以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Oracle

205 atoms · 跨 47 天 · 首见 2026-04-15 · 最近 2026-07-02

三色: 🟦 fact 172 · 🟥 take 33 · stance ▲53/▼41/◆43

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 5

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 1 · X 186 · 卖 14

时态: fresh:194 · aging:7 · expired:2 · stale:2

标签: 好数字:132 · 好信源:73 · 好观点:26 · 好思考:5 · 好问题:2

别名 (合并): ORACLE

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Oracle 受益於 AI 數據存儲需求，未來三年企業儲存量預計增加 10 倍 ¹，其創紀錄的 RPO 增長為 AI 建設提供收入可見性 ¹。Wedbush 給予 outperform 評級，但將目標價從 $275 下調至 $240 ¹；另有分析師給出 $400 目標價 ¹。看空觀點指出其毛利率僅 4x%，比 IREN 還低 ¹，並質疑 AI 數據中心投資回報 ¹。公司 FY27 淨資本支出達 $700 億 ¹，被部分觀點視為現金焚化爐而非真正的 neocloud ¹。

🧭 拥挤度 (一人一票): ▲ 10 位作者 (KOL9 · 卖方1) vs ▼ 12 位作者 (KOL12) + 群 1 条

⚖️ 空头 12/12 来自KOL

📄 广泛报道的事实 · 3 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

Q4 2026 营收 — 3 源报道 (含2快讯) · X
committed spending from OpenAI — 2 源报道 (含2快讯) · X
本周股价跌幅 — 2 源报道 (含2快讯) · X

💢 核心分歧 (5 轴)

1. 亿级Capex豪赌 vs 负债现金焚化炉

*topic: 资本开支/融资/现金流/盈利能力 · 8 bull vs 13 bear*

🟢 bullish 侧:

<a id="atom-7578c4ef0b00f480"></a>2026-04-21 X·@hungjng69679118 · 向Bloom Energy追加订单 · 资本开支/供给产能
Oracle加单Bloom Energy至2.8Gw
tags: 好数字 · → daily
value: qty=至2.8Gw
<a id="atom-f1457b12f1eed092"></a>2026-04-22 X·@FirstSquawk · 数据中心基础设施扩展 · 数据中心算力/资本开支
Oracle said it is making rapid progress in expanding data center infrastructure across multiple U.S. states, with key projects in Michigan, Texas, and Wisconsin advancing on schedule.
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-0e7ca4375ede3d70"></a>2026-05-02 X·@WSTAnalystApe · 客户预付capex或自带AI芯片 · 资本开支/客户合作
客戶預付 capex 或自帶 AI 晶片，幾乎不需要 Oracle 自己掏錢
tags: 好观点 · → daily
[图: 甲骨文（Oracle）股票隔夜交易价格及涨幅数据面板 — 股价: $166.68; 隔夜涨跌额: +$17.28; 隔夜涨幅: +11.57%]
📷 原图
<a id="atom-47d83b6369a06e9a"></a>2026-05-10 X·@cnfinancewatch [老化中] · Capex加速 · 资本开支
Oracle反而继续加速，这意味着它在抢的是未来2-3年的AI算力供给权
tags: 好观点 · → daily
value: date=未来2-3年
<a id="atom-2a487e29eac79540"></a>2026-06-10 X·@wallstengine · FY26 资本开支 · 资本开支
Oracle reported FY26 capex of $55.7B, above its prior $50B plan
tags: 好数字·好信源 · → daily
value: qty=$55.7B · date=FY26
[图: Oracle Corporation (ORCL) 股票日内及盘后股价走势图 — 收盘价: $201.26; 收盘跌幅: 2.21%; 盘后价格: $181.75; 盘后跌幅: 9.69%; 前收盘价: $205.81]
📷 原图

🔴 bearish 侧:

<a id="atom-32bbbc5ccb82676c"></a>2026-04-28 X·@ScroogeCap [老化中] · 负债率 · 资本开支/地缘政治
If OAI can't hit revenue targets, they cannot justify the $300 billion+ compute contract they have with $ORCL. So is Oracle raising massive debt only to build a digital ghost town?
tags: 好思考 · → daily
value: direction=上升
<a id="atom-1e6ddc3d196b4de3"></a>2026-05-08 X·@hungjng69679118 · 自由现金流吃紧 · 现金流
现在只有二线的Oracle已吃紧
tags: 好观点 · → daily
<a id="atom-d5d566942cb191ed"></a>2026-05-24 X·@OxfordAnalytics · AI投资2025-2030年隐含回报率 · 资本开支/盈利能力
According to the FT only $AMZN will generate a positive return on its AI investments between 2025-2030. $GOOGL, $MSFT, $META, $ORCL will all lose money.
tags: 好数字 · → daily
value: qty=-35.6% · date=2025-2030
[图: 一张展示2025-2030年超大规模企业AI投资隐含回报率的条形图 — Amazon: 7.2%; Microsoft: -9.2%; Alphabet: -15.7%; Meta: -28.8%; Oracle: -35.6%]
📷 原图
<a id="atom-da26756628a3d3a8"></a>2026-05-28 X·@AskYoshik · 2025-2030 AI 投资隐含回报率 · 盈利能力/资本开支
Oracle at -35%
tags: 好数字 · → daily
value: date=2025-2030 · direction=-35%
[图: 各大科技巨头在最乐观假设下的2025-2030年AI投资隐含回报率对比条形图 — Amazon AI ROI: 7.2%; Microsoft AI ROI: -9.2%; Alphabet AI ROI: -15.7%; Meta AI ROI: -28.8%; Oracle AI ROI: -35.6%]
📷 原图
<a id="atom-0843bf01de9645ba"></a>2026-06-11 X·@Rick_Zullo · debt_to_cash_leverage · 盈利能力/资本开支
Oracle are levered 8.5x for their debt to cash
tags: 好数字 · → daily
value: qty=8.5x

展开 5 条中性

<a id="atom-9923e5a0a7fcd651"></a>2026-04-22 X·@FirstSquawk · new campuses development status · 资本开支/供给产能
WHILE NEW CAMPUSES REMAIN ON TRACK
tags: 好信源 · → daily
value: date=2026-04-22
<a id="atom-26256f9c1e3a03fb"></a>2026-04-27 X·@FirstSquawk ⭐ · Project Jupiter 预计创造就业岗位 · 出货量/资本开支
ORACLE: PROJECT JUPITER EXPECTED TO GENERATE 4,000 CONSTRUCTION JOBS AND 1,500 ONGOING POSITIONS; ORACLE TO COVER ALL ENERGY COSTS FOR THE PROJECT
tags: 好数字·好信源 · → daily
value: qty=4000 · date=construction phase
<a id="atom-ddd74c36f70894ad"></a>2026-06-10 X·@Techmeme · expected financing in FY 2027 · 融资
expects to raise ~$40B through a combination of debt and equity financing in FY 2027
tags: 好数字 · → daily
value: qty=~$40B · date=FY2027

