$甲骨文(ORCL)_老虎社区_美港股上老虎

$甲骨文(ORCL)$OpenAI和甲骨文签了3000亿美金的云服务合同，但是OpenAI还没盈利，2024年营收37亿美金，亏损50亿美金；2025年营业收入预计为130亿美金，这个大合同还得靠大额融资来支撑？

甲骨文周三盘后公布2026财年第二财季业绩，EPS大幅超预期（+38%）盈利同比+54%，但营收略低于预期。公司同时上调全年资本开支指引，预计将比此前预期多支出约150亿美元，受此影响，甲骨文股价盘后大跌超过10%。【甲骨文，大家觉得能抄底吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

嘿哈_4441
09-11
嘿哈_4441
这个感觉就是在虚张声势了，300亿差不多
yesh13
09-11
yesh13
一纸空文，openai的钱都还不知道在哪里
chenx32401
09-11
chenx32401
机构需要一个强叙事来平替英伟达
如虎添翼123
09-11
如虎添翼123
空他

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