EPISODE · Oct 21, 2025 · 5 MIN
摩根大通下调：甲骨文的 AI 豪赌与资本焦虑
from 左兜进右兜
今天要分享的是摩根大通（J.P. Morgan）在 10 月 16 日和 10 月 20 日发布的两份关于甲骨文（Oracle）的最新研究报告：一份来自股票研究部，题为《OCI Momentum Broadens Beyond OpenAI》13页；另一份来自信用研究部，标题是《Downgrade to Neutral Amid Its Capex Conundrum》25页。两份报告出现在短短四天之内，前者聚焦增长，后者聚焦风险，合在一起，正好勾勒出甲骨文在 AI 基础设施周期中的“进攻与代价”。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》在小宇宙查看该单集文稿
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摩根大通下调：甲骨文的 AI 豪赌与资本焦虑
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