社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
龙腾虎乐
IP属地:北京
+关注
帖子 · 1,247
帖子 · 1,247
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
龙腾虎乐
龙腾虎乐
·
06-12
$SpaceX(SPCX)$
跌的挺快[捂脸] [捂脸] 今晚破发[开心] [开心]
看
152
回复
评论
点赞
1
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-12
$纳斯达克(.IXIC)$
虎鲸入池万股崩[捂脸] [捂脸] 可参考当年中石油上市an
看
741
回复
5
点赞
3
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-11
赔本儿赚吆喝[开心] [开心] 投资大还没啥利润💰
数据中心成本担忧加剧,甲骨文资本开支超预期,新财年计划融资翻倍至400亿美元
甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。盘后股价一度跌超9%。
数据中心成本担忧加剧,甲骨文资本开支超预期,新财年计划融资翻倍至400亿美元
看
196
回复
评论
点赞
1
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-11
$纳斯达克(.IXIC)$
拉完了[捂脸] [捂脸]
看
56
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-07
$纳斯达克(.IXIC)$
送你一个字“桃”🍑[捂脸]
看
499
回复
评论
点赞
1
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-06
$甲骨文(ORCL)$
爆了[捂脸] [捂脸]
看
139
回复
评论
点赞
2
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-06
$Space Exploration Technologies Corp(SPCX)$
上市即破发[捂脸] [捂脸] sh
看
523
回复
评论
点赞
4
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-06
$纳斯达克(.IXIC)$
AI短期没戏了[捂脸] [捂脸] 跑吧[看跌] [看跌] [看跌]
看
444
回复
评论
点赞
3
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-06
$纳斯达克(.IXIC)$
这是为了欢迎spaceX上市吗[捂脸] [捂脸]
看
477
回复
评论
点赞
1
编组 21备份 2
分享
举报
龙腾虎乐
龙腾虎乐
·
06-03
一群垃圾高管🐶
Form 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股
根据最新提交的Form 4,Oklo Inc.联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体,合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股,以及通过Jacob DeWitte GRAT出售40,000股;其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后,Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。
Form 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股
看
69
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无关注
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3482550532367433","uuid":"3482550532367433","gmtCreate":1519456511233,"gmtModify":1707724242584,"name":"龙腾虎乐","pinyin":"lthllongtenghule","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","hatId":"shopping-57dfd159baf8b5726fff175b6a25ffe1","hatName":"PICK头像框","vip":1,"status":2,"fanSize":44,"headSize":70,"tweetSize":1247,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.18","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-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.23","exceedPercentage":"93.37%","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":"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":"2021.12.21","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":"2021.12.21","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},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.39%","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":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.18","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},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":574502527746200,"gmtCreate":1781275197210,"gmtModify":1781275704121,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 