心機之蛙的个人主页 - 老虎社区

心機之蛙

心機之蛙

暂无个人介绍

IP属地：海外

51关注

4粉丝

4主题

0勋章

07-01 23:45

$甲骨文(ORCL)$ 你去si吧你

07-01 23:34

$甲骨文(ORCL)$ 软件股都涨疯了，你这是哎

07-01 00:25

$甲骨文(ORCL)$ 我的自选里就你绿的，但我就只买了你

06-30 23:01

$甲骨文(ORCL)$ 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

06-25

$甲骨文(ORCL)$ 难受，天天5%跌幅

06-25

好贱，甲骨文自己不要

异动解读｜甲骨文盘中下跌3.11%，微软30亿美元云租约告吹叠加机构下调评级持续施压

06-25

$甲骨文(ORCL)$ 看这盘前估计今晚又要跌5个点，哎

06-24

$甲骨文(ORCL)$ 没完没了的跌

06-13

$SpaceX(SPCX)$ 跌破发行价迟早的事

05-16

$Rich Sparkle Holdings Limited(ANPA)$ 估计就是跌到1刀以下后合股，中概股都这样。

05-15

$黄金主连 2606(GCmain)$ 现在黄金是什么新闻都能跌，美债收益率涨他跌，特朗普访中他跌，沃什上台他跌，美元跌他跌，反正什么新闻他都是跌。

04-24

打脸来的如此之快

04-10

$甲骨文(ORCL)$ 这股怎么回事，有买有套的。

04-02

$英特尔(INTC)$ 盘前昨天卖掉的仓位还没补进去，一开盘就发射了[微笑] ，这也太强了吧。

03-27

那还天天跌

美银上调甲骨文目标价至200美元，预计有30%上涨空间

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4152449096929562","uuid":"4152449096929562","gmtCreate":1689345982512,"gmtModify":1764151450651,"name":"心機之蛙","pinyin":"x機zwxin機zhiwa","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hatId":"ca_profile_frame_Mpy1eK","hatName":"","vip":1,"status":2,"fanSize":4,"headSize":51,"tweetSize":336,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.20","exceedPercentage":"80.80%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.04","exceedPercentage":"80.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.23","exceedPercentage":"60.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":29,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":581183661962632,"gmtCreate":1782920708684,"gmtModify":1782921148759,"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> 你去si吧你","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 你去si吧你","text":"$甲骨文(ORCL)$ 你去si吧你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581183661962632","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455967323479283","authorId":"3455967323479283","name":"有认知却没钱了","avatar":"https://static.tigerbbs.com/8928a2c393f886c12fe587ec81fb5cfc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3455967323479283","authorIdStr":"3455967323479283"},"content":"哈哈哈 你买错了 你台湾！不买台积电？","text":"哈哈哈 你买错了 你台湾！不买台积电？","html":"哈哈哈 你买错了 你台湾！不买台积电？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581181468340496,"gmtCreate":1782920093533,"gmtModify":1782920095598,"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> 软件股都涨疯了，你这是哎","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 软件股都涨疯了，你这是哎","text":"$甲骨文(ORCL)$ 软件股都涨疯了，你这是哎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581181468340496","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"今天他又化身跟着半导体跌 [流泪]","text":"今天他又化身跟着半导体跌 [流泪]","html":"今天他又化身跟着半导体跌 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580839822124136,"gmtCreate":1782836743771,"gmtModify":1782836745661,"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> 我的自选里就你绿的，但我就只买了你","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 我的自选里就你绿的，但我就只买了你","text":"$甲骨文(ORCL)$ 我的自选里就你绿的，但我就只买了你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/580839822124136","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"content":"厉害呀！怎么做到的。","text":"厉害呀！怎么做到的。","html":"厉害呀！怎么做到的。"},{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"恭迎赵公明","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":7,"crmLevelSwitch":0,"idStr":"3470824502609204","authorIdStr":"3470824502609204"},"content":"兄弟不要慌，一样的，心态要好","text":"兄弟不要慌，一样的，心态要好","html":"兄弟不要慌，一样的，心态要好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580819446612144,"gmtCreate":1782831706732,"gmtModify":1782831708950,"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> 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":"$甲骨文(ORCL)$ 什么时候止跌？