$ORCL

ORCL

Oracle Corporation

本窗口内的全部观点与内容

截至 10-02
09-29
Schwab Network发布 2026-09-29
《What ORCL Project Jupiter Says About AI Bottlenecks, Small Cap Beneficiaries》
$ORCL未站边
Oracle 的 Project Jupiter 延期源于基础设施瓶颈和审批问题,而非需求不足;Oracle 拥有充足现金和干净的资产负债表来为这些项目融资。

Oracle 的整体概况如何?你对这件事怎么看?实际上,我在“CS Mackie”中并不报道 Oracle 的新闻。概念。

What is the overall overview of Oracle? What is your opinion on this matter? Actually, I don't cover Oracle news in "CS Mackie". concept.

“Project Jupiter”发生的事情表明,需求不是问题所在。问题在于基础设施本身的瓶颈。仔细想想,他们为部分燃料电池供电所需的天然气管道存在许可问题。没有这项授权,事情就有所延迟。

What happened with "Project Jupiter" shows that demand is not the problem. The problem lies in the bottlenecks within the infrastructure itself. When you think about it, there was a permitting issue related to the pipeline they needed for natural gas to power some of the fuel cells.

Without that authorization, things were somewhat delayed.

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《Risk Warning: 5 Stocks to Sell Before It's Too Late》
$ORCL看跌
Oracle股价将进一步下跌;尽管订单储备庞大,高债务成本与负自由现金流使其AI项目融资无法盈利。

这就是Oracle股价过去一年的表现。该股已下跌53%,我认为未来还会进一步下跌。造成这一局面的主要原因是,公司财务状况的改善在某些方面不过是一种假象。

This is how Oracle's stock has performed over the past year. The stock has fallen by 53%, and I believe there will be further declines in the future. The main reason for this is that the improvement in the company's financial situation is, in some respects, nothing but an illusion.

他说在等
未来财报中的自由现金流状况
仍为负值或进一步恶化
未来两年财报
若自由现金流持续为负,则支持看空论点;若自由现金流转正,则削弱该论点
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Benzinga发布 2026-09-29
《$150B Buyback! $NVDA Climbs as Futures Slip | PreMarket Playbook + T3 Live | September 29, 2026》
$ORCL看跌
Oracle 近期价格走势显示突破失败,暗示走势偏弱。

Oracle,我是说,这些都是大牌公司。看看 Oracle 这里的突破失败。IBM 也一样,你知道,这些都是些大牌公司。突破失败,我其实倾向于更低。

Oracle, I mean, these are major names. Look at the breakout failure on Oracle right here. Same with IBM, you know, these are some major names. Breakout failure that I like actually lower.

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09-26
Parkev Tatevosian, CFA发布 2026-09-26
《Unfortunate News for Oracle Stock Investors | ORCL Stock Analysis》
$ORCL未站边
ORCL估值合理;不可抗力事件凸显流动性压力以及到2028年的负自由现金流,抵消了增长潜力。

我们有一条对Oracle股票投资者来说不幸的消息,因为该公司已宣布了一次“不可抗力”事件。让我们更仔细地看看细节,以及为什么Oracle的股价在这条消息之后下跌了约4%。

We have some unfortunate news for Oracle stock investors, as the company has declared a "force majeure" event. Let's take a closer look at the details and why Oracle's stock fell by about 4% following that news.

我会持续更新我对Oracle的评级,无论是买入、持有还是卖出。我今天刚刚更新了对Oracle股票的合理价值估算。

I will keep you updated on my ratings for Oracle, whether it's to buy, hold, or sell. I just updated my fair value estimate for Oracle stock today.

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09-25
The Motley Fool发布 2026-09-25
《Mark Zuckerberg’s Second Act?》
$ORCL看跌
Oracle 的高负债、负自由现金流以及信用评级下调,使其成为一项高风险投资,并可能成为市场的警示信号。

本周,Oracle 援引了其不可抗力条款。Lou,我说得对吗?是在其与 Stargate 项目相关的一份合同中。

This week, Oracle invoked its force majeure clause. Am I saying it correctly, Lou? In one of its contracts related to the Stargate project.

有意思的是,Oracle 及其在这件事上的合作伙伴完全无视了这个问题。是的,真正引起我注意的就是这一点,Emily,他们对此轻描淡写。股价小幅下跌后又回升了,仿佛在说:“不,这是……”

Interestingly, Oracle and its partners in this matter are completely ignoring the issue. Yes, that's what really caught my attention, Emily , that they took it lightly . The stock price dropped slightly and then recovered, as if to say, "No, this is..."

他说在等
信用评级或债券利差
进一步下调评级或利差走阔
持续进行中债券市场/信用评级机构
削弱看涨逻辑;支持财务脆弱性的看跌论点
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