$ORCL · Meet Kevin · 2026-10-29
Oracle 的资产负债表正在增强，自由现金流预计将比市场预期更早转正，信用违约互换自 10 月 13 日的高点以来持续下降；在错误地给出 133 美元底部判断（股价一度跌至约 127 美元）之后，该股目前交投于该水平之上。
逐段跳播
所以 Oracle，我给 Oracle 定了个底部，大约在 133 美元左右。后来我错了。它实际上跌到了大约 127 左右，差不多在那个位置。
So Oracle, I called a floor for Oracle about at about $133. Now I was wrong about that. It actually went down to about 127ish somewhere around there.
现在，它比这个数字更高，但我看到 Oracle 的资产负债表开始走强，这其实是好事，因为他们算是那种元老级的，天哪，如果 Oracle 跌了，AI 里的一切都会跌。
Now, it's higher than this number, but uh I saw Oracle's balance sheet start strengthening, which is actually good because they're sort of one of these original, oh my gosh, if Oracle goes down, everything in AI goes down.
不仅他们的自由现金流现在预计会比市场预期更早回到正值，而且他们的 CDS 真的开始暴跌了。10 月 13 日左右出现了一个峰值。在过去两周里，他们的信用违约互换一路直下。
Not only is their free cash flow now expected to go back to positive sooner ra compared to what the market expected, but their CDS's are really starting to plummet. You've had about a peak on October 13th.
In the last 2 weeks, their credit default swaps have been coming straight down.
观察点
这个频道对 $ORCL 的历次判断
Meet Kevin 在这只股票上共 10 条判断，这里只列相邻的几条。