跌的挺快[捂脸] [捂脸] 今晚破发[开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 跌的挺快[捂脸] [捂脸] 今晚破发[开心] [开心] ","text":"$SpaceX(SPCX)$ 跌的挺快[捂脸] [捂脸] 今晚破发[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574502527746200","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574496585343096,"gmtCreate":1781271931731,"gmtModify":1781272214868,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 虎鲸入池万股崩[捂脸] [捂脸] 可参考当年中石油上市an","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 虎鲸入池万股崩[捂脸] [捂脸] 可参考当年中石油上市an","text":"$纳斯达克(.IXIC)$ 虎鲸入池万股崩[捂脸] [捂脸] 可参考当年中石油上市an","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/574496585343096","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"12012867840342","authorId":"12012867840342","name":"王6688","avatar":"https://static.tigerbbs.com/1b5e09cc776acb2a594bc0fa0eb6772c","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"12012867840342","idStr":"12012867840342"},"content":"A股思维太重炒美股挣不到钱,反之亦然","text":"A股思维太重炒美股挣不到钱,反之亦然","html":"A股思维太重炒美股挣不到钱,反之亦然"},{"author":{"id":"3474787533737971","authorId":"3474787533737971","name":"斑鸠在叫","avatar":"https://static.tigerbbs.com/4ef61de17b64a2d615aa955fa77e68af","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3474787533737971","idStr":"3474787533737971"},"content":"大A的风格","text":"大A的风格","html":"大A的风格"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573903671321992,"gmtCreate":1781142847599,"gmtModify":1781144560441,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"赔本儿赚吆喝[开心] [开心] 投资大还没啥利润💰","listText":"赔本儿赚吆喝[开心] [开心] 投资大还没啥利润💰","text":"赔本儿赚吆喝[开心] [开心] 投资大还没啥利润💰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573903671321992","repostId":"2642927479","repostType":2,"repost":{"id":"2642927479","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":1781121982,"share":"https://www.laohu8.com/m/news/2642927479?lang=zh_CN&edition=full","pubTime":"2026-06-11 04:06","market":"us","language":"zh","title":"数据中心成本担忧加剧,甲骨文资本开支超预期,新财年计划融资翻倍至400亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2642927479","media":"华尔街见闻","summary":"甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。盘后股价一度跌超9%。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\"><span>甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。</span></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04d7c41b16dace8b5931b689af9db7ff\" data-align=\"center\" tg-width=\"644\" tg-height=\"1156\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(Oracle)公布截至2026年5月底的第四财季及全年业绩,<strong>资本开支超预期与公司新融资计划引发市场担忧。</strong>同时云基础设施业务强劲增长推动多项财务指标创下历史纪录,公司同步上调全年盈利指引。</p><p style=\"text-align: justify;\"><strong>甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。</strong></p><p style=\"text-align: justify;\">同时公司表示,<strong>预计将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。</strong>此举引发了投资者的担忧,盘后股价一度跌超9%。</p><p style=\"text-align: justify;\">公司第四财季总营收同比增长21%至192亿美元,预期190.9亿美元。云基础设施营收同比飙升93%至58亿美元,为整体业绩最主要的驱动力。