跟上
ORCL 进入连跌模式,分析师给出了 SELL 评级, AI 题材确实可能大大炒过头了
Oracle — The database software company fell 3% as worries around the AI trade continue to drag the stock lower. Rothschild & Co Redburn initiated coverage of Oracle with a sell rating, saying the market is “materially” overestimating Oracle’s contracted cloud revenues. It sees a 40% drop ahead for the stock.