没完没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580819446612144","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579675242221928,"gmtCreate":1782552363855,"gmtModify":1782557448626,"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":"那为什么微软也涨","listText":"那为什么微软也涨","text":"那为什么微软也涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579675242221928","repostId":"2646396411","repostType":2,"repost":{"id":"2646396411","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":1782525566,"share":"https://www.laohu8.com/m/news/2646396411?lang=zh_CN&edition=full","pubTime":"2026-06-27 09:59","market":"us","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":{"LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","NBIS":"NEBIUS","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IGM":"iShares Expanded Tech Sector ETF","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","NBIL":"GraniteShares 2x Long NBIS Daily ETF","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","NBIZ":"Tradr 2X Short NBIS Daily ETF","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","BK4543":"AI","LU0861579265.USD":"联博低波幅策略股票基金A","BK4548":"巴美列捷福持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","WDAY":"Workday","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4566":"资本集团","NEBX":"2倍做多NBIS ETF-Tradr","IPOS":"Renaissance International IPO ETF","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4516":"特朗普概念","NOW":"ServiceNow","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","IGV":"北美软件ETF-iShares","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","ORCS":"1倍做空ORCL ETF-Direxion","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","ORCL":"甲骨文","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4538":"云计算","ORCU":"2倍做多ORCL ETF-Direxion","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","ORCX":"2倍做多ORCL ETF-Defiance","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","NOWL":"2倍做多NOW ETF-GraniteShares"},"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 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。","news_type":1,"symbols_score_info":{"IGM":1.5,"NBIZ":0.6,"ORCU":0.6,"IGV":1.5,"NBIS":2,"ORCL":1.5,"NOWL":0.6,"NEBX":0.6,"ORCX":0.6,"ORCS":0.6,"NBIL":0.6,"WDAY":1.5,"NOW":1.5,"IPOS":1.5}},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579254489673768,"gmtCreate":1782449716850,"gmtModify":1782450761220,"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":"甲骨文到底想干什么，买了你真的亏损严重","listText":"甲骨文到底想干什么，买了你真的亏损严重","text":"甲骨文到底想干什么，买了你真的亏损严重","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579254489673768","repostId":"1185405269","repostType":2,"repost":{"id":"1185405269","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":1782445167,"share":"https://www.laohu8.com/m/news/1185405269?lang=zh_CN&edition=full","pubTime":"2026-06-26 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. 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。（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。）","content":"<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>","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. 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。（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":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579223699055944,"gmtCreate":1782442213818,"gmtModify":1782442843288,"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> 跟吃了泻药一样","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 跟吃了泻药一样","text":"$甲骨文(ORCL)$ 跟吃了泻药一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/579223699055944","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"content":"拿到明年吧，回本卖了不碰它了","text":"拿到明年吧，回本卖了不碰它了","html":"拿到明年吧，回本卖了不碰它了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579052592841856,"gmtCreate":1782400419609,"gmtModify":1782400757187,"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> 美股玩出A股的感觉了[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 美股玩出A股的感觉了[捂脸]&nbsp;&nbsp;","text":"$甲骨文(ORCL)$ 美股玩出A股的感觉了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579052592841856","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579037973890608,"gmtCreate":1782396867833,"gmtModify":1782397024224,"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> 这种跌法是要退市的节奏吗","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 这种跌法是要退市的节奏吗","text":"$甲骨文(ORCL)$ 这种跌法是要退市的节奏吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579037973890608","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579034686272008,"gmtCreate":1782396068977,"gmtModify":1782396201170,"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> 