心機之蛙的个人主页 - 老虎社区

心機之蛙

心機之蛙

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IP属地：北京

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0勋章

07-11 01:02

$SK海力士-WI(SKHYV)$ 都没波动

07-11 00:01

$SK海力士-WI(SKHYV)$ 不买，存看戏

07-10 22:28

$甲骨文(ORCL)$ 有打开都是绿的

07-09

$甲骨文(ORCL)$ 大部分股价都起来了，这货只负责跌，不负责涨，何时止跌啊，就一个愁

07-07

看多倒是买啊，为什么一直跌，全是扯淡

终于结束9连跌！甲骨文过去22个交易日跌了18天

07-07

$甲骨文(ORCL)$ 134都不知道能不能止跌

07-03

$甲骨文(ORCL)$ 初生啊😯

07-03

$甲骨文(ORCL)$ 看来今天140破定了

07-03

又绿了，真的只是反弹。

异动解读｜甲骨文盘中上涨3.09%，创25年最差单周表现后延续超跌反弹

07-02

$甲骨文(ORCL)$ 一首凉凉送给你

07-02

$甲骨文(ORCL)$ 他又要绿了，哎

07-01

$甲骨文(ORCL)$ 你去si吧你

07-01

$甲骨文(ORCL)$ 软件股都涨疯了，你这是哎

07-01

$甲骨文(ORCL)$ 我的自选里就你绿的，但我就只买了你

06-30

$甲骨文(ORCL)$ 什么时候止跌？没完没了

06-27

那为什么微软也涨

“OpenAI推迟上市”之下：甲骨文、Nebius带头硬件股下跌，ServiceNow和Workday领衔软件股全线大涨

06-26

甲骨文到底想干什么，买了你真的亏损严重

异动解读｜甲骨文夜盘下跌3.1%，高管拟减持6606万美元叠加前期多重利空持续施压

06-26

$甲骨文(ORCL)$ 跟吃了泻药一样

06-25

$甲骨文(ORCL)$ 美股玩出A股的感觉了[捂脸]

