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

07-01 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

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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; 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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 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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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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\" 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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\">2026-06-24 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 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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":3968,"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; 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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 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