perxuni
2025-11-21
$甲骨文(ORCL)$
甲骨文的投资逻辑。接了OPENAI3000亿美元大订单，没有钱做基础建设，换成你来做CEO你会怎么做？不是一样举债来完成吗？又不是刻意没单子盲目举债去做，所以举债无可厚非，至于回报率就交给季报，所以无故做空不合理。举债肯定是会降低毛利率，问题是挣的钱也多了不是？
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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青木璇
2025-11-21
青木璇
关键点不是甲骨文，是openai有没有钱付这么多给甲骨文，市场认为openai就会耍口活，没有利润
火火兔爸
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perxuni
:
股东只付有限责任又不是无限连带责任
perxuni
:
OPENAI那些股东呢
火火兔爸
2025-11-23
火火兔爸
问题是openai是做了口头你就真金白银举债投资，最后人家说话不算数，你这些投入怎么办？
什么也没有了～
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