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短剧老炮

短剧老炮

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2021-02-04

$XL Fleet Corp(XL)$XL的卖空达到70％（查finviz.com有数据），类似股票有$游戏驿站(GME)$$fuboTV Inc.(FUBO)$[看涨]

2021-01-23

$跟谁学(GSX)$准备开始建空仓

2021-02-28

$Atlas Crest Investment Corp(ACIC)$美国的$亿航智能(EH)$, 区别在于不造假

2021-04-06

$500彩票网(WBAI)$今天怎么解释，大盘涨📈比特币📈 唯有几个比特币相关股在跌

2021-01-28

$跟谁学(GSX)$昨天建仓，仓位不大。是否获利了结？

2021-02-03

$游戏驿站(GME)$加入团战！希望是今天的低点。

2021-02-04

$Anavex Life Sciences Corp.(AVXL)$Diamond hand

2021-02-04

$游戏驿站(GME)$华尔街韭菜造反的《汉密尔顿》音乐剧版 $AMC院线(AMC)$$Naked Brand Group Inc(NAKD)$https://v.kuaishou.com/6uIFl9

2021-02-04

$跟谁学(GSX)$加仓卖空

2021-02-01

$跟谁学(GSX)$大行情还不到，随时平仓

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The three day global total was $248M. 96% of critics and 99% of audiences recommended the film on Rotten Tomatoes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617088311","isVote":1,"tweetType":1,"viewCount":4046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614280991,"gmtCreate":1653596883714,"gmtModify":1704857662807,"author":{"id":"3569326303469745","authorId":"3569326303469745","name":"短剧老炮","avatar":"https://static.tigerbbs.com/7d2418c6127dc39342fa05d4d9b7c588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569326303469745","idStr":"3569326303469745"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>Non-GAAP EPS of $3.17 beats by $0.15, revenue of $52.6B beats by $1.11B","listText":"<a href=\"https://laohu8.com/S/COST\">$好市多(COST)$</a>Non-GAAP EPS of $3.17 beats by $0.15, revenue of $52.6B beats by $1.11B","text":"$好市多(COST)$Non-GAAP EPS of $3.17 beats by $0.15, revenue of $52.6B beats by $1.11B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614280991","isVote":1,"tweetType":1,"viewCount":4693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614159641,"gmtCreate":1653454177483,"gmtModify":1653454177483,"author":{"id":"3569326303469745","authorId":"3569326303469745","name":"短剧老炮","avatar":"https://static.tigerbbs.com/7d2418c6127dc39342fa05d4d9b7c588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569326303469745","idStr":"3569326303469745"},"themes":[],"htmlText":"基本是盲人摸象","listText":"基本是盲人摸象","text":"基本是盲人摸象","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614159641","repostId":"2238958902","repostType":4,"repost":{"id":"2238958902","kind":"highlight","pubTimestamp":1653442378,"share":"https://www.laohu8.com/m/news/2238958902?lang=zh_CN&edition=full","pubTime":"2022-05-25 09:32","market":"us","language":"zh","title":"观点 | Snap业绩指引下调，对美股互联网板块意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2238958902","media":"中信证券研究 ","summary":"源于宏观逆风等因素影响，近日Snap下调二季度业绩指引，盘后下跌30%，亦导致美股互联网板块跟随下跌。