2. OpenAI独占56%积压 vs 客户集中度风险

*topic: 订单需求/合作客户 · 13 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-b673a3d5e69d078c"></a>2026-04-15 X·@cnfinancewatch · 与Bloom Energy达成2.8吉瓦燃料电池交易 · 合作客户/数据中心算力
Oracle与Bloom Energy达成史上最大燃料电池交易：Oracle同意购买最多2.8吉瓦燃料电池电力
tags: 好数字·好信源 · → daily
value: qty=2.8吉瓦
<a id="atom-b8ec543d1fbddfb3"></a>2026-04-16 X·@AIStockSavvy · OCI-AWS AI workload enhancement · 合作客户/数据中心算力
Enhances performance for AI and enterprise workloads
tags: 好信源 · → daily
value: direction=enhances
<a id="atom-92a5176db069f269"></a>2026-04-22 X·@DrNHJ · 与谷歌云合作推出新AI数据库代理 · 合作客户/产品发布
'제미나이용 오라클 AI 데이터베이스 에이전트'의 출시
tags: 好观点 · → daily
<a id="atom-6eadadda555fd4e9"></a>2026-04-22 X·@FirstSquawk · AI infrastructure scaling reason · 订单需求/数据中心算力
AS IT SCALES AI INFRASTRUCTURE TO MEET GROWING CUSTOMER DEMAND
tags: 好信源 · → daily
<a id="atom-6605b383f57d128a"></a>2026-05-02 X·@WSTAnalystApe · 新增订单 · 订单需求
Oracle 這季還簽下 290 億美元新增訂單
tags: 好数字 · → daily
value: qty=$29B
[图: 甲骨文（Oracle）股票隔夜交易价格及涨幅数据面板 — 股价: $166.68; 隔夜涨跌额: +$17.28; 隔夜涨幅: +11.57%]
📷 原图

🔴 bearish 侧:

<a id="atom-f448ddde9f01e013"></a>2026-05-23 X·@BullTheoryio · 未来订单积压中OpenAI占比 · 订单需求
Oracle has an incredible 54% of its entire $553 billion pipeline relying on OpenAI alone
tags: 好数字 · → daily
value: qty=54%
📷 原图
<a id="atom-1435ec6c1be2d049"></a>2026-06-16 X·@FirstSquawk · 云基础设施安全性受到 Microsoft 质疑 · 合作客户/供应链
THE NEGOTIATIONS WERE ULTIMATELY ABANDONED AFTER MICROSOFT RAISED SECURITY AND COMPLIANCE CONCERNS REGARDING ORACLE'S CLOUD INFRASTRUCTURE, ACCORDING TO PEOPLE FAMILIAR WITH THE MATTER. THE SETBACK HIGHLIGHTS THE INCREASING IMPORTANCE OF SECURITY STANDARDS IN LARGE-SCALE AI AND CLOUD PARTNERSHIPS.
tags: 好信源 · → daily

展开 14 条中性

<a id="atom-161e88488bcb728d"></a>2026-04-16 X·@AIStockSavvy · OCIO-AWS interconnect connectivity · 合作客户/数据中心算力
Oracle to enable direct OCI–AWS interconnect connectivity
tags: 好信源·好思考 · → daily
value: direction=enabled
<a id="atom-c4c24089928ea287"></a>2026-04-27 X·@FirstSquawk · 参与 Project Jupiter · 合作客户
ORACLE, BORDERPLEX, AND BLOOM ENERGY TO POWER PROJECT JUPITER WITH CLEANER, WATER-EFFICIENT FUEL CELL TECHNOLOGY, UTILIZING UP TO 2.45 GW OF BLOOM FUEL CELL CAPACITY
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-7141f15f00d92ae0"></a>2026-04-27 X·@AIStockSavvy · 选择Bloom Energy燃料电池 · 合作客户
Oracle selects Bloom Energy fuel cells for Project Jupiter campus.
tags: 好数字 · → daily
<a id="atom-df8b324c448903c0"></a>2026-05-01 X·@zerohedge · 支持五角大楼国家安全工作 · 合作客户
Oracle Joins Growing List Of AI Firms Supporting Pentagon National Security Work
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-e0350c6471acebfb"></a>2026-05-03 X·@yao30059829 [老化中] · 无需绕开openAI限制 · 合作客户
orcl跟openai的绑定指的是商业上的合约规模，没必要绕开，也没动机绕开
tags: 好观点 · → daily

3. 营收CAGR 31%预期 vs 软件收入连续miss

*topic: 营收/业绩指引 · 12 bull vs 4 bear*

🟢 bullish 侧:

<a id="atom-fbf56c8d39ac8d9f"></a>2026-05-02 X·@WSTAnalystApe · 订单与营收同时超预期 · 营收/订单需求 +同日2条
訂單與營收同時超預期
tags: 好数字 · → daily
[图: 甲骨文（Oracle）股票隔夜交易价格及涨幅数据面板 — 股价: $166.68; 隔夜涨跌额: +$17.28; 隔夜涨幅: +11.57%]
📷 原图
<a id="atom-f1dd1a99726d18d2"></a>2026-05-08 X·@extliqprovider · 2H26可能带来惊喜 · 业绩指引
oracle might surprise us
tags: 好观点 · → daily
value: date=2H26
<a id="atom-9be89aabab0aa9ef"></a>2026-06-09 X·@cnfinancewatch · 美国银行目标价 · 评级目标价/营收
美银证券上调Oracle目标价至$240，云业务持续强劲
tags: 好数字·好信源 · → daily
value: qty=$240 · date=
<a id="atom-a3dfd9b2132ab9a8"></a>2026-06-10 X·@financialjuice · Q4 adjusted revenue · 营收 +同日4条
Adjusted Revenue $19.18B, est. $19.09B
tags: 好数字 · → daily
value: qty=$19.18B
<a id="atom-015b4dd8e239232b"></a>2026-06-10 X·@TheTranscript_ ⭐ · Q4 2026 云基础设施营收增速 · 营收
Cloud infrastructure revenue grew 93%, reflecting strong demand for both AI workloads and our database services
tags: 好数字·好信源 · → daily
value: qty=93% · date=Q4 FY2026 · direction=增长
[图: Oracle Corporation (ORCL) 2019年11月至2026年2月的季度总营收柱状图 — Feb '26 营收: 17.2 Billion; Nov '25 营收: 16.1 Billion; May '25 营收: 15.9 Billion; Total Change: 78.80%; CAGR: 9.7%]
📷 原图

🔴 bearish 侧:

<a id="atom-5c9eb02e9cf62bc0"></a>2026-06-10 X·@financialjuice · Q4 software revenue · 营收 +同日3条
Software Revenue $6.82B, est. $6.88B
tags: 好数字 · → daily
value: qty=$6.82B

展开 3 条中性

<a id="atom-8ec4299057a53691"></a>2026-06-10 X·@zerohedge · 4Q调整后营收 · 营收
*ORACLE 4Q ADJ. REV. $19.18B, EST. $19.09B
tags: 好数字 · → daily
value: qty=$19.18B · date=2026 Q4
<a id="atom-13ce67a01e9e2147"></a>2026-06-10 X·@Techmeme · Q4 revenue · 营收
Oracle reports Q4 revenue up 21% YoY to $19.18B, vs. $19.1B est.
tags: 好数字 · → daily
value: qty=$19.18B · date=Q4 FY2026
<a id="atom-8458a9f509f4526b"></a>2026-06-10 X·@TheTranscript_ ⭐ · Q4 2026 云应用营收增速 · 营收
cloud apps was up double-digit at plus 10%
tags: 好数字·好信源 · → daily
value: qty=10% · date=Q4 FY2026 · direction=增长
[图: Oracle Corporation (ORCL) 2019年11月至2026年2月的季度总营收柱状图 — Feb '26 营收: 17.2 Billion; Nov '25 营收: 16.1 Billion; May '25 营收: 15.9 Billion; Total Change: 78.80%; CAGR: 9.7%]
📷 原图

4. 毛利率2027下降预警 vs 上架转营收周期缩短60%

*topic: 毛利率/运营效率 · 2 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-1357cf3cc408971d"></a>2026-05-02 X·@WSTAnalystApe · 算力到营收转化时间缩 · 运营效率
機架部署到營收轉化時間幾個月內縮短 60%
tags: 好数字 · → daily
value: qty=60% · direction=down
[图: 甲骨文（Oracle）股票隔夜交易价格及涨幅数据面板 — 股价: $166.68; 隔夜涨跌额: +$17.28; 隔夜涨幅: +11.57%]
📷 原图
<a id="atom-329f024300d9899a"></a>2026-06-10 X·@financialjuice · Q4 adjusted operating margin · 毛利率
Adjusted Operating Margin 45%, est. 43.5%
tags: 好数字 · → daily
value: qty=45%

