小KK的个人主页 - 老虎社区

小KK

小KK

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IP属地：北京

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3主题

0勋章

10-28

$Nova Minerals Ltd.(NVA)$ 看来亏30%怎么一下子亏80%了？是什么情况？

10-17

上次就有这个问题跌了一次现在又来

甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力

10-15

没hl 这个呀

10-13

$紫金矿业(02899)$ 没跌就行

10-06

$CoreWeave, Inc.(CRWV)$ 高管真的很爱减持无语了不喜欢这样的公司

08-29

搞笑阿里不是在做外卖吗阿里能做芯片不相信的

市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工

08-25

$第四范式(06682)$ 56.8卖的卖飞了

08-11

$小米集团-W(01810)$ 太坑了。

08-11

$美团-W(03690)$ 以后都不会再碰这个股票了。

07-31

57.86美金

07-31

57-60美金左右吧

07-31

$美团-W(03690)$ 昨天买的今天跌成这个样子哎

06-18

$海天味业(603288)$ 跌这么快啊最高的时候41.7 现在39

去老虎APP查看更多动态

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现在又来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490225099157536","repostId":"1157852882","repostType":4,"repost":{"id":"1157852882","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760708077,"share":"https://www.laohu8.com/m/news/1157852882?lang=&edition=full","pubTime":"2025-10-17 21:34","market":"us","language":"zh","title":"甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1157852882","media":"异动解读","summary":"分析师对甲骨文的前景看法不一。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五， 甲骨文 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而，有报道质疑甲骨文AI云业务的盈利能力。据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489525467042504,"gmtCreate":1760540067359,"gmtModify":1760540072568,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568506615594094","authorIdStr":"3568506615594094"},"themes":[],"htmlText":"没hl 这个呀","listText":"没hl 这个呀","text":"没hl 这个呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489525467042504","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488614785683760,"gmtCreate":1760317650781,"gmtModify":1760317652599,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568506615594094","authorIdStr":"3568506615594094"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$&nbsp;</a> 没跌就行","listText":"<a href=\"https://laohu8.com/S/02899\">$紫金矿业(02899)$&nbsp;</a> 没跌就行","text":"$紫金矿业(02899)$ 没跌就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488614785683760","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486333598732592,"gmtCreate":1759762251921,"gmtModify":1759762253888,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568506615594094","authorIdStr":"3568506615594094"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> &nbsp;高管 真的很爱减持 无语了 不喜欢这样的公司","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> &nbsp;高管 真的很爱减持 无语了 不喜欢这样的公司","text":"$CoreWeave, Inc.(CRWV)$ 高管 真的很爱减持 无语了 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&nbsp; 阿里能做芯片 不相信的","listText":"搞笑 阿里不是在做外卖吗 &nbsp; 阿里能做芯片 不相信的","text":"搞笑 阿里不是在做外卖吗 阿里能做芯片 不相信的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/472866387546416","repostId":"1143336870","repostType":4,"repost":{"id":"1143336870","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756474727,"share":"https://www.laohu8.com/m/news/1143336870?lang=&edition=full","pubTime":"2025-08-29 21:38","market":"us","language":"zh","title":"市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工","url":"https://stock-news.laohu8.com/highlight/detail?id=1143336870","media":"老虎资讯综合","summary":"转为由国内一家企业代工。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5177d7812ef76cff1bd9b42843979808","relate_stocks":{"NVDA":"英伟达","BABA":"阿里巴巴","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143336870","content_text":"周五， 阿里巴巴 盘初大涨超9%。同时， 英伟达 快速下挫超3%， 台积电 跌超2%。市场消息：阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"BABA":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182668333520750","authorId":"4182668333520750","name":"CG2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4182668333520750","authorIdStr":"4182668333520750"},"content":"阿里有个研究所，还有个达摩院 [捂脸]，你们不知道吗","text":"阿里有个研究所，还有个达摩院 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不相信的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/472866387546416","repostId":"1143336870","repostType":4,"repost":{"id":"1143336870","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756474727,"share":"https://www.laohu8.com/m/news/1143336870?lang=&edition=full","pubTime":"2025-08-29 21:38","market":"us","language":"zh","title":"市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工","url":"https://stock-news.laohu8.com/highlight/detail?id=1143336870","media":"老虎资讯综合","summary":"转为由国内一家企业代工。