$ORCL · Verified Investing · 2026-11-06
因微软以 GPU 过时为由拒绝续签云合同，ORCL 自高点下跌 26%，盘中一度下跌 6%；而 Oracle 表示云需求依然强劲，微软的下一步尚不明确。反弹 5% 后，ORCL 正在测试 2024 年支撑位，说话者称这是一个良好的短期交易机会。
逐段跳播
我想说的最后一个箭头，各位，说起来有点疯狂，就是"Oracle"。你们都看到了 Oracle 是如何实现这波惊人的上涨，然后在上周三从高点暴跌26%的；我们说的可是一家市值在大约一年前达到峰值时接近十亿美元的公司，对吧？
所以，这只股票从上上周三的最高点又下跌了26%。此后股价有所回升，但这并不能说明全部情况。各位，看看一分钟图，就能理解价格的走势。今天大约12:30，这只股票莫名其妙地下跌了6%。
我说莫名其妙，是因为人们并不真正知道发生了什么。但随后爆出了重大消息。如你所知，Oracle 持续成功并获得高评级的最主要原因之一，是它严重依赖订单储备，对吧？也就是与不同公司签订的合同和交易。
Oracle 最大的交易之一是与 Microsoft 的。现在，Microsoft 发表声明称，将不再续签与 Oracle 的云计算合同，因为他们的图形处理器已经过时，需要别的东西。
因此，一些公司，比如"New Cloud"或其他更先进、更新的云计算公司，开始吸引 Microsoft 这类大公司的注意。Microsoft 表示它仍然需要，但在当前合同到期后，它是会与另一家公司签约，还是像 Apple 等其他公司那样全部自建，还有待观察。
不过，这对 Oracle 来说不是好消息。Oracle 发表声明称，它仍然相信市场对其云产品和服务有巨大需求。因此，接下来会发生什么会很有意思。此后，Oracle 股价已从那些低位回升了约5%。
所以，这是一次非常强劲的反弹。今天价格基本稳定。但 Oracle 正在逼近关键支撑位。你正在触及可追溯到2024年的支撑位。那是在"解放日"水平之下，对吧？我们这里有过一个"解放日"。
我们已经跌破"解放日"水平，来到这些2024年的水平，而且还在继续下跌。我认为，如果你对短线交易感兴趣，这是一个捡一些股票的好机会。
and the last arrow I want to talk about, which is kind of crazy, guys, is "Oracle" . You saw how Oracle achieved this remarkable rise and then plummeted from its highs last Wednesday by 26%; We're talking about a company whose market value reached nearly a billion dollars at its peak about a year ago , right?
So, the stock has fallen again by 26% from its highest level just last Wednesday. The stock has since recovered, but that doesn't tell the whole story. Take a look, guys, at the one-minute chart so you can understand the price movement.
Today at approximately 12:30, the stock inexplicably fell by 6%. I say unjustified because people didn't really know what was going on. But then some huge news broke . As you know, one of the biggest reasons for Oracle's continued success and high ratings is its heavy reliance on order books, right?
Contracts and deals with different companies. One of Oracle's biggest deals is with Microsoft. Now, Microsoft has issued a statement saying that it will not renew its cloud computing contract with Oracle because their graphics processing units are outdated and they need something else.
Therefore, some of these companies, such as "New Cloud" or other advanced and newer cloud computing companies, have begun to attract the attention of major companies such as "Microsoft".
Microsoft says it still needs it, but it remains to be seen whether it will contract with another company when its current contract expires, or whether it will build everything internally as other companies like Apple do.
However, that was not good news for Oracle. Oracle issued a statement saying that it still believes there is significant demand for its cloud products and services. Therefore, it will be interesting to see what happens.
We have since recovered approximately 5% from those low levels for Oracle stock. Therefore, it's a very strong rebound. The price is basically stable for today. But Oracle is approaching key support levels.
You are touching support levels dating back to 2024. That's below the "Liberation Day" levels, right? We had a "Liberation Day" here. We have fallen below the "Liberation Day" levels to these 2024 levels, and we continue to fall.
I think it's a great opportunity to pick up some stocks if you're interested in short-term trading.
这个频道对 $ORCL 的历次判断
Verified Investing 在这只股票上共 6 条判断，这里只列相邻的几条。