06-25

$甲骨文(ORCL)$ 这种跌法是要退市的节奏吗

去老虎APP查看更多动态

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不买，存看戏","text":"$SK海力士-WI(SKHYV)$ 不买，存看戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584367180899304","isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584344673866056,"gmtCreate":1783693702885,"gmtModify":1783693704622,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 有打开都是绿的","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 有打开都是绿的","text":"$甲骨文(ORCL)$ 有打开都是绿的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584344673866056","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583688064962584,"gmtCreate":1783532066110,"gmtModify":1783532068059,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 大部分股价都起来了，这货只负责跌，不负责涨，何时止跌啊，就一个愁","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 大部分股价都起来了，这货只负责跌，不负责涨，何时止跌啊，就一个愁","text":"$甲骨文(ORCL)$ 大部分股价都起来了，这货只负责跌，不负责涨，何时止跌啊，就一个愁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583688064962584","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583286662697336,"gmtCreate":1783435399719,"gmtModify":1783438256727,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"看多倒是买啊，为什么一直跌，全是扯淡","listText":"看多倒是买啊，为什么一直跌，全是扯淡","text":"看多倒是买啊，为什么一直跌，全是扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583286662697336","repostId":"2649677661","repostType":2,"repost":{"id":"2649677661","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1783383938,"share":"https://www.laohu8.com/m/news/2649677661?lang=zh_CN&edition=full","pubTime":"2026-07-07 08:25","market":"us","language":"zh","title":"终于结束9连跌！甲骨文过去22个交易日跌了18天","url":"https://stock-news.laohu8.com/highlight/detail?id=2649677661","media":"华尔街见闻","summary":"甲骨文9连跌终止，但自历史高点已累跌56%，与软件板块整体反弹形成罕见背离。资本开支失控与债务膨胀被指为股价持续溃败的元凶。然而，华尔街看多情绪却攀至20年峰值——84%分析师给出买入评级，平均目标价隐含82%涨幅。","content":"<html><head></head><body><blockquote><p>甲骨文9连跌终止，但自历史高点已累跌56%，与软件板块整体反弹形成罕见背离。资本开支失控与债务膨胀被指为股价持续溃败的元凶。然而，华尔街看多情绪却攀至20年峰值——84%分析师给出买入评级，平均目标价隐含82%涨幅。</p></blockquote><p style=\"text-align: justify;\">甲骨文股价在经历自2021年以来最长连跌后终于止血，但这场跌势的深度与持续性仍令市场侧目。</p><p style=\"text-align: justify;\">隔夜甲骨文股价收涨2.49%，报143.76美元，终结此前长达9个交易日的连续下跌，创下自6月15日以来单日最大涨幅。盘中股价一度触及145.62美元，较前收盘价高出3.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7056fd8f5cd01febe076ef60128c33c\" tg-width=\"615\" tg-height=\"416\"/></p><p style=\"text-align: justify;\">然而，这次反弹难以掩盖更深层的颓势。自6月1日触及2026年收盘高点248.15美元以来，甲骨文在过去22个交易日中有18天录得下跌，累计跌幅达26.2%。</p><p style=\"text-align: justify;\"><strong>与此同时，华尔街分析师对该股的看多情绪却达到近20年来的峰值，平均目标价较当前股价隐含逾80%的上行空间，形成鲜明反差。</strong></p><h2 id=\"id_2293527603\">跌势之深：56%的距离与一场&#34;真正的暴跌&#34;</h2><p style=\"text-align: justify;\">此轮下跌的烈度在甲骨文近年历史上颇为罕见。9连跌期间，股价累计下挫24%，为2021年12月以来最长连跌纪录。若将时间窗口拉长，<strong>自2025年9月10日创下历史收盘高点324.33美元以来，甲骨文股价已累计下跌56.2%；过去52周跌幅亦达38.1%。</strong></p><p style=\"text-align: justify;\">据巴伦周刊报道，更令市场关注的是，甲骨文此轮下跌恰与软件板块整体反弹形成背离。iShares扩展科技软件板块ETF在截至上周四的五个交易日内连续上涨，累计涨幅超过10%，而甲骨文却在同期逆势走低。这一背离表明，拖累甲骨文的并非行业系统性压力，而是公司层面的特定因素。</p><p style=\"text-align: justify;\"><strong>资本开支与债务问题是悬在甲骨文头顶的主要风险，也被普遍视为其股价持续跑输的重要原因。</strong></p><p style=\"text-align: justify;\">分析认为，甲骨文需要外部融资来支撑其资本开支计划，并将&#34;融资挑战&#34;列为关键风险之一。公司不断扩张的支出规模与日益累积的债务，正是当前投资者最为关切的核心议题。</p><h2 id=\"id_1380471901\">分析师力挺：84%买入评级，目标价隐含82%涨幅</h2><p style=\"text-align: justify;\">尽管股价持续承压，华尔街对甲骨文的信心却处于历史高位。据FactSet数据，目前覆盖甲骨文的分析师中，<strong>84%给予买入评级——这一比例在过去20年中仅在2011年5月短暂被超越。分析师平均目标价为254.84美元，较上周四收盘价隐含约82%的上行空间。