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心機之蛙
07-07

看多倒是买啊，为什么一直跌，全是扯淡

终于结束9连跌！甲骨文过去22个交易日跌了18天

甲骨文9连跌终止，但自历史高点已累跌56%，与软件板块整体反弹形成罕见背离。资本开支失控与债务膨胀被指为股价持续溃败的元凶。然而，华尔街看多情绪却攀至20年峰值——84%分析师给出买入评级，平均目标价隐含82%涨幅。

终于结束9连跌！甲骨文过去22个交易日跌了18天

# 华尔街见闻

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justify;\"><strong>与此同时，华尔街分析师对该股的看多情绪却达到近20年来的峰值，平均目标价较当前股价隐含逾80%的上行空间，形成鲜明反差。</strong></p><h2 id=\"id_2293527603\">跌势之深：56%的距离与一场&#34;真正的暴跌&#34;</h2><p style=\"text-align: justify;\">此轮下跌的烈度在甲骨文近年历史上颇为罕见。9连跌期间，股价累计下挫24%，为2021年12月以来最长连跌纪录。若将时间窗口拉长，<strong>自2025年9月10日创下历史收盘高点324.33美元以来，甲骨文股价已累计下跌56.2%；过去52周跌幅亦达38.1%。</strong></p><p style=\"text-align: justify;\">据巴伦周刊报道，更令市场关注的是，甲骨文此轮下跌恰与软件板块整体反弹形成背离。iShares扩展科技软件板块ETF在截至上周四的五个交易日内连续上涨，累计涨幅超过10%，而甲骨文却在同期逆势走低。这一背离表明，拖累甲骨文的并非行业系统性压力，而是公司层面的特定因素。</p><p style=\"text-align: justify;\"><strong>资本开支与债务问题是悬在甲骨文头顶的主要风险，也被普遍视为其股价持续跑输的重要原因。</strong></p><p style=\"text-align: justify;\">分析认为，甲骨文需要外部融资来支撑其资本开支计划，并将&#34;融资挑战&#34;列为关键风险之一。公司不断扩张的支出规模与日益累积的债务，正是当前投资者最为关切的核心议题。</p><h2 id=\"id_1380471901\">分析师力挺：84%买入评级，目标价隐含82%涨幅</h2><p style=\"text-align: justify;\">尽管股价持续承压，华尔街对甲骨文的信心却处于历史高位。据FactSet数据，目前覆盖甲骨文的分析师中，<strong>84%给予买入评级——这一比例在过去20年中仅在2011年5月短暂被超越。分析师平均目标价为254.84美元，较上周四收盘价隐含约82%的上行空间。</strong></p><p style=\"text-align: justify;\">其中，瑞穗证券分析师Siti Panigrahi最为乐观，目标价高达320美元，甲骨文亦是瑞穗的重点推荐标的。Panigrahi在上周四的研报中表示，&#34;甲骨文横跨数据库、基础设施与应用层的端到端AI技术栈，使其成为AI普及浪潮中的核心长期受益者。&#34;</p><p style=\"text-align: justify;\">KeyBanc分析师上月亦上调了对甲骨文的盈利预测，<strong>理由是对运营费用增速将保持温和&#34;越来越有信心&#34;，</strong>并维持增持评级及300美元目标价，认为&#34;未来的上行空间正是来源于此&#34;。</p><p style=\"text-align: justify;\">在AI基础设施军备竞赛持续升温的背景下，甲骨文能否在维持财务纪律的同时兑现增长承诺，将是决定其股价能否向分析师目标价靠拢的关键变量。</p></body></html>","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>终于结束9连跌！甲骨文过去22个交易日跌了18天</title>\n<style 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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终于结束9连跌！甲骨文过去22个交易日跌了18天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-07 08:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>甲骨文9连跌终止，但自历史高点已累跌56%，与软件板块整体反弹形成罕见背离。资本开支失控与债务膨胀被指为股价持续溃败的元凶。然而，华尔街看多情绪却攀至20年峰值——84%分析师给出买入评级，平均目标价隐含82%涨幅。</p></blockquote><p style=\"text-align: justify;\">甲骨文股价在经历自2021年以来最长连跌后终于止血，但这场跌势的深度与持续性仍令市场侧目。</p><p style=\"text-align: justify;\">隔夜甲骨文股价收涨2.49%，报143.76美元，终结此前长达9个交易日的连续下跌，创下自6月15日以来单日最大涨幅。盘中股价一度触及145.62美元，较前收盘价高出3.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7056fd8f5cd01febe076ef60128c33c\" tg-width=\"615\" tg-height=\"416\"/></p><p style=\"text-align: justify;\">然而，这次反弹难以掩盖更深层的颓势。自6月1日触及2026年收盘高点248.15美元以来，甲骨文在过去22个交易日中有18天录得下跌，累计跌幅达26.2%。</p><p style=\"text-align: justify;\"><strong>与此同时，华尔街分析师对该股的看多情绪却达到近20年来的峰值，平均目标价较当前股价隐含逾80%的上行空间，形成鲜明反差。</strong></p><h2 id=\"id_2293527603\">跌势之深：56%的距离与一场&#34;真正的暴跌&#34;</h2><p style=\"text-align: justify;\">此轮下跌的烈度在甲骨文近年历史上颇为罕见。9连跌期间，股价累计下挫24%，为2021年12月以来最长连跌纪录。