🔴 bearish 侧:

<a id="atom-eb263eb77c77cfe3"></a>2026-06-10 X·@FirstSquawk · 毛利率预期 · 毛利率
WARNING THAT GROSS MARGINS ARE EXPECTED TO DECLINE IN FISCAL 2027 AS DATA CENTER EXPANSION PROJECTS ACCELERATE
tags: 好信源 · → daily
value: direction=decline · date=fiscal 2027
<a id="atom-30d4d80a0af7da29"></a>2026-06-12 X·@harry03994688 · 毛利率 · 毛利率
Oracle使用租用的场地及能源, 其自身优势不及那些自有场地和能源的公司, margin 4x% 甚至比IREN还低
tags: 好数字·好观点 · → daily
value: qty=4x%

5. 全栈Neocloud叙事 vs 纯公用事业股归类

*topic: 竞争格局/商业模式 · 1 bull vs 3 bear*

🟢 bullish 侧:

<a id="atom-305342f05bdfaf82"></a>2026-04-22 X·@FirstSquawk · 与 Google Cloud 拓展合作关系 · 合作客户/竞争格局
ORACLE EXPANDED PARTNERSHIP WITH GOOGLE CLOUD
tags: 好信源 · → daily

🔴 bearish 侧:

<a id="atom-0453512d59db0154"></a>2026-06-12 群 ◌ [老化中] · 被视为现金焚化炉，非真正 neocloud · 商业模式/现金流
Orcl isn't a neo cloud. it is just a cash inceneration business
tags: 好观点 · → daily
<a id="atom-49ef102c9849c72c"></a>2026-06-10 X·@BabybusFL · 应被归类为公用事业股（XLU） · 竞争格局/监管政策
这弱智公司应该加入xlu
tags: 好观点 · → daily
<a id="atom-f7e71a8478491019"></a>2026-06-12 X·@harry03994688 · 市场结构 · 竞争格局
oracle的问题是它处在一个完全竞争的市场
tags: 好观点 · → daily

🔗 因果传导 (causal map)

*Oracle 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (2)

🔴 AI automation · 替代 · 1 次陈述
ORACLE CUT 21,000 JOBS IN 2026, SAYS AI AUTOMATION REPLACED SOME ROLES
🔴 AI Adoption · 替代 · 1 次陈述
AI Adoption Deepens

📏 估计带 (3)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

Capex 2026: $32B – $89B · 4 个估计 · 最新 2026-06-10 $89B (卖·cred4)
Capex 2026: 130% – 183% · 3 个估计 · 最新 2026-06-10 178% (卖·cred4)
Capex 2025: $30B · 2 个估计 · 最新 2026-06-10 $30B (卖·cred4)

📊 程序化变化 (近 7 天)

已过期 forecast: 4 条

展开过期列表

[已过期] 2025-07-15 · 2026 Capex as of 7/15/25
Oracle's (FY27) 2026 Capex estimate as of 7/15/25 was $30.0B.
[已过期] 2025-07-15 · 2027 Capex as of 7/15/25
Oracle's (FY28) 2027 Capex estimate as of 7/15/25 was $30.0B.
[已过期] FY2027 · FY2027 债务和股权融资预期
ORACLE SAYS IN FY 2027 IT EXPECTS TO RAISE APPROXIMATELY $40BN THROUGH A COMBINATION OF DEBT AND EQUITY FINANCING
[已过期] FY2027 · expected financing in FY 2027
expects to raise ~$40B through a combination of debt and equity financing in FY 2027

🟦 客观事实 (facts) (30)