<strong>本财年自由现金流为-237亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fb0b5ca86d0668359941e766cbcce41\" data-align=\"center\" tg-width=\"640\" tg-height=\"254\"/><span></span></p><p style=\"text-align: justify;\">截至季末,公司待履约收入(RPO)较上季度净增850亿美元,达到创纪录的6380亿美元,同比大幅增长363%,折射出市场对AI云计算服务的巨大需求。</p><p style=\"text-align: justify;\">在前瞻指引方面,甲骨文预计第一财季总营收增速将加速至27%至29%,云业务收入增速将进一步跃升至57%至64%;全年FY2027收入目标维持900亿美元不变,但非GAAP每股盈利指引上调至8.05美元,同比增长约18%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81caf3b7ddf09b2a2e7a2c750646b463\" data-align=\"center\" tg-width=\"907\" tg-height=\"580\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>重资本扩张引担忧:FY2027筹资400亿美元,新增200亿美元</strong></h2><p style=\"text-align: justify;\">为支撑AI云基础设施的大规模扩张,甲骨文已进入高强度融资周期。FY2026全年,公司通过债务融资筹集430亿美元,通过股权融资筹集50亿美元,合计480亿美元。</p><p style=\"text-align: justify;\">展望FY2027,公司预计将通过债务与股权组合方式再融资约400亿美元,其中包括此前已宣布的200亿美元<strong>按市价增发(ATM)</strong>股权计划。<strong>公司同时表示,在2026自然年内不再新增债务融资。</strong></p><p style=\"text-align: justify;\">自由现金流的持续为负,反映出当前扩张阶段资本支出的高强度。公司在其数据中心建设中引入了以天然气燃料电池为核心的清洁能源方案,并将高性能网络、先进安全架构和自主化软件作为差异化竞争优势。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>营收全线创纪录,云业务主导增长</strong></h2><p style=\"text-align: justify;\">第四财季,甲骨文总营收同比增长21%至192亿美元,其中云业务(IaaS+SaaS)合计营收同比增长47%至99亿美元,首次突破百亿美元关口。</p><p style=\"text-align: justify;\">分业务来看,云基础设施(IaaS)营收同比增长93%至58亿美元,是增速最快的核心引擎;云应用(SaaS)营收同比增长10%至41亿美元。传统软件营收同比下滑2%至68亿美元,反映出客户持续向云端迁移的趋势。服务营收13亿美元,同比增长13%;硬件营收9亿美元,同比增长9%。</p><p style=\"text-align: justify;\">在盈利层面,第四财季非GAAP营业利润同比增长22%至创纪录的86亿美元,非GAAP每股盈利同比增长24%至2.11美元;GAAP每股盈利同比增长21%至1.45美元。</p><p style=\"text-align: justify;\">就全年而言,FY2026总营收同比增长17%至创纪录的674亿美元,云营收同比增长39%至340亿美元。全年经营性现金流同比增长54%至创纪录的320亿美元,反映出较强的现金创造能力。不过,由于持续大规模投入云基础设施建设,全年自由现金流为负237亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bbb69d1140f413a92127b50caf0d08a\" data-align=\"center\" tg-width=\"640\" tg-height=\"337\"/><span></span></p><p style=\"text-align: justify;\">甲骨文在财报中着重阐述了AI在医疗健康领域的战略布局。公司表示,将推出全新AI版本的Cerner医院及诊所患者管理系统,并预计这将推动Oracle Health整体业务在FY2027实现两位数增长。</p><p style=\"text-align: justify;\">公司还提及,AI分子设计模型有望加速新药研发,而其新推出的AI临床试验系统旨在帮助监管机构更快速地审查和批准临床试验结果,从而缩短患者获得新药的等待时间。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>AI大单涌入,待履约收入规模创纪录</strong></h2><p style=\"text-align: justify;\">RPO数据是本次财报中最受市场关注的指标之一。截至第四财季末,甲骨文RPO达到6380亿美元,单季净增850亿美元,同比增幅高达363%。</p><p style=\"text-align: justify;\">公司披露,第三、四财季RPO的大幅增长,主要来自大规模AI合同。这些合同的特殊结构在于:客户或预先支付费用由甲骨文采购GPU,或由客户自行购买GPU后提供给甲骨文使用。截至目前,上述预付款及客户自供硬件金额合计已达750亿美元。</p><p style=\"text-align: justify;\">甲骨文表示,这一安排大幅降低了公司自身为建设AI数据中心所需筹集的资本规模。</p><p style=\"text-align: justify;\">值得关注的还有Oracle Multicloud AI Database业务,该业务在第四财季同比增长404%,成为公司有史以来增速最快的业务线。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>下季度指引营收增长27%至29%,上调全年盈利指引</strong></h2><p style=\"text-align: justify;\">在前瞻指引方面,<strong>第一财季总营收预计同比增长27%至29%;云业务营收预计同比增长57%至64%</strong>;非GAAP每股盈利预计为1.72至1.76美元,同比增长17%至20%。</p><p style=\"text-align: justify;\"><strong>全年FY2027,公司维持900亿美元总营收目标,并将非GAAP每股盈利指引上调至8.05美元。