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李韭菜
IP属地:广东
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李韭菜
李韭菜
·
09-15
裁员其实是利好才对啊
甲骨文的AI账本同时做两道减法:裁员13%落地、创始人取消逾75亿美元减持计划
甲骨文正以削减人力成本换取AI基础设施扩张的资金空间,但华尔街对这一策略的回报前景仍存疑虑。9月14日,据《商业内幕》获得的内部邮件及三名受影响员工陈述,甲骨文于周一正式启动新一轮裁员,部分团队裁员比例达两位数。消息传出后,甲骨文股价当日一度重挫逾5%,随后跌幅收窄、收盘报144.72美元,年初至今累计跌幅约25%。该计划原本允许他在10月24日前出售最多5000万股甲骨文股票,价值约75亿美元。
甲骨文的AI账本同时做两道减法:裁员13%落地、创始人取消逾75亿美元减持计划
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李韭菜
李韭菜
·
09-05
$lululemon athletica(LULU)$
$lululemon athletica(LULU)$
盘前低位入了点[看涨]
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李韭菜
李韭菜
·
06-11
$DraftKings Inc.(DKNG)$
刚刚从
$Flutter Entertainment PLC(FLUT)$
转过来,世界杯主题热点博彩股,不能错过。特别是这一届世界杯又在美国举办,所以能量比
$Flutter Entertainment PLC(FLUT)$
大一点,我觉得博彩可以冲一波。
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李韭菜
李韭菜
·
06-06
$Beyond Meat, Inc.(BYND)$
0.7元底线主力死死控了半小时,结合日线布林线看,绝对要爆[梭哈]
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李韭菜
李韭菜
·
06-03
$AST SpaceMobile, Inc.(ASTS)$
趋势有点不对啊😦
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李韭菜
李韭菜
·
05-28
$AST SpaceMobile, Inc.(ASTS)$
阶段性止盈,等回调后再进!
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李韭菜
李韭菜
·
05-28
$Opendoor Technologies Inc(OPEN)$
昨晚主力洗盘洗掉部分超短投机者,今日盘前普跌的情况下依然坚挺,OPEN 被收录入罗素3000,未来可期!
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李韭菜
李韭菜
·
05-26
$AST SpaceMobile, Inc.(ASTS)$
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李韭菜
李韭菜
·
2025-12-31
$蔚来(NIO)$
技术分析指南 股价本周在5美元关键技术共振区(200日均线+0.618斐波那契)展开攻防 若成功确认支撑,将标志C浪调整完结,反转上行目标指向1.618斐波那契位12.77美元 财报风险已释放,技术结构保持完美,企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素,正是我们期待用于测试和确认支撑强度的理想区域。 若成功在此获得支撑确认,将标志着C浪调整正式完结,预计随后将展开趋势反转,上行目标仍锚定1.618斐波那契延伸位12.77美元。
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李韭菜
李韭菜
·
2025-12-12
$蔚来(NIO)$
转自谋大神! 内容仅供分享及参考不构成任何财务建议。 市场永远充满不确定性,请理性分析及判断才作出个人投资决定 技术分析指南 。股价本周在5美元关键技术共振区(200日均线+0.618斐波那契)展开攻防 。若成功确认支撑,将标志C浪调整完结,反转上行目标指向1.618斐波那契位12.77美元 。财报风险已释放,技术结构保持完美,企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素,正是我们期待用于测试和确认支撑强度的理想区域。 若成功在此获得支撑确认,将标志着C浪调整正式完结,预计随后将展开趋势反转,上行目标仍锚定1.618斐波那契延伸位12.77美元。 财报扰动期现已过去,我们未见$NIO存在阻碍其趋势反转的实质性担忧。 图表结构持续呈现完美技术形态,一旦5美元支撑得以稳固,预计将启动下一轮反转行情。
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left;\">此轮裁员是甲骨文今年以来数轮削减的延续。甲骨文上周五披露,公司已扩大正在进行的企业重组计划,追加7亿美元用于员工离职补偿及裁员支出,以应对大举投资AI基础设施带来的财务压力。</p><h2 style=\"text-align: left;\">裁员规模持续扩大,财年员工减少逾两万人</h2><p style=\"text-align: left;\">据近期提交的监管文件,在截至2026年5月31日的2026财年内,甲骨文员工总数已较上一财年同期减少约2.1万人,降幅约13%,期末员工规模约为14.1万人。</p><p style=\"text-align: left;\">周一,LinkedIn、Reddit及Blind等平台出现大量帖子,多名用户自称已受此轮裁员波及。此前报道称甲骨文已制定新一轮裁员计划,主要目标是压缩薪资成本。