分析师减持甲骨文股票 称其云利润率“明显低于同行”

港美通
Oct 31, 2025

10月31日,据外媒报道,Capital Area Planning Group的管理合伙人马尔科姆·埃斯里奇近日表示,他正在减持甲骨文公司(ORCL)的股票。这位分析师表示,与AWS或谷歌Cloud相比,该公司的云利润率并不高。他还表达了对甲骨文公司依赖OpenAI的担忧。“这在很大程度上与我们的客户在股票中的基础与公司本身的股价变动速度有关。所以我认为,甲骨文公司在提高其核心客户的利润率方面做...

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