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东十里堡路之狼
无政府主义者
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东十里堡路之狼
东十里堡路之狼
·
09-22
$SLV 20251219 40.0 CALL$
抓稳了
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1
编组 21备份 2
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东十里堡路之狼
东十里堡路之狼
·
09-16
$SLV 20251003 38.0 CALL$
疯了，明天继续减仓。所有资产和Vix一起冲绝对不是好事
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东十里堡路之狼
东十里堡路之狼
·
09-12
$Gemini Space Station, Inc.(GEMI)$
合适吗？1666股毛都没有，100股的还给了12股
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东十里堡路之狼
东十里堡路之狼
·
09-11
发个预言吧。Ai如果逻辑玩的下去，下一个炒作点绝对不是核能而是新能源+储能+算力中心。这个链条短平快，没有技术门槛，落地快，带动就业广，逻辑链条长。从资本角度，炒起来一个接一个，节奏特别可控。从政府角度，这是Ai带给普通人回馈，有利于选票。国内类似的，之前炒作阳光电源。我觉得美国也快了。
$特斯拉(TSLA)$
$新纪元能源(NEE)$
$Fluence Energy, Inc.(FLNC)$
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东十里堡路之狼
东十里堡路之狼
·
09-11
$TEM 20251003 85.0 CALL$
真正的利好，90近在咫尺了
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275
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东十里堡路之狼
东十里堡路之狼
·
09-10
$ORCL 20250919 300.0 PUT$
纯靠故事驱动的典范，不愧是财务出身搭配印度IT团队。信他不如信我是秦始皇。
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东十里堡路之狼
东十里堡路之狼
·
09-10
没有任何可以被马上验证的消息，全靠画饼。这饼已经到了年底不破4万亿都对不起的程度了
甲骨文爆了，这些数字和图表让市场和AI交易疯狂
甲骨文庞大的RPO（剩余履约义务）和炸裂的云收入指引共同点燃市场情绪。其RPO本季度同比大增359%，达4550亿美元；云基础设施（OCI）业务收入预计将在未来四年分别攀升至320亿美元、730亿美元、1140亿美元和1440亿美元，远超市场预期。
甲骨文爆了，这些数字和图表让市场和AI交易疯狂
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东十里堡路之狼
东十里堡路之狼
·
09-10
$甲骨文(ORCL)$
这下真成泡沫了，之前的还没兑现，现在吹个更大的，4季度要是再来个不及预期我都不知道要怎么死。
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东十里堡路之狼
东十里堡路之狼
·
09-05
$APP 20250912 450.0 PUT$
二元事件叠加消息面错位。建议大家交易之前先去敬奉祖先。
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东十里堡路之狼
东十里堡路之狼
·
09-05
$APP 20250912 450.0 PUT$
最好的机会
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疯了，明天继续减仓。所有资产和Vix一起冲绝对不是好事","images":[{"img":"https://static.tigerbbs.com/7367d552bb39dd374eee2d1646d3bcf5","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/478967078904104","isVote":1,"tweetType":1,"viewCount":9200,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000286","authorId":"9000000000000286","name":"岿然不动的稳","avatar":"https://static.tigerbbs.com/3a3d2317b3a537627f1e1a77a7b7191e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000286","authorIdStr":"9000000000000286"},"content":"减仓是个明智的选择，风险太高了","text":"减仓是个明智的选择，风险太高了","html":"减仓是个明智的选择，风险太高了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477907258257632,"gmtCreate":1757686457380,"gmtModify":1757686464002,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NEE\">$新纪元能源(NEE)$ </a> <a href=\"https://laohu8.com/S/FLNC\">$Fluence Energy, Inc.(FLNC)$</a> ","text":"发个预言吧。Ai如果逻辑玩的下去，下一个炒作点绝对不是核能而是新能源+储能+算力中心。这个链条短平快，没有技术门槛，落地快，带动就业广，逻辑链条长。从资本角度，炒起来一个接一个，节奏特别可控。