智通财经APP获悉,周五,甲骨文(ORCL.US)延续昨日跌势,截至发稿,该股现跌超3.6%,股价跌破300美元,近两个交易日累计跌超10%。市场担忧其未来增长过度集中于单一客户OpenAI。Wedbush Securities分析师Gil Luria在周四发布的客户报告中直言:“我们对甲骨文积压订单的乐观态度,被其几乎完全来自OpenAI的消息严重削弱。”他对甲骨文股票维持“中性”,并提醒投资者关注客户集中度风险。
智通财经APP获悉,周五,甲骨文(ORCL.US)延续昨日跌势,截至发稿,该股现跌超3.6%,股价跌破300美元,近两个交易日累计跌超10%。市场担忧其未来增长过度集中于单一客户OpenAI。Wedbush Securities分析师Gil Luria在周四发布的客户报告中直言:“我们对甲骨文积压订单的乐观态度,被其几乎完全来自OpenAI的消息严重削弱。”他对甲骨文股票维持“中性”,并提醒投资者关注客户集中度风险。
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