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r/wallstreetbets
为什么甲骨文（Oracle）在 AI 浪潮中反而下跌？
投资者摘要看多
作者质疑为何甲骨文在具备AI概念、政府合同及合理市盈率的情况下股价下跌，呼吁关注基本面。
看多要点
- 甲骨文提供AI必需的算力和数据库服务，任何AI赢家都可能与其签约。
- 拥有联邦政府合同作为强力兜底，是政府数据的骨干支撑。
- 与Meme股相比，拥有合理的市盈率，估值具有吸引力。
帖子正文
They sell service... Compute/database... So whoever wins the AI race will likely contract with them.
They also have a backstop because they are contracted with the federal government They are basically the backbone for all data the federal government has.
On top, they have a sane P/E...
I understand this sub is addicted to the "meme stock", but at some point do people pay any attention to fundamentals?
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