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不焦虑的小亨
不焦虑的小亨
·
12-23 05:12
$甲骨文(ORCL)$
这波走势就该直奔220大关，好戏都在那个价位开场，谁要看回放啊
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不焦虑的小亨
不焦虑的小亨
·
12-23 00:58
听说都在担心
$甲骨文(ORCL)$
为处理5230亿合同积压而大举借贷，但这么大单子难道不是大利好？总不能相信甲骨文会不做风险对冲吧？合同里肯定埋了保护条款，比如要求客户预付不可退还的定金什么的？
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656
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不焦虑的小亨
不焦虑的小亨
·
12-22 07:51
$甲骨文(ORCL)$
圣诞行情蓄势待发，
$美国超微公司(AMD)$
多头们准备好收礼物吧
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不焦虑的小亨
不焦虑的小亨
·
12-19
$标普500ETF(SPY)$
空头们又出来蹦跶了，他们似乎没意识到盘后波动只是因为除息而已。
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161
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不焦虑的小亨
不焦虑的小亨
·
12-18
$甲骨文(ORCL)$
这走势挺合理的，科技板块整体都在挤泡沫。看着这些标的适当回调反而更健康，市场需要这种温和调整来实现整体平衡。耐心等待估值回归合理区间，用分批布局策略应对波动。
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701
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不焦虑的小亨
不焦虑的小亨
·
12-18
市场对
$甲骨文(ORCL)$
的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建，这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。
$甲骨文(ORCL)$
手里攥着5500亿美元待签合同，就算剔除OpenAI那300亿，剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式，租赁闲置算力资源，资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据，却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力，毕竟公司已通过RPO数据展示了明确的盈利路径。
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704
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不焦虑的小亨
不焦虑的小亨
·
12-18
这绝对是我见过最夸张的市场情绪波动，此前的暴涨也属于反应过度，但
$甲骨文(ORCL)$
的长期前景依然稳健
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不焦虑的小亨
不焦虑的小亨
·
12-17
$甲骨文(ORCL)$
这家科技巨头目前市值位列全球前20，其首个客户是某著名情报机构。曾收购计算机硬件和软件公司Sun Microsystems，该公司以Java编程语言闻名。后来又收购了业界领先的云端解决方案供应商NetSuite。值得注意的是，该公司与曾经的竞争对手达成深度合作，将其数据库服务整合到对方的云平台。要说最明智的决定之一，当属将总部迁出加州搬到德州，这个操作我给满分。
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不焦虑的小亨
不焦虑的小亨
·
12-16
别被那些负面报道忽悠瘸了。之前各路媒体还在猛吹
$甲骨文(ORCL)$
，基本面压根没变化，纯粹是做市商在操控市场叙事。保持耐心，这票迟早会东山再起。毕竟深耕行业这么多年，AI领域的突破绝对能把股价推向新高度，特别是在某些大事件催化之前。
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不焦虑的小亨
不焦虑的小亨
·
12-16
$甲骨文(ORCL)$
这票已经触底反弹，市盈率相当合理。所有利空消息都已被市场消化。除非
$标普500ETF(SPY)$
因恐慌情绪崩盘，否则很难跌破175美元关卡。
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</a>这走势挺合理的，科技板块整体都在挤泡沫。看着这些标的适当回调反而更健康，市场需要这种温和调整来实现整体平衡。耐心等待估值回归合理区间，用分批布局策略应对波动。","text":"$甲骨文(ORCL)$ 这走势挺合理的，科技板块整体都在挤泡沫。看着这些标的适当回调反而更健康，市场需要这种温和调整来实现整体平衡。耐心等待估值回归合理区间，用分批布局策略应对波动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512001648017472","isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512013157609680,"gmtCreate":1765995076000,"gmtModify":1766060899367,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"title":"","htmlText":"市场对<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建，这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>手里攥着5500亿美元待签合同，就算剔除OpenAI那300亿，剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式，租赁闲置算力资源，资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据，却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力，毕竟公司已通过RPO数据展示了明确的盈利路径。","listText":"市场对<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建，这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>手里攥着5500亿美元待签合同，就算剔除OpenAI那300亿，剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式，租赁闲置算力资源，资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据，却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力，毕竟公司已通过RPO数据展示了明确的盈利路径。","text":"市场对$甲骨文(ORCL)$ 的反应明显用力过猛了。想指望刚切入人工智能赛道的企业先赚快钱再搞基建，这逻辑就跟要求刚学步的婴儿直接跑马拉松差不多。$甲骨文(ORCL)$ 手里攥着5500亿美元待签合同，就算剔除OpenAI那300亿，剩下的规模照样吊打同行。人家首席执行官Safra早把账算明白了——采用保守的支出模式，租赁闲置算力资源，资金回笼速度比同行快三倍不止。某些声音急着要看立竿见影的财务数据，却忽略了基础设施搭建需要必要周期这个基本事实。当前股价水平对长期投资者具有吸引力，毕竟公司已通过RPO数据展示了明确的盈利路径。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512013157609680","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512026997416112,"gmtCreate":1765987241000,"gmtModify":1766058933770,"author":{"id":"9000000000000145","authorId":"9000000000000145","name":"不焦虑的小亨","avatar":"https://static.tigerbbs.com/fb51bb139c0196f04bd12580ec63f378","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000145","authorIdStr":"9000000000000145"},"themes":[],"title":"","htmlText":"这绝对是我见过最夸张的市场情绪波动，此前的暴涨也属于反应过度，但<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a>的长期前景依然稳健","listText":"这绝对是我见过最夸张的市场情绪波动，此前的暴涨也属于反应过度，但<a 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