检查了一下财报，资产_老虎社区_美港股上老虎 - 老虎社区

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XTrader猫姐美股
16:00

检查了一下财报，资产负债表应该是盘后下跌的原因。甲骨文AI云订单虽然暴增，但由于疯狂烧钱建数据中心，导致其2026财年自由现金流（FCF）直接暴跌成-237亿美元的巨额缺口，且长期负债疯狂飙升至1247亿美元。

@XTrader猫姐美股：

$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

$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

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。

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