‌$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。

推荐
最新

框踢
·09-12
精彩
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。
回复
点赞
举报
收起
- 框踢回复NotorietyD:
  今天拉瑞宣布取消
  09-13 17:06
  回复
  举报
- 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
  回复
  举报
框踢
·09-11
精彩
你说的有道理！到现实行情背离了。恐慌🙀
回复
点赞
举报
收起
- 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
  回复
  举报
Batman_1
·09-11
精彩
你就说你买了多少，看到多少
回复
点赞
举报
收起
- Batman_1回复NotorietyD:
  跟
  09-12
  回复
  举报
- NotorietyD:
  我买了15w刀长期看到15000亿市值
  09-12
  回复
  举报
当年也是校草
·09-12
精彩
你懂个锤子一定跌破100
回复
点赞
举报
收起
- NotorietyD:
  我发的东西你看得懂吗
  09-12
  回复
  举报
有认知却没钱了
·09-12
精彩
啥狗现实比你想的复杂的多
回复
点赞
举报
收起
- NotorietyD:
  你眼睛还有用吗看看我写的东西不要光在这儿🐕叫
  09-12
  回复
  举报
NotorietyD
·09-11
买的人真的知道自己在买什么吗？
回复
2
举报
我是逗比派大星
·09-11
大部分是菜鸡
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":606679159452592,"tweetId":"606679159452592","gmtCreate":1789138618489,"gmtModify":1789290600038,"author":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"authorIdStr":"3487004053583116","name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/c38d15a4a4bf9ca47c36cd29ca8d6212"}],"coverImages":[{"img":"https://static.tigerbbs.com/c38d15a4a4bf9ca47c36cd29ca8d6212"}],"title":"","html":"<html><head></head><body>‌<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ &nbsp;</a>‌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。\n2027 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 \n<img src=\"https://static.tigerbbs.com/c38d15a4a4bf9ca47c36cd29ca8d6212\"><img> \n </body></html>","htmlText":"<html><head></head><body>‌<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ &nbsp;</a>‌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。\n2027 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 \n<img src=\"https://static.tigerbbs.com/c38d15a4a4bf9ca47c36cd29ca8d6212\"><img> \n </body></html>","text":"‌$甲骨文(ORCL)$ ‌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","highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":14,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/606679159452592","repostId":0,"isVote":1,"tweetType":1,"viewCount":5690,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"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":432,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":606838778938112,"commentId":"606838778938112","gmtCreate":1789177522977,"gmtModify":1789177527206,"authorId":3548935904394561,"author":{"id":3548935904394561,"idStr":"3548935904394561","authorId":3548935904394561,"name":"框踢","avatar":"https://static.tigerbbs.com/65b42e6be0ccaec27f36524d08c9a146","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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。","text":"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。","html":"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。","likeSize":0,"commentSize":2,"subComments":[{"id":607300812805512,"commentId":"607300812805512","gmtCreate":1789290392171,"gmtModify":1789290396390,"authorId":3548935904394561,"author":{"id":3548935904394561,"idStr":"3548935904394561","authorId":3548935904394561,"name":"框踢","avatar":"https://static.tigerbbs.com/65b42e6be0ccaec27f36524d08c9a146","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":3487004053583116,"repliedAuthor":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":606838778938112,"supIdStr":"606838778938112","prevId":607053656400896,"prevIdStr":"607053656400896","content":"今天拉瑞宣布取消","text":"今天拉瑞宣布取消","html":"今天拉瑞宣布取消","disclaimerType":0},{"id":607053656400896,"commentId":"607053656400896","gmtCreate":1789230025716,"gmtModify":1789230029677,"authorId":3487004053583116,"author":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":606838778938112,"supIdStr":"606838778938112","prevId":0,"prevIdStr":"0","content":"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。","text":"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。","html":"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。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":606684873805912,"commentId":"606684873805912","gmtCreate":1789140000553,"gmtModify":1789140005195,"authorId":3548935904394561,"author":{"id":3548935904394561,"idStr":"3548935904394561","authorId":3548935904394561,"name":"框踢","avatar":"https://static.tigerbbs.com/65b42e6be0ccaec27f36524d08c9a146","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你说的有道理！到现实行情背离了。恐慌🙀","text":"你说的有道理！到现实行情背离了。恐慌🙀","html":"你说的有道理！到现实行情背离了。