$ORCL · David Lin · 2026-10-31
说话者买入了少量 Oracle，理由是它周三因消息面突破，随后冲至阻力位后被打回，并且只要它守住突破趋势线他就会继续持有；在恐慌的市场中，他更青睐业内顶尖的大型科技公司，而非风险更高的替代选择。
逐段跳播
例如，Oracle 在周四有一些好消息之后却大幅回落。那里曾有一次大涨。
For instance, Oracle pulled back significantly after some good news on Thursday. A big pop there.
我在这里买了一点 Oracle。Oracle 周三因消息面突破，涨到阻力位后被压回。我在周五买入，只要它守住这条突破趋势线。
I picked up a little bit of Oracle here. Uh, Oracle had a breakout on Wednesday on news, went up to resistance, got rejected. I picked it up on Friday as long as it holds this breakout trend line.
我认为关键在于，在一个人们感到恐惧的市场里，最优质的龙头是第一位的。比如如果你要买科技股，你怎么会不选 Google 或者 Oracle 这样的更大牌公司，而去选择像 Coreweave 这样承担更多风险的呢？
I think the key is in a market where people are scared, best of breed is number one. Like if you're going to pick up tech, how do you not go with a Google or you know an Oracle, one of the bigger names, the versus taking more risk on something like Coreweave?
这个频道对 $ORCL 的历次判断
David Lin 在这只股票上共 3 条判断，这里只列相邻的几条。