$甲骨文(ORCL)_老虎社区_美港股上老虎 - 老虎社区

2
4
收藏

$甲骨文(ORCL)$ 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？

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。

2

举报

评论（4）

推荐
最新

青木璇
·11-21
精彩
关键点不是甲骨文，是openai有没有钱付这么多给甲骨文，市场认为openai就会耍口活，没有利润
回复
点赞
举报
收起
- 火火兔爸回复perxuni:
  股东只付有限责任又不是无限连带责任
  11-23
  回复
  举报
- perxuni:
  OPENAI那些股东呢
  11-22
  回复
  举报
火火兔爸
·11-23
问题是openai是做了口头你就真金白银举债投资，最后人家说话不算数，你这些投入怎么办？
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":502619160199584,"tweetId":"502619160199584","gmtCreate":1763738573317,"gmtModify":1763738575321,"author":{"id":4204179768477690,"idStr":"4204179768477690","authorId":4204179768477690,"authorIdStr":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.30","exceedPercentage":"93.02%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 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？\n<p></p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 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？\n<p></p>\n<p><br></p></body></html>","text":"$甲骨文(ORCL)$ 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？","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/502619160199584","repostId":0,"isVote":1,"tweetType":1,"viewCount":3811,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"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":252,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":502628032201136,"commentId":"502628032201136","gmtCreate":1763740281967,"gmtModify":1763741215518,"authorId":3473386506319582,"author":{"id":3473386506319582,"idStr":"3473386506319582","authorId":3473386506319582,"name":"青木璇","avatar":"https://static.tigerbbs.com/e97e534204c3081ed2fd9a5e0c09dd05","vip":1,"hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502619160199584,"objectIdStr":"502619160199584","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"关键点不是甲骨文，是openai有没有钱付这么多给甲骨文，市场认为openai就会耍口活，没有利润","text":"关键点不是甲骨文，是openai有没有钱付这么多给甲骨文，市场认为openai就会耍口活，没有利润","html":"关键点不是甲骨文，是openai有没有钱付这么多给甲骨文，市场认为openai就会耍口活，没有利润","likeSize":0,"commentSize":2,"subComments":[{"id":503209746772776,"commentId":"503209746772776","gmtCreate":1763882019943,"gmtModify":1763882024259,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":4204179768477690,"repliedAuthor":{"id":4204179768477690,"idStr":"4204179768477690","authorId":4204179768477690,"name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.30","exceedPercentage":"93.02%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":502619160199584,"objectIdStr":"502619160199584","type":1,"supId":502628032201136,"supIdStr":"502628032201136","prevId":502630739144816,"prevIdStr":"502630739144816","content":"股东只付有限责任又不是无限连带责任","text":"股东只付有限责任又不是无限连带责任","html":"股东只付有限责任又不是无限连带责任","disclaimerType":0},{"id":502630739144816,"commentId":"502630739144816","gmtCreate":1763741243550,"gmtModify":1763741247463,"authorId":4204179768477690,"author":{"id":4204179768477690,"idStr":"4204179768477690","authorId":4204179768477690,"name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.30","exceedPercentage":"93.02%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502619160199584,"objectIdStr":"502619160199584","type":1,"supId":502628032201136,"supIdStr":"502628032201136","prevId":0,"prevIdStr":"0","content":"OPENAI那些股东呢","text":"OPENAI那些股东呢","html":"OPENAI那些股东呢","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":503208693195312,"commentId":"503208693195312","gmtCreate":1763881980040,"gmtModify":1763881984230,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502619160199584,"objectIdStr":"502619160199584","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"问题是openai是做了口头你就真金白银举债投资，最后人家说话不算数，你这些投入怎么办？","text":"问题是openai是做了口头你就真金白银举债投资，最后人家说话不算数，你这些投入怎么办？","html":"问题是openai是做了口头你就真金白银举债投资，最后人家说话不算数，你这些投入怎么办？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}