ORCL
Oracle Corporation Common Stock
- 看涨
- 0
- 看跌
- 2
- 观望
- 6
正在加载创作者观点,请稍候。
甲骨文为履行与OpenAI约3000亿美元的合同大举举债,偿付高度依赖OpenAI未来增长,令其债务风险和业绩可见性都很不确定。
Oracle's business model is attractive, but its weak balance sheet and BBB-minus credit rating just above junk status keep the risk-reward balanced.
Oracle's preferred shares provide a 7.5% yield and downside protection, but the company's long-term outlook and future share price carry substantial uncertainty.