</strong></p><p style=\"text-align: justify;\">公司注明,剔除FY2026出售Ampere芯片业务及Bloom Energy认股权证所产生的一次性投资收益后,FY2027非GAAP每股盈利增速约为18%。</p><p style=\"text-align: justify;\">甲骨文董事会宣布,派发每股0.50美元的季度现金股息,将于2026年7月24日支付给截至7月10日登记在册的股东。</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>数据中心成本担忧加剧,甲骨文资本开支超预期,新财年计划融资翻倍至400亿美元</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数据中心成本担忧加剧,甲骨文资本开支超预期,新财年计划融资翻倍至400亿美元\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\">2026-06-11 04:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\"><span>甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。</span></p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04d7c41b16dace8b5931b689af9db7ff\" data-align=\"center\" tg-width=\"644\" tg-height=\"1156\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>(Oracle)公布截至2026年5月底的第四财季及全年业绩,<strong>资本开支超预期与公司新融资计划引发市场担忧。</strong>同时云基础设施业务强劲增长推动多项财务指标创下历史纪录,公司同步上调全年盈利指引。</p><p style=\"text-align: justify;\"><strong>甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。</strong></p><p style=\"text-align: justify;\">同时公司表示,<strong>预计将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。</strong>此举引发了投资者的担忧,盘后股价一度跌超9%。</p><p style=\"text-align: justify;\">公司第四财季总营收同比增长21%至192亿美元,预期190.9亿美元。云基础设施营收同比飙升93%至58亿美元,为整体业绩最主要的驱动力。<strong>本财年自由现金流为-237亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fb0b5ca86d0668359941e766cbcce41\" data-align=\"center\" tg-width=\"640\" tg-height=\"254\"/><span></span></p><p style=\"text-align: justify;\">截至季末,公司待履约收入(RPO)较上季度净增850亿美元,达到创纪录的6380亿美元,同比大幅增长363%,折射出市场对AI云计算服务的巨大需求。</p><p style=\"text-align: justify;\">在前瞻指引方面,甲骨文预计第一财季总营收增速将加速至27%至29%,云业务收入增速将进一步跃升至57%至64%;全年FY2027收入目标维持900亿美元不变,但非GAAP每股盈利指引上调至8.05美元,同比增长约18%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81caf3b7ddf09b2a2e7a2c750646b463\" data-align=\"center\" tg-width=\"907\" tg-height=\"580\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>重资本扩张引担忧:FY2027筹资400亿美元,新增200亿美元</strong></h2><p style=\"text-align: justify;\">为支撑AI云基础设施的大规模扩张,甲骨文已进入高强度融资周期。FY2026全年,公司通过债务融资筹集430亿美元,通过股权融资筹集50亿美元,合计480亿美元。</p><p style=\"text-align: justify;\">展望FY2027,公司预计将通过债务与股权组合方式再融资约400亿美元,其中包括此前已宣布的200亿美元<strong>按市价增发(ATM)</strong>股权计划。<strong>公司同时表示,在2026自然年内不再新增债务融资。</strong></p><p style=\"text-align: justify;\">自由现金流的持续为负,反映出当前扩张阶段资本支出的高强度。公司在其数据中心建设中引入了以天然气燃料电池为核心的清洁能源方案,并将高性能网络、先进安全架构和自主化软件作为差异化竞争优势。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>营收全线创纪录,云业务主导增长</strong></h2><p style=\"text-align: justify;\">第四财季,甲骨文总营收同比增长21%至192亿美元,其中云业务(IaaS+SaaS)合计营收同比增长47%至99亿美元,首次突破百亿美元关口。</p><p style=\"text-align: justify;\">分业务来看,云基础设施(IaaS)营收同比增长93%至58亿美元,是增速最快的核心引擎;云应用(SaaS)营收同比增长10%至41亿美元。传统软件营收同比下滑2%至68亿美元,反映出客户持续向云端迁移的趋势。服务营收13亿美元,同比增长13%;硬件营收9亿美元,同比增长9%。</p><p style=\"text-align: justify;\">在盈利层面,第四财季非GAAP营业利润同比增长22%至创纪录的86亿美元,非GAAP每股盈利同比增长24%至2.11美元;GAAP每股盈利同比增长21%至1.45美元。</p><p style=\"text-align: justify;\">就全年而言,FY2026总营收同比增长17%至创纪录的674亿美元,云营收同比增长39%至340亿美元。全年经营性现金流同比增长54%至创纪录的320亿美元,反映出较强的现金创造能力。