SGD","SG9999011175.SGD","BK4585","LU1815336760.USD","LU0198837287.USD","LU0444973449.USD","LU0210536198.USD","LU2360106780.USD","LU0417517546.SGD","LU0957808578.USD","LU2054465674.USD","LU1035773651.USD","LU1548497426.USD","LU1989764664.SGD","LU0949170772.SGD","LU0889565833.HKD","LU2458330243.SGD","LU0648001328.SGD","LU0545039389.USD","LU0208291251.USD","LU0661504455.SGD","LU0476273544.USD","LU0130102774.USD","IE0004445239.USD","IE0009356076.USD","LU2087625088.SGD","LU1691799644.USD","LU1642822529.SGD","BK4534","LU2896262040.SGD","LU1935043023.USD","LU1934455863.HKD","LU1435385759.SGD","LU0323591593.USD","LU0985489474.SGD","LU1489326972.SGD","LU1935042215.USD","LU2237957902.USD","LU1720051017.SGD","BK4516","LU0878866978.SGD","LU2250418816.HKD","IE00B775SV38.USD","LU0234570918.USD","LU2746668461.USD","IE00B19Z3581.USD","BK4538","LU0081259029.USD","LU1852331112.SGD","LU0314106906.USD","LU1366333091.USD","BK4528","LU1989772923.USD","BK4543","IE00B3S45H60.SGD","LU0068578508.USD","LU0320765489.SGD","LU2860962120.EUR","LU0353189763.USD","ORCL","LU1935042488.USD","IE00BBT3K403.USD","LU1720051108.HKD","LU2237957811.SGD","SG9999003800.SGD","IE00BMPRXQ63.HKD","LU0980610538.SGD","LU2108987350.USD","LU2746668974.SGD","BK4588","LU0965509101.SGD","IE00BN8TJ469.HKD","LU1935042991.SGD","LU0444971666.USD","LU1003077747.HKD","LU2458330169.SGD","IE0002270589.USD","LU1934455277.USD","LU1935043536.SGD","LU1366192091.USD","LU0256863811.USD"],"gpt_icon":0},{"id":"2590713519","title":"FOMC和甲骨文财报的反转","url":"https://stock-news.laohu8.com/highlight/detail?id=2590713519","media":"塔子哥的随笔","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590713519?lang=zh_cn&edition=full","pubTime":"2025-12-11 21:31","pubTimestamp":1765459897,"startTime":"0","endTime":"0","summary":"市场明年美联储转鹰风险仍是计价不足，和2021年底有些类似。甲骨文和openAI算是最脆弱的两个环节了，AI要是后面几年大回撤这两个“作用”可能比英伟达还大。相关报告，财报解读，美联储决议分析，个股前瞻，策略都已经上传，欢迎各位加入讨论。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211215735a4429eff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:14","pubTimestamp":1765458862,"startTime":"0","endTime":"0","summary":"若以114.28元的发行价计算，该股上市以来累计涨幅已达723%。对于极少数能够中签并持有至今的投资者而言，单签浮盈已超过41万元。12月11日晚间，摩尔线程发布公告称，公司股票价格涨幅较大，显著高于相关指数涨幅。据了解，摩尔线程公司将于近期召开首届MUSA开发者大会，预计短期内对公司经营业绩不会产生重大影响。公司预计2025年归属于母公司股东的净利润为-11.68亿元至-7.30亿元。截至2025年6月30日，摩尔线程累计未弥补亏损为14.78亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211221939a699c215&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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市场担忧订单积压无法兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2590164515","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590164515?lang=zh_cn&edition=full","pubTime":"2025-12-11 20:57","pubTimestamp":1765457850,"startTime":"0","endTime":"0","summary":"格隆汇12月11日｜甲骨文(ORCL.US)第二财季财报未能缓解投资者对其短期前景的担忧，KeyBanc分析师因此将目标价从350美元下调至300美元。尽管公司剩余履约义务（ RPO）总额突破5000亿美元，但分析师指出：“投资者现在要的是执行力，而不是未来的承诺。”甲骨文云业务的收入和毛利率均未达预期，进一步加剧了市场对其能否有效兑现庞大订单积压的疑虑。“公司未能实现不久前自己设定的预期，这让人对其兑现未来承诺的能力产生质疑，”分析师表示。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211205809979cd891&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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