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perxuni
perxuni
·
2025-12-19
说说你对这篇新闻的看法...
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perxuni
perxuni
·
2025-12-12
甲骨文采取让客户自带显卡的方式等措施,使得甲骨文不用大笔举债购买显卡然后再租赁,甲骨文高管的意思负债将远低于投行预测的1000亿,目前只是因为接了META等大公司暴增1000多亿的RPO需要先期垫资建设面临资金压力,分散确都是信用可靠的大公司而非像OPENAI这样的初创公司,履约能力不用担心
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perxuni
perxuni
·
2025-12-12
这篇文章引用的数据和时效性有很大问题!比如OPENAI已经发公告了解除红色警戒,还有债务1000亿那是投行预测到2027年的时候,目前不多,而且甲骨文高管也在财报中说明了,采取让客户自带显卡的方式(OPENAI 和英伟达AMD博通等都有深度投资合作容易获取算力显卡),这样甲骨文就不用举债担心租赁显卡而产生慢收益高负债的局面。
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perxuni
perxuni
·
2025-12-12
错杀,等情绪交替修复
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perxuni
perxuni
·
2025-12-11
明显错杀,MATE等600多亿合约Q3收到钱了还说什么、哪里有无本的生意?接大单就熬着吧,希望能挺过来
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perxuni
perxuni
·
2025-11-21
$甲骨文(ORCL)$
甲骨文的投资逻辑。接了OPENAI3000亿美元大订单,没有钱做基础建设,换成你来做CEO你会怎么做?不是一样举债来完成吗?又不是刻意没单子盲目举债去做,所以举债无可厚非,至于回报率就交给季报,所以无故做空不合理。举债肯定是会降低毛利率,问题是挣的钱也多了不是?
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perxuni
perxuni
·
2025-11-21
$甲骨文(ORCL)$
甲骨文得罪谁了?这么做空
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perxuni
perxuni
·
2025-10-24
$英特尔(INTC)$
还有6交易日叠加一个利好有望挑战50大关卡本月
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perxuni
perxuni
·
2025-10-21
$甲骨文(ORCL)$
高位你们敢买,低位你们反而不敢重仓买,三根大阴线从三天前最高点到底部差不多20%那请问筹码谁拿走了,价值投资,看好未来5年,只要AI不破灭,就离不开甲骨文
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perxuni
perxuni
·
2025-10-17
该上车的上车该下车的下车基本面没有什么问题
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