我们判断，板块短期面临的宏观逆风预计仍将延续，但有望自下半年开始逐季改善&好转，当前市场担忧明显过","content":"<html><head></head><body><p>源于宏观逆风等因素影响，近日Snap下调二季度业绩指引，盘后下跌30%，亦导致美股互联网板块跟随下跌。</p><p>我们判断，板块短期面临的宏观逆风预计仍将延续，但有望自下半年开始逐季改善&amp;好转，当前市场担忧明显过度：</p><p>1）宏观数据层面，美国4月零售数据依旧保持双位数以上增长，整体依然维持强劲，同时供应链拥塞亦开始显著缓解；</p><p>2）市场格局层面，据Apptopia数据，4月TikTok单MAU时长增速环比3月小幅下降。短期来看，持续高通胀、疫情后商品消费向服务消费的结构迁移等，叠加复苏后周期经营杠杆效应的减弱，均可能导致美股互联网企业盈利持续承压。</p><p>中期维度，仍未消失的用户红利、云计算等高景气2B业务的贡献提升等，以及当前位于历史中下沿的估值水平等，均支撑我们持续看好板块中期布局机会，在我们覆盖的大型互联网公司中，未来6~12个月维度，我们的偏好顺序依次为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Meta。</p><p><b>Snap下调二季度业绩指引，导致美股互联网公司大幅波动。</b></p><p>北京时间5月24日美股盘后，Snap在提交给SEC的文件中指出，考虑到宏观逆风等因素，公司二季度业绩（收入、经调整EBITDA）有可能将低于此前一季报给出的指引下限，此前收入指引同比增长20%-25%，经调整EBITDA为0至5000万美元，但除此之外，公司亦指出对长期维度下单用户收入以及社区参与度增长保持信心。受此消息影响，美股互联网公司大幅波动，Meta、谷歌、亚马逊在Snap发布上述指引后，盘后下跌3%-7%不等。</p><p><b>基本面：宏观逆风短期仍在持续，但有望在下半年逐步好转。</b></p><p>虽然Snap表示宏观逆风导致收入指引调整，但从部分宏观数据来看，市场的担忧有所过度。4月美国消费数据依旧保持稳定水平，整体零售额环比增长0.9%，剔除汽车与加油站开支，环比增长1%，以电商为主的非实体门店零售商的销售额环比增长2.1%，并未大幅低于市场预期。俄乌局势、能源价格、供应链、外汇等因素亦没有产生大幅变化。主要互联网公司层面，根据Apptopia数据，4月TikTok单MAU时长增速环比3月小幅下降，其他公司亦基本保持稳定。我们认为，在当前敏感的市场环境中，Snap的行为放大了市场担忧，虽然整个美股互联网在二季度仍将面临持续的宏观逆风，但我们预计整个板块大概率在下半年逐步企稳。</p><p><b>估值水平：位于历史中下沿，市场担忧明显过度。</b></p><p>目前我们覆盖的大型互联网公司中，亚马逊、谷歌、Meta的估值均处在过去五年期估值的中枢下方，背后反应的是市场对于用户增长、业务转型、宏观逆风、竞争格局等多方面的担忧。中短期维度，虽然Snap一定程度放大了担忧，但对于大型互联网公司，考虑到相对稳固的行业地位，当前估值下具备一定的安全边际。长期而言，随着宏观逆风的好转，叠加公司相对积极的股东回报政策，后续大型科技公司亦具备上行空间。</p><p><b>布局思路：紧扣一线个股，静待基本面反转。</b></p><p>在当前市场环境下，美股互联网板块仍以结构性机遇为主，精选个股仍是主要思路。在当前基本面环境下，我们认为产业互联网以及云计算板块仍是中短期业绩确定性最高的板块，以AWS、Azure以及谷歌云为代表，业绩高景气度将贯穿全年，会对公司整体业绩形成一定的对冲。消费互联网在中短期仍面临一定逆风，业绩相对偏弱。因此综合而言，相较于业务单一的二线互联网公司，一线龙头的地位以及避险属性依旧占优。中期来看，基本面将仍是影响股价最重要的因素，短期而言我们预计市场的波动仍将延续。</p><p><b>风险因素：</b></p><p>全球原油、大宗商品价格持续上行风险；持续高通胀导致美联储流动性收紧超预期风险；欧美经济陷入衰退风险；欧洲、北美反垄断及数据监管政策持续趋严的风险；中期个人用户消费不足、企业IT支出下滑超预期风险；国际贸易冲突持续加剧风险等。</p><p><b>投资策略：</b></p><p>短期维度，宏观逆风预计仍将延续，美股互联网企业二季度业绩料仍较难改善，市场波动仍可能延续。中期维度，仍未消失的用户红利、云计算等高景气2B业务的贡献提升等，以及当前位于历史中下沿的估值水平等，均支撑我们持续看好板块中期布局机会，在我们覆盖的大型互联网公司中，未来6~12个月维度，我们的偏好顺序依次为亚马逊（低估值+AWS的高确定性+零售业务反转弹性）、谷歌（广告业务的稳健+谷歌云的支撑）、Meta（业务转型期）等。