</strong></p><p style=\"text-align: justify;\">其中，瑞穗证券分析师Siti Panigrahi最为乐观，目标价高达320美元，甲骨文亦是瑞穗的重点推荐标的。Panigrahi在上周四的研报中表示，&#34;甲骨文横跨数据库、基础设施与应用层的端到端AI技术栈，使其成为AI普及浪潮中的核心长期受益者。&#34;</p><p style=\"text-align: justify;\">KeyBanc分析师上月亦上调了对甲骨文的盈利预测，<strong>理由是对运营费用增速将保持温和&#34;越来越有信心&#34;，</strong>并维持增持评级及300美元目标价，认为&#34;未来的上行空间正是来源于此&#34;。</p><p style=\"text-align: justify;\">在AI基础设施军备竞赛持续升温的背景下，甲骨文能否在维持财务纪律的同时兑现增长承诺，将是决定其股价能否向分析师目标价靠拢的关键变量。</p></body></html>","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>终于结束9连跌！甲骨文过去22个交易日跌了18天</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n终于结束9连跌！甲骨文过去22个交易日跌了18天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-07 08:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>甲骨文9连跌终止，但自历史高点已累跌56%，与软件板块整体反弹形成罕见背离。资本开支失控与债务膨胀被指为股价持续溃败的元凶。然而，华尔街看多情绪却攀至20年峰值——84%分析师给出买入评级，平均目标价隐含82%涨幅。</p></blockquote><p style=\"text-align: justify;\">甲骨文股价在经历自2021年以来最长连跌后终于止血，但这场跌势的深度与持续性仍令市场侧目。</p><p style=\"text-align: justify;\">隔夜甲骨文股价收涨2.49%，报143.76美元，终结此前长达9个交易日的连续下跌，创下自6月15日以来单日最大涨幅。盘中股价一度触及145.62美元，较前收盘价高出3.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7056fd8f5cd01febe076ef60128c33c\" tg-width=\"615\" tg-height=\"416\"/></p><p style=\"text-align: justify;\">然而，这次反弹难以掩盖更深层的颓势。自6月1日触及2026年收盘高点248.15美元以来，甲骨文在过去22个交易日中有18天录得下跌，累计跌幅达26.2%。</p><p style=\"text-align: justify;\"><strong>与此同时，华尔街分析师对该股的看多情绪却达到近20年来的峰值，平均目标价较当前股价隐含逾80%的上行空间，形成鲜明反差。</strong></p><h2 id=\"id_2293527603\">跌势之深：56%的距离与一场&#34;真正的暴跌&#34;</h2><p style=\"text-align: justify;\">此轮下跌的烈度在甲骨文近年历史上颇为罕见。9连跌期间，股价累计下挫24%，为2021年12月以来最长连跌纪录。若将时间窗口拉长，<strong>自2025年9月10日创下历史收盘高点324.33美元以来，甲骨文股价已累计下跌56.2%；过去52周跌幅亦达38.1%。</strong></p><p style=\"text-align: justify;\">据巴伦周刊报道，更令市场关注的是，甲骨文此轮下跌恰与软件板块整体反弹形成背离。iShares扩展科技软件板块ETF在截至上周四的五个交易日内连续上涨，累计涨幅超过10%，而甲骨文却在同期逆势走低。这一背离表明，拖累甲骨文的并非行业系统性压力，而是公司层面的特定因素。</p><p style=\"text-align: justify;\"><strong>资本开支与债务问题是悬在甲骨文头顶的主要风险，也被普遍视为其股价持续跑输的重要原因。</strong></p><p style=\"text-align: justify;\">分析认为，甲骨文需要外部融资来支撑其资本开支计划，并将&#34;融资挑战&#34;列为关键风险之一。公司不断扩张的支出规模与日益累积的债务，正是当前投资者最为关切的核心议题。</p><h2 id=\"id_1380471901\">分析师力挺：84%买入评级，目标价隐含82%涨幅</h2><p style=\"text-align: justify;\">尽管股价持续承压，华尔街对甲骨文的信心却处于历史高位。据FactSet数据，目前覆盖甲骨文的分析师中，<strong>84%给予买入评级——这一比例在过去20年中仅在2011年5月短暂被超越。分析师平均目标价为254.84美元，较上周四收盘价隐含约82%的上行空间。</strong></p><p style=\"text-align: justify;\">其中，瑞穗证券分析师Siti Panigrahi最为乐观，目标价高达320美元，甲骨文亦是瑞穗的重点推荐标的。Panigrahi在上周四的研报中表示，&#34;甲骨文横跨数据库、基础设施与应用层的端到端AI技术栈，使其成为AI普及浪潮中的核心长期受益者。&#34;</p><p style=\"text-align: justify;\">KeyBanc分析师上月亦上调了对甲骨文的盈利预测，<strong>理由是对运营费用增速将保持温和&#34;越来越有信心&#34;，</strong>并维持增持评级及300美元目标价，认为&#34;未来的上行空间正是来源于此&#34;。</p><p style=\"text-align: justify;\">在AI基础设施军备竞赛持续升温的背景下，甲骨文能否在维持财务纪律的同时兑现增长承诺，将是决定其股价能否向分析师目标价靠拢的关键变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0444971666.USD":"天利全球科技基金","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3776328","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649677661","content_text":"甲骨文9连跌终止，但自历史高点已累跌56%，与软件板块整体反弹形成罕见背离。资本开支失控与债务膨胀被指为股价持续溃败的元凶。然而，华尔街看多情绪却攀至20年峰值——84%分析师给出买入评级，平均目标价隐含82%涨幅。甲骨文股价在经历自2021年以来最长连跌后终于止血，但这场跌势的深度与持续性仍令市场侧目。隔夜甲骨文股价收涨2.49%，报143.76美元，终结此前长达9个交易日的连续下跌，创下自6月15日以来单日最大涨幅。盘中股价一度触及145.62美元，较前收盘价高出3.8%。然而，这次反弹难以掩盖更深层的颓势。自6月1日触及2026年收盘高点248.15美元以来，甲骨文在过去22个交易日中有18天录得下跌，累计跌幅达26.2%。与此同时，华尔街分析师对该股的看多情绪却达到近20年来的峰值，平均目标价较当前股价隐含逾80%的上行空间，形成鲜明反差。跌势之深：56%的距离与一场\"真正的暴跌\"此轮下跌的烈度在甲骨文近年历史上颇为罕见。9连跌期间，股价累计下挫24%，为2021年12月以来最长连跌纪录。