Oracle 的自由现金流为负，加上约 2600 亿美元的数据中心租赁，使其濒临垃圾评级，贷款方将被迫持有其债务；如果这些债务担忧哪怕只有一点点属实，140 美元的 Oracle 股票可以归零。
逐段跳播
为什么，为什么，为什么现在大家都在谈论 Cororee 和 Oracle 的债务？
Why why is um why why why are people talking about Cororee and Oracle's debt right now?
看看 Oracle。看看该死的 ORC。这正在变成——我待会儿会再回来说 Oracle。Oracle 正在逼近垃圾债级别，这非常重大。
Look at Oracle. Look at freaking ORC. >> This is becoming I'm going to I'm going to come back to Oc. Oracle is reaching junk bond status and that's huge.
Oracle，对吧？你之前提到过 Oracle。这就是正在发生的事。这次大手笔支出的规模在6月曝光，当时 Oracle 截至2026年5月的财年业绩显示其自由现金流为负。其大部分收入都花在了资本支出上，而且它签下了大约2600亿美元的数据中心租约。
这篇文章的标题是《Oracle 豪赌高评级、评级赌博与 AI 战略》。它正处于垃圾级信用评级的边缘。
Oracle, right? This is you mentioned Oracle earlier. This is what's going on. The extent of the splurge came into light in June when Oracle's results for the first fiscal year for the fiscal year ending in May 2026 showed its free cash flows were negative.
The bulk of its revenue was spent on capital expenditure and it had it signed roughly $260 billion of data center leases. And the title of this is Oracle goes for high stakes ratings, gamble, and AI strategy. It's on the cusp of junk grade credit rating.
就 Oracle 而言，情况有点不同，贷款方被困住了。有报道称，一些大型投行今年早些时候承销这些债券时被套住了。他们手里压着大量债券，正试图脱手。
in the case of Oracle, it's a little bit different that there the lenders are uh stuck. There have been stories about how some of the bulge bracket firms are stuck with when they underwrote some of these issues earlier this year.
They're stuck with a lot of the paper and they're trying to get out of it.
无论最后是谁接盘 Oracle 的债务，他们都有麻烦了。看看 Oracle，现在股价是140，对吧？如果你说的关于 Oracle 债务会发生什么的话哪怕有一点是真的，那么你可以把 Oracle 的股票价值标记为零。
who's ever left holding the bag on the Oracle debt. Um, they got a problem. when you look at Oracle, which is at 140 or the stock price is right now, okay? If if what you're saying is remotely true about what's what's going to happen to their Oracle debt, again, you can mark Oracle equity zero.
这个频道对 $ORCL 的历次判断
David Lin 在这只股票上共 2 条判断，这里只列相邻的几条。