Schwab Network 对 $ORCL 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 12 条
2026-09-24看涨
《Force Majeure No Issue for ORCL? Cory Johnson's Bullish Contrarian Take》
Oracle 援引不可抗力是一项战略优势,既能推迟资本支出,也印证了其合同的稳固性。

今天我们聊的是 Oracle,这是我们的专长领域,Cory。我们再来说说 Oracle,它登上了头条,并援引不可抗力条款来保护自己免受其数据中心的影响。你第一次看到这件事时是怎么想的?

Today we're talking about Oracle, that's our area of expertise, Cory. Let's talk again about Oracle, which made headlines and cited force majeure to protect itself from its data center.

What did you think of this when you first saw it?

因为有很多方面值得讨论,我想就与 Oracle 相关的一切向你提问。我所说的一切你都可以谨慎看待。Oracle 有人说过:“你为什么总是在谈论我们之前先说这些?”但我想让你知道,我是有偏见的。

好,我会给你我的坦诚看法,但你需要理解我的偏见。我之前很担心。现在我看到这件事,我在想:“不可抗力?”我希望得克萨斯州没有飓风。事实上,没有人知道。这通常就是这一条款的目的,即应对公司无法控制的事件,也就是触发不可抗力的重大事件。

我想弄明白这一条款意味着什么,但我想把它放在 Oracle 的背景下思考。

Because there are many aspects worth discussing, I would like to ask you about everything related to Oracle. You can take everything I say with caution. Someone at Oracle said, "Why do you always say this before you talk about us?"

But I want you to know that I am biased. Okay, I'll give you my honest opinion, but you need to understand my bias. I was worried. Now I see this and I wonder: "Force majeure?"

I hope there isn't a hurricane in Texas. In fact, no one knows. This is generally the purpose of this clause, which is to deal with events beyond the company's control, i.e., major events that trigger force majeure.

I want to understand what this clause means, but I want to think about it in the context of Oracle.

2026-09-24
《Bull v. Bear: ORCL Issues "Force Majeure" for Project Jupiter Data Center Plan》
甲骨文庞大的订单积压能否兑现存在不确定性,原因是其面临财务压力,尽管AI业务板块增长强劲,这仍令投资者感到担忧。

据彭博社报道,Oracle 正在采取措施,以保护自己免受其位于新墨西哥州的大型数据中心可能带来的成本上升的影响。

Oracle is taking steps to protect itself from potentially increased costs associated with its massive data center in New Mexico, according to Bloomberg.

由于监管障碍威胁到其原定于 2028 年的开业计划,该公司向项目开发商 Blue Owl 发出了不可抗力通知。

The company issued a force majeure notice to the project developer, Blue Owl, as regulatory hurdles threaten its planned 2028 opening.

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