若将时间窗口拉长，自2025年9月10日创下历史收盘高点324.33美元以来，甲骨文股价已累计下跌56.2%；过去52周跌幅亦达38.1%。据巴伦周刊报道，更令市场关注的是，甲骨文此轮下跌恰与软件板块整体反弹形成背离。iShares扩展科技软件板块ETF在截至上周四的五个交易日内连续上涨，累计涨幅超过10%，而甲骨文却在同期逆势走低。这一背离表明，拖累甲骨文的并非行业系统性压力，而是公司层面的特定因素。资本开支与债务问题是悬在甲骨文头顶的主要风险，也被普遍视为其股价持续跑输的重要原因。分析认为，甲骨文需要外部融资来支撑其资本开支计划，并将\"融资挑战\"列为关键风险之一。公司不断扩张的支出规模与日益累积的债务，正是当前投资者最为关切的核心议题。分析师力挺：84%买入评级，目标价隐含82%涨幅尽管股价持续承压，华尔街对甲骨文的信心却处于历史高位。据FactSet数据，目前覆盖甲骨文的分析师中，84%给予买入评级——这一比例在过去20年中仅在2011年5月短暂被超越。分析师平均目标价为254.84美元，较上周四收盘价隐含约82%的上行空间。其中，瑞穗证券分析师Siti Panigrahi最为乐观，目标价高达320美元，甲骨文亦是瑞穗的重点推荐标的。Panigrahi在上周四的研报中表示，\"甲骨文横跨数据库、基础设施与应用层的端到端AI技术栈，使其成为AI普及浪潮中的核心长期受益者。\"KeyBanc分析师上月亦上调了对甲骨文的盈利预测，理由是对运营费用增速将保持温和\"越来越有信心\"，并维持增持评级及300美元目标价，认为\"未来的上行空间正是来源于此\"。在AI基础设施军备竞赛持续升温的背景下，甲骨文能否在维持财务纪律的同时兑现增长承诺，将是决定其股价能否向分析师目标价靠拢的关键变量。","news_type":1,"symbols_score_info":{"OGIG":0.6,"ORCU":0.6,"TDIV":0.6,"ORCL":1.98,"ORCS":0.6,"ORCX":0.6,"IGV":0.6}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583288787280096,"gmtCreate":1783434588807,"gmtModify":1783434590798,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 134都不知道能不能止跌","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 134都不知道能不能止跌","text":"$甲骨文(ORCL)$ 134都不知道能不能止跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583288787280096","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581552764686712,"gmtCreate":1783012084775,"gmtModify":1783012649366,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 初生啊😯","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 初生啊😯","text":"$甲骨文(ORCL)$ 初生啊😯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581552764686712","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581557484822720,"gmtCreate":1783011907024,"gmtModify":1783011908811,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 看来今天140破定了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 看来今天140破定了","text":"$甲骨文(ORCL)$ 看来今天140破定了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581557484822720","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581536442390064,"gmtCreate":1783008181091,"gmtModify":1783008183149,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"又绿了，真的只是反弹。","listText":"又绿了，真的只是反弹。","text":"又绿了，真的只是反弹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581536442390064","repostId":"1198049303","repostType":2,"repost":{"id":"1198049303","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1783001811,"share":"https://www.laohu8.com/m/news/1198049303?lang=zh_CN&edition=full","pubTime":"2026-07-02 22:16","market":"hk","language":"zh","title":"异动解读｜甲骨文盘中上涨3.09%，创25年最差单周表现后延续超跌反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1198049303","media":"行情直击","summary":"7月2日，甲骨文盘中上涨3.09%，报146.9美元/股，成交额10.72亿美元。消息面上，甲骨文此前一周累计暴跌19%，创2001年互联网泡沫以来最大单周跌幅，当前系统软件板块持续回暖为股价提供修复动力。公司目前背负约1300亿美元债务，计划筹集400亿美元支撑AI基建，同时裁员约2.1万人以压缩成本。目前71%的分析师建议买入该股，为近15年来最高比例。","content":"<p><p>7月2日，甲骨文盘中上涨3.09%，报146.9美元/股，成交额10.72亿美元。消息面上，甲骨文此前一周累计暴跌19%，创2001年互联网泡沫以来最大单周跌幅，当前系统软件板块持续回暖为股价提供修复动力。</p><p>尽管公司最新披露AI数据中心投资风险——若OpenAI等核心客户无法支付账单或续约，昂贵算力资产可能面临闲置困境——但深度超跌后的技术性修复仍在延续。公司目前背负约1300亿美元债务，计划筹集400亿美元支撑AI基建，同时裁员约2.1万人以压缩成本。板块内CrowdStrike涨2.88%、NEBIUS涨2.15%、Palo Alto Networks涨1.08%，行业整体走强带动反弹。目前71%的分析师建议买入该股，为近15年来最高比例。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-02 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月2日，甲骨文盘中上涨3.09%，报146.9美元/股，成交额10.72亿美元。消息面上，甲骨文此前一周累计暴跌19%，创2001年互联网泡沫以来最大单周跌幅，当前系统软件板块持续回暖为股价提供修复动力。</p><p>尽管公司最新披露AI数据中心投资风险——若OpenAI等核心客户无法支付账单或续约，昂贵算力资产可能面临闲置困境——但深度超跌后的技术性修复仍在延续。