<a id="atom-63aa19a1a3cb7195"></a>🟦 2026-06-23 X·@tengyanAI ⭐ · 部署 AMD Instinct MI450 GPU 数量 · 资本开支/订单需求
Oracle is deploying 50,000 AMD Instinct MI450 GPUs on OCI starting in Q3 2026.
tags: 好数字·好信源 · → daily
value: qty=50000 · date=Q3 2026
<a id="atom-f3673e5591f3a38a"></a>🟦 2026-06-11 X·@Techmeme ⭐ · 合同金额 · 合同授予
US OPM awards a ~$400M, 10-year IT contract to Oracle to develop a single, government-wide system for agencies to manage their HR capabilities
tags: 好数字·好信源 · → daily
value: qty=~$400M
<a id="atom-5a4105b96cd6cd04"></a>🟦 2026-06-11 X·@Techmeme ⭐ · 合同期限 · 合同授予
US OPM awards a ~$400M, 10-year IT contract to Oracle to develop a single, government-wide system for agencies to manage their HR capabilities
tags: 好数字·好信源 · → daily
value: date=10-year
<a id="atom-59a63af45dc4527a"></a>🟦 2026-06-10 X·@TheTranscript_ ⭐ · Q4 2026 营收 · 营收
Revenue was $19.2 billion, up 21% in US dollars.
tags: 好数字·好信源 · → daily
value: qty=$19.2 billion · date=Q4 FY2026
[图: Oracle Corporation (ORCL) 2019年11月至2026年2月的季度总营收柱状图 — Feb '26 营收: 17.2 Billion; Nov '25 营收: 16.1 Billion; May '25 营收: 15.9 Billion; Total Change: 78.80%; CAGR: 9.7%]
📷 原图
<a id="atom-015b4dd8e239232b"></a>🟦 2026-06-10 X·@TheTranscript_ ⭐ · Q4 2026 云基础设施营收增速 · 营收
Cloud infrastructure revenue grew 93%, reflecting strong demand for both AI workloads and our database services
tags: 好数字·好信源 · → daily
value: qty=93% · date=Q4 FY2026 · direction=增长
[图: Oracle Corporation (ORCL) 2019年11月至2026年2月的季度总营收柱状图 — Feb '26 营收: 17.2 Billion; Nov '25 营收: 16.1 Billion; May '25 营收: 15.9 Billion; Total Change: 78.80%; CAGR: 9.7%]
📷 原图
<a id="atom-8458a9f509f4526b"></a>🟦 2026-06-10 X·@TheTranscript_ ⭐ · Q4 2026 云应用营收增速 · 营收
cloud apps was up double-digit at plus 10%
tags: 好数字·好信源 · → daily
value: qty=10% · date=Q4 FY2026 · direction=增长
[图: Oracle Corporation (ORCL) 2019年11月至2026年2月的季度总营收柱状图 — Feb '26 营收: 17.2 Billion; Nov '25 营收: 16.1 Billion; May '25 营收: 15.9 Billion; Total Change: 78.80%; CAGR: 9.7%]
📷 原图
<a id="atom-245fcbd6af4b7f3e"></a>🟦 2026-06-10 X·@zerohedge ⭐ · NET CAPEX · 资本开支
ORACLE SEES NET CAPEX OF $70B IN FY27
tags: 好数字·好信源 · → daily
value: qty=$70B · date=FY27
<a id="atom-a6e96133919128a2"></a>🟦 2026-05-25 X·@trevornoren ⭐ · 今年债券发行金额 · 融资
Amazon, Meta Platforms, Alphabet and Oracle issued a combined $159bn in bonds this year
tags: 好数字·好信源 · → daily
value: qty=$159B
📷 原图
<a id="atom-4766c78625251862"></a>🟦 2026-05-05 X·@Jessicalessin ⭐ · cloud backlog from OpenAI and Anthropic · 营收/订单需求
Oracle 总积压: $553B (来自AI占比54%)
tags: 好数字·好信源 · → daily
value: qty=54% · date=2026-05-05
[图: 微软、甲骨文、谷歌和亚马逊四大云服务商营收积压中来自 OpenAI 和 Anthropic 承诺支出的占比图表 — Microsoft 总积压: $627B (来自AI占比49%); Oracle 总积压: $553B (来自AI占比54%); Google 总积压: $467.6B (来自AI占比43%); Amazon 总积压: $464B (来
📷 原图
<a id="atom-27bf673dc13c01e3"></a>🟦 2026-05-05 X·@Jessicalessin ⭐ · committed spending from OpenAI · 营收/订单需求
Oracle 获得 OpenAI 承诺支出: $300B
tags: 好数字·好信源 · → daily
value: qty=$300B · date=2026-05-05
[图: 微软、甲骨文、谷歌和亚马逊四大云服务商营收积压中来自 OpenAI 和 Anthropic 承诺支出的占比图表 — Microsoft 总积压: $627B (来自AI占比49%); Oracle 总积压: $553B (来自AI占比54%); Google 总积压: $467.6B (来自AI占比43%); Amazon 总积压: $464B (来
📷 原图
<a id="atom-541836df12c6cbef"></a>🟦 2026-05-05 X·@jukan05 ⭐ · 来自OpenAI的承诺金额 · 营收
Oracle来自OpenAI承诺: $300B
tags: 好数字·好信源 · → daily
value: qty=$300B · date=未指定
[图: OpenAI和Anthropic对四大美国云服务商的支出承诺及占其收入积压比例的图表 — Microsoft总积压: $627B; Oracle来自OpenAI承诺: $300B; Google来自Anthropic承诺: $200B; Amazon来自OpenAI承诺: $138B; Amazon来自Anthropic承诺: $100B]
📷 原图
<a id="atom-0e0cf176a01d9656"></a>🟦 2026-06-26 X·@aniruddh_mohan · 被要求巨额抵押与年成本 · 监管政策/资本开支
hyperscaler has sued v large load tariff demands (specifically high collaterals) - Oracle (1 GW Stargate in WI) argues few companies qualify, waiver flexibility was removed, costs are disproportionate, rule would push $$ out of WI - As per new rules customers below A-/A3 credit rating must post huge collateral, in this case >$7B in security + >$100M in annual costs
tags: 好数字·好信源 · → daily
value: qty=>$7B security + >$100M annual costs · date=2026-06-26
📷 原图
<a id="atom-9be89aabab0aa9ef"></a>🟦 2026-06-09 X·@cnfinancewatch · 美国银行目标价 · 评级目标价/营收
美银证券上调Oracle目标价至$240，云业务持续强劲
tags: 好数字·好信源 · → daily
value: qty=$240 · date=
<a id="atom-8296052368c09660"></a>🟦 2026-04-25 X·@Techmeme · 数据中心融资关闭 · 资本开支/数据中心算力
A $16B financing for a giant Oracle data center in Michigan has closed
tags: 好数字·好信源 · → daily
value: qty=$16B · date=2026-04-25
<a id="atom-b673a3d5e69d078c"></a>🟦 2026-04-15 X·@cnfinancewatch · 与Bloom Energy达成2.8吉瓦燃料电池交易 · 合作客户/数据中心算力
Oracle与Bloom Energy达成史上最大燃料电池交易：Oracle同意购买最多2.8吉瓦燃料电池电力
tags: 好数字·好信源 · → daily
value: qty=2.8吉瓦
<a id="atom-1478c3717613398e"></a>🟦 2026-05-28 X·@Beth_Kindig · 计划部署Nvidia Vera CPU数量 · 资本开支/数据中心算力
Oracle is reportedly planning to deploy hundreds of thousands of Nvidia Vera CPUs in 2026.
tags: 好数字·好信源 · → daily
value: qty=hundreds of thousands · date=2026
<a id="atom-571d9748edaea7c5"></a>🟦 2026-04-28 X·@TheRegister · 计划为墨西哥州巨型数据中心建设2.45GW燃料电池电厂 · 资本开支/能源
Oracle plans to power its New Mexico mega datacenter with a 2.45GW fuel cell farm
tags: 好数字·好信源 · → daily
value: qty=2.45GW
<a id="atom-8a38cd670393d43a"></a>🟦 2026-04-27 X·@ChrisPainterYup · 资本支出2024-2026年增幅 · 资本开支
Oracle资本支出增幅 (2024-26): 约450%
tags: 好数字·好信源 · → daily
value: qty=约450% · date=2024-2026
[图: 《经济学人》关于AI供应链相关公司2026年预测资本支出（Capex）规模及2024-2026年增幅的散点气泡图 — Oracle资本支出增幅 (2024-26): 约450%; Micron资本支出增幅 (2024-26): 约230%; SK Hynix资本支出增幅 (2024-26): 约100%; TSMC资本支出增幅 (2024-26):
📷 原图
<a id="atom-161e88488bcb728d"></a>🟦 2026-04-16 X·@AIStockSavvy · OCIO-AWS interconnect connectivity · 合作客户/数据中心算力
Oracle to enable direct OCI–AWS interconnect connectivity
tags: 好信源·好思考 · → daily
value: direction=enabled
<a id="atom-ad093d75bba05e5e"></a>🟦 2026-06-11 卖·MS Tom Wigg · Total Revenue CAGR
Oracle expects Total Revenue CAGR of 31% from FY26 to FY30.
tags: 好数字 · → daily
value: qty=31% · date=FY26-FY30
<a id="atom-c90025cec52d7ba7"></a>🟦 2026-06-11 卖·MS Tom Wigg · Non-GAAP EPS CAGR
Oracle expects Non-GAAP EPS CAGR of 28% from FY26 to FY30.
tags: 好数字 · → daily
value: qty=28% · date=FY26-FY30
<a id="atom-f75c8d80de33092b"></a>🟦 2026-06-11 卖·MS Tom Wigg · Net Cash outlay for Capex
Oracle expects Net Cash outlay for Capex to be $48B in FY26.
tags: 好数字 · → daily
value: qty=$48B · date=FY26
<a id="atom-1f4960ef782ac40d"></a>🟦 2026-06-11 卖·MS Tom Wigg · Cap Mkt Funding
Oracle expects Cap Mkt Funding to be $48B in FY26.
tags: 好数字 · → daily
value: qty=$48B · date=FY26
<a id="atom-e823ce83afc67691"></a>🟦 2026-06-10 卖·BofA Brian Fenske [已过期] · 2026 Capex as of 7/15/25
Oracle's (FY27) 2026 Capex estimate as of 7/15/25 was $30.0B.
tags: 好数字 · → daily
value: qty=$30.0B · date=2025-07-15
<a id="atom-fcc785620e9b2be8"></a>🟦 2026-06-10 卖·BofA Brian Fenske · 2026 Capex as of 6/6/26
Oracle's (FY27) 2026 Capex estimate as of 6/6/26 is $69.0B.
tags: 好数字 · → daily
value: qty=$69.0B · date=2026-06-06
<a id="atom-e7725308bb02c011"></a>🟦 2026-06-10 卖·BofA Brian Fenske · 2026 Capex % Revision
Oracle's 2026 Capex estimate was revised up by 130% from July '25 to June '26.
tags: 好数字 · → daily
value: qty=130% · date=2026-06-06
<a id="atom-5d04446149039745"></a>🟦 2026-06-10 卖·BofA Brian Fenske [已过期] · 2027 Capex as of 7/15/25
Oracle's (FY28) 2027 Capex estimate as of 7/15/25 was $30.0B.
tags: 好数字 · → daily
value: qty=$30.0B · date=2025-07-15
<a id="atom-b9d3676ae7e69be8"></a>🟦 2026-06-10 卖·BofA Brian Fenske · 2027 Capex as of 6/6/26
Oracle's (FY28) 2027 Capex estimate as of 6/6/26 is $85.0B.
tags: 好数字 · → daily
value: qty=$85.0B · date=2026-06-06
<a id="atom-d8a6db3e23fd9a8e"></a>🟦 2026-06-10 卖·BofA Brian Fenske · 2027 Capex % Revision
Oracle's 2027 Capex estimate was revised up by 183% from July '25 to June '26.
tags: 好数字 · → daily
value: qty=183% · date=2026-06-06
<a id="atom-ba4c6e06b38e282d"></a>🟦 2026-06-10 卖·BofA Brian Fenske · 2028 Capex as of 7/15/26
Oracle's (FY29) 2028 Capex estimate as of 7/15/26 was $32.0B.
tags: 好数字 · → daily
value: qty=$32.0B · date=2026-07-15

