AI末日论打错对象!腰斩甲骨文Q3业绩后狂飙12%

中文投资网
Mar 11

过去半年,围绕“AI软件股是否被高估”的争议持续发酵,市场甚至出现了所谓的“SaaS末日论”。在这一情绪冲击下,甲骨文Oracle(ORCL)股价从去年9月344.21美元的高点一路跌至约149美元,累计回撤超过50%。然而,随着周二盘后最新财报出炉,这种悲观叙事突然被打破。甲骨文Q3业绩全面超预期,并上调了指引,推动股价在盘后一度飙升近12%。01Q3业绩概览:营收、利润全面超预期调整后EPS:...

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