公司目前背负约1300亿美元债务，计划筹集400亿美元支撑AI基建，同时裁员约2.1万人以压缩成本。板块内CrowdStrike涨2.88%、NEBIUS涨2.15%、Palo Alto Networks涨1.08%，行业整体走强带动反弹。目前71%的分析师建议买入该股，为近15年来最高比例。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198049303","content_text":"7月2日，甲骨文盘中上涨3.09%，报146.9美元/股，成交额10.72亿美元。消息面上，甲骨文此前一周累计暴跌19%，创2001年互联网泡沫以来最大单周跌幅，当前系统软件板块持续回暖为股价提供修复动力。尽管公司最新披露AI数据中心投资风险——若OpenAI等核心客户无法支付账单或续约，昂贵算力资产可能面临闲置困境——但深度超跌后的技术性修复仍在延续。公司目前背负约1300亿美元债务，计划筹集400亿美元支撑AI基建，同时裁员约2.1万人以压缩成本。板块内CrowdStrike涨2.88%、NEBIUS涨2.15%、Palo Alto Networks涨1.08%，行业整体走强带动反弹。目前71%的分析师建议买入该股，为近15年来最高比例。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581521452749888,"gmtCreate":1783004450038,"gmtModify":1783004452110,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 一首凉凉送给你","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 一首凉凉送给你","text":"$甲骨文(ORCL)$ 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href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 什么时候止跌？没完没了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 什么时候止跌？没完没了","text":"$甲骨文(ORCL)$ 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09:59","market":"sg","language":"zh","title":"“OpenAI推迟上市”之下：甲骨文、Nebius带头硬件股下跌，ServiceNow和Workday领衔软件股全线大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2646396411","media":"华尔街见闻","summary":"OpenAI财务困境或推迟IPO，引发市场重估AI冲击预期。软件股ServiceNow、Workday涨逾9%，Figma涨超10%，昔日\"重灾区\"领涨。分析师指出，企业全面用AI替代软件的说法不切实际，最悲观时刻或已过去。","content":"<html><head></head><body><p style=\"text-align: left;\">OpenAI财务困境引发市场重估，软件股大涨芯片股承压。</p><p style=\"text-align: left;\">华尔街见闻提及，6月25日，《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》报道OpenAI因财务压力可能推迟IPO计划，市场由此重新评估AI对传统软件企业的冲击程度。</p><p style=\"text-align: left;\"><strong>软件板块周五迎来普涨行情，此前<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>、<a href=\"https://laohu8.com/S/WDAY\">Workday</a>等一度被视为受AI威胁最大的软件股领涨，而与OpenAI深度绑定的<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>则逆势下跌。</strong></p><p style=\"text-align: left;\">RBC资本市场分析师Rishi Jaluria表示，尽管市场对软件行业的整体情绪仍然偏负面，但&#34;最悲观的时刻或许已经过去&#34;。他同时指出，&#34;企业将用AI全面替代现有软件解决方案&#34;的说法并不符合现实。</p><h2 style=\"text-align: left;\">软件股普涨，昔日&#34;重灾区&#34;领涨</h2><p style=\"text-align: left;\">周五涨幅最为突出的，正是此前被认为最易受AI冲击的软件企业。</p><p style=\"text-align: left;\">ServiceNow和Workday股价均上涨逾9%，跻身当日<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨幅最大个股之列。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad35c126d9c75623bcde08d69039d51e\" data-align=\"center\" tg-width=\"702\" tg-height=\"878\"/><span>（标普成分股涨幅前五）</span></p><p style=\"text-align: left;\">Figma和<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>分别收涨逾10%和8%；<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>和<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>各自上涨约5%；Atlassian涨幅亦超过5%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb822341796dc74b80050148405e62f0\" data-align=\"center\" tg-width=\"1812\" tg-height=\"1190\"/><span></span></p><p style=\"text-align: left;\">Raymond James分析师Adam Tindle指出，<strong>尽管单日股价波动难以精确归因，但周五涨幅最大的个股，恰恰是此前市场最为担忧会被AI蚕食的那批公司，ServiceNow和Atlassian均属此列。</strong></p><h2 style=\"text-align: left;\">甲骨文逆势下跌，云基础设施业务成拖累</h2><p style=\"text-align: left;\">与软件股普涨形成鲜明对比的是，甲骨文周五收跌约3%，成为板块内的明显异类。</p><p style=\"text-align: left;\">Morningstar分析师Luke Yang表示，<strong>OpenAI IPO延迟的消息是影响甲骨文股价表现的主要因素。</strong></p><p style=\"text-align: left;\"><strong>Yang解释称，这一消息对软件应用侧属于&#34;利好&#34;，但对云基础设施侧则是&#34;利空&#34;。