Jose Najarro Stocks 对 $ORCL 的判断变化

2026-09-13看涨
《3 AI Stocks Down Big That Could Explode From Here!!》
Oracle 具备投资机会,因其估值相对 AI 同业偏低,且拥有积压订单和营收增长等强劲基本面,尽管说话者目前尚未持有显著仓位。

第二个是 Oracle,股票代码 O RCL。我们有 Oracle,它显然是 AI 基础设施领域的巨头。遗憾的是,从某些高点算起,该股已下跌近 50%,实际上还略高一些,达到 52%。

The second one is going to be Oracle, ticker O RCL, We have Oracle that's obviously a massive player in the AI infrastructure. Unfortunately, from some of its peaks, the stock is down nearly 50%, actually a little bit higher than that, 52%.

Oracle 又处在有意思的价位上,150 美元,对吧?财报发布后现在是 150 美元,而我认为这份财报很不错。年初至今,该股已下跌近 46%。而且正如我们从它的一年高点、52 周高点看到的,该股已下跌近 54%。

Oracle sitting at again interesting levels, $150, right? $150 right now after earnings, which I thought earnings were great. Year to date, the stock is down nearly 46%. And like we saw from its one-year high uh 52- week high, the stock is down nearly 54%.