🟥 多头 takes (bullish) (12)

<a id="atom-a1152fceda0b18fd"></a>🟥 2026-06-08 X·@WSTAnalystApe · 受惠于AI驱动的数据存储需求 · 合作客户/路线图
AI 需要更多資料，而資料總要有地方存放。Nikesh 的預測是：未來三年，企業儲存的資料量將增加 10 倍。分析層可能被 AI 吃掉。資料層反而變得更重要。
tags: 好观点·好思考 · → daily
📷 原图
<a id="atom-38c2f6820e3ac96c"></a>🟥 2026-06-11 X·@AIStockSavvy · 预期涨幅 · 评级目标价
[图: Wedbush证券对甲骨文（ORCL）的分析师评级更新与目标价调整报告图表 — 预期涨幅: +19.25%]
tags: 好数字 · → daily
value: qty=+19.25%
[图: Wedbush证券对甲骨文（ORCL）的分析师评级更新与目标价调整报告图表 — 新目标价: $240.00; 原目标价: $275.00; 当前价格: $201.26; 预期涨幅: +19.25%; 计划融资额: ~$40B]
📷 原图
<a id="atom-e6637149fb915e0c"></a>🟥 2026-06-27 X·@labubu_trader · OAI看涨环境中受益 · 合作客户
I think OAI bullish will benefit direct names such as orcl
tags: 好观点 · → daily
<a id="atom-872aafcf43b795f0"></a>🟥 2026-06-11 newsletter·Evercore · RPO增长 · 需求/数据中心
Oracle's record RPO growth is a positive read-through for Bloom Energy
tags: 好观点 · → daily
<a id="atom-8f691caddc95d3e7"></a>🟥 2026-04-15 X·@cnfinancewatch [老化中] · 股价突破160美元阻力位 · 价格动态
技术上股价突破160美元阻力位
tags: 好观点 · → daily
value: qty=160美元
<a id="atom-5387d9c2862ab6c7"></a>🟥 2026-06-11 X·@AIStockSavvy · record backlog提供收入可见性 · 订单需求/资本开支
Analyst sees Oracle's record backlog providing revenue visibility for its aggressive AI capacity buildout
tags: 好观点 · → daily
[图: Wedbush证券对甲骨文（ORCL）的分析师评级更新与目标价调整报告图表 — 新目标价: $240.00; 原目标价: $275.00; 当前价格: $201.26; 预期涨幅: +19.25%; 计划融资额: ~$40B]
📷 原图
<a id="atom-c9ddc83e15ac1ab0"></a>🟥 2026-06-11 X·@Semicon_player · 盈利模式受益 · 合作客户/盈利能力
Open AI 의 공격적인 영업은 결국 오라클이 돈을 버는 구조로 간다
tags: 好观点 · → daily
value: direction=up
<a id="atom-e9d29aa980a14933"></a>🟥 2026-06-01 X·@jimcramer · 分析师目标价 · 评级目标价
Some analyst can make a name going to $400 on Oracle.
tags: 好观点 · → daily
value: qty=$400 · date=未指定
<a id="atom-47d83b6369a06e9a"></a>🟥 2026-05-10 X·@cnfinancewatch [老化中] · Capex加速 · 资本开支
Oracle反而继续加速，这意味着它在抢的是未来2-3年的AI算力供给权
tags: 好观点 · → daily
value: date=未来2-3年
<a id="atom-0693c11c026a7e98"></a>🟥 2026-05-10 X·@citrini [老化中] · 债务问题无关紧要观点 · 偿债能力
At this rate, the concerns over Oracle’s debt to equity ratio won’t matter, they can simply extinguish their debt by pulling a couple sticks of DRAM out of a server and reselling them.
tags: 好观点 · → daily
value: date=2026-05-11
<a id="atom-f1dd1a99726d18d2"></a>🟥 2026-05-08 X·@extliqprovider · 2H26可能带来惊喜 · 业绩指引
oracle might surprise us
tags: 好观点 · → daily
value: date=2H26
<a id="atom-c96797bbd0190689"></a>🟥 2026-05-03 X·@fi56622380 [老化中] · openAI合作押注逻辑 · 合作客户
如果要押注openai come back story，其实Oracle倒是能看看，强绑定openAI阵营
tags: 好观点 · → daily
[图: SemiAnalysis发布的GPU云服务商ClusterMAX评级分类图表，展示了各大Neocloud和云服务商的梯队排名]
📷 原图

🟥 空头 takes (bearish) (16)

<a id="atom-30d4d80a0af7da29"></a>🟥 2026-06-12 X·@harry03994688 · 毛利率 · 毛利率
Oracle使用租用的场地及能源, 其自身优势不及那些自有场地和能源的公司, margin 4x% 甚至比IREN还低
tags: 好数字·好观点 · → daily
value: qty=4x%
<a id="atom-df8e70d76565fb71"></a>🟥 2026-04-28 X·@knockouttrader [老旧] · 做空观点 · 仓位情绪
Short $ORCL today and seeing it even lower than early ARCA prints around $167 but pls dyor!
tags: 好观点·好思考 · → daily
<a id="atom-50d69f78aac97c26"></a>🟥 2026-06-11 X·@AIStockSavvy · 目标价调整 · 评级目标价
$ORCL | Wedbush maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐎𝐫𝐚𝐜𝐥𝐞, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟒𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟕𝟓
tags: 好数字 · → daily
value: qty=$240 · direction=down
[图: Wedbush证券对甲骨文（ORCL）的分析师评级更新与目标价调整报告图表 — 新目标价: $240.00; 原目标价: $275.00; 当前价格: $201.26; 预期涨幅: +19.25%; 计划融资额: ~$40B]
📷 原图
<a id="atom-add9fdfce03cd28b"></a>🟥 2026-07-01 X·@TheRegister · AI投资风险披露 · 资本开支/风险披露
Oracle outlines all the ways it could lose the farm it bet on AI
tags: 好思考 · → daily
<a id="atom-32bbbc5ccb82676c"></a>🟥 2026-04-28 X·@ScroogeCap [老化中] · 负债率 · 资本开支/地缘政治
If OAI can't hit revenue targets, they cannot justify the $300 billion+ compute contract they have with $ORCL. So is Oracle raising massive debt only to build a digital ghost town?
tags: 好思考 · → daily
value: direction=上升
<a id="atom-0453512d59db0154"></a>🟥 2026-06-12 群 ◌ [老化中] · 被视为现金焚化炉，非真正 neocloud · 商业模式/现金流
Orcl isn't a neo cloud. it is just a cash inceneration business
tags: 好观点 · → daily
<a id="atom-cd4e4945462f8020"></a>🟥 2026-07-02 X·@semidoped · 质疑AI数据中心投资回报 · 资本开支/数据中心算力
Oracle questions returns on AI data center spending
tags: 好观点 · → daily
<a id="atom-0bd8b6a677d4be7e"></a>🟥 2026-06-22 X·@Alisvolatprop12 · 当前股价大幅下跌 · 价格动态
지금 엔비디아, 애플 빼고 알파벳(구글), 마소, 아마존, 스엑, 메타 오라클 등 이른바 컴퓨팅을 사서 돌려야 하는 기업들을 작살 나는 중
tags: 好观点 · → daily
<a id="atom-934e4adfa8e14e5b"></a>🟥 2026-06-12 X·@ChinaMacroFacts · dilution会比neocloud更严重 · 融资
但没有分拆开，dilution会比neocloud更严重
tags: 好观点 · → daily
<a id="atom-f7e71a8478491019"></a>🟥 2026-06-12 X·@harry03994688 · 市场结构 · 竞争格局
oracle的问题是它处在一个完全竞争的市场
tags: 好观点 · → daily
<a id="atom-83204ce02cad8b92"></a>🟥 2026-06-11 X·@TheRegister · AI datacenter spending · 资本开支
Oracle's AI datacenter splurge gives investors the capex jitters
tags: 好观点 · → daily
value: direction=increased
<a id="atom-49ef102c9849c72c"></a>🟥 2026-06-10 X·@BabybusFL · 应被归类为公用事业股（XLU） · 竞争格局/监管政策
这弱智公司应该加入xlu
tags: 好观点 · → daily
<a id="atom-0f867e04f80f7c2e"></a>🟥 2026-05-19 X·@vijaythirumalai [老旧] · 应避开或做空 · 仓位情绪
Clear shorts/ avoids: Oracle
tags: 好观点 · → daily
<a id="atom-1e6ddc3d196b4de3"></a>🟥 2026-05-08 X·@hungjng69679118 · 自由现金流吃紧 · 现金流
现在只有二线的Oracle已吃紧
tags: 好观点 · → daily
<a id="atom-63027619d9226aaf"></a>🟥 2026-06-13 X·@ChemStat66667 · 负债持续增加 · 财务风险
借金と固定資産がひたすら増え続けててマジ大丈夫なんかコイツって仕上がりに。このままAIバブル走り抜ければす…？
tags: 好问题 · → daily
value: qty= · date= · direction=增加
📷 原图
<a id="atom-626556c4b9ed443d"></a>🟥 2026-06-13 X·@ChemStat66667 · 固定资产持续增加 · 财务风险
借金と固定資産がひたすら増え続けててマジ大丈夫なんかコイツって仕上がりに。このままAIバブル走り抜ければす…？
tags: 好问题 · → daily
value: qty= · date= · direction=增加
📷 原图