恐慌🙀","likeSize":0,"commentSize":1,"subComments":[{"id":606714945557496,"commentId":"606714945557496","gmtCreate":1789147328276,"gmtModify":1789147334298,"authorId":3487004053583116,"author":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":606684873805912,"supIdStr":"606684873805912","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":606689602891904,"commentId":"606689602891904","gmtCreate":1789141071221,"gmtModify":1789141077695,"authorId":3466990930345576,"author":{"id":3466990930345576,"idStr":"3466990930345576","authorId":3466990930345576,"name":"Batman_1","avatar":"https://static.laohu8.com/e71722abab7f0bd4b40f4ec27322cd03","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你就说你买了多少，看到多少","text":"你就说你买了多少，看到多少","html":"你就说你买了多少，看到多少","likeSize":0,"commentSize":2,"subComments":[{"id":606841257874232,"commentId":"606841257874232","gmtCreate":1789178130037,"gmtModify":1789178134766,"authorId":3466990930345576,"author":{"id":3466990930345576,"idStr":"3466990930345576","authorId":3466990930345576,"name":"Batman_1","avatar":"https://static.laohu8.com/e71722abab7f0bd4b40f4ec27322cd03","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":3487004053583116,"repliedAuthor":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":606689602891904,"supIdStr":"606689602891904","prevId":606714439377128,"prevIdStr":"606714439377128","content":"跟","text":"跟","html":"跟","disclaimerType":0},{"id":606714439377128,"commentId":"606714439377128","gmtCreate":1789147137419,"gmtModify":1789147141886,"authorId":3487004053583116,"author":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":606689602891904,"supIdStr":"606689602891904","prevId":0,"prevIdStr":"0","content":"我买了15w刀 长期看到15000亿市值","text":"我买了15w刀 长期看到15000亿市值","html":"我买了15w刀 长期看到15000亿市值","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":606905984835712,"commentId":"606905984835712","gmtCreate":1789193898850,"gmtModify":1789198052126,"authorId":24656162145442,"author":{"id":24656162145442,"idStr":"24656162145442","authorId":24656162145442,"name":"当年也是校草","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你懂个锤子 一定跌破100","text":"你懂个锤子 一定跌破100","html":"你懂个锤子 一定跌破100","likeSize":0,"commentSize":1,"subComments":[{"id":607032389354896,"commentId":"607032389354896","gmtCreate":1789224859438,"gmtModify":1789224864360,"authorId":3487004053583116,"author":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":606905984835712,"supIdStr":"606905984835712","prevId":0,"prevIdStr":"0","content":"我发的东西你看得懂吗","text":"我发的东西你看得懂吗","html":"我发的东西你看得懂吗","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":606976368608592,"commentId":"606976368608592","gmtCreate":1789211180810,"gmtModify":1789211186474,"authorId":3455967323479283,"author":{"id":3455967323479283,"idStr":"3455967323479283","authorId":3455967323479283,"name":"有认知却没钱了","avatar":"https://static.tigerbbs.com/8928a2c393f886c12fe587ec81fb5cfc","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"啥狗 现实比你想的复杂的多","text":"啥狗 现实比你想的复杂的多","html":"啥狗 现实比你想的复杂的多","likeSize":0,"commentSize":1,"subComments":[{"id":607035509887952,"commentId":"607035509887952","gmtCreate":1789225564133,"gmtModify":1789225568972,"authorId":3487004053583116,"author":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":606976368608592,"supIdStr":"606976368608592","prevId":0,"prevIdStr":"0","content":"你眼睛还有用吗 看看我写的东西 不要光在这儿🐕叫","text":"你眼睛还有用吗 看看我写的东西 不要光在这儿🐕叫","html":"你眼睛还有用吗 看看我写的东西 不要光在这儿🐕叫","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":606679783560016,"commentId":"606679783560016","gmtCreate":1789138711374,"gmtModify":1789138717360,"authorId":3487004053583116,"author":{"id":3487004053583116,"idStr":"3487004053583116","authorId":3487004053583116,"name":"NotorietyD","avatar":"https://static.tigerbbs.com/474dcc656ccb8f30521de08bc85082ac","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"买的人真的知道自己在买什么吗？","text":"买的人真的知道自己在买什么吗？","html":"买的人真的知道自己在买什么吗？","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":606692814327816,"commentId":"606692814327816","gmtCreate":1789141955519,"gmtModify":1789142394264,"authorId":4203857353111842,"author":{"id":4203857353111842,"idStr":"4203857353111842","authorId":4203857353111842,"name":"我是逗比派大星","avatar":"https://static.tigerbbs.com/4b73334b3cd64365a47ecb8db7b9969b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":606679159452592,"objectIdStr":"606679159452592","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"大部分是菜鸡","text":"大部分是菜鸡","html":"大部分是菜鸡","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（14）

热议股票