甲骨文，市场叙事逻辑_老虎社区_美港股上老虎

甲骨文，市场叙事逻辑转向了AI+云基础设施，云业务增长44%，远期指引上调，AI demand至少还能持续两三年，计划融资450亿美元扩建算力

美伊冲突持续升温，布油2022年8月以来首次收于100美元上方，此外私人信贷市场出现赎回压力，美股全线大跌。标普500跌1.5%，创去年11月以来最低。【三大指数创2026年收盘新低，而避险板块：能源、公共事业、消费必需品等板块上涨，美股全面承压，大家觉得跌势是否还会持续？现在该如何布局？】

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":542702358233960,"tweetId":"542702358233960","gmtCreate":1773471101056,"gmtModify":1773471103862,"author":{"id":4143339876812550,"idStr":"4143339876812550","authorId":4143339876812550,"authorIdStr":"4143339876812550","name":"梦想快实现","avatar":"https://static.tigerbbs.com/6252c86d7fff801bedad9705606644a7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[{"themeId":"fb0b8a84b3ed43f49e4a9bb328a89463","categoryId":"954722eadb8644018a4a5056fc8176eb","name":"标普500创年内新低！何时能止跌？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":fb0b8a84b3ed43f49e4a9bb328a89463}&rnconfig={\"headerBarHidden\": true}","description":"美伊冲突持续升温，布油2022年8月以来首次收于100美元上方，此外私人信贷市场出现赎回压力，美股全线大跌。标普500跌1.5%，创去年11月以来最低。【三大指数创2026年收盘新低，而避险板块：能源、公共事业、消费必需品等板块上涨，美股全面承压，大家觉得跌势是否还会持续？现在该如何布局？】","image":"https://static.tigerbbs.com/8acef5151539d2ccaf851aabab65dd19"}],"images":[],"coverImages":[],"html":"<html><head></head><body>甲骨文，市场叙事逻辑转向了AI+云基础设施，云业务增长44%，远期指引上调，AI demand至少还能持续两三年，计划融资450亿美元扩建算力\n<br>\n<br></body></html>","htmlText":"<html><head></head><body>甲骨文，市场叙事逻辑转向了AI+云基础设施，云业务增长44%，远期指引上调，AI demand至少还能持续两三年，计划融资450亿美元扩建算力\n<br>\n<br></body></html>","text":"甲骨文，市场叙事逻辑转向了AI+云基础设施，云业务增长44%，远期指引上调，AI demand至少还能持续两三年，计划融资450亿美元扩建算力","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/542702358233960","repostId":0,"isVote":1,"tweetType":1,"viewCount":135,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":118,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/542702358233960"}