🟥 中性 takes (neutral) (2)

<a id="atom-76bba6c200720712"></a>🟥 2026-06-12 X·@ChinaMacroFacts · 分拆可能更好 · 并购
如果oracle能分拆可能更好
tags: 好观点 · → daily
<a id="atom-e0350c6471acebfb"></a>🟥 2026-05-03 X·@yao30059829 [老化中] · 无需绕开openAI限制 · 合作客户
orcl跟openai的绑定指的是商业上的合约规模，没必要绕开，也没动机绕开
tags: 好观点 · → daily

🟦 新闻流 (squawk · 40)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-6254097be90390ef"></a>🟦 2026-06-23 X·@financialjuice · equity distribution deal value · 融资
Oracle adds sales agents to $20b equity distribution deal $ORCL
tags: 好数字 · → daily
value: qty=$20b
<a id="atom-261e6b7bfbea94bc"></a>🟦 2026-06-23 X·@FirstSquawk · 新增销售代理到200亿美元股权分销协议 · 融资
ORACLE ADDS SALES AGENTS TO $20B EQUITY DISTRIBUTION DEAL
tags: 好信源 · → daily
value: qty=$20B · date=2026-06-23
<a id="atom-ea9a0ca7c7ec1285"></a>🟦 2026-06-22 X·@FirstSquawk · 员工裁减数量 · 人事变动
ORACLE CUT 21,000 JOBS IN 2026, SAYS AI AUTOMATION REPLACED SOME ROLES
tags: 好数字 · → daily
value: qty=21,000 · date=2026
<a id="atom-941fa63a57f94ff0"></a>🟦 2026-06-17 X·@wallstengine · report says pushed back on deal inaccuracy · 合作客户
Oracle pushed back, saying details in the report were inaccurate.
tags: 好信源 · → daily
📷 原图
<a id="atom-d46b694cb18cacfa"></a>🟦 2026-06-16 X·@financialjuice · 云端容量租赁谈判 · 合作客户
Microsoft was in talks to lease Oracle Cloud capacity, but walked away from the deal on security concerns
tags: 好信源 · → daily
<a id="atom-1435ec6c1be2d049"></a>🟦 2026-06-16 X·@FirstSquawk · 云基础设施安全性受到 Microsoft 质疑 · 合作客户/供应链
THE NEGOTIATIONS WERE ULTIMATELY ABANDONED AFTER MICROSOFT RAISED SECURITY AND COMPLIANCE CONCERNS REGARDING ORACLE'S CLOUD INFRASTRUCTURE, ACCORDING TO PEOPLE FAMILIAR WITH THE MATTER. THE SETBACK HIGHLIGHTS THE INCREASING IMPORTANCE OF SECURITY STANDARDS IN LARGE-SCALE AI AND CLOUD PARTNERSHIPS.
tags: 好信源 · → daily
<a id="atom-45dd308e0a3d3033"></a>🟦 2026-06-12 X·@FirstSquawk · 目标价下调 · 评级目标价
HSBC lowered its target price on Oracle Corporation to $316 from $345.
tags: 好数字 · → daily
value: qty=$316 · direction=down
<a id="atom-51c48ab5f2e9c62a"></a>🟦 2026-06-11 X·@FirstSquawk · selected by US OPM to power federal workforce modernization · 合作客户
US OFFICE OF PERSONNEL MANAGEMENT SELECTS ORACLE TO POWER FEDERAL WORKFORCE MODERNIZATION
tags: 好信源 · → daily
<a id="atom-053cc05f602a4097"></a>🟦 2026-06-10 X·@financialjuice · Q4 adjusted EPS · 财报
Adjusted EPS $2.11, est. $1.97
tags: 好数字 · → daily
value: qty=$2.11
<a id="atom-a3dfd9b2132ab9a8"></a>🟦 2026-06-10 X·@financialjuice · Q4 adjusted revenue · 营收
Adjusted Revenue $19.18B, est. $19.09B
tags: 好数字 · → daily
value: qty=$19.18B
<a id="atom-11d69bd07854807b"></a>🟦 2026-06-10 X·@financialjuice · Q4 adjusted operating income · 盈利能力
Adjusted Operating Income $8.59B, est. $8.27B
tags: 好数字 · → daily
value: qty=$8.59B
<a id="atom-329f024300d9899a"></a>🟦 2026-06-10 X·@financialjuice · Q4 adjusted operating margin · 毛利率
Adjusted Operating Margin 45%, est. 43.5%
tags: 好数字 · → daily
value: qty=45%
<a id="atom-5c9eb02e9cf62bc0"></a>🟦 2026-06-10 X·@financialjuice · Q4 software revenue · 营收
Software Revenue $6.82B, est. $6.88B
tags: 好数字 · → daily
value: qty=$6.82B
<a id="atom-18a48e9c9c74bdd6"></a>🟦 2026-06-10 X·@financialjuice · Q4 software support revenue · 营收
Software Support Revenue $4.94B, est. $4.98B
tags: 好数字 · → daily
value: qty=$4.94B
<a id="atom-227d1797c63e9225"></a>🟦 2026-06-10 X·@financialjuice · Q4 software license revenue · 营收
Software License Revenue $1.88B, est. $1.93B
tags: 好数字 · → daily
value: qty=$1.88B
<a id="atom-0fe0c4a39ff6915c"></a>🟦 2026-06-10 X·@financialjuice · Q4 cloud infrastructure revenue (IaaS) · 营收
Cloud Infrastructure Revenue (IaaS) $5.79B, est. $5.72B
tags: 好数字 · → daily
value: qty=$5.79B
<a id="atom-903a04ba5ff413b2"></a>🟦 2026-06-10 X·@financialjuice · Q4 cloud revenue (IaaS + SaaS) · 营收
Cloud Revenue (IaaS + SaaS) $9.91B, est. $10.00B
tags: 好数字 · → daily
value: qty=$9.91B
<a id="atom-f8d953aaa6e9f0fe"></a>🟦 2026-06-10 X·@financialjuice · Q1 adjusted EPS forecast · 业绩指引
Sees Q1 Adjusted EPS $1.72–$1.76, est. $1.69
tags: 好数字·好信源 · → daily
value: qty=$1.72–$1.76 · date=Q1
<a id="atom-fac7c29b32c090e2"></a>🟦 2026-06-10 X·@financialjuice · Q1 adjusted EPS growth forecast · 业绩指引
Sees Q1 Adjusted EPS growth +17% to +20%
tags: 好数字 · → daily
value: qty=+17% to +20% · date=Q1
<a id="atom-eb941445064e74ab"></a>🟦 2026-06-10 X·@financialjuice · Q1 revenue growth forecast (constant FX) · 业绩指引
Sees Q1 Revenue growth +27% to +29% (constant FX)
tags: 好数字 · → daily
value: qty=+27% to +29% · date=Q1
<a id="atom-89663e2947084178"></a>🟦 2026-06-10 X·@FirstSquawk ⭐ · AI基础设施合同金额 · 订单需求
ORACLE SAID IT SIGNED $67 BILLION OF AI INFRASTRUCTURE CONTRACTS IN THE FOURTH QUARTER
tags: 好数字·好信源 · → daily
value: qty=$67 billion · date=Q4 FY2026
<a id="atom-1129534413939d6c"></a>🟦 2026-06-10 X·@FirstSquawk ⭐ · Abilene数据中心已交付容量占比 · 供给产能
ITS ABILENE, TEXAS DATA CENTER HAS DELIVERED 42% OF PLANNED CAPACITY