不过,由于持续大规模投入云基础设施建设,全年自由现金流为负237亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bbb69d1140f413a92127b50caf0d08a\" data-align=\"center\" tg-width=\"640\" tg-height=\"337\"/><span></span></p><p style=\"text-align: justify;\">甲骨文在财报中着重阐述了AI在医疗健康领域的战略布局。公司表示,将推出全新AI版本的Cerner医院及诊所患者管理系统,并预计这将推动Oracle Health整体业务在FY2027实现两位数增长。</p><p style=\"text-align: justify;\">公司还提及,AI分子设计模型有望加速新药研发,而其新推出的AI临床试验系统旨在帮助监管机构更快速地审查和批准临床试验结果,从而缩短患者获得新药的等待时间。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>AI大单涌入,待履约收入规模创纪录</strong></h2><p style=\"text-align: justify;\">RPO数据是本次财报中最受市场关注的指标之一。截至第四财季末,甲骨文RPO达到6380亿美元,单季净增850亿美元,同比增幅高达363%。</p><p style=\"text-align: justify;\">公司披露,第三、四财季RPO的大幅增长,主要来自大规模AI合同。这些合同的特殊结构在于:客户或预先支付费用由甲骨文采购GPU,或由客户自行购买GPU后提供给甲骨文使用。截至目前,上述预付款及客户自供硬件金额合计已达750亿美元。</p><p style=\"text-align: justify;\">甲骨文表示,这一安排大幅降低了公司自身为建设AI数据中心所需筹集的资本规模。</p><p style=\"text-align: justify;\">值得关注的还有Oracle Multicloud AI Database业务,该业务在第四财季同比增长404%,成为公司有史以来增速最快的业务线。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>下季度指引营收增长27%至29%,上调全年盈利指引</strong></h2><p style=\"text-align: justify;\">在前瞻指引方面,<strong>第一财季总营收预计同比增长27%至29%;云业务营收预计同比增长57%至64%</strong>;非GAAP每股盈利预计为1.72至1.76美元,同比增长17%至20%。</p><p style=\"text-align: justify;\"><strong>全年FY2027,公司维持900亿美元总营收目标,并将非GAAP每股盈利指引上调至8.05美元。</strong></p><p style=\"text-align: justify;\">公司注明,剔除FY2026出售Ampere芯片业务及Bloom Energy认股权证所产生的一次性投资收益后,FY2027非GAAP每股盈利增速约为18%。</p><p style=\"text-align: justify;\">甲骨文董事会宣布,派发每股0.50美元的季度现金股息,将于2026年7月24日支付给截至7月10日登记在册的股东。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3774364","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642927479","content_text":"甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。本财年自由现金流为-237亿美元。预计新财年将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。甲骨文(Oracle)公布截至2026年5月底的第四财季及全年业绩,资本开支超预期与公司新融资计划引发市场担忧。同时云基础设施业务强劲增长推动多项财务指标创下历史纪录,公司同步上调全年盈利指引。甲骨文第四财季资本开支159亿美元,本财年全年资本开支557亿美元,公司预期为500亿美元;公司预计新财年资本开支700亿美元。同时公司表示,预计将通过债务和股权融资筹集400亿美元,其中包括此前宣布的200亿美元股票发行计划。此举引发了投资者的担忧,盘后股价一度跌超9%。公司第四财季总营收同比增长21%至192亿美元,预期190.9亿美元。云基础设施营收同比飙升93%至58亿美元,为整体业绩最主要的驱动力。本财年自由现金流为-237亿美元。截至季末,公司待履约收入(RPO)较上季度净增850亿美元,达到创纪录的6380亿美元,同比大幅增长363%,折射出市场对AI云计算服务的巨大需求。在前瞻指引方面,甲骨文预计第一财季总营收增速将加速至27%至29%,云业务收入增速将进一步跃升至57%至64%;全年FY2027收入目标维持900亿美元不变,但非GAAP每股盈利指引上调至8.05美元,同比增长约18%。重资本扩张引担忧:FY2027筹资400亿美元,新增200亿美元为支撑AI云基础设施的大规模扩张,甲骨文已进入高强度融资周期。FY2026全年,公司通过债务融资筹集430亿美元,通过股权融资筹集50亿美元,合计480亿美元。展望FY2027,公司预计将通过债务与股权组合方式再融资约400亿美元,其中包括此前已宣布的200亿美元按市价增发(ATM)股权计划。公司同时表示,在2026自然年内不再新增债务融资。自由现金流的持续为负,反映出当前扩张阶段资本支出的高强度。公司在其数据中心建设中引入了以天然气燃料电池为核心的清洁能源方案,并将高性能网络、先进安全架构和自主化软件作为差异化竞争优势。营收全线创纪录,云业务主导增长第四财季,甲骨文总营收同比增长21%至192亿美元,其中云业务(IaaS+SaaS)合计营收同比增长47%至99亿美元,首次突破百亿美元关口。分业务来看,云基础设施(IaaS)营收同比增长93%至58亿美元,是增速最快的核心引擎;云应用(SaaS)营收同比增长10%至41亿美元。传统软件营收同比下滑2%至68亿美元,反映出客户持续向云端迁移的趋势。服务营收13亿美元,同比增长13%;硬件营收9亿美元,同比增长9%。在盈利层面,第四财季非GAAP营业利润同比增长22%至创纪录的86亿美元,非GAAP每股盈利同比增长24%至2.11美元;GAAP每股盈利同比增长21%至1.45美元。就全年而言,FY2026总营收同比增长17%至创纪录的674亿美元,云营收同比增长39%至340亿美元。全年经营性现金流同比增长54%至创纪录的320亿美元,反映出较强的现金创造能力。不过,由于持续大规模投入云基础设施建设,全年自由现金流为负237亿美元。