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5177d7812ef76cff1bd9b42843979808","relate_stocks":{"NVDA":"英伟达","BABA":"阿里巴巴","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143336870","content_text":"周五， 阿里巴巴 盘初大涨超9%。同时， 英伟达 快速下挫超3%， 台积电 跌超2%。市场消息：阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"BABA":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182668333520750","authorId":"4182668333520750","name":"CG2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4182668333520750","idStr":"4182668333520750"},"content":"阿里有个研究所，还有个达摩院 [捂脸]，你们不知道吗","text":"阿里有个研究所，还有个达摩院 [捂脸]，你们不知道吗","html":"阿里有个研究所，还有个达摩院 [捂脸]，你们不知道吗"},{"author":{"id":"4088219415027270","authorId":"4088219415027270","name":"xiehuang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4088219415027270","idStr":"4088219415027270"},"content":"平头哥没听过？去年ppu性能就对标1.5A800","text":"平头哥没听过？去年ppu性能就对标1.5A800","html":"平头哥没听过？去年ppu性能就对标1.5A800"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494052562710672,"gmtCreate":1761640845144,"gmtModify":1761640846987,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568506615594094","idStr":"3568506615594094"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVA\">$Nova Minerals Ltd.(NVA)$</a> 看来亏30%怎么一下子亏80%了？是什么情况？","listText":"<a href=\"https://laohu8.com/S/NVA\">$Nova Minerals Ltd.(NVA)$</a> 看来亏30%怎么一下子亏80%了？是什么情况？","text":"$Nova Minerals Ltd.(NVA)$ 看来亏30%怎么一下子亏80%了？是什么情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494052562710672","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486333598732592,"gmtCreate":1759762251921,"gmtModify":1759762253888,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568506615594094","idStr":"3568506615594094"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> &nbsp;高管 真的很爱减持 无语了 不喜欢这样的公司","listText":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> &nbsp;高管 真的很爱减持 无语了 不喜欢这样的公司","text":"$CoreWeave, Inc.(CRWV)$ 高管 真的很爱减持 无语了 不喜欢这样的公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/486333598732592","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121237239794890","authorId":"4121237239794890","name":"Monkey D luffy","avatar":"https://static.tigerbbs.com/031a1e6e44c82b59d1b23f1834926953","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4121237239794890","idStr":"4121237239794890"},"content":"天天减持，好像要卖公司","text":"天天减持，好像要卖公司","html":"天天减持，好像要卖公司"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466333444603952,"gmtCreate":1754876182624,"gmtModify":1754876183889,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568506615594094","idStr":"3568506615594094"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 以后都不会再碰这个股票了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 以后都不会再碰这个股票了。","text":"$美团-W(03690)$ 以后都不会再碰这个股票了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466333444603952","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490225099157536,"gmtCreate":1760711431630,"gmtModify":1760711436106,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568506615594094","idStr":"3568506615594094"},"themes":[],"htmlText":"上次就有这个问题 跌了一次 现在又来","listText":"上次就有这个问题 跌了一次 现在又来","text":"上次就有这个问题 跌了一次 现在又来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490225099157536","repostId":"1157852882","repostType":4,"repost":{"id":"1157852882","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760708077,"share":"https://www.laohu8.com/m/news/1157852882?lang=&edition=full","pubTime":"2025-10-17 21:34","market":"us","language":"zh","title":"甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1157852882","media":"异动解读","summary":"分析师对甲骨文的前景看法不一。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五， 甲骨文 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而，有报道质疑甲骨文AI云业务的盈利能力。据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489525467042504,"gmtCreate":1760540067359,"gmtModify":1760540072568,"author":{"id":"3568506615594094","authorId":"3568506615594094","name":"小KK","avatar":"https://static.tigerbbs.com/617c29037040858fb0d73c235186bf8d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568506615594094","idStr":"3568506615594094"},"themes":[],"htmlText":"没hl 这个呀","listText":"没hl 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