Wing's Investment World

Wing's Investment World

$ORCL 業績觀察

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Wing's Investment World
Dec 11, 2025
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業績分析在各大財經KOL 處已有覆蓋,這裡不作重複。只想補充兩項個人觀察:

  1. Cloud 業務的增長動能來自MultiCloud Database。(+817%)

  2. Operating Margin 收縮但幅度不算大。

其餘的利淡因素早已見光,已被消化反映得八八九九,尤其是負債部份。今晚的觀察點是股價能否先跌後升❗️

*另外補充坊間很少人提及Oracle Cloud (OCI) 的優勢是Networking Scale 及Respond time,證據是網絡安全供應商絕大部份都是用OCI (包括Crowdstrike),因為防禦及偵察速度是命脈,必須用最好的❗️

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