Oracle的云需求被忽视；当前低于行业平均的低估值提供了明确的买入机会以增持仓位。
逐段跳播
而在这里，Prologis领先于Broadcom和Oracle，后两者并列第二。
and here Prologis won ahead of Broadcom and Oracle, which tied for second place.
至于Oracle的云业务，我觉得目前它被大大忽视了，我认为他们会继续构建大规模的企业级AI工作负载，而且它的估值低得离谱，所以我认为在回调时这是一个绝佳的买入机会。
As for Oracle's cloud business, I feel it's being largely overlooked right now , and I think they'll continue to build massive enterprise- level AI workloads , and it's trading at an insanely low valuation , so I think it's an excellent buying opportunity on the dip.
例如，Duke、Oracle和Medtronic各占约3%，我完全不介意把这些比例提高，以达到核心持仓组的水平，或者至少非常接近。
For example, Duke, Oracle and Medtronic each hold about 3%, and I wouldn't mind at all trying to raise those percentages to reach the core group or stay very close to it.
然后具体说到Oracle，如你所知，我们持有它的表现几乎没变，很稳定。如果它稍微下跌一点、进入红色区域，这就是一个非常明确的买入机会，我想利用它目前偏低的估值。它目前的估值远低于行业平均水平，我非常想增加我们在其中的份额。
Then specifically with Oracle, as you know, our performance with them is almost unchanged and stable . If it drops just a little and enters the red zone, this is a very clear buying opportunity that I would like to take advantage of its currently low valuation.
It currently falls well below the sector averages, and I would very much like to increase our share in it .
这个频道对 $ORCL 的历次判断
Ale's World of Stocks 在这只股票上共 3 条判断，这里只列相邻的几条。