</p></body></html>","source":"zxzqyj","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2022-05-25 09:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/EeenfqWeZobUl6HcuNN1Ig?st=BED6828D8F254BD863461E6C5985EF6D924F85BE46AFB79056C517229D10521206215FC8921D544B27686AD5D2271634D770A963C51E38E64749DFE49D14E8588A2B909FBC768CAACDD842CC9ADB3978DAE32AE9AD94942DEDA9E2F5908A6192A935D47EE7BA85922A4A717149D53652B2A1E2C642E56AC7209175D967E095A0CACBE546580309AAFD3790AD6B9FA0C395E6F402A14FBD3991667B4FF750CD378C98DADE54F17C212387EB45BD608EBA1570F1F5750B87979AFD211C4C825832BA3D6C2E60706047E627ABF672778E70&vid=1688850721946230&cst=F96FA61E48FDE9F007B49C48BCA30C0AAF9F27932072F022A6186AD3E82C043434576C3B5ADCE53030528716C4F16FE4&deviceid=4dbc54a6-f729-485d-87db-3a967c46e8a8&version=4.0.6.6516&platform=win><strong>中信证券研究 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>源于宏观逆风等因素影响，近日Snap下调二季度业绩指引，盘后下跌30%，亦导致美股互联网板块跟随下跌。我们判断，板块短期面临的宏观逆风预计仍将延续，但有望自下半年开始逐季改善&好转，当前市场担忧明显过度：1）宏观数据层面，美国4月零售数据依旧保持双位数以上增长，整体依然维持强劲，同时供应链拥塞亦开始显著缓解；2）市场格局层面，据Apptopia数据，4月TikTok单MAU时长增速环比3月小幅下降...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/EeenfqWeZobUl6HcuNN1Ig?st=BED6828D8F254BD863461E6C5985EF6D924F85BE46AFB79056C517229D10521206215FC8921D544B27686AD5D2271634D770A963C51E38E64749DFE49D14E8588A2B909FBC768CAACDD842CC9ADB3978DAE32AE9AD94942DEDA9E2F5908A6192A935D47EE7BA85922A4A717149D53652B2A1E2C642E56AC7209175D967E095A0CACBE546580309AAFD3790AD6B9FA0C395E6F402A14FBD3991667B4FF750CD378C98DADE54F17C212387EB45BD608EBA1570F1F5750B87979AFD211C4C825832BA3D6C2E60706047E627ABF672778E70&vid=1688850721946230&cst=F96FA61E48FDE9F007B49C48BCA30C0AAF9F27932072F022A6186AD3E82C043434576C3B5ADCE53030528716C4F16FE4&deviceid=4dbc54a6-f729-485d-87db-3a967c46e8a8&version=4.0.6.6516&platform=win\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/625f08698951d75dc5d05475dd83e6ae","relate_stocks":{"SNAP":"Snap 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Inc.(RIVN)$会持有","images":[{"img":"https://static.tigerbbs.com/5867192dbddb624d617b600f79577be4","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878847542","isVote":1,"tweetType":1,"viewCount":5098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":108420282,"gmtCreate":1620050045346,"gmtModify":1620052136272,"author":{"id":"3569326303469745","authorId":"3569326303469745","name":"短剧老炮","avatar":"https://static.tigerbbs.com/7d2418c6127dc39342fa05d4d9b7c588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569326303469745","idStr":"3569326303469745"},"themes":[],"htmlText":"这和NCTY有啥关系","listText":"这和NCTY有啥关系","text":"这和NCTY有啥关系","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108420282","repostId":"2132887564","repostType":2,"repost":{"id":"2132887564","kind":"news","pubTimestamp":1619808618,"share":"https://www.laohu8.com/m/news/2132887564?lang=zh_CN&edition=full","pubTime":"2021-05-01 02:50","market":"us","language":"zh","title":"九城关贸盘中异动 下午盘股价大跌5.34%报1.95美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2132887564","media":"自选股智能写手","summary":"北京时间2021年05月01日02时50分，九城关贸股票出现异动，股价急速下跌5.34%。