异动解读|甲骨文盘中上涨3.16%,云计算板块集体走强带动五连跌后反弹

行情直击
Sep 16

9月16日,甲骨文盘中上涨3.16%,报144.83美元/股,成交额7.5亿美元。此前股价已连续五个交易日收跌,累计跌幅约13.6%。

消息面上,当日美股云计算服务商板块集体走强,NEBIUS与CoreWeave将被纳入纳斯达克100指数,带动板块情绪明显回暖,CoreWeave涨超5%,NEBIUS涨超3%,甲骨文跟随板块反弹。此前甲骨文因启动新一轮裁员(部分团队裁员比例达两位数)、重组成本升至约28亿美元、摩根士丹利指出云基础设施收入占比上升带来毛利率结构性下行压力等多重利空持续承压。但公司第一财季云业务收入增长121%超预期,创始人埃里森取消75亿美元减持计划释放信心信号,叠加板块整体升温,短期超跌修复动能显现。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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