$甲骨文(ORCL)_老虎社区_美港股上老虎

2025-12-11

$甲骨文(ORCL)$

不建议抄底。1、是甲骨文的业绩并不亮眼。2、最大用户群所在的中国近几年大力推行国产化，未来市场可能进一步缩量。3、上方抛压巨大，短期内无暴涨可能。

隔夜美国软件股集体反弹，华尔街分析师集中发声驳斥人工智能将颠覆软件行业的“末日论”，称市场过度悲观。甲骨文等龙头股大幅反弹，科技巨头加码资本支出的承诺也提振了投资者信心。甲骨文股价一度飙升12%，创9月10日以来最大盘中涨幅，收涨近10%。D.A. Davidson分析师Gil Luria将该股评级从中性上调至买入，并直言"软件并未死亡"。【大家会抄底甲骨文吗？】

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