从政府角度，这是Ai带给普通人回馈，有利于选票。国内类似的，之前炒作阳光电源。我觉得美国也快了。 $特斯拉(TSLA)$ $新纪元能源(NEE)$ $Fluence Energy, Inc.(FLNC)$","images":[{"img":"https://static.tigerbbs.com/8cca7bda6e620fa09e256f09c156a61b","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477557977047856","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477552509698160,"gmtCreate":1757600114452,"gmtModify":1757600117359,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TEM 20251003 85.0 CALL\">$TEM 20251003 85.0 CALL$</a> 真正的利好，90近在咫尺了","listText":"<a href=\"https://laohu8.com/OPT/TEM 20251003 85.0 CALL\">$TEM 20251003 85.0 CALL$</a> 真正的利好，90近在咫尺了","text":"$TEM 20251003 85.0 CALL$ 真正的利好，90近在咫尺了","images":[{"img":"https://static.tigerbbs.com/6a4a1729184d2bcef1ae4ed8df49fa1c","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477552509698160","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477143423201504,"gmtCreate":1757512415985,"gmtModify":1757512418334,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/ORCL 20250919 300.0 PUT\">$ORCL 20250919 300.0 PUT$</a> 纯靠故事驱动的典范，不愧是财务出身搭配印度IT团队。信他不如信我是秦始皇。","listText":"<a href=\"https://laohu8.com/OPT/ORCL 20250919 300.0 PUT\">$ORCL 20250919 300.0 PUT$</a> 纯靠故事驱动的典范，不愧是财务出身搭配印度IT团队。信他不如信我是秦始皇。","text":"$ORCL 20250919 300.0 PUT$ 纯靠故事驱动的典范，不愧是财务出身搭配印度IT团队。信他不如信我是秦始皇。","images":[{"img":"https://static.tigerbbs.com/12b7106d2513feb11c24355ee913d006","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477143423201504","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477142219132960,"gmtCreate":1757512351580,"gmtModify":1757512353670,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"没有任何可以被马上验证的消息，全靠画饼。这饼已经到了年底不破4万亿都对不起的程度了","listText":"没有任何可以被马上验证的消息，全靠画饼。这饼已经到了年底不破4万亿都对不起的程度了","text":"没有任何可以被马上验证的消息，全靠画饼。这饼已经到了年底不破4万亿都对不起的程度了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/477142219132960","repostId":"2566476196","repostType":2,"repost":{"id":"2566476196","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1757464645,"share":"https://www.laohu8.com/m/news/2566476196?lang=&edition=full","pubTime":"2025-09-10 08:37","market":"us","language":"zh","title":"甲骨文爆了，这些数字和图表让市场和AI交易疯狂","url":"https://stock-news.laohu8.com/highlight/detail?id=2566476196","media":"华尔街见闻","summary":"甲骨文庞大的RPO（剩余履约义务）和炸裂的云收入指引共同点燃市场情绪。其RPO本季度同比大增359%，达4550亿美元；云基础设施（OCI）业务收入预计将在未来四年分别攀升至320亿美元、730亿美元、1140亿美元和1440亿美元，远超市场预期。","content":"<html><head></head><body><blockquote><p>甲骨文庞大的RPO（剩余履约义务）和炸裂的云收入指引共同点燃市场情绪。其RPO本季度同比大增359%，达4550亿美元；云基础设施（OCI）业务收入预计将在未来四年分别攀升至320亿美元、730亿美元、1140亿美元和1440亿美元，远超市场预期。</p></blockquote><p style=\"text-align: justify;\">甲骨文向市场证明，在AI驱动的狂热中，未来的承诺远比当前的业绩更具吸引力。</p><p style=\"text-align: justify;\">尽管这家软件巨头刚刚公布的Q1业绩未能达到预期，但其股价却在盘后交易中飙升，<strong>原因在于公司与OpenAI签下的一笔巨额交易让订单额出现大幅增长，并对云基础设施业务给出了激进的增长预期。