如何看大涨之后的甲骨文?Q3机构分歧巨大,有人加仓,有人清仓“逃顶”

华尔街见闻
Nov 15

在AI热潮驱动股价历史性飙升后,软件巨头甲骨文成为了顶级投资机构在第三季度的关键分歧点。 根据13F文件,对冲基金亿万富翁David Tepper的Appaloosa清仓了其全部甲骨文持股,而日本投资巨头软银也完全退出了对该公司的投资。 与此同时,瑞典Rausing的两个家族办公室在第三季度选择增持甲骨文的股份。 第三季度甲骨文股价创下1992年以来最大单日涨幅,随后董事长Ellison的财富单日...

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