‌$甲骨文(ORCL_老虎社区_美港股上老虎

NotorietyD
09-11

‌$甲骨文(ORCL)$ ‌一直在这儿嗷嗷叫这论坛有几个人看得懂财报的？2026Q4开始收预付款 2027Q1就爆发了已经113亿多了总运营现金流达到了230亿下个季度预付款只会更多。电话会议确认了2027年支出900亿减去q1的280亿剩下620亿支出平均到每个季度=207亿。

2027 Q1 FCF 230-280 = -50亿。下个季度开始预付款只会更多但资本支出会下降到207亿左右。单季度FCF极有可能在q2或者q3直接转正。现在的模式基本上是乙方在出钱建机房而不是oracle自己在掏钱 FCF的状况远比不懂行的人想象的要好得多

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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框踢
·09-12
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2026 年 9 月 12 日，甲骨文联合创始人、执行董事长兼 CTO 拉里·埃里森（Larry Ellison）计划出售最多 5000 万股甲骨文股票。
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- 框踢回复NotorietyD:
  今天拉瑞宣布取消
  09-13 17:06
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- NotorietyD:
  老板卖股票是个人行为。拉里为其儿子大卫·埃里森（David Ellison）旗下 Skydance/派拉蒙以 1,100 亿美元收购华纳兄弟探索（WBD）的交易提供了 404 亿美元的个人股权融资担保。
  09-13 00:20
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框踢
·09-11
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你说的有道理！到现实行情背离了。恐慌🙀
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- NotorietyD:
  之前的FCF状况确实差但这次q1财报预付款的情况是定心丸。电话会议明确有说客户垫资财报确实是反映出来了这点
  09-12
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Batman_1
·09-11
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你就说你买了多少，看到多少
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- Batman_1回复NotorietyD:
  跟
  09-12
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- NotorietyD:
  我买了15w刀长期看到15000亿市值
  09-12
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当年也是校草
·09-12
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你懂个锤子一定跌破100
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- NotorietyD:
  我发的东西你看得懂吗
  09-12 22:54
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有认知却没钱了
·09-12
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啥狗现实比你想的复杂的多
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- NotorietyD:
  你眼睛还有用吗看看我写的东西不要光在这儿🐕叫
  09-12 23:06
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NotorietyD
·09-11
买的人真的知道自己在买什么吗？
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2
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我是逗比派大星
·09-11
大部分是菜鸡
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