若将时间窗口拉长，<strong>自2025年9月10日创下历史收盘高点324.33美元以来，甲骨文股价已累计下跌56.2%；过去52周跌幅亦达38.1%。</strong></p><p style=\"text-align: justify;\">据巴伦周刊报道，更令市场关注的是，甲骨文此轮下跌恰与软件板块整体反弹形成背离。iShares扩展科技软件板块ETF在截至上周四的五个交易日内连续上涨，累计涨幅超过10%，而甲骨文却在同期逆势走低。这一背离表明，拖累甲骨文的并非行业系统性压力，而是公司层面的特定因素。</p><p style=\"text-align: justify;\"><strong>资本开支与债务问题是悬在甲骨文头顶的主要风险，也被普遍视为其股价持续跑输的重要原因。</strong></p><p style=\"text-align: justify;\">分析认为，甲骨文需要外部融资来支撑其资本开支计划，并将&#34;融资挑战&#34;列为关键风险之一。公司不断扩张的支出规模与日益累积的债务，正是当前投资者最为关切的核心议题。</p><h2 id=\"id_1380471901\">分析师力挺：84%买入评级，目标价隐含82%涨幅</h2><p style=\"text-align: justify;\">尽管股价持续承压，华尔街对甲骨文的信心却处于历史高位。据FactSet数据，目前覆盖甲骨文的分析师中，<strong>84%给予买入评级——这一比例在过去20年中仅在2011年5月短暂被超越。分析师平均目标价为254.84美元，较上周四收盘价隐含约82%的上行空间。</strong></p><p style=\"text-align: justify;\">其中，瑞穗证券分析师Siti Panigrahi最为乐观，目标价高达320美元，甲骨文亦是瑞穗的重点推荐标的。Panigrahi在上周四的研报中表示，&#34;甲骨文横跨数据库、基础设施与应用层的端到端AI技术栈，使其成为AI普及浪潮中的核心长期受益者。&#34;</p><p style=\"text-align: justify;\">KeyBanc分析师上月亦上调了对甲骨文的盈利预测，<strong>理由是对运营费用增速将保持温和&#34;越来越有信心&#34;，</strong>并维持增持评级及300美元目标价，认为&#34;未来的上行空间正是来源于此&#34;。</p><p style=\"text-align: justify;\">在AI基础设施军备竞赛持续升温的背景下，甲骨文能否在维持财务纪律的同时兑现增长承诺，将是决定其股价能否向分析师目标价靠拢的关键变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US 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ETF"},"source_url":"https://wallstreetcn.com/articles/3776328","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649677661","content_text":"甲骨文9连跌终止，但自历史高点已累跌56%，与软件板块整体反弹形成罕见背离。资本开支失控与债务膨胀被指为股价持续溃败的元凶。然而，华尔街看多情绪却攀至20年峰值——84%分析师给出买入评级，平均目标价隐含82%涨幅。甲骨文股价在经历自2021年以来最长连跌后终于止血，但这场跌势的深度与持续性仍令市场侧目。隔夜甲骨文股价收涨2.49%，报143.76美元，终结此前长达9个交易日的连续下跌，创下自6月15日以来单日最大涨幅。盘中股价一度触及145.62美元，较前收盘价高出3.8%。然而，这次反弹难以掩盖更深层的颓势。自6月1日触及2026年收盘高点248.15美元以来，甲骨文在过去22个交易日中有18天录得下跌，累计跌幅达26.2%。与此同时，华尔街分析师对该股的看多情绪却达到近20年来的峰值，平均目标价较当前股价隐含逾80%的上行空间，形成鲜明反差。跌势之深：56%的距离与一场\"真正的暴跌\"此轮下跌的烈度在甲骨文近年历史上颇为罕见。9连跌期间，股价累计下挫24%，为2021年12月以来最长连跌纪录。若将时间窗口拉长，自2025年9月10日创下历史收盘高点324.33美元以来，甲骨文股价已累计下跌56.2%；过去52周跌幅亦达38.1%。据巴伦周刊报道，更令市场关注的是，甲骨文此轮下跌恰与软件板块整体反弹形成背离。iShares扩展科技软件板块ETF在截至上周四的五个交易日内连续上涨，累计涨幅超过10%，而甲骨文却在同期逆势走低。这一背离表明，拖累甲骨文的并非行业系统性压力，而是公司层面的特定因素。资本开支与债务问题是悬在甲骨文头顶的主要风险，也被普遍视为其股价持续跑输的重要原因。分析认为，甲骨文需要外部融资来支撑其资本开支计划，并将\"融资挑战\"列为关键风险之一。公司不断扩张的支出规模与日益累积的债务，正是当前投资者最为关切的核心议题。分析师力挺：84%买入评级，目标价隐含82%涨幅尽管股价持续承压，华尔街对甲骨文的信心却处于历史高位。据FactSet数据，目前覆盖甲骨文的分析师中，84%给予买入评级——这一比例在过去20年中仅在2011年5月短暂被超越。分析师平均目标价为254.84美元，较上周四收盘价隐含约82%的上行空间。其中，瑞穗证券分析师Siti Panigrahi最为乐观，目标价高达320美元，甲骨文亦是瑞穗的重点推荐标的。Panigrahi在上周四的研报中表示，\"甲骨文横跨数据库、基础设施与应用层的端到端AI技术栈，使其成为AI普及浪潮中的核心长期受益者。\"KeyBanc分析师上月亦上调了对甲骨文的盈利预测，理由是对运营费用增速将保持温和\"越来越有信心\"，并维持增持评级及300美元目标价，认为\"未来的上行空间正是来源于此\"。在AI基础设施军备竞赛持续升温的背景下，甲骨文能否在维持财务纪律的同时兑现增长承诺，将是决定其股价能否向分析师目标价靠拢的关键变量。","news_type":1,"symbols_score_info":{"TDIV":0.6,"ORCL":1.98,"ORCU":0.6,"ORCX":0.6,"ORCS":0.6,"IGV":0.6,"OGIG":0.6}},"isVote":1,"tweetType":1,"viewCount":327,"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":34,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}