$甲骨文(ORCL)_老虎社区_美港股上老虎

不离亦不弃
12-11

$甲骨文(ORCL)$甲骨文现阶段资本开支增加不应该算作利好吗，怎么会都认为是利空？这份财报虽然不好看，但无论从哪个角度看，都没有看出新的利空，资本开支节奏加快反而是一个利好预期兑现节奏的利好，这么跌是啥意思，如果是大环境杀估值那今天博通问题也非常大

# 甲骨文&博通绩后下跌！看好哪家上车机会？

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亿千
·12-11
因为他跟英伟达绑在一起，而不是跟谷歌绑在一起
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c823_new
·12-11
云行业的，都清楚甲骨文云做不出来的
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