甲骨文的业绩显示出强劲的需求，Wedbush表示

投资观察2025-12-11

0838 ET - 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)

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