截至发稿，该股报1.95美元/股，成交量3.3561万股，换手率0.11%，振幅6.80%。九城关贸股票所在的油气设备与服务行业中，整体跌幅为1.98%。消息层面，截至02时50分，九城关贸股票正面舆情新闻比例100%。","content":"<html><body><article><p>北京时间2021年05月01日02时50分，九城关贸（NINE.us）股票出现异动，股价急速下跌5.34%。截至发稿，该股报1.95美元/股，成交量3.3561万股，<span>换手率</span>0.11%，振幅6.80%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>3.11亿美元，<span>净利润</span>-3.79亿美元，<span>每股收益</span>-12.74美元，<span>毛利</span>-40.20百万美元，市盈率-0.16倍。</p><p>机构评级方面，在所有4家参与评级的机构中，75%的券商给予持有建议，25%的券商给予卖出建议，无券商给予买入建议。</p><p>九城关贸股票所在的油气设备与服务行业中，整体跌幅为1.98%。其相关个股中，Csi Compressco Lp、<a href=\"https://laohu8.com/S/TS\">泰纳瑞斯钢铁</a>、<a href=\"https://laohu8.com/S/NRT\">北欧皇家石油信托</a>涨幅较大，Us Silica Holdings Inc、<a href=\"https://laohu8.com/S/ENSV\">Enservco Corp</a>、<a href=\"https://laohu8.com/S/EXTN\">Exterran Corp</a>较为活跃，换手率分别为3.72%、1.50%、1.03%，振幅较大的相关个股有Us Silica Holdings Inc、Profire Energy Inc、Target Hospitality Corp，振幅分别为20.97%、11.03%、9.47%。</p><p>九城关贸公司简介：Nine Energy Service Inc是北美领先的陆上完井和生产服务提供商。它的目标是非常规油气资源开发。 它分为两个部分：完成解决方案（生产收入的主要来源）和生产解决方案。 完井解决方案部门提供固井服务； 完井工具，包括衬管吊架和配件，压裂套筒，全复合压裂塞，专业裸眼浮球设备和扶正器等服务。 生产解决方案部门通过修井设备和辅助设备提供增产和修井服务。 它在美国，加拿大和其他大部分收入来自美国的国家/地区运营。</p><p>消息层面，截至02时50分，九城关贸股票正面舆情新闻比例100%。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>九城关贸盘中异动 下午盘股价大跌5.34%报1.95美元</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210501025019787efd7b&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2021年05月01日02时50分，九城关贸（NINE.us）股票出现异动，股价急速下跌5.34%。截至发稿，该股报1.95美元/股，成交量3.3561万股，换手率0.11%，振幅6.80%。最近的财报数据显示，该股实现营业收入3.11亿美元，净利润-3.79亿美元，每股收益-12.74美元，毛利-40.20百万美元，市盈率-0.16倍。机构评级方面，在所有4家参与评级的机构中，75%的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210501025019787efd7b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{"NINE":"Nine Energy Service 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href=\"https://laohu8.com/S/WBAI\">$500彩票网(WBAI)$</a>要归入比特币股票了","text":"$500彩票网(WBAI)$要归入比特币股票了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366853676","repostId":"366398202","repostType":1,"repost":{"id":366398202,"gmtCreate":1614391049506,"gmtModify":1703477211348,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"500彩票网宣布购买1923台比特币矿机以及2000台以太坊矿机","htmlText":"美股研究社获悉，智通财经APP获悉，2月26日，500彩票网(WBAI.US)宣布已与比特小鹿的子公司签订了一份矿机购买协议，以对价约人民币3130万元(约合490万美元)购买1923台<a target=\"_blank\" 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GH/S以太坊矿机全部部署后，公司将持有以太坊全网算力的1.23%，日产出可达330个以太币。 