---
title: "知名投資人 Michael Burry 披露自己持有甲骨文看跌期權"
description: "知名投資人 Michael Burry 披露自己持有甲骨文的看跌期權，表示對該公司的定位和投資策略不滿。他在 Substack 上發