甲骨文在财报中着重阐述了AI在医疗健康领域的战略布局。公司表示,将推出全新AI版本的Cerner医院及诊所患者管理系统,并预计这将推动Oracle Health整体业务在FY2027实现两位数增长。公司还提及,AI分子设计模型有望加速新药研发,而其新推出的AI临床试验系统旨在帮助监管机构更快速地审查和批准临床试验结果,从而缩短患者获得新药的等待时间。AI大单涌入,待履约收入规模创纪录RPO数据是本次财报中最受市场关注的指标之一。截至第四财季末,甲骨文RPO达到6380亿美元,单季净增850亿美元,同比增幅高达363%。公司披露,第三、四财季RPO的大幅增长,主要来自大规模AI合同。这些合同的特殊结构在于:客户或预先支付费用由甲骨文采购GPU,或由客户自行购买GPU后提供给甲骨文使用。截至目前,上述预付款及客户自供硬件金额合计已达750亿美元。甲骨文表示,这一安排大幅降低了公司自身为建设AI数据中心所需筹集的资本规模。值得关注的还有Oracle Multicloud AI Database业务,该业务在第四财季同比增长404%,成为公司有史以来增速最快的业务线。下季度指引营收增长27%至29%,上调全年盈利指引在前瞻指引方面,第一财季总营收预计同比增长27%至29%;云业务营收预计同比增长57%至64%;非GAAP每股盈利预计为1.72至1.76美元,同比增长17%至20%。全年FY2027,公司维持900亿美元总营收目标,并将非GAAP每股盈利指引上调至8.05美元。公司注明,剔除FY2026出售Ampere芯片业务及Bloom Energy认股权证所产生的一次性投资收益后,FY2027非GAAP每股盈利增速约为18%。甲骨文董事会宣布,派发每股0.50美元的季度现金股息,将于2026年7月24日支付给截至7月10日登记在册的股东。","news_type":1,"symbols_score_info":{"ORCL":2.1}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573868869055224,"gmtCreate":1781134345881,"gmtModify":1781142049993,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 拉完了[捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 拉完了[捂脸] [捂脸] ","text":"$纳斯达克(.IXIC)$ 拉完了[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573868869055224","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572532365612200,"gmtCreate":1780800736804,"gmtModify":1780803917438,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 送你一个字“桃”🍑[捂脸] ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 送你一个字“桃”🍑[捂脸] ","text":"$纳斯达克(.IXIC)$ 送你一个字“桃”🍑[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572532365612200","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572035150790720,"gmtCreate":1780679438472,"gmtModify":1780680394492,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 爆了[捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 爆了[捂脸] [捂脸] ","text":"$甲骨文(ORCL)$ 爆了[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572035150790720","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572034935556648,"gmtCreate":1780679369437,"gmtModify":1780680391204,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$</a> 上市即破发[捂脸] [捂脸] sh","listText":"<a href=\"https://laohu8.com/S/SPCX\">$Space Exploration Technologies Corp(SPCX)$</a> 上市即破发[捂脸] [捂脸] sh","text":"$Space Exploration Technologies Corp(SPCX)$ 上市即破发[捂脸] [捂脸] sh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572034935556648","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572034475403272,"gmtCreate":1780679258444,"gmtModify":1780679291419,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> AI短期没戏了[捂脸] [捂脸] 跑吧[看跌] [看跌] [看跌] ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> AI短期没戏了[捂脸] [捂脸] 跑吧[看跌] [看跌] [看跌] ","text":"$纳斯达克(.IXIC)$ AI短期没戏了[捂脸] [捂脸] 跑吧[看跌] [看跌] [看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572034475403272","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572021488632296,"gmtCreate":1780676265883,"gmtModify":1780677307988,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 