$甲骨文(ORCL)_老虎社区_美港股上老虎

$甲骨文(ORCL)$甲骨文现阶段资本开支增加不应该算作利好吗，怎么会都认为是利空？这份财报虽然不好看，但无论从哪个角度看，都没有看出新的利空，资本开支节奏加快反而是一个利好预期兑现节奏的利好，这么跌是啥意思，如果是大环境杀估值那今天博通问题也非常大

华尔街开始砸盘！甲骨文&博通，何时能进场？

AI概念股的抛售潮仍在继续，博通和甲骨文等延续了上周的跌势，拖累了科技股和整体美股大盘。【当下博通&甲骨文均已跌破20日均线，大家觉得年末是否该以观望为主？现在还不是进场的机会吗？】

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。

精彩评论

亿千
12-11
亿千
因为他跟英伟达绑在一起，而不是跟谷歌绑在一起
c823_new
12-11
c823_new
云行业的，都清楚甲骨文云做不出来的

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":509578993860752,"tweetId":"509578993860752","gmtCreate":1765441610004,"gmtModify":1765441612286,"author":{"id":9000000000000218,"idStr":"9000000000000218","authorId":9000000000000218,"authorIdStr":"9000000000000218","name":"不离亦不弃","avatar":"https://static.tigerbbs.com/fa85420672e5277cff32ec1b9f08053d","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":60,"starInvestorFlag":false},"themes":[{"themeId":"b07e8afee3fd4e8da97541ab70608b0c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"华尔街开始砸盘！甲骨文&博通，何时能进场？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b07e8afee3fd4e8da97541ab70608b0c}&rnconfig={\"headerBarHidden\": true}","description":"AI概念股的抛售潮仍在继续，博通和甲骨文等延续了上周的跌势，拖累了科技股和整体美股大盘。【当下博通&甲骨文均已跌破20日均线，大家觉得年末是否该以观望为主？现在还不是进场的机会吗？】","image":"https://static.tigerbbs.com/cc1c6a8decf6e4cab77f5f4cf15ab188"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"ORCL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文现阶段资本开支增加不应该算作利好吗，怎么会都认为是利空？这份财报虽然不好看，但无论从哪个角度看，都没有看出新的利空，资本开支节奏加快反而是一个利好预期兑现节奏的利好，这么跌是啥意思，如果是大环境杀估值那今天博通问题也非常大</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"ORCL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" target=\"_blank\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a>甲骨文现阶段资本开支增加不应该算作利好吗，怎么会都认为是利空？这份财报虽然不好看，但无论从哪个角度看，都没有看出新的利空，资本开支节奏加快反而是一个利好预期兑现节奏的利好，这么跌是啥意思，如果是大环境杀估值那今天博通问题也非常大</body></html>","text":"$甲骨文(ORCL)$甲骨文现阶段资本开支增加不应该算作利好吗，怎么会都认为是利空？这份财报虽然不好看，但无论从哪个角度看，都没有看出新的利空，资本开支节奏加快反而是一个利好预期兑现节奏的利好，这么跌是啥意思，如果是大环境杀估值那今天博通问题也非常大","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/509578993860752","repostId":0,"isVote":1,"tweetType":1,"viewCount":2306,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":235,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":509629147001080,"commentId":"509629147001080","gmtCreate":1765459118017,"gmtModify":1765459122090,"authorId":3566290818801808,"author":{"id":3566290818801808,"idStr":"3566290818801808","authorId":3566290818801808,"name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":509578993860752,"objectIdStr":"509578993860752","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"因为他跟英伟达绑在一起，而不是跟谷歌绑在一起","text":"因为他跟英伟达绑在一起，而不是跟谷歌绑在一起","html":"因为他跟英伟达绑在一起，而不是跟谷歌绑在一起","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":509566859206904,"commentId":"509566859206904","gmtCreate":1765443911049,"gmtModify":1765443916742,"authorId":3575161795386111,"author":{"id":3575161795386111,"idStr":"3575161795386111","authorId":3575161795386111,"name":"c823_new","avatar":"https://static.tigerbbs.com/bbc94a0d932eb0ff211292be08cae0f0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":509578993860752,"objectIdStr":"509578993860752","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"云行业的，都清楚甲骨文云做不出来的","text":"云行业的，都清楚甲骨文云做不出来的","html":"云行业的，都清楚甲骨文云做不出来的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/509578993860752"}