</strong></p><p style=\"text-align: left;\">甲骨文与OpenAI之间签有规模高达3000亿美元的云计算合作协议，这使得甲骨文部分业务的前景与OpenAI的成败高度关联。</p><p style=\"text-align: left;\">从甲骨文自身的业务结构来看，云计算的重要性已愈发突出。在2026财年，<strong>甲骨文</strong>云业务收入同比增长39%至340亿美元，而<strong>软件业务收入则小幅下滑1%至245亿美元。</strong></p><h2 style=\"text-align: left;\">云基础设施企业承压，算力供应商面临预期下修风险</h2><p style=\"text-align: left;\"><strong>受OpenAI财务困境消息拖累，新兴云基础设施公司同样未能幸免。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>和<a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group周五双双下跌，两家公司股价分别收跌约2%和6%。</p><p style=\"text-align: left;\">Luke Yang指出，两家公司均高度依赖AI基础设施需求。一旦市场对OpenAI增长前景的预期趋于保守，相关云算力供应商所受的负面影响将更为直接。</p><p style=\"text-align: left;\">荷兰资产（Dutch Asset）投资经理Eric Jhonsa在社交媒体上表示，市场目前对多数SaaS企业定价了大量长期终值风险，而对部分AI基础设施标的则几乎未计入长期风险。</p><p style=\"text-align: left;\">他进一步指出，GLM 5.2等前沿大模型的进展、出口管制政策，以及企业转向更小、更廉价模型以压缩token成本的趋势，均表明AI算力资本支出在更长期限上同样面临不确定性。</p><h2 style=\"text-align: left;\">估值分化加剧，AI基础设施投资逻辑面临再校准</h2><p style=\"text-align: left;\">此次行情亦将AI相关标的内部的估值分化推至台前。</p><p style=\"text-align: left;\">Eric Jhonsa指出，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>目前以约20倍远期市盈率交易，<a href=\"https://laohu8.com/S/AVGO\">博通</a>约为23倍，而Marvell达58倍，Astera则高达116倍，后两者的股权激励占收益和自由现金流的比例亦更高。</p><p style=\"text-align: left;\"><strong>他认为，这种分化&#34;荒谬&#34;，存在明显的均值回归压力。</strong></p><p style=\"text-align: left;\">与此同时，部分SaaS企业在持续保持两位数年化经常性收入和自由现金流增长的背景下，估值已压缩至10至15倍远期自由现金流（剔除股权激励），他认为这一水平提供了较好的安全边际。</p><p style=\"text-align: left;\"><strong>在投资策略上</strong>，Eric Jhonsa表示，对于仅需资本支出在2028年前保持强劲增长（而非延续至2030年或更远）即可支撑估值的AI基础设施标的，他持建设性态度；而对于需要更长资本支出周期来验证估值的标的，则持谨慎乃至看空立场。</p><p style=\"text-align: left;\"><strong>他补充称，以15至20倍2028年预期每股收益买入AI基础设施标的，远比支付30倍以上更令他感到安心。</strong></p><p style=\"text-align: left;\">在宏观层面，Eric Jhonsa表示若下半年通胀再度走热，叠加美联储在政治压力下反应迟缓，长端利率或将大幅攀升。这将是当前科技股估值所面临的最大宏观威胁。</p></body></html>","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>“OpenAI推迟上市”之下：甲骨文、Nebius带头硬件股下跌，ServiceNow和Workday领衔软件股全线大涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“OpenAI推迟上市”之下：甲骨文、Nebius带头硬件股下跌，ServiceNow和Workday领衔软件股全线大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-27 09:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">OpenAI财务困境引发市场重估，软件股大涨芯片股承压。</p><p style=\"text-align: left;\">华尔街见闻提及，6月25日，《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》报道OpenAI因财务压力可能推迟IPO计划，市场由此重新评估AI对传统软件企业的冲击程度。</p><p style=\"text-align: left;\"><strong>软件板块周五迎来普涨行情，此前<a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>、<a href=\"https://laohu8.com/S/WDAY\">Workday</a>等一度被视为受AI威胁最大的软件股领涨，而与OpenAI深度绑定的<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>则逆势下跌。</strong></p><p style=\"text-align: left;\">RBC资本市场分析师Rishi Jaluria表示，尽管市场对软件行业的整体情绪仍然偏负面，但&#34;最悲观的时刻或许已经过去&#34;。他同时指出，&#34;企业将用AI全面替代现有软件解决方案&#34;的说法并不符合现实。</p><h2 style=\"text-align: left;\">软件股普涨，昔日&#34;重灾区&#34;领涨</h2><p style=\"text-align: left;\">周五涨幅最为突出的，正是此前被认为最易受AI冲击的软件企业。</p><p style=\"text-align: left;\">ServiceNow和Workday股价均上涨逾9%，跻身当日<a href=\"https://laohu8.com/S/161125\">标普500</a>指数涨幅最大个股之列。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad35c126d9c75623bcde08d69039d51e\" data-align=\"center\" tg-width=\"702\" tg-height=\"878\"/><span>（标普成分股涨幅前五）</span></p><p style=\"text-align: left;\">Figma和<a href=\"https://laohu8.com/S/DDOG\">Datadog</a>分别收涨逾10%和8%；<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>和<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>各自上涨约5%；Atlassian涨幅亦超过5%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cb822341796dc74b80050148405e62f0\" data-align=\"center\" tg-width=\"1812\" tg-height=\"1190\"/><span></span></p><p style=\"text-align: left;\">Raymond James分析师Adam Tindle指出，<strong>尽管单日股价波动难以精确归因，但周五涨幅最大的个股，恰恰是此前市场最为担忧会被AI蚕食的那批公司，ServiceNow和Atlassian均属此列。