大摩：甲骨文评级纳入“重审”！盘前暴跌，是误杀吗？

小虎AV

12-11

悬赏1000虎币

甲骨文财报引发华尔街热议：尽管非GAAP EPS大幅超预期，但订单利润依赖非经常性收益，难掩转化焦虑，云业务增速不及预期，资本开支暴涨导致自由现金流转负。 $甲骨文(ORCL)$

当前盘前甲骨文跌超10%，瑞银、摩根士丹利和美银在内的多家投行纷纷下调目标价，大摩最为谨慎，宣布将其评级与目标价纳入“重审”，小摩维持“中性”评级，目标价从$270下调至$230。

大家觉得甲骨文当前跌到底了吗？盘前暴跌，是情绪误杀吗？[呆住]

评论区分享你的观点，一起赢取虎币奖励！

甲骨文底部反弹！现在是上车机会吗？

TikTok协议消息后，甲骨文大涨6.6%，带动AI股和芯片股走高。【大家觉得甲骨文是否已经成功筑底？现在会是上车机会吗？】

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。

悬赏1000虎币截止至01/01 15:48

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

真新镇小智
12-11
真新镇小智
赢得30虎币
华尔街都跟你明牌打了，还误杀？短期跌破190以下可以说是确定事件
perxuni
12-11
perxuni
赢得30虎币
明显错杀，MATE等600多亿合约Q3收到钱了还说什么、哪里有无本的生意？接大单就熬着吧，希望能挺过来
勇敢_小虎
12-11
勇敢_小虎
赢得30虎币
应该不会大涨的，甲骨文上个财报涨太多了，现在不敢跌到正常位了
躺平躺到地狱了
12-12
躺平躺到地狱了
赢得30虎币
华尔街都跟你明牌打了，还误杀？短期跌破190以下可以说是确定事件
追梦999
12-12
追梦999
赢得30虎币
大概率是误杀，因为甲骨文的是实力不用质疑，只不过是长的太高了
花香满楼
12-12
花香满楼
赢得30虎币
据说是国内的施工队类似，接了活，不好结款。
简单点，内生增长力不足

发表看法

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