$ORCL 粗看甲骨_老虎社区_美港股上老虎

$ORCL 粗看甲骨文财报是非常不错的，Q4总云营收（IaaS+SaaS）飙升至99亿美元，同比上涨47%；云基础设施翻倍式狂飙，OCI（IaaS）营收达58亿美元，同比暴增93%。

刚看盘后居然下跌8%+，正如昨天在社交媒体上所说，avgo和crwd的财报不错仍大跌，说明现在市场对瑕疵的容错度极低，但这是情绪化错配，等流动性充裕，估值还应该回到正确的位置上

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