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龙腾虎乐
龙腾虎乐
·
10-15
$英伟达(NVDA)$
泡沫危险了‼️准备撤[喷血] [喷血]
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2
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龙腾虎乐
龙腾虎乐
·
10-14
$纳斯达克(.IXIC)$
大概率还是会涨两天的[捂脸] [捂脸]
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272
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编组 21备份 2
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龙腾虎乐
龙腾虎乐
·
10-14
$英伟达(NVDA)$
这是要崩盘了[捂脸] [捂脸]
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32
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编组 21备份 2
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龙腾虎乐
龙腾虎乐
·
10-11
$苹果(AAPL)$
大苹果也崩了[喷血] [喷血]
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226
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1
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龙腾虎乐
龙腾虎乐
·
10-11
$英伟达(NVDA)$
左脚踩右脚长不了[捂脸] [捂脸]
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416
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2
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龙腾虎乐
龙腾虎乐
·
10-10
$纳斯达克(.IXIC)$
这就开始崩球了[开心] [开心]
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411
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2
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龙腾虎乐
龙腾虎乐
·
10-10
敢于说真话的不多啊[捂脸] [捂脸] [捂脸]
报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌
IT之家 10 月 8 日消息，有报道称甲骨文公司 云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。周二，甲骨文股价一度暴跌 7.1%，随后大部分跌幅有所收窄；英伟达股价则一度下跌 0.6%。上个月，甲骨文预计未来三个财年其云计算业务收入将增长 700%，这一消息促使该公司股价在 9 月 10 日单日上涨 36%。
报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌
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195
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龙腾虎乐
龙腾虎乐
·
10-09
高见[捂脸]
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
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龙腾虎乐
龙腾虎乐
·
07-25
不认可的投资者滚犊子[捂脸] [捂脸]
非常抱歉，此主贴已删除
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827
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龙腾虎乐
龙腾虎乐
·
07-25
$特朗普媒体科技集团(DJT)$
[强] [强]
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696
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2
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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487769468883272","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487472757653552,"gmtCreate":1760040851574,"gmtModify":1760040854061,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"敢于说真话的不多啊[捂脸] [捂脸] [捂脸] ","listText":"敢于说真话的不多啊[捂脸] [捂脸] [捂脸] ","text":"敢于说真话的不多啊[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487472757653552","repostId":"2574790470","repostType":2,"repost":{"id":"2574790470","kind":"news","pubTimestamp":1759969632,"share":"https://www.laohu8.com/m/news/2574790470?lang=&edition=full","pubTime":"2025-10-09 08:27","market":"us","language":"zh","title":"报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2574790470","media":"IT之家","summary":"IT之家 10 月 8 日消息，有报道称甲骨文公司 云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。周二，甲骨文股价一度暴跌 7.1%，随后大部分跌幅有所收窄；英伟达股价则一度下跌 0.6%。上个月，甲骨文预计未来三个财年其云计算业务收入将增长 700%，这一消息促使该公司股价在 9 月 10 日单日上涨 36%。","content":"<html><body><article><p>IT之家 10 月 8 日消息，有报道称<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>公司（<a href=\"https://laohu8.com/S/OCLCF\">Oracle Corp.</a>）云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。</p><p>据 The Information 援引企业内部文件报道，在截至 8 月的三个月内，甲骨文通过出租英伟达公司（<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.）芯片驱动的服务器获得了约 9 亿美元收入，但毛利润仅约 1.25 亿美元。周二，甲骨文股价一度暴跌 7.1%，随后大部分跌幅有所收窄；英伟达股价则一度下跌 0.6%。