Oracle 将彻底崩盘，因为其积压订单有一半来自 OpenAI；该股波动剧烈，此前在报道称其拥有 3000 亿美元 OpenAI 积压订单时一度冲高至 330，随后从 230 跌至 130，原因是人们不信任将其未来与一家亏损公司绑定。
逐段跳播
至于Oracle，情况要糟糕得多，因为它一半的积压订单都来自OpenAI。
As for Oracle, the situation is much worse, because half of its backlog of work is from OpenAI.
Oracle会彻底崩盘，因为它一半的积压订单都来自OpenAI。顺便说一句，它的股价波动很大，就像坐在马桶上一样。
Oracle will completely collapse because half of its backlog comes from OpenAI. By the way, its stock price is volatile. Like it's on the toilet.
给不了解情况的人说一下，去年大概第三季度，在Oracle发布公告之前，股价是230。然后他们宣布积压订单达到了3000亿到4000亿美元之间。三个月增加了3000亿。所有人都疯了，股价两天内就从230涨到330。
记得吗？我以前从没见过一只股票这样涨100点。市场上最大的股票。巨大。就两天。然后，我不知道是谁发的报告，可能是Davidson的Jill Luria，说那3000亿只是给OpenAI的。
所有人都慌了。股价当时正处于顶峰。然后它从330跌到230，现在到了130。因为人们不信任。你不能依赖一家在亏钱的公司。你把自己的整个未来都绑在一家疯狂烧钱的公司上。
For those who don't know, last year, around the third quarter, before Oracle's announcement, the stock price was 230. Then they announced that their backlog had reached between $300 and $400 billion.
Up by $300 billion in three months. Everyone went crazy, and the stock went from 230 to 330 in just two days. Remember? I've never seen a stock go up 100 points like that before.
The biggest stock in the market. Huge. In two days. Then, I don't know who issued The report, probably Jill Luria of Davidson, said the $300 billion was just for OpenAI. Everyone panicked.
The stock was at its peak. Then it dropped from 330 to 230, and now it's at 130. Because people don't trust. You can't rely on a company that's losing money. You're tying your entire future to a company that's throwing money away like crazy.
这个频道对 $ORCL 的历次判断
The Compound 在这只股票上共 2 条判断，这里只列相邻的几条。