</strong></p><h2 style=\"text-align: left;\">甲骨文逆势下跌，云基础设施业务成拖累</h2><p style=\"text-align: left;\">与软件股普涨形成鲜明对比的是，甲骨文周五收跌约3%，成为板块内的明显异类。</p><p style=\"text-align: left;\">Morningstar分析师Luke Yang表示，<strong>OpenAI IPO延迟的消息是影响甲骨文股价表现的主要因素。</strong></p><p style=\"text-align: left;\"><strong>Yang解释称，这一消息对软件应用侧属于&#34;利好&#34;，但对云基础设施侧则是&#34;利空&#34;。</strong></p><p style=\"text-align: left;\">甲骨文与OpenAI之间签有规模高达3000亿美元的云计算合作协议，这使得甲骨文部分业务的前景与OpenAI的成败高度关联。</p><p style=\"text-align: left;\">从甲骨文自身的业务结构来看，云计算的重要性已愈发突出。在2026财年，<strong>甲骨文</strong>云业务收入同比增长39%至340亿美元，而<strong>软件业务收入则小幅下滑1%至245亿美元。</strong></p><h2 style=\"text-align: left;\">云基础设施企业承压，算力供应商面临预期下修风险</h2><p style=\"text-align: left;\"><strong>受OpenAI财务困境消息拖累，新兴云基础设施公司同样未能幸免。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>和<a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group周五双双下跌，两家公司股价分别收跌约2%和6%。</p><p style=\"text-align: left;\">Luke Yang指出，两家公司均高度依赖AI基础设施需求。一旦市场对OpenAI增长前景的预期趋于保守，相关云算力供应商所受的负面影响将更为直接。</p><p style=\"text-align: left;\">荷兰资产（Dutch Asset）投资经理Eric Jhonsa在社交媒体上表示，市场目前对多数SaaS企业定价了大量长期终值风险，而对部分AI基础设施标的则几乎未计入长期风险。</p><p style=\"text-align: left;\">他进一步指出，GLM 5.2等前沿大模型的进展、出口管制政策，以及企业转向更小、更廉价模型以压缩token成本的趋势，均表明AI算力资本支出在更长期限上同样面临不确定性。</p><h2 style=\"text-align: left;\">估值分化加剧，AI基础设施投资逻辑面临再校准</h2><p style=\"text-align: left;\">此次行情亦将AI相关标的内部的估值分化推至台前。</p><p style=\"text-align: left;\">Eric Jhonsa指出，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>目前以约20倍远期市盈率交易，<a href=\"https://laohu8.com/S/AVGO\">博通</a>约为23倍，而Marvell达58倍，Astera则高达116倍，后两者的股权激励占收益和自由现金流的比例亦更高。</p><p style=\"text-align: left;\"><strong>他认为，这种分化&#34;荒谬&#34;，存在明显的均值回归压力。</strong></p><p style=\"text-align: left;\">与此同时，部分SaaS企业在持续保持两位数年化经常性收入和自由现金流增长的背景下，估值已压缩至10至15倍远期自由现金流（剔除股权激励），他认为这一水平提供了较好的安全边际。</p><p style=\"text-align: left;\"><strong>在投资策略上</strong>，Eric Jhonsa表示，对于仅需资本支出在2028年前保持强劲增长（而非延续至2030年或更远）即可支撑估值的AI基础设施标的，他持建设性态度；而对于需要更长资本支出周期来验证估值的标的，则持谨慎乃至看空立场。</p><p style=\"text-align: left;\"><strong>他补充称，以15至20倍2028年预期每股收益买入AI基础设施标的，远比支付30倍以上更令他感到安心。</strong></p><p style=\"text-align: left;\">在宏观层面，Eric Jhonsa表示若下半年通胀再度走热，叠加美联储在政治压力下反应迟缓，长端利率或将大幅攀升。这将是当前科技股估值所面临的最大宏观威胁。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d72bca297f2d00c91eacc1d2b6750fb4","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4548":"巴美列捷福持仓","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","NBIS":"NEBIUS","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","NBIL":"GraniteShares 2x Long NBIS Daily ETF","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4516":"特朗普概念","NBIZ":"Tradr 2X Short NBIS Daily ETF","LU0861579265.USD":"联博低波幅策略股票基金A","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","ORCS":"1倍做空ORCL ETF-Direxion","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","WDAY":"Workday","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","ORCU":"2倍做多ORCL ETF-Direxion","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4543":"AI","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","NOWL":"2倍做多NOW ETF-GraniteShares","ORCX":"2倍做多ORCL ETF-Defiance","IGV":"北美软件ETF-iShares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IPOS":"Renaissance International IPO ETF","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","NOW":"ServiceNow","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" 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SGD-H","ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3775663","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646396411","content_text":"OpenAI财务困境引发市场重估，软件股大涨芯片股承压。