难受，天天5%跌幅","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 难受，天天5%跌幅","text":"$甲骨文(ORCL)$ 难受，天天5%跌幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/579034686272008","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"知彼投研","avatar":"https://static.tigerbbs.com/90f42be6a86b5b63aecfef29fbc0ec5b","crmLevel":5,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"做空也能赚钱就怕踩不准","text":"做空也能赚钱就怕踩不准","html":"做空也能赚钱就怕踩不准"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579028642649280,"gmtCreate":1782394574218,"gmtModify":1782395287085,"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":"好贱，甲骨文自己不要","listText":"好贱，甲骨文自己不要","text":"好贱，甲骨文自己不要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579028642649280","repostId":"1109142520","repostType":2,"repost":{"id":"1109142520","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":1782312078,"share":"https://www.laohu8.com/m/news/1109142520?lang=zh_CN&edition=full","pubTime":"2026-06-24 22:41","market":"us","language":"zh","title":"异动解读｜甲骨文盘中下跌3.11%，微软30亿美元云租约告吹叠加机构下调评级持续施压","url":"https://stock-news.laohu8.com/highlight/detail?id=1109142520","media":"行情直击","summary":"6月24日，甲骨文盘中下跌3.11%，报159.99美元/股，成交额11.71亿美元。消息面上，此前微软因甲骨文公有云未获FedRAMP安全认证且拒绝改造，终止了价值逾30亿美元的云基础设施租赁谈判，市场对AI资本开支叙事高度敏感，该事件持续压制股价。近日中信证券将甲骨文评级从买入下调至增持，目标价200美元，进一步加重市场悲观情绪。当前行业共识均价约257美元，股价已大幅偏离分析师预期。高盛此前警示AI基建已进入\"脆弱时刻\"，市场对负面事件容忍度极低。（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。）","content":"<p><p>6月24日，甲骨文盘中下跌3.11%，报159.99美元/股，成交额11.71亿美元。</p><p>消息面上，此前微软因甲骨文公有云未获FedRAMP安全认证且拒绝改造，终止了价值逾30亿美元的云基础设施租赁谈判，市场对AI资本开支叙事高度敏感，该事件持续压制股价。近日中信证券将甲骨文评级从买入下调至增持，目标价200美元，进一步加重市场悲观情绪。当前行业共识均价约257美元，股价已大幅偏离分析师预期。高盛此前警示AI基建已进入\"脆弱时刻\"，市场对负面事件容忍度极低。</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｜甲骨文盘中下跌3.11%，微软30亿美元云租约告吹叠加机构下调评级持续施压</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｜甲骨文盘中下跌3.11%，微软30亿美元云租约告吹叠加机构下调评级持续施压\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\">2026-06-24 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月24日，甲骨文盘中下跌3.11%，报159.99美元/股，成交额11.71亿美元。</p><p>消息面上，此前微软因甲骨文公有云未获FedRAMP安全认证且拒绝改造，终止了价值逾30亿美元的云基础设施租赁谈判，市场对AI资本开支叙事高度敏感，该事件持续压制股价。近日中信证券将甲骨文评级从买入下调至增持，目标价200美元，进一步加重市场悲观情绪。当前行业共识均价约257美元，股价已大幅偏离分析师预期。高盛此前警示AI基建已进入\"脆弱时刻\"，市场对负面事件容忍度极低。</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":"1109142520","content_text":"6月24日，甲骨文盘中下跌3.11%，报159.99美元/股，成交额11.71亿美元。消息面上，此前微软因甲骨文公有云未获FedRAMP安全认证且拒绝改造，终止了价值逾30亿美元的云基础设施租赁谈判，市场对AI资本开支叙事高度敏感，该事件持续压制股价。近日中信证券将甲骨文评级从买入下调至增持，目标价200美元，进一步加重市场悲观情绪。当前行业共识均价约257美元，股价已大幅偏离分析师预期。高盛此前警示AI基建已进入\"脆弱时刻\"，市场对负面事件容忍度极低。（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":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":579017603507400,"gmtCreate":1782391893136,"gmtModify":1782392240051,"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> 看这盘前估计今晚又要跌5个点，哎","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 看这盘前估计今晚又要跌5个点，哎","text":"$甲骨文(ORCL)$ 看这盘前估计今晚又要跌5个点，哎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/579017603507400","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578727175029328,"gmtCreate":1782300025914,"gmtModify":1782300324412,"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> 没完没了的跌","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 没完没了的跌","text":"$甲骨文(ORCL)$ 没完没了的跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578727175029328","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574774371027216,"gmtCreate":1781339726731,"gmtModify":1781339767286,"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/SPCX\">$SpaceX(SPCX)$ </a> 跌破发行价迟早的事","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a> 跌破发行价迟早的事","text":"$SpaceX(SPCX)$ 跌破发行价迟早的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574774371027216","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564545975231288,"gmtCreate":1778862919988,"gmtModify":1778862921902,"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/ANPA\">$Rich Sparkle Holdings Limited(ANPA)$ </a> 