甲骨文两日累跌超10% 市场担忧其过度依赖OpenAI_老虎社区_美港股上老虎

甲骨文两日累跌超10% 市场担忧其过度依赖OpenAI

格隆汇09-12 23:25

甲骨文股价继续回调，跌幅扩大至5%，上一交易日收跌6%，近两个交易日累计跌超10%。市场担忧其未来增长过度集中于单一客户OpenAI。Wedbush Securities分析师Gil Luria在周四发布的客户报告中直言：“我们对甲骨文积压订单的乐观态度，被其几乎完全来自OpenAI的消息严重削弱。”他对甲骨文股票维持“中性”，并提醒投资者关注客户集中度风险。

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chenx32401
·01:40
扯淡。第一天怎么拉上来的不也是你们机构吗
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