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吉林临江
吉林临江
·
12-05 08:18
这是在干嘛?
异动解读 | Oklo宣布15亿美元售股计划后盘后大跌7.22%
Oklo Inc.(OKLO)今日盘后股价大跌7.22%,引起了市场的广泛关注。消息面上,Oklo宣布了一项高达15亿美元的“场内”股票发行计划,导致其股价在盘后交易中大幅下跌。该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此前,Oklo股价在周四收盘时上涨15.6%,报111.65美元,但售股计划公布后市场反应消极。
异动解读 | Oklo宣布15亿美元售股计划后盘后大跌7.22%
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编组 21备份 2
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吉林临江
吉林临江
·
11-25
$甲骨文(ORCL)$
真垃圾
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208
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1
编组 21备份 2
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吉林临江
吉林临江
·
11-20
$纳指三倍做多ETF(TQQQ)$
为什么变成54了?
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2,346
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4
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2
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吉林临江
吉林临江
·
11-10
不,是缺电力,因为未来ai 更需要电
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645
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1
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吉林临江
吉林临江
·
10-30
$Oklo Inc.(OKLO)$
射飞
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451
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1
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吉林临江
吉林临江
·
10-29
华尔街的假消息
非常抱歉,此主贴已删除
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470
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1
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吉林临江
吉林临江
·
10-17
要收购Ty了吗
甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力
分析师对甲骨文的前景看法不一。
甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力
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吉林临江
吉林临江
·
10-16
$Oklo Inc.(OKLO)$
长期看好
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吉林临江
吉林临江
·
10-08
$Oklo Inc.(OKLO)$
表示看好
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吉林临江
吉林临江
·
10-08
$NANO Nuclear Energy Inc(NNE)$
高管增发?
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Inc.(OKLO)今日盘后股价大跌7.22%,引起了市场的广泛关注。</p><p>消息面上,Oklo宣布了一项高达15亿美元的“场内”股票发行计划,导致其股价在盘后交易中大幅下跌。该计划由高盛、美国银行证券、花旗集团、摩根士丹利等多家知名金融机构承销。此前,Oklo股价在周四收盘时上涨15.6%,报111.65美元,但售股计划公布后市场反应消极。</p>\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":"1165567945","content_text":"Oklo 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21:34","market":"us","language":"zh","title":"甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1157852882","media":"异动解读","summary":"分析师对甲骨文的前景看法不一。","content":"<html><head></head><body><p>周五, <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走,盘中跌幅扩大至8%。在周四举行的AI World大会上,甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元,占总收入的近75%。联席CEO克莱·马古伊克还表示,公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而,有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道,该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此,马古伊克回应称,考虑到整个客户合同周期,AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元,而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点,导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲,但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</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>甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力</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; 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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甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五, <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走,盘中跌幅扩大至8%。在周四举行的AI World大会上,甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元,占总收入的近75%。联席CEO克莱·马古伊克还表示,公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而,有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道,该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此,马古伊克回应称,考虑到整个客户合同周期,AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元,而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点,导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲,但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五, 甲骨文 低开低走,盘中跌幅扩大至8%。在周四举行的AI World大会上,甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元,占总收入的近75%。联席CEO克莱·马古伊克还表示,公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而,有报道质疑甲骨文AI云业务的盈利能力。据The Information报道,该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此,马古伊克回应称,考虑到整个客户合同周期,AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元,而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点,导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲,但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489686174987016,"gmtCreate":1760579815194,"gmtModify":1760579817181,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207886966494232","idStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$ </a><v-v data-views=\"1\"></v-v> 长期看好","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$ </a><v-v data-views=\"1\"></v-v> 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