</p><p style=\"text-align: left;\"><strong>甲骨文首席财务官Hilary Maxson此前曾向分析师表示,内部的"简化与效率提升措施"是控制运营成本、保护利润率的核心举措。</strong></p><p style=\"text-align: left;\">削减人力成本的背后,是甲骨文在AI基础设施领域规模空前的资本押注。公司第一财季资本支出达285亿美元,远高于上年同期的85亿美元,且维持2027财年900亿至950亿美元资本支出预期不变。</p><p style=\"text-align: left;\">Hilary Maxson在业绩电话会上解释称,上述支出将直接用于采购AI机架、冷却系统及网络设备等供应商产品。为支撑这一扩张,甲骨文已通过大规模举债筹集<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元资金。</p><h2 style=\"text-align: left;\">华尔街存疑,估值能否重估取决于利润率转化</h2><p style=\"text-align: left;\">尽管甲骨文最新财报释放出部分积极信号,华尔街对其AI投资回报前景仍持审慎态度。</p><p style=\"text-align: left;\">摩根士丹利分析师Sanjit Singh在最新报告中维持甲骨文"中性"评级及210美元目标价。摩根士丹利表示,AI基础设施业务的毛利率与自由现金流转化,是决定甲骨文估值能否从"中性"转向"增持"的关键变量。</p><p style=\"text-align: left;\"><strong>与此同时,据9月11日的一份监管文件披露,甲骨文创始人Larry Ellison已取消一项于2026年6月22日采纳的10b5-1股票交易计划。</strong></p><p style=\"text-align: left;\"><strong>该计划原本允许他在10月24日前出售最多5000万股甲骨文股票,价值约75亿美元。</strong>甲骨文确认Ellison未出售任何股份,但目前尚未公开说明取消计划的原因,亦未披露任何替代出售方案。</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>甲骨文的AI账本同时做两道减法:裁员13%落地、创始人取消逾75亿美元减持计划</title>\n<style 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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甲骨文的AI账本同时做两道减法:裁员13%落地、创始人取消逾75亿美元减持计划\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\">2026-09-15 06:04</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;\">甲骨文正以削减人力成本换取AI基础设施扩张的资金空间,但华尔街对这一策略的回报前景仍存疑虑。</p><p style=\"text-align: left;\">9月14日,据《商业内幕》获得的内部邮件及三名受影响员工陈述,<strong>甲骨文于周一正式启动新一轮裁员,部分团队裁员比例达两位数。</strong></p><p style=\"text-align: left;\">消息传出后,甲骨文股价当日一度重挫逾5%,随后跌幅收窄、收盘报144.72美元,年初至今累计跌幅约25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fe52966f3f66200309acdebb5cd900\" data-align=\"center\" tg-width=\"1024\" tg-height=\"542\"/><span></span></p><p style=\"text-align: left;\">此轮裁员是甲骨文今年以来数轮削减的延续。甲骨文上周五披露,公司已扩大正在进行的企业重组计划,追加7亿美元用于员工离职补偿及裁员支出,以应对大举投资AI基础设施带来的财务压力。</p><h2 style=\"text-align: left;\">裁员规模持续扩大,财年员工减少逾两万人</h2><p style=\"text-align: left;\">据近期提交的监管文件,在截至2026年5月31日的2026财年内,甲骨文员工总数已较上一财年同期减少约2.1万人,降幅约13%,期末员工规模约为14.1万人。</p><p style=\"text-align: left;\">周一,LinkedIn、Reddit及Blind等平台出现大量帖子,多名用户自称已受此轮裁员波及。此前报道称甲骨文已制定新一轮裁员计划,主要目标是压缩薪资成本。</p><p style=\"text-align: left;\"><strong>甲骨文首席财务官Hilary Maxson此前曾向分析师表示,内部的"简化与效率提升措施"是控制运营成本、保护利润率的核心举措。</strong></p><p style=\"text-align: left;\">削减人力成本的背后,是甲骨文在AI基础设施领域规模空前的资本押注。公司第一财季资本支出达285亿美元,远高于上年同期的85亿美元,且维持2027财年900亿至950亿美元资本支出预期不变。</p><p style=\"text-align: left;\">Hilary Maxson在业绩电话会上解释称,上述支出将直接用于采购AI机架、冷却系统及网络设备等供应商产品。为支撑这一扩张,甲骨文已通过大规模举债筹集<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元资金。</p><h2 style=\"text-align: left;\">华尔街存疑,估值能否重估取决于利润率转化</h2><p style=\"text-align: left;\">尽管甲骨文最新财报释放出部分积极信号,华尔街对其AI投资回报前景仍持审慎态度。