</strong></p><p style=\"text-align: justify;\">公司首席执行官Safra Catz发布声明宣布，公司在第一财季签订了数份价值数十亿美元的巨额合同，这使得公司的积压订单量猛增。同时，预计甲骨文云基础设施业务在本财年将增长77%，高于此前70%的预测，达到180亿美元。</p><p style=\"text-align: justify;\">消息公布后，甲骨文盘后大涨28%创历史新高，使其成为首家市值超过5000亿美元、且单日涨幅超过25%的美国公司。这清晰地表明，在当前的投资环境中，<strong>围绕AI构建的宏大叙事，其权重已经压倒了传统的财务指标，投资者愿意为增长前景支付高昂溢价。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17acbcbc6f8a961cd636fab4a6ed6429\" title=\"\" tg-width=\"1024\" tg-height=\"593\"/></p><h2 id=\"backlog\">积压订单“惊人”，需求还在增长</h2><p style=\"text-align: justify;\">引爆市场情绪的核心数据，是甲骨文急剧膨胀的“剩余履约义务”（RPO），即已签订合同但尚未确认为收入的金额。</p><p style=\"text-align: justify;\">Safra Catz在声明中表示，<strong>公司在第一财季与三个不同的客户签订了四份数十亿美元的合同。这直接导致甲骨文的RPO合同积压同比增长了惊人的359%，达到4550亿美元。</strong></p><p style=\"text-align: justify;\">Catz将这一数据形容为“惊人的”，并强调“市场对甲骨文云基础设施（Oracle Cloud Infrastructure）的需求仍在持续增长”。</p><p style=\"text-align: justify;\">她进一步透露，<strong>预计在未来几个月内，公司还将与“另外几家数十亿美元的客户”签约，届时RPO总额可能超过5000亿美元。</strong>这份庞大的合同储备，为甲骨文大胆预测未来收入增长提供了基础。</p><h2 id=\"ad1349ce\">云业务收入有望实现指数级增长</h2><p style=\"text-align: justify;\">在庞大RPO的支持下，甲骨文对其云业务的未来给出了一个堪称指数级增长的财务预测，这成为推动股价的另一个关键燃料。</p><p style=\"text-align: justify;\">公司预计，其云基础设施（OCI）业务的收入将在本财年增长77%，达到180亿美元。更引人注目的是未来四年的规划<strong>：OCI收入预计将接连攀升至320亿美元、730亿美元、1140亿美元，最终在第五年达到1440亿美元。这意味着该业务在数年内将以接近每年翻一番的速度扩张。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45c1650b7640508393dffe38b873a547\" title=\"\" tg-width=\"1018\" tg-height=\"621\"/></p><p style=\"text-align: justify;\">甲骨文方面补充称，这个五年预测中的大部分收入，已经包含在当前报告的RPO中。</p><h2 id=\"id_3402561877\">资本支出高企释放积极信号</h2><p style=\"text-align: justify;\">甲骨文激进扩张的背后，是满足AI巨头算力需求的庞大计划。为兑现这些巨额合同，公司正准备进行大规模的资本投资。</p><p style=\"text-align: justify;\">Catz在财报电话会议上表示，<strong>公司本财年的资本支出预计将达到350亿美元。</strong>她强调，这些投资的大部分将用于数据中心的“创收设备”，而非土地或建筑。</p><p style=\"text-align: justify;\">她补充说，<strong>如果未来资本支出数字继续走高，那将是“好消息，因为它意味着更多的容量”，</strong>公司需要容量来将庞大的RPO积压订单转化为加速增长的收入和利润。</p><p style=\"text-align: justify;\">在财报发布前，Cantor Fitzgerald的分析师Thomas Blakey就曾指出，投资者应重点关注甲骨文的资本支出计划，以评估其满足新合同需求的能力。他认为，由AI需求驱动的OCI业务的强劲势头，“应能抵消在资本支出、资本结构和资本回报策略方面可能出现的短期风险”。</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>甲骨文爆了，这些数字和图表让市场和AI交易疯狂</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文爆了，这些数字和图表让市场和AI交易疯狂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-10 08:37 北京时间 <a href=https://wallstreetcn.com/articles/3755282><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文庞大的RPO（剩余履约义务）和炸裂的云收入指引共同点燃市场情绪。其RPO本季度同比大增359%，达4550亿美元；云基础设施（OCI）业务收入预计将在未来四年分别攀升至320亿美元、730亿美元、1140亿美元和1440亿美元，远超市场预期。甲骨文向市场证明，在AI驱动的狂热中，未来的承诺远比当前的业绩更具吸引力。