本文来源：美股研究社，转载请注明版权","text":"美股研究社获悉，智通财经APP获悉，2月26日，500彩票网(WBAI.US)宣布已与比特小鹿的子公司签订了一份矿机购买协议，以对价约人民币3130万元(约合490万美元)购买1923台$比特币基金(GBTC)$ S17现货矿机，总算力为113PH/S，交易已于今日完成。另外，该公司于同日宣布已签订了一份以太坊矿机购买协议，以对价约人民币1.95亿元(约合3017万美元)购买2000台新以太坊矿机。500彩票网表示，公司在今年1月11日宣布采购的918PH/S现货矿机，预计将在3月底完成部署。2月2日宣布采购的306PH/S 5900台新矿机，预计将在5月底完成部署。至此，公司预计在上半年完成1337PH/S的比特币算力部署。另外，根据以太坊矿机购买协议，以太坊矿机的交付计划为：5月到6月，合计交付100台以太坊矿机;7月到8月，每月交付150台以太坊矿机;9月到12月, 每月交付400台以太坊矿机。该公司表示，按照当前以太坊算力预估，该笔4800 GH/S以太坊矿机全部部署后，公司将持有以太坊全网算力的1.23%，日产出可达330个以太币。 本文来源：美股研究社，转载请注明版权","images":[{"img":"https://static.tigerbbs.com/e13e1f41531feba545105e3b66c119b1","width":"500","height":"328"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366398202","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366859894,"gmtCreate":1614440359818,"gmtModify":1703477577889,"author":{"id":"3569326303469745","authorId":"3569326303469745","name":"短剧老炮","avatar":"https://static.tigerbbs.com/7d2418c6127dc39342fa05d4d9b7c588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569326303469745","idStr":"3569326303469745"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>一家老公司了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>一家老公司了","text":"$甲骨文(ORCL)$一家老公司了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366859894","repostId":"366106061","repostType":1,"repost":{"id":366106061,"gmtCreate":1614399660000,"gmtModify":1741599221886,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"4207f134","avatar":"https://static.tigerbbs.com/1ebc2483f5c94ab5917a7ec0eb2e1f05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524030243818067","idStr":"3524030243818067"},"themes":[],"title":"正在崛起的云巨头：甲骨文重获华尔街垂青 | 巴伦封面","htmlText":"图为拉里·埃里森 文 | 《巴伦周刊》撰稿人埃里克·J·萨维茨(Eric J. Savitz) 编辑 | 郭力群 一旦华尔街开始理解甲骨文转向云端的策略，该公司的股价就会有相当大的上涨空间。 一个新巨头正开始在云计算领域大展拳脚。这个巨头并不是什么新贵，而是一家人们自以为很了解但其实还没看到其真正潜力的公司。 这家公司就是被称为“硅谷狂人”的拉里·埃里森(Larry Ellison)于1977年和他人共同创立的软件巨头甲骨文(ORCL)。埃里森按自己的形象塑造了甲骨文，该公司拥有一支强大的销售团队，竞争风格非常凶狠。在很长一段时期内，这种策略很有效，直到甲骨文陷入困境。 但这种情况即将改变。 大约10年前，另一个老牌科技巨头微软(MSFT)也陷入过类似的困境。和微软一样，甲骨文也开始重塑自身，以适应云计算时代的到来。该公司加大了对核心数据库软件业务云版本的投入，目前已经在企业云应用领域收获了显著的收入增长。公共云服务是甲骨文前景最好的业务，甲骨文正在与亚马逊(AMZN)、微软和Alphabet (GOOGL)在这一价值高达数万亿美元的市场展开竞争。 大多数人在谈到“云计算”时指的就是公共云。通过使用公共云服务，企业无需建立自己的数据中心，也不用购买及组装服务器、存储和连网等装置，可以把这些工作交给提供公共云服务的公司去做。这些公司能够迅速满足企业的需求，为企业节省建立数据中心所需的硬件、房地产和基础设施等方面的投资。虽然进程缓慢，但每家企业都在转向云计算服务，而且这一趋势正在加快。 