今日大盘整体走弱，各_老虎社区_美港股上老虎

今日大盘整体走弱，各大指数出现回落，两市成交维持高位，盘面多数个股走弱，市场赚钱效应偏弱。

部分前期热门方向出现回调，仅有少数板块表现相对抗跌。不适合急于进场。操作上保持谨慎，控制好仓位，不要盲目跟风操作，耐心等待盘面情绪修复后再寻找机会。（不构成投资建议$上证指数(000001.SH)$ $中石科技(300684)$ $英伟达(NVDA)$

甲骨文积压订单冲到6640亿,云股能否翻身?

甲骨文财报前收跌5.38%，盘后转头涨4.38%到159.64美元。2027财年一季度营收193.5亿美元，同比增30%，略低于预期的195.3亿；云基础设施74亿，同比增121%。剩余履约义务6640亿，高于财报前普遍引用的6380亿；季内新签超300亿美元AI云合同，交付超30万块GPU，接近上一财季的三倍。全年指引抬到调整后每股收益8.10美元、营收至少900亿。Nebius收跌5.09%，CoreWeave收跌约5%——加息预期一上行，靠融资建产能的中小云商最先挨打。订单确实开始转成收入，但转化越快，前期掏的现金越多。甲骨文、Nebius还是CoreWeave，利率上行期你拿哪只？

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