这不仅仅是中微观的回_老虎社区_美港股上老虎

这不仅仅是中微观的回调，而是叠加了美联储鹰派转向信号的回调，是从业绩预期到企业估值的全面压缩，目前所谓的反弹更多是技术性的，而且动作已经基本做完了，而不是趋势的反转。现在的趋势至少是中期级别的回调，是否是长期后续有待观察。

2026财年第三财季，甲骨文的调整后营收为171.9亿美元，较分析师预期168.9亿美元高近1.8%，同比增长22%，增速远超第二财季的14%。第三财季云营收（IaaS+SaaS）为89亿美元，也高于分析师预期88.4亿美元。【甲骨文夜盘大涨，大家有提前布局吗？你看好甲骨文后市表现吗？】

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