Oracle 财报显示基本面积极（数据中心收入可见性、资本开支受限），但股价反应为负，源于利好出尽的抛售动态；长期前景谨慎乐观。
逐段跳播
这份 Oracle 财报可能标志着一个转折点。所以，我们拭目以待。
These Oracle earnings might mark a turning point. So, we'll see.
哇。Oracle 居然转跌了。这不在我的预料之中。所以，这有点令人意外。还有一些债务融资需要完成，但没关系。
Wow. Oracle actually went negative. That was not on the bingo board. So, that is somewhat surprising. There's still some debt raising that needs to be done, but that's okay.
Oracle 对资本开支保持克制，因为客户是预付的。
Oracle keeps a lid on capex as customers pay upfront.
他们在随后的电话会议上确认，他们对这些数据中心到年底前上线所带来的 900 亿美元收入是有把握的。我认为我们看到的一切都是正面的，但考虑到市场上所有这些 AI 的噪音，这或许有点像是利好出尽。我们看 Oracle 股价大致持平。
they confirmed on on the call back that you know they have uh line of sight to the 90 billion in revenue in those data centers coming online uh by by the end of the year. I think everything we saw uh was was positive, but uh perhaps it's a bit of a a sell the news event um just just given all the uh uh AI noise that we see out in the market. as we look at Oracle shares roughly flat.
Oracle 基本上回吐了全部涨幅。我对此感到意外。
Oracle basically gave up all of its gains. I'm surprised by that.
Oracle 回吐了大量涨幅。
Oracle gave up a lot of gains.
但我也认为，对于本轮周期的这个阶段来说，硬件已经变得太便宜了。这将利好 Nvidia、Broadcom、AMD、CoreWeave，还有 Oracle——尽管它财报后股价持平——以及 SpaceX，在下一份谅解备忘录中这些公司都会是赢家。
but I also think that hardware has gotten too cheap for this phase of the cycle. That would benefit the Nvidias, the Broadcoms, the AMDs, the Core Weeaves, um Oracle, even though it's flat after earnings here, SpaceX, these guys all win in this next memorandum of understanding.
这个频道对 $ORCL 的历次判断
Meet Kevin 在这只股票上共 5 条判断，这里只列相邻的几条。