尽管这家软件巨头刚刚公布的Q1业绩未能达到预期，但其股价却在盘后交易中飙升，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755282\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65f48a892cdcaab300c901c1e9e1c374","relate_stocks":{"LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4588":"碎股","LU1069347547.HKD":"AB 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A"},"source_url":"https://wallstreetcn.com/articles/3755282","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566476196","content_text":"甲骨文庞大的RPO（剩余履约义务）和炸裂的云收入指引共同点燃市场情绪。其RPO本季度同比大增359%，达4550亿美元；云基础设施（OCI）业务收入预计将在未来四年分别攀升至320亿美元、730亿美元、1140亿美元和1440亿美元，远超市场预期。甲骨文向市场证明，在AI驱动的狂热中，未来的承诺远比当前的业绩更具吸引力。尽管这家软件巨头刚刚公布的Q1业绩未能达到预期，但其股价却在盘后交易中飙升，原因在于公司与OpenAI签下的一笔巨额交易让订单额出现大幅增长，并对云基础设施业务给出了激进的增长预期。公司首席执行官Safra Catz发布声明宣布，公司在第一财季签订了数份价值数十亿美元的巨额合同，这使得公司的积压订单量猛增。同时，预计甲骨文云基础设施业务在本财年将增长77%，高于此前70%的预测，达到180亿美元。消息公布后，甲骨文盘后大涨28%创历史新高，使其成为首家市值超过5000亿美元、且单日涨幅超过25%的美国公司。这清晰地表明，在当前的投资环境中，围绕AI构建的宏大叙事，其权重已经压倒了传统的财务指标，投资者愿意为增长前景支付高昂溢价。积压订单“惊人”，需求还在增长引爆市场情绪的核心数据，是甲骨文急剧膨胀的“剩余履约义务”（RPO），即已签订合同但尚未确认为收入的金额。Safra Catz在声明中表示，公司在第一财季与三个不同的客户签订了四份数十亿美元的合同。这直接导致甲骨文的RPO合同积压同比增长了惊人的359%，达到4550亿美元。Catz将这一数据形容为“惊人的”，并强调“市场对甲骨文云基础设施（Oracle Cloud Infrastructure）的需求仍在持续增长”。她进一步透露，预计在未来几个月内，公司还将与“另外几家数十亿美元的客户”签约，届时RPO总额可能超过5000亿美元。这份庞大的合同储备，为甲骨文大胆预测未来收入增长提供了基础。云业务收入有望实现指数级增长在庞大RPO的支持下，甲骨文对其云业务的未来给出了一个堪称指数级增长的财务预测，这成为推动股价的另一个关键燃料。公司预计，其云基础设施（OCI）业务的收入将在本财年增长77%，达到180亿美元。更引人注目的是未来四年的规划：OCI收入预计将接连攀升至320亿美元、730亿美元、1140亿美元，最终在第五年达到1440亿美元。这意味着该业务在数年内将以接近每年翻一番的速度扩张。甲骨文方面补充称，这个五年预测中的大部分收入，已经包含在当前报告的RPO中。资本支出高企释放积极信号甲骨文激进扩张的背后，是满足AI巨头算力需求的庞大计划。为兑现这些巨额合同，公司正准备进行大规模的资本投资。Catz在财报电话会议上表示，公司本财年的资本支出预计将达到350亿美元。她强调，这些投资的大部分将用于数据中心的“创收设备”，而非土地或建筑。她补充说，如果未来资本支出数字继续走高，那将是“好消息，因为它意味着更多的容量”，公司需要容量来将庞大的RPO积压订单转化为加速增长的收入和利润。在财报发布前，Cantor Fitzgerald的分析师Thomas Blakey就曾指出，投资者应重点关注甲骨文的资本支出计划，以评估其满足新合同需求的能力。他认为，由AI需求驱动的OCI业务的强劲势头，“应能抵消在资本支出、资本结构和资本回报策略方面可能出现的短期风险”。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450061884314599","authorId":"3450061884314599","name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3450061884314599","authorIdStr":"3450061884314599"},"content":"这个是建立在AI能继续突破的基础上，openAI才能维持庞大投入，不然亏损缺口大到惊人，所有最近暴涨都跟这家公司有关，博通一万多亿美金市值一天涨两成也是这家公司跟它预订了一百多亿美金的芯片，所有赚大钱的都是这些卖铲子的，AI的庞大投入跟收益目前还存疑","text":"这个是建立在AI能继续突破的基础上，openAI才能维持庞大投入，不然亏损缺口大到惊人，所有最近暴涨都跟这家公司有关，博通一万多亿美金市值一天涨两成也是这家公司跟它预订了一百多亿美金的芯片，所有赚大钱的都是这些卖铲子的，AI的庞大投入跟收益目前还存疑","html":"这个是建立在AI能继续突破的基础上，openAI才能维持庞大投入，不然亏损缺口大到惊人，所有最近暴涨都跟这家公司有关，博通一万多亿美金市值一天涨两成也是这家公司跟它预订了一百多亿美金的芯片，所有赚大钱的都是这些卖铲子的，AI的庞大投入跟收益目前还存疑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476961356677256,"gmtCreate":1757467676648,"gmtModify":1757472834932,"author":{"id":"3542271111445617","authorId":"3542271111445617","name":"东十里堡路之狼","avatar":"https://static.tigerbbs.com/44c5e395d8abcedadbf53e8bde6519f5","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542271111445617","authorIdStr":"3542271111445617"},"themes":[],"htmlText":"<a 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