这是为了欢迎spaceX上市吗[捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v> 这是为了欢迎spaceX上市吗[捂脸] [捂脸] ","text":"$纳斯达克(.IXIC)$ 这是为了欢迎spaceX上市吗[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572021488632296","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571293209637104,"gmtCreate":1780500061644,"gmtModify":1780500333488,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3482550532367433","idStr":"3482550532367433"},"themes":[],"title":"","htmlText":"一群垃圾高管🐶","listText":"一群垃圾高管🐶","text":"一群垃圾高管🐶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571293209637104","repostId":"1113148214","repostType":2,"repost":{"id":"1113148214","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1780465891,"share":"https://www.laohu8.com/m/news/1113148214?lang=zh_CN&edition=full","pubTime":"2026-06-03 13:51","market":"us","language":"zh","title":"Form 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1113148214","media":"公告助手","summary":"根据最新提交的Form 4,Oklo Inc.联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体,合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股,以及通过Jacob DeWitte GRAT出售40,000股;其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后,Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。","content":"根据最新提交的Form 4,Oklo Inc.(股票代码:OKLO)联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体,合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股,以及通过Jacob DeWitte GRAT出售40,000股;其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后,Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。高管及大股东在股价较高区间分批减持,通常被视为一定程度的利空信号,但本次为预先制定的10b5-1计划执行,减持动机可能更多为流动性或资产配置需求,投资者需结合公司基本面综合判断。","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>Form 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股</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\">\nForm 4 | Oklo Inc. 联合创始人兼CEO Jacob DeWitte 通过本人及配偶信托合计减持200,000股普通股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告助手 </p>\n<p class=\"h-time\">2026-06-03 13:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n根据最新提交的Form 4,Oklo Inc.(股票代码:OKLO)联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体,合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股,以及通过Jacob DeWitte GRAT出售40,000股;其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后,Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。高管及大股东在股价较高区间分批减持,通常被视为一定程度的利空信号,但本次为预先制定的10b5-1计划执行,减持动机可能更多为流动性或资产配置需求,投资者需结合公司基本面综合判断。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKLO":"Oklo Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113148214","content_text":"根据最新提交的Form 4,Oklo Inc.(股票代码:OKLO)联合创始人兼CEO、董事及10%股东 Jacob DeWitte 于2026年6月1日通过10b5-1计划及其配偶名下的多项信托载体,合计出售约200,000股公司A类普通股。具体包括本人名下直接持有股份出售60,000股,以及通过Jacob DeWitte GRAT出售40,000股;其配偶 Caroline Cochran 名下及相关GRAT和家族信托共出售约100,000股。交易价格区间约为每股64.99至70.45美元。交易后,Jacob DeWitte 及其配偶通过多项信托仍持有公司大量股份。高管及大股东在股价较高区间分批减持,通常被视为一定程度的利空信号,但本次为预先制定的10b5-1计划执行,减持动机可能更多为流动性或资产配置需求,投资者需结合公司基本面综合判断。","news_type":1,"symbols_score_info":{"OKLO":1}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}