估计就是跌到1刀以下后合股，中概股都这样。","listText":"<a href=\"https://laohu8.com/S/ANPA\">$Rich Sparkle Holdings Limited(ANPA)$ </a> 估计就是跌到1刀以下后合股，中概股都这样。","text":"$Rich Sparkle Holdings Limited(ANPA)$ 估计就是跌到1刀以下后合股，中概股都这样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564545975231288","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564510754513736,"gmtCreate":1778854322780,"gmtModify":1778855152449,"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/FUT/GCmain\">$黄金主连 2606(GCmain)$&nbsp;</a> 现在黄金是什么新闻都能跌，美债收益率涨他跌，特朗普访中他跌，沃什上台他跌，美元跌他跌，反正什么新闻他都是跌。","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$&nbsp;</a> 现在黄金是什么新闻都能跌，美债收益率涨他跌，特朗普访中他跌，沃什上台他跌，美元跌他跌，反正什么新闻他都是跌。","text":"$黄金主连 2606(GCmain)$ 现在黄金是什么新闻都能跌，美债收益率涨他跌，特朗普访中他跌，沃什上台他跌，美元跌他跌，反正什么新闻他都是跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564510754513736","isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203149749193840","authorId":"4203149749193840","name":"琴有独钟Amber","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4203149749193840","authorIdStr":"4203149749193840"},"content":"之后会涨，我就长期持有","text":"之后会涨，我就长期持有","html":"之后会涨，我就长期持有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556883774001936,"gmtCreate":1776986554766,"gmtModify":1776986557403,"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":"打脸来的如此之快","listText":"打脸来的如此之快","text":"打脸来的如此之快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556883774001936","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551912297641328,"gmtCreate":1775778784621,"gmtModify":1775785527176,"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> 这股怎么回事，有买有套的。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 这股怎么回事，有买有套的。","text":"$甲骨文(ORCL)$ 这股怎么回事，有买有套的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551912297641328","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549340997006664,"gmtCreate":1775138293334,"gmtModify":1775139407001,"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/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 盘前昨天卖掉的仓位还没补进去，一开盘就发射了[微笑]&nbsp; ，这也太强了吧。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 盘前昨天卖掉的仓位还没补进去，一开盘就发射了[微笑]&nbsp; ，这也太强了吧。","text":"$英特尔(INTC)$ 盘前昨天卖掉的仓位还没补进去，一开盘就发射了[微笑] ，这也太强了吧。","images":[{"img":"https://static.tigerbbs.com/c9989a2df84fc2982cd29aa5240a7a4a","width":"1260","height":"2800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549340997006664","isVote":1,"tweetType":1,"viewCount":3900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":547131621845104,"gmtCreate":1774600616127,"gmtModify":1774600618381,"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":"那还天天跌","listText":"那还天天跌","text":"那还天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547131621845104","repostId":"2622390001","repostType":2,"repost":{"id":"2622390001","kind":"news","pubTimestamp":1774466100,"share":"https://www.laohu8.com/m/news/2622390001?lang=zh_CN&edition=full","pubTime":"2026-03-26 03:15","market":"sg","language":"zh","title":"美银上调甲骨文目标价至200美元，预计有30%上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2622390001","media":"环球市场播报","summary":"根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。200美元的目标价意味着较当前水平约有30%的上涨空间。　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。","content":"<html><body><div>\n<p>　　根据一份客户报告，<span>美国银行</span><span></span>恢复了对<span><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a></span><span></span>公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。</p>\n<p>　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。</p>\n<p>　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压订单为增长提供了可见性，但甲骨文需要证明其能够交付能力，并将长期合同转化为收入。</p>\n<p>　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度（OpenAI占据了当前履约义务的很大一部分）以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","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>美银上调甲骨文目标价至200美元，预计有30%上涨空间</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美银上调甲骨文目标价至200美元，预计有30%上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 03:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。\n　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。