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K哥-币圈快讯
$ORCL
Oracle 昨晚一根10.7%的大阳线,我第一反应不是利好,是管理层把2030财年2250亿美元营收的目标又原样拍了一遍——市场居然还买单了。
机构顺手递台阶:Bernstein 重申目标价325,Barclays 给252,收盘144.54。今早美股盘前回了点,OKX 上 ORCL 代币还在144附近晃,最高摸过148.6。
再看同一晚的微软,2017年以来头一次发美元债,至少250亿,明说筹钱搞资本开支。一边喊AI开支马上自己养自己,一边发债买卡;这会儿科技股空头又堆到近五年高位。账能不能算平看下季度现金流,场子已经先信了。
#美国9月核心PCE升至3.1%,加息预期仍高
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