华尔街见闻提及，6月25日，《纽约时报》报道OpenAI因财务压力可能推迟IPO计划，市场由此重新评估AI对传统软件企业的冲击程度。软件板块周五迎来普涨行情，此前ServiceNow、Workday等一度被视为受AI威胁最大的软件股领涨，而与OpenAI深度绑定的甲骨文则逆势下跌。RBC资本市场分析师Rishi Jaluria表示，尽管市场对软件行业的整体情绪仍然偏负面，但\"最悲观的时刻或许已经过去\"。他同时指出，\"企业将用AI全面替代现有软件解决方案\"的说法并不符合现实。软件股普涨，昔日\"重灾区\"领涨周五涨幅最为突出的，正是此前被认为最易受AI冲击的软件企业。ServiceNow和Workday股价均上涨逾9%，跻身当日标普500指数涨幅最大个股之列。（标普成分股涨幅前五）Figma和Datadog分别收涨逾10%和8%；Adobe和Salesforce各自上涨约5%；Atlassian涨幅亦超过5%。Raymond James分析师Adam Tindle指出，尽管单日股价波动难以精确归因，但周五涨幅最大的个股，恰恰是此前市场最为担忧会被AI蚕食的那批公司，ServiceNow和Atlassian均属此列。甲骨文逆势下跌，云基础设施业务成拖累与软件股普涨形成鲜明对比的是，甲骨文周五收跌约3%，成为板块内的明显异类。Morningstar分析师Luke Yang表示，OpenAI IPO延迟的消息是影响甲骨文股价表现的主要因素。Yang解释称，这一消息对软件应用侧属于\"利好\"，但对云基础设施侧则是\"利空\"。甲骨文与OpenAI之间签有规模高达3000亿美元的云计算合作协议，这使得甲骨文部分业务的前景与OpenAI的成败高度关联。从甲骨文自身的业务结构来看，云计算的重要性已愈发突出。在2026财年，甲骨文云业务收入同比增长39%至340亿美元，而软件业务收入则小幅下滑1%至245亿美元。云基础设施企业承压，算力供应商面临预期下修风险受OpenAI财务困境消息拖累，新兴云基础设施公司同样未能幸免。CoreWeave和Nebius Group周五双双下跌，两家公司股价分别收跌约2%和6%。Luke Yang指出，两家公司均高度依赖AI基础设施需求。一旦市场对OpenAI增长前景的预期趋于保守，相关云算力供应商所受的负面影响将更为直接。荷兰资产（Dutch Asset）投资经理Eric Jhonsa在社交媒体上表示，市场目前对多数SaaS企业定价了大量长期终值风险，而对部分AI基础设施标的则几乎未计入长期风险。他进一步指出，GLM 5.2等前沿大模型的进展、出口管制政策，以及企业转向更小、更廉价模型以压缩token成本的趋势，均表明AI算力资本支出在更长期限上同样面临不确定性。估值分化加剧，AI基础设施投资逻辑面临再校准此次行情亦将AI相关标的内部的估值分化推至台前。Eric Jhonsa指出，英伟达目前以约20倍远期市盈率交易，博通约为23倍，而Marvell达58倍，Astera则高达116倍，后两者的股权激励占收益和自由现金流的比例亦更高。他认为，这种分化\"荒谬\"，存在明显的均值回归压力。与此同时，部分SaaS企业在持续保持两位数年化经常性收入和自由现金流增长的背景下，估值已压缩至10至15倍远期自由现金流（剔除股权激励），他认为这一水平提供了较好的安全边际。在投资策略上，Eric Jhonsa表示，对于仅需资本支出在2028年前保持强劲增长（而非延续至2030年或更远）即可支撑估值的AI基础设施标的，他持建设性态度；而对于需要更长资本支出周期来验证估值的标的，则持谨慎乃至看空立场。他补充称，以15至20倍2028年预期每股收益买入AI基础设施标的，远比支付30倍以上更令他感到安心。在宏观层面，Eric 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11:39","market":"us","language":"zh","title":"异动解读｜甲骨文夜盘下跌3.1%，高管拟减持6606万美元叠加前期多重利空持续施压","url":"https://stock-news.laohu8.com/highlight/detail?id=1185405269","media":"行情直击","summary":"6月26日，甲骨文夜盘下跌3.1%，报147.73美元/股，成交额1088.84万美元。消息面上，公司高管Jeffrey O. 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Henley于6月24日提交Form 144文件，拟出售40万股普通股，总市值约6606万美元，大额减持加重市场悲观情绪。此外，前期多重利空仍在发酵：微软因FedRAMP安全认证问题终止逾30亿美元云基础设施租赁谈判、财年裁员约2.1万人产生18.4亿美元重组成本、中信证券将其评级从买入下调至增持，以及200亿美元股权配售带来的稀释担忧，持续压制股价。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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>异动解读｜甲骨文夜盘下跌3.1%，高管拟减持6606万美元叠加前期多重利空持续施压</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜甲骨文夜盘下跌3.1%，高管拟减持6606万美元叠加前期多重利空持续施压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-06-26 11:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月26日，甲骨文夜盘下跌3.1%，报147.73美元/股，成交额1088.84万美元。消息面上，公司高管Jeffrey O. Henley于6月24日提交Form 144文件，拟出售40万股普通股，总市值约6606万美元，大额减持加重市场悲观情绪。此外，前期多重利空仍在发酵：微软因FedRAMP安全认证问题终止逾30亿美元云基础设施租赁谈判、财年裁员约2.1万人产生18.4亿美元重组成本、中信证券将其评级从买入下调至增持，以及200亿美元股权配售带来的稀释担忧，持续压制股价。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185405269","content_text":"6月26日，甲骨文夜盘下跌3.1%，报147.73美元/股，成交额1088.84万美元。消息面上，公司高管Jeffrey O. 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