\n　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4581":"高盛持仓","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4516":"特朗普概念","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","BK4538":"云计算","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4097":"系统软件","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","BK4588":"碎股","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4528":"SaaS概念","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","ORCS":"1倍做空ORCL ETF-Direxion","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","ORCU":"2倍做多ORCL ETF-Direxion","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","ORCX":"2倍做多ORCL ETF-Defiance","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","ORCL":"甲骨文","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0444971666.USD":"天利全球科技基金","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","BK4543":"AI","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2622390001","content_text":"根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。\n　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。\n　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压订单为增长提供了可见性，但甲骨文需要证明其能够交付能力，并将长期合同转化为收入。\n　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度（OpenAI占据了当前履约义务的很大一部分）以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"ORCX":0.6,"ORCU":0.6,"ORCL":1.95,"ORCS":0.6}},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":581183661962632,"gmtCreate":1782920708684,"gmtModify":1782921148759,"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> 你去si吧你","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 你去si吧你","text":"$甲骨文(ORCL)$ 你去si吧你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581183661962632","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455967323479283","authorId":"3455967323479283","name":"有认知却没钱了","avatar":"https://static.tigerbbs.com/8928a2c393f886c12fe587ec81fb5cfc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3455967323479283","authorIdStr":"3455967323479283"},"content":"哈哈哈 你买错了 你台湾！不买台积电？","text":"哈哈哈 你买错了 你台湾！不买台积电？","html":"哈哈哈 你买错了 你台湾！不买台积电？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580839822124136,"gmtCreate":1782836743771,"gmtModify":1782836745661,"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> 我的自选里就你绿的，但我就只买了你","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 我的自选里就你绿的，但我就只买了你","text":"$甲骨文(ORCL)$ 我的自选里就你绿的，但我就只买了你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/580839822124136","isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185760841922922","authorId":"4185760841922922","name":"盈亏同源 主要还是本金不够","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4185760841922922","authorIdStr":"4185760841922922"},"content":"厉害呀！怎么做到的。","text":"厉害呀！怎么做到的。","html":"厉害呀！怎么做到的。"},{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"恭迎赵公明","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":7,"crmLevelSwitch":0,"idStr":"3470824502609204","authorIdStr":"3470824502609204"},"content":"兄弟不要慌，一样的，心态要好","text":"兄弟不要慌，一样的，心态要好","html":"兄弟不要慌，一样的，心态要好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476714793001808,"gmtCreate":1757407892704,"gmtModify":1757407904045,"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/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","listText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","text":"$二倍做多黄金ETF(ProShares)(UGL)$ 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","images":[{"img":"https://static.tigerbbs.com/a2cb0f358cb53b905f516da37cb057cf","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/476714793001808","isVote":1,"tweetType":1,"viewCount":2781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":581181468340496,"gmtCreate":1782920093533,"gmtModify":1782920095598,"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> 软件股都涨疯了，你这是哎","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 软件股都涨疯了，你这是哎","text":"$甲骨文(ORCL)$ 软件股都涨疯了，你这是哎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581181468340496","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"今天他又化身跟着半导体跌 [流泪]","text":"今天他又化身跟着半导体跌 [流泪]","html":"今天他又化身跟着半导体跌 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309327202324664,"gmtCreate":1716546932255,"gmtModify":1716556876552,"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":"炒A股炒刚股早上亏、炒美股24小时亏，玩比特币周末也亏。","listText":"炒A股炒刚股早上亏、炒美股24小时亏，玩比特币周末也亏。","text":"炒A股炒刚股早上亏、炒美股24小时亏，玩比特币周末也亏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309327202324664","isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179894508426342","authorId":"4179894508426342","name":"踏雪无痕ing","avatar":"https://static.tigerbbs.com/19f2d8f4a9edb4ecd59c7a39385b83b9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4179894508426342","authorIdStr":"4179894508426342"},"content":"哈哈，笑死，怪不得美团外卖的电单车都是飞的","text":"哈哈，笑死，怪不得美团外卖的电单车都是飞的","html":"哈哈，笑死，怪不得美团外卖的电单车都是飞的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327442711642128,"gmtCreate":1720973671601,"gmtModify":1721008259281,"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":"Replying to <a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:我是福州的[开心]//<a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:福建平潭 怀有童心 保持童真[爱你]","listText":"Replying to <a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:我是福州的[开心]//<a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:福建平潭 怀有童心 保持童真[爱你]","text":"Replying to @狂野大香蕉:我是福州的[开心]//@狂野大香蕉:福建平潭 怀有童心 保持童真[爱你]","images":[{"img":"https://static.tigerbbs.com/ccc22e3580c00197948eb7324c9206b3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327442711642128","isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":264017883062520,"gmtCreate":1705463366434,"gmtModify":1705470124853,"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/BLUE\">$bluebird bio Inc.(BLUE)$&nbsp;</a>我一点也不慌","listText":"<a href=\"https://laohu8.com/S/BLUE\">$bluebird bio Inc.(BLUE)$&nbsp;</a>我一点也不慌","text":"$bluebird bio Inc.(BLUE)$ 我一点也不慌","images":[{"img":"https://static.tigerbbs.com/33dcec71f4ab154cdf56f329aa4d8fec","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264017883062520","isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":564510754513736,"gmtCreate":1778854322780,"gmtModify":1778855152449,"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/FUT/GCmain\">$黄金主连 2606(GCmain)$&nbsp;</a> 现在黄金是什么新闻都能跌，美债收益率涨他跌，特朗普访中他跌，沃什上台他跌，美元跌他跌，反正什么新闻他都是跌。","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2606(GCmain)$&nbsp;</a> 现在黄金是什么新闻都能跌，美债收益率涨他跌，特朗普访中他跌，沃什上台他跌，美元跌他跌，反正什么新闻他都是跌。","text":"$黄金主连 2606(GCmain)$ 现在黄金是什么新闻都能跌，美债收益率涨他跌，特朗普访中他跌，沃什上台他跌，美元跌他跌，反正什么新闻他都是跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564510754513736","isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203149749193840","authorId":"4203149749193840","name":"琴有独钟Amber","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4203149749193840","authorIdStr":"4203149749193840"},"content":"之后会涨，我就长期持有","text":"之后会涨，我就长期持有","html":"之后会涨，我就长期持有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580819446612144,"gmtCreate":1782831706732,"gmtModify":1782831708950,"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> 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":"$甲骨文(ORCL)$ 什么时候止跌？没完没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/580819446612144","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504023969276368,"gmtCreate":1764086646453,"gmtModify":1764086648526,"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/INTC\">$英特尔(INTC)$&nbsp;</a> 今天如此扛跌是有什么消息吗？","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 今天如此扛跌是有什么消息吗？","text":"$英特尔(INTC)$ 今天如此扛跌是有什么消息吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/504023969276368","isVote":1,"tweetType":1,"viewCount":3907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"content":"emib适合大面积链接die的新品，台积电那套3d适合密度封装要求高的产品。业内除了amd可能害怕进展泄露。其他的服务器桌面应该最终都会属于ifs。 除非，台积电弄出领先市场工艺，不然pc服务器显卡 都要开始下坡。","text":"emib适合大面积链接die的新品，台积电那套3d适合密度封装要求高的产品。业内除了amd可能害怕进展泄露。其他的服务器桌面应该最终都会属于ifs。 除非，台积电弄出领先市场工艺，不然pc服务器显卡 都要开始下坡。","html":"emib适合大面积链接die的新品，台积电那套3d适合密度封装要求高的产品。业内除了amd可能害怕进展泄露。其他的服务器桌面应该最终都会属于ifs。 除非，台积电弄出领先市场工艺，不然pc服务器显卡 都要开始下坡。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}