</p><p style=\"text-align: left;\">摩根士丹利分析师Sanjit Singh在最新报告中维持甲骨文"中性"评级及210美元目标价。摩根士丹利表示,AI基础设施业务的毛利率与自由现金流转化,是决定甲骨文估值能否从"中性"转向"增持"的关键变量。</p><p style=\"text-align: left;\"><strong>与此同时,据9月11日的一份监管文件披露,甲骨文创始人Larry Ellison已取消一项于2026年6月22日采纳的10b5-1股票交易计划。</strong></p><p style=\"text-align: left;\"><strong>该计划原本允许他在10月24日前出售最多5000万股甲骨文股票,价值约75亿美元。</strong>甲骨文确认Ellison未出售任何股份,但目前尚未公开说明取消计划的原因,亦未披露任何替代出售方案。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1db558342113adfb8252dacb49e075e6","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX","ORCU":"2倍做多ORCL ETF-Direxion","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","ORCL":"甲骨文","VTHR":"Vanguard Russell 3000 ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","ORCX":"2倍做多ORCL ETF-Defiance","ORCZ":"Tradr 2X Short ORCL Daily ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","ORAC":"Corgi ORCL 2x Daily ETF","ORCS":"1倍做空ORCL ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3781741","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2667696054","content_text":"甲骨文正以削减人力成本换取AI基础设施扩张的资金空间,但华尔街对这一策略的回报前景仍存疑虑。9月14日,据《商业内幕》获得的内部邮件及三名受影响员工陈述,甲骨文于周一正式启动新一轮裁员,部分团队裁员比例达两位数。消息传出后,甲骨文股价当日一度重挫逾5%,随后跌幅收窄、收盘报144.72美元,年初至今累计跌幅约25%。此轮裁员是甲骨文今年以来数轮削减的延续。甲骨文上周五披露,公司已扩大正在进行的企业重组计划,追加7亿美元用于员工离职补偿及裁员支出,以应对大举投资AI基础设施带来的财务压力。裁员规模持续扩大,财年员工减少逾两万人据近期提交的监管文件,在截至2026年5月31日的2026财年内,甲骨文员工总数已较上一财年同期减少约2.1万人,降幅约13%,期末员工规模约为14.1万人。周一,LinkedIn、Reddit及Blind等平台出现大量帖子,多名用户自称已受此轮裁员波及。此前报道称甲骨文已制定新一轮裁员计划,主要目标是压缩薪资成本。甲骨文首席财务官Hilary Maxson此前曾向分析师表示,内部的\"简化与效率提升措施\"是控制运营成本、保护利润率的核心举措。削减人力成本的背后,是甲骨文在AI基础设施领域规模空前的资本押注。公司第一财季资本支出达285亿美元,远高于上年同期的85亿美元,且维持2027财年900亿至950亿美元资本支出预期不变。Hilary Maxson在业绩电话会上解释称,上述支出将直接用于采购AI机架、冷却系统及网络设备等供应商产品。为支撑这一扩张,甲骨文已通过大规模举债筹集数百亿美元资金。华尔街存疑,估值能否重估取决于利润率转化尽管甲骨文最新财报释放出部分积极信号,华尔街对其AI投资回报前景仍持审慎态度。摩根士丹利分析师Sanjit Singh在最新报告中维持甲骨文\"中性\"评级及210美元目标价。摩根士丹利表示,AI基础设施业务的毛利率与自由现金流转化,是决定甲骨文估值能否从\"中性\"转向\"增持\"的关键变量。与此同时,据9月11日的一份监管文件披露,甲骨文创始人Larry Ellison已取消一项于2026年6月22日采纳的10b5-1股票交易计划。该计划原本允许他在10月24日前出售最多5000万股甲骨文股票,价值约75亿美元。甲骨文确认Ellison未出售任何股份,但目前尚未公开说明取消计划的原因,亦未披露任何替代出售方案。","news_type":1,"symbols_score_info":{"ORCU":0.6,"ORAC":0.6,"AIPO":1.5,"ORCX":0.6,"QTOC":1.5,"VTHR":1.5,"CHAT":1.5,"ORCL":2,"ORCZ":0.6,"AGIX":1.5,"ORCS":0.6,"ARTY":1.5}},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604269258929488,"gmtCreate":1788563720556,"gmtModify":1788563723449,"author":{"id":"3499125764400868","authorId":"3499125764400868","name":"李韭菜","avatar":"https://static.tigerbbs.com/8da932c61aa31bda8d20a26bfd6be99c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499125764400868","idStr":"3499125764400868"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LULU\">$lululemon 