甲骨文CEO萨夫拉·卡茨(Safra Catz)在近期召开的财报电话会议上称，第二财季（编者注：截至去年11月30日）甲骨文云基础设施(Oracle Cloud Infrastructure，缩写OCI)业务营收激增139%。对此埃里森补充说，如果不是因为产能耗尽，该业务营收可能更高。可惜的是，","listText":"图为拉里·埃里森 文 | 《巴伦周刊》撰稿人埃里克·J·萨维茨(Eric J. Savitz) 编辑 | 郭力群 一旦华尔街开始理解甲骨文转向云端的策略，该公司的股价就会有相当大的上涨空间。 一个新巨头正开始在云计算领域大展拳脚。这个巨头并不是什么新贵，而是一家人们自以为很了解但其实还没看到其真正潜力的公司。 这家公司就是被称为“硅谷狂人”的拉里·埃里森(Larry Ellison)于1977年和他人共同创立的软件巨头甲骨文(ORCL)。埃里森按自己的形象塑造了甲骨文，该公司拥有一支强大的销售团队，竞争风格非常凶狠。在很长一段时期内，这种策略很有效，直到甲骨文陷入困境。 但这种情况即将改变。 大约10年前，另一个老牌科技巨头微软(MSFT)也陷入过类似的困境。和微软一样，甲骨文也开始重塑自身，以适应云计算时代的到来。该公司加大了对核心数据库软件业务云版本的投入，目前已经在企业云应用领域收获了显著的收入增长。公共云服务是甲骨文前景最好的业务，甲骨文正在与亚马逊(AMZN)、微软和Alphabet (GOOGL)在这一价值高达数万亿美元的市场展开竞争。 大多数人在谈到“云计算”时指的就是公共云。通过使用公共云服务，企业无需建立自己的数据中心，也不用购买及组装服务器、存储和连网等装置，可以把这些工作交给提供公共云服务的公司去做。这些公司能够迅速满足企业的需求，为企业节省建立数据中心所需的硬件、房地产和基础设施等方面的投资。虽然进程缓慢，但每家企业都在转向云计算服务，而且这一趋势正在加快。 甲骨文CEO萨夫拉·卡茨(Safra Catz)在近期召开的财报电话会议上称，第二财季（编者注：截至去年11月30日）甲骨文云基础设施(Oracle Cloud Infrastructure，缩写OCI)业务营收激增139%。对此埃里森补充说，如果不是因为产能耗尽，该业务营收可能更高。可惜的是，","text":"图为拉里·埃里森 文 | 《巴伦周刊》撰稿人埃里克·J·萨维茨(Eric J. Savitz) 编辑 | 郭力群 一旦华尔街开始理解甲骨文转向云端的策略，该公司的股价就会有相当大的上涨空间。 一个新巨头正开始在云计算领域大展拳脚。这个巨头并不是什么新贵，而是一家人们自以为很了解但其实还没看到其真正潜力的公司。 这家公司就是被称为“硅谷狂人”的拉里·埃里森(Larry Ellison)于1977年和他人共同创立的软件巨头甲骨文(ORCL)。埃里森按自己的形象塑造了甲骨文，该公司拥有一支强大的销售团队，竞争风格非常凶狠。在很长一段时期内，这种策略很有效，直到甲骨文陷入困境。 但这种情况即将改变。 大约10年前，另一个老牌科技巨头微软(MSFT)也陷入过类似的困境。和微软一样，甲骨文也开始重塑自身，以适应云计算时代的到来。该公司加大了对核心数据库软件业务云版本的投入，目前已经在企业云应用领域收获了显著的收入增长。公共云服务是甲骨文前景最好的业务，甲骨文正在与亚马逊(AMZN)、微软和Alphabet (GOOGL)在这一价值高达数万亿美元的市场展开竞争。 大多数人在谈到“云计算”时指的就是公共云。通过使用公共云服务，企业无需建立自己的数据中心，也不用购买及组装服务器、存储和连网等装置，可以把这些工作交给提供公共云服务的公司去做。这些公司能够迅速满足企业的需求，为企业节省建立数据中心所需的硬件、房地产和基础设施等方面的投资。虽然进程缓慢，但每家企业都在转向云计算服务，而且这一趋势正在加快。 甲骨文CEO萨夫拉·卡茨(Safra Catz)在近期召开的财报电话会议上称，第二财季（编者注：截至去年11月30日）甲骨文云基础设施(Oracle Cloud Infrastructure，缩写OCI)业务营收激增139%。对此埃里森补充说，如果不是因为产能耗尽，该业务营收可能更高。可惜的是，","images":[{"img":"https://static.tigerbbs.com/f8e8fc4d230b4f1a8f800c5ea70e1642","width":"1080","height":"720"},{"img":"https://static.tigerbbs.com/8d5474306649485b91d8d5f3ae50e855","width":"1080","height":"720"},{"img":"https://static.tigerbbs.com/f2ff015a5eec4d309eb5f2a65c3ebd6c","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366106061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366850857,"gmtCreate":1614440244979,"gmtModify":1703477576874,"author":{"id":"3569326303469745","authorId":"3569326303469745","name":"短剧老炮","avatar":"https://static.tigerbbs.com/7d2418c6127dc39342fa05d4d9b7c588","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569326303469745","idStr":"3569326303469745"},"themes":[],"htmlText":"<a 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