tags: 好数字·好信源 · → daily
value: qty=42%
<a id="atom-e232d804bf7752fc"></a>🟦 2026-06-10 X·@FirstSquawk ⭐ · Abilene数据中心计划容量未来90天预期交付占比 · 供给产能
ANOTHER 35% EXPECTED WITHIN 90 DAYS
tags: 好数字·好信源 · → daily
value: qty=35% · date=within 90 days
<a id="atom-eb263eb77c77cfe3"></a>🟦 2026-06-10 X·@FirstSquawk · 毛利率预期 · 毛利率
WARNING THAT GROSS MARGINS ARE EXPECTED TO DECLINE IN FISCAL 2027 AS DATA CENTER EXPANSION PROJECTS ACCELERATE
tags: 好信源 · → daily
value: direction=decline · date=fiscal 2027
<a id="atom-2a487e29eac79540"></a>🟦 2026-06-10 X·@wallstengine · FY26 资本开支 · 资本开支
Oracle reported FY26 capex of $55.7B, above its prior $50B plan
tags: 好数字·好信源 · → daily
value: qty=$55.7B · date=FY26
[图: Oracle Corporation (ORCL) 股票日内及盘后股价走势图 — 收盘价: $201.26; 收盘跌幅: 2.21%; 盘后价格: $181.75; 盘后跌幅: 9.69%; 前收盘价: $205.81]
📷 原图
<a id="atom-f214ff80229c71a8"></a>🟦 2026-06-10 X·@wallstengine · Q4 资本开支 · 资本开支
Q4 capex reached $15.9B
tags: 好数字·好信源 · → daily
value: qty=$15.9B · date=Q4 FY26
[图: Oracle Corporation (ORCL) 股票日内及盘后股价走势图 — 收盘价: $201.26; 收盘跌幅: 2.21%; 盘后价格: $181.75; 盘后跌幅: 9.69%; 前收盘价: $205.81]
📷 原图
<a id="atom-a706b89e7c81c9af"></a>🟦 2026-06-10 X·@wallstengine · FY27 资本开支指引 · 业绩指引/资本开支
For FY27, the company guided capex to $90B-$95B
tags: 好数字·好信源 · → daily
value: qty=$90B-$95B · date=FY27
[图: Oracle Corporation (ORCL) 股票日内及盘后股价走势图 — 收盘价: $201.26; 收盘跌幅: 2.21%; 盘后价格: $181.75; 盘后跌幅: 9.69%; 前收盘价: $205.81]
📷 原图
<a id="atom-36fbb4c07f53c91e"></a>🟦 2026-06-10 X·@wallstengine · FY27 现金资本开支预期 · 资本开支
with ~$70B expected to be cash capex
tags: 好数字·好信源 · → daily
value: qty=~$70B · date=FY27
[图: Oracle Corporation (ORCL) 股票日内及盘后股价走势图 — 收盘价: $201.26; 收盘跌幅: 2.21%; 盘后价格: $181.75; 盘后跌幅: 9.69%; 前收盘价: $205.81]
📷 原图
<a id="atom-deade0eb8172b30a"></a>🟦 2026-06-10 X·@wallstengine · 募资计划 · 融资/资本开支
Oracle also plans to raise ~$40B through debt and equity to fund its AI data center buildout
tags: 好信源 · → daily
value: qty=~$40B
[图: Oracle Corporation (ORCL) 股票日内及盘后股价走势图 — 收盘价: $201.26; 收盘跌幅: 2.21%; 盘后价格: $181.75; 盘后跌幅: 9.69%; 前收盘价: $205.81]
📷 原图
<a id="atom-331b83dffd5da339"></a>🟦 2026-06-10 X·@wallstengine · ATM 计划规模 · 融资
including its $20B ATM program
tags: 好数字·好信源 · → daily
value: qty=$20B
[图: Oracle Corporation (ORCL) 股票日内及盘后股价走势图 — 收盘价: $201.26; 收盘跌幅: 2.21%; 盘后价格: $181.75; 盘后跌幅: 9.69%; 前收盘价: $205.81]
📷 原图
<a id="atom-310a6e234305a6a4"></a>🟦 2026-05-16 X·@FirstSquawk · Trump 买入股份 · 仓位情绪
Trump made other large tech investments, including in Oracle
tags: 好信源 · → daily
value: qty=unstated · direction=buy
<a id="atom-b608488d5eb3cef9"></a>🟦 2026-05-14 X·@DeItaone · 披露关联交易 · 监管政策/持仓披露
*MICROSOFT, META, ORACLE AMONG TRUMP DISCLOSURES: NBC
tags: 好信源 · → daily
<a id="atom-565d8abc2f4af7e7"></a>🟦 2026-05-04 X·@wallstengine · 与IBM扩大合作伙伴关系 · 合作客户
$IBM & Oracle $ORCL expanded their 40Yr partnership to add new AI and hybrid cloud products for enterprise customers.
tags: 好信源 · → daily
<a id="atom-b307c61a951680df"></a>🟦 2026-05-04 X·@wallstengine · 计划与IBM联合推出集成工具 · 产品发布
They plan to launch integrated tools later in 2026 across Oracle Cloud, including Red Hat support, ERP and asset management links, data security, and AI agents.
tags: 好信源 · → daily
value: date=later in 2026
<a id="atom-c728797204474605"></a>🟦 2026-04-28 X·@FirstSquawk · 股价盘前跌幅 · 价格动态
ORACLE'S STOCK DROPPED 3.2% IN PREMARKET TRADING
tags: 好数字 · → daily
value: qty=3.2% · direction=down
<a id="atom-c4c24089928ea287"></a>🟦 2026-04-27 X·@FirstSquawk · 参与 Project Jupiter · 合作客户
ORACLE, BORDERPLEX, AND BLOOM ENERGY TO POWER PROJECT JUPITER WITH CLEANER, WATER-EFFICIENT FUEL CELL TECHNOLOGY, UTILIZING UP TO 2.45 GW OF BLOOM FUEL CELL CAPACITY
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-26256f9c1e3a03fb"></a>🟦 2026-04-27 X·@FirstSquawk ⭐ · Project Jupiter 预计创造就业岗位 · 出货量/资本开支
ORACLE: PROJECT JUPITER EXPECTED TO GENERATE 4,000 CONSTRUCTION JOBS AND 1,500 ONGOING POSITIONS; ORACLE TO COVER ALL ENERGY COSTS FOR THE PROJECT
tags: 好数字·好信源 · → daily
value: qty=4000 · date=construction phase
<a id="atom-884912af39c5558a"></a>🟦 2026-04-27 X·@FirstSquawk ⭐ · Project Jupiter 预计创造持续岗位 · 出货量/资本开支
ORACLE: PROJECT JUPITER EXPECTED TO GENERATE 4,000 CONSTRUCTION JOBS AND 1,500 ONGOING POSITIONS; ORACLE TO COVER ALL ENERGY COSTS FOR THE PROJECT
tags: 好数字·好信源 · → daily
value: qty=1500 · date=ongoing
<a id="atom-2bb4fc504357ffb3"></a>🟦 2026-04-27 X·@FirstSquawk · Project Jupiter 能源成本覆盖 · 资本开支
ORACLE: PROJECT JUPITER EXPECTED TO GENERATE 4,000 CONSTRUCTION JOBS AND 1,500 ONGOING POSITIONS; ORACLE TO COVER ALL ENERGY COSTS FOR THE PROJECT
tags: 好信源 · → daily
<a id="atom-14841fae41ecc81a"></a>🟦 2026-04-27 X·@wallstengine · Project Jupiter campus 改用 Bloom Energy 燃料电池供电 · 资本开支/数据中心算力
Oracle said it will now power its Project Jupiter campus in New Mexico with up to 2.45 GW of Bloom Energy $BE fuel cells instead of gas turbines and diesel generators.
tags: 好信源 · → daily
value: qty=2.45 GW
📷 原图

