$甲骨文(ORCL)_老虎社区_美港股上老虎

有银子
03-12 22:30

$甲骨文(ORCL)$

小仓位布局了 Oracle Corporation (ORCL)。

很多人还把 Oracle 当传统数据库公司，但这次财报里AI 云基础设施收入同比增长 84%，市场开始重新给它 AI 算力云的估值。

财报后短期回调很正常，真正的逻辑是：AI 时代算力和数据基础设施会越来越重要。

先小仓位参与，边走边看。

很多机会，都是在市场还没完全看懂的时候出现的。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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有银子
·03-12 22:34
做一种比较成熟的策略：

财报催化 + 回调分批建仓。
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- Sacred Rabbit:
  好
  03-12 22:41
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Sacred Rabbit
·03-12 22:32
‌[比心] ‌‌[强] ‌‌[强] ‌‌[强] ‌‌[强] ‌‌[强] ‌
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