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大一点,我觉得博彩可以冲一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574150884481128","isVote":1,"tweetType":1,"viewCount":4341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572070944802736,"gmtCreate":1780688102535,"gmtModify":1780694901004,"author":{"id":"3499125764400868","authorId":"3499125764400868","name":"李韭菜","avatar":"https://static.tigerbbs.com/8da932c61aa31bda8d20a26bfd6be99c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499125764400868","idStr":"3499125764400868"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a><v-v data-views=\"1\"></v-v> 0.7元底线主力死死控了半小时,结合日线布林线看,绝对要爆[梭哈] ","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$ </a><v-v data-views=\"1\"></v-v> 0.7元底线主力死死控了半小时,结合日线布林线看,绝对要爆[梭哈] ","text":"$Beyond Meat, Inc.(BYND)$ 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</a><v-v data-views=\"1\"></v-v> 趋势有点不对啊😦","text":"$AST SpaceMobile, Inc.(ASTS)$ 趋势有点不对啊😦","images":[{"img":"https://static.tigerbbs.com/a8b9866cc8fa345975fdef4771ef0160","width":"1044","height":"1622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570948817171080","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":569177962582336,"gmtCreate":1779963750237,"gmtModify":1779964119333,"author":{"id":"3499125764400868","authorId":"3499125764400868","name":"李韭菜","avatar":"https://static.tigerbbs.com/8da932c61aa31bda8d20a26bfd6be99c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499125764400868","idStr":"3499125764400868"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 阶段性止盈,等回调后再进!","listText":"<a 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我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素,正是我们期待用于测试和确认支撑强度的理想区域。 若成功在此获得支撑确认,将标志着C浪调整正式完结,预计随后将展开趋势反转,上行目标仍锚定1.618斐波那契延伸位12.77美元。 财报扰动期现已过去,我们未见$NIO存在阻碍其趋势反转的实质性担忧。 图表结构持续呈现完美技术形态,一旦5美元支撑得以稳固,预计将启动下一轮反转行情。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 转自谋大神! 内容仅供分享及参考不构成任何财务建议。 市场永远充满不确定性,请理性分析及判断才作出个人投资决定 技术分析指南 。股价本周在5美元关键技术共振区(200日均线+0.618斐波那契)展开攻防 。若成功确认支撑,将标志C浪调整完结,反转上行目标指向1.618斐波那契位12.77美元 。财报风险已释放,技术结构保持完美,企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素,正是我们期待用于测试和确认支撑强度的理想区域。 若成功在此获得支撑确认,将标志着C浪调整正式完结,预计随后将展开趋势反转,上行目标仍锚定1.618斐波那契延伸位12.77美元。 财报扰动期现已过去,我们未见$NIO存在阻碍其趋势反转的实质性担忧。 图表结构持续呈现完美技术形态,一旦5美元支撑得以稳固,预计将启动下一轮反转行情。","text":"$蔚来(NIO)$ 转自谋大神! 内容仅供分享及参考不构成任何财务建议。 市场永远充满不确定性,请理性分析及判断才作出个人投资决定 技术分析指南 。股价本周在5美元关键技术共振区(200日均线+0.618斐波那契)展开攻防 。若成功确认支撑,将标志C浪调整完结,反转上行目标指向1.618斐波那契位12.77美元 。财报风险已释放,技术结构保持完美,企稳5美元后有望启动趋势反转 我们观察到价格本周在5美元关键技术共振区展开多空争夺该位置汇聚200日均线与0.618斐波那契双重元素,正是我们期待用于测试和确认支撑强度的理想区域。 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