⏱ 时间轴 (近 20)

🟥 2026-07-02 · narrative · 质疑AI数据中心投资回报 · → daily
🟦 2026-07-01 · fact · 股价涨幅自2026年3月 · → daily
🟥 2026-07-01 · narrative · AI投资风险披露 · → daily
🟦 2026-06-30 · fact · Java JDK 27 将不再支持 Intel Macs · → daily
🟦 2026-06-29 · fact · 股价逆势大跌 · → daily
🟥 2026-06-27 · forecast · OAI看涨环境中受益 · → daily
🟦 2026-06-26 · fact · 被要求巨额抵押与年成本 · → daily
🟦 2026-06-26 · fact · 营收积压中OpenAI支出承诺 · → daily
🟦 2026-06-26 · fact · 本周股价跌幅 · → daily
🟦 2026-06-26 · fact · 单周跌幅 · → daily
🟦 2026-06-26 · fact · 年初至今跌幅 · → daily
🟥 2026-06-25 · narrative · 业务受益于 Larry Ellison 与特朗普关系 · → daily
🟦 2026-06-23 · fact · 裁员人数 · → daily
🟦 2026-06-23 · fact · equity distribution deal value · → daily
🟦 2026-06-23 · fact · 新增销售代理到200亿美元股权分销协议 · → daily
🟦 2026-06-23 · fact · 部署 AMD Instinct MI450 GPU 数量 · → daily
🟦 2026-06-23 · fact · 裁员数量 · → daily
🟥 2026-06-22 · narrative · 当前股价大幅下跌 · → daily
🟦 2026-06-22 · fact · 全球员工减少 · → daily
🟦 2026-06-22 · fact · 人工智能采用导致裁员 · → daily

📊 板块级信号 · 软件板块 (43)

*以下是 软件板块 板块的信号 (Oracle 是成员), 非直接针对 Oracle — 供板块上下文参考*

展开板块信号

🟦▲ 2026-05-29 [twitter] · 超额收益维持至1999年底
总体来看，软件较科技板块的超额收益一直维持到了1999年底
🟥▲ 2026-05-11 [chat] · 仓位与基本面
SPX 强劲反弹但仓位仅 62% = 基本面驱动 → 软件股收入加速 + 利润率扩大但仓位为负 = 逆向做多机会
🟦▲ 2026-06-01 [newsletter] · 本月涨幅
软件板块5月涨幅21%
🟦▼ 2026-04-23 [chat] · 很难找到没跌 5% 的，MSFT 是罕见例外
很难找到没跌 5% 的软件股，MSFT 成为罕见例外
🟦▼ 2026-04-23 [twitter] · 估值已大幅下调
软件板块估值已大幅下调
🟦▼ 2026-04-23 [twitter] · 相较普通股票仍存在溢价
但相较普通股票仍存在溢价
🟥▼ 2026-04-08 [chat] · 终端价值重估
机构将软件比作“新的百货大楼” (new dept store)，认为在 AI 替代预期下缺乏买入理由，终端价值 (terminal value) 逻辑被破坏。
🟦▼ 2026-04-19 [chat] · 亚洲投资者共识交易方向
GS 销售指出，亚洲投资者坚守共识交易：做空软件

📊 板块级信号 · Enterprises (15)

*以下是 Enterprises 板块的信号 (Oracle 是成员), 非直接针对 Oracle — 供板块上下文参考*

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🟦▼ 2026-04-28 [twitter] · fraction without systematic AI misbehavior detection
nearly 1 in 3 enterprises has no systematic way to detect a misbehaving AI model until damage is already done.
🟥▼ 2026-05-31 [twitter] · AI 预算成本控制动机
CFOs will be going into shock over AI budgets this year and people are going to be motivated to find cost savings very s
🟦▼ 2026-04-25 [twitter] · AI 模型异常检测能力
And nearly 1 in 3 enterprises has no systematic way to detect a misbehaving AI model until damage is already done.
🟥▲ 2026-06-28 [twitter] · can host Chinese models under their own GPUs so it’s still compliant a
They can host Chinese models under their own GPUs so it’s still compliant and they would argue they have more control.
🟥▲ 2026-06-28 [twitter] · will post train with their own data on top of Chinese models to build
they will post train with their own data on top of Chinese models. That’s how they build data moat.
🟥▼ 2026-06-28 [twitter] · will not trust anthropic due to data retention for safety concerns
They will not trust anthropic who will retain their data at any time for “safety” concerns like how they did with Fable
🟥▼ 2026-06-25 [twitter] · moving off cloud
enterprises are moving off the cloud
🟥▲ 2026-06-25 [twitter] · acquiring compute
enterprises are...acquiring compute

📊 板块级信号 · 超大规模云厂商 (17)

*以下是 超大规模云厂商 板块的信号 (Oracle 是成员), 非直接针对 Oracle — 供板块上下文参考*

展开板块信号

🟥▲ 2026-07-09 [sellside] · AI投资加速
AI投资正在加速，超大规模云厂商正大幅上调资本支出
🟥▲ 2026-07-09 [sellside] · 资本支出预测高于市场共识
BofA Justin 对三大超大规模云厂商的资本支出预测均显著高于市场共识
🟥▲ 2026-06-30 [twitter] · 建议投资自研前沿模型
The hyper scalers should invest in their own ~frontier models and charge ~cost, or whatever makes sense to compete with
🟥▲ 2026-06-29 [sellside] · 底部判断
BULLISH HYPERSCALERS – BOTTOM!
🟥▲ 2026-06-29 [sellside] · 未来内存供应对可见性有帮助
Future memory supply is helpful for visibility for hyperscalers.
🟥▲ 2026-06-29 [sellside] · 与内存厂商的长期供应协议是共赢
SCAs/LTA with memory, also good strategic moves by hyperscalers. I think of as Win/Win.
🟥▲ 2026-06-29 [sellside] · 股价相对于机会和多年代高概率增长路径过于便宜
Stocks too cheap relative to opportunity and multi-year, high probability growth paths....
🟥▲ 2026-05-23 [twitter] · 商业模型质量
the hyperscalers are arguably the best businesses to come out of the move to cloud apps

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