敢于说真话的不多啊[_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

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

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":487472757653552,"tweetId":"487472757653552","gmtCreate":1760040851574,"gmtModify":1760040854061,"author":{"id":3482550532367433,"idStr":"3482550532367433","authorId":3482550532367433,"authorIdStr":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":46,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>敢于说真话的不多啊<span>[捂脸]&nbsp;</span> <span>[捂脸]&nbsp;</span> <span>[捂脸]&nbsp;</span>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>敢于说真话的不多啊<span>[捂脸]&nbsp;</span> <span>[捂脸]&nbsp;</span> <span>[捂脸]&nbsp;</span>&nbsp;</p></body></html>","text":"敢于说真话的不多啊[捂脸] [捂脸] [捂脸]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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&nbsp;&nbsp;&nbsp;<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":{"LU0082616367.USD":"摩根大通美国科技A（dist）","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","ORCL":"甲骨文","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4538":"云计算","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4588":"碎股","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","BK4534":"瑞士信贷持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251009083623a6b134cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2574790470","content_text":"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,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}