</p><p>报道指出，在部分情况下，甲骨文出租小批量英伟达芯片（包括新旧款图形处理器）时，出现了“相当可观”的亏损。</p><p>IT之家注意到，受人工智能计算需求激增推动公司收入增长的影响，甲骨文股价今年已累计上涨约 70%。上个月，甲骨文预计未来三个财年其云计算业务收入将增长 700%，这一消息促使该公司股价在 9 月 10 日单日上涨 36%。</p><p>古根海姆（Guggenheim）分析师约翰 迪富奇（John DiFucci）表示，尽管在收入开始稳定流入之前，甲骨文云计算业务交易的毛利率贡献可能处于较低水平，但从长期来看，该公司不太可能接受毛利率低于 25% 的合作安排。</p><p>迪富奇重申了对甲骨文股票的“买入”评级，他表示：“甲骨文已成为人工智能训练工作负载的实际标准，因为其能以更低的成本提供更优的性能。”他进一步解释道：“成本更低并非因为甲骨文在‘亏本甩卖’，而是因为该公司有能力在降低定价的同时，仍保持可观的利润。”</p><p>收购芯片及扩建数据中心容量所需的巨额支出，对甲骨文的整体毛利率（不含运营费用）造成了压力。彭博社（Bloomberg）整理的数据显示，在甲骨文最新发布的财报中，其毛利率为 67.3%，创下一年多以来的最低水平。</p><p>据彭博社此前报道，甲骨文已与 ChatGPT 运营商 OpenAI 签署协议，将为其提供总容量达 4.5 吉瓦的数据中心服务 —— 这一能源规模足以满足数百万美国家庭的用电需求。此外，甲骨文还参与了一个买家联盟，该联盟正接近达成协议，拟收购社交媒体平台 TikTok 的美国业务。</p></article></body></html>","source":"tencent","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>报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌</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{ 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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报道称甲骨文云业务利润率低于市场预期，公司股价应声下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 08:27 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009083623a6b134cb&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 10 月 8 日消息，有报道称甲骨文公司（Oracle Corp.）云计算业务的利润率低于华尔街多数机构的预期，此后该公司股价大幅下挫。据 The Information 援引企业内部文件报道，在截至 8 月的三个月内，甲骨文通过出租英伟达公司（Nvidia Corp.）芯片驱动的服务器获得了约 9 亿美元收入，但毛利润仅约 1.25 亿美元。周二，甲骨文股价一度暴跌 7.1%，随后...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009083623a6b134cb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA 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月的三个月内，甲骨文通过出租英伟达公司（Nvidia Corp.）芯片驱动的服务器获得了约 9 亿美元收入，但毛利润仅约 1.25 亿美元。周二，甲骨文股价一度暴跌 7.1%，随后大部分跌幅有所收窄；英伟达股价则一度下跌 0.6%。报道指出，在部分情况下，甲骨文出租小批量英伟达芯片（包括新旧款图形处理器）时，出现了“相当可观”的亏损。IT之家注意到，受人工智能计算需求激增推动公司收入增长的影响，甲骨文股价今年已累计上涨约 70%。上个月，甲骨文预计未来三个财年其云计算业务收入将增长 700%，这一消息促使该公司股价在 9 月 10 日单日上涨 36%。古根海姆（Guggenheim）分析师约翰 迪富奇（John DiFucci）表示，尽管在收入开始稳定流入之前，甲骨文云计算业务交易的毛利率贡献可能处于较低水平，但从长期来看，该公司不太可能接受毛利率低于 25% 的合作安排。迪富奇重申了对甲骨文股票的“买入”评级，他表示：“甲骨文已成为人工智能训练工作负载的实际标准，因为其能以更低的成本提供更优的性能。”他进一步解释道：“成本更低并非因为甲骨文在‘亏本甩卖’，而是因为该公司有能力在降低定价的同时，仍保持可观的利润。”收购芯片及扩建数据中心容量所需的巨额支出，对甲骨文的整体毛利率（不含运营费用）造成了压力。彭博社（Bloomberg）整理的数据显示，在甲骨文最新发布的财报中，其毛利率为 67.3%，创下一年多以来的最低水平。据彭博社此前报道，甲骨文已与 ChatGPT 运营商 OpenAI 签署协议，将为其提供总容量达 4.5 吉瓦的数据中心服务 —— 这一能源规模足以满足数百万美国家庭的用电需求。此外，甲骨文还参与了一个买家联盟，该联盟正接近达成协议，拟收购社交媒体平台 TikTok 的美国业务。","news_type":1,"symbols_score_info":{"ORCL":1.5}},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487313925005600,"gmtCreate":1760001589003,"gmtModify":1760001591208,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"高见[捂脸] ","listText":"高见[捂脸] ","text":"高见[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487313925005600","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=&edition=full","pubTime":"2025-10-09 11:48","market":"us","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</p></body></html>","source":"stock_zhitongcaijing","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>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</title>\n<style 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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汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352966.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSBC":"汇丰","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"HSBC":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460576115077616,"gmtCreate":1753454300019,"gmtModify":1753456556765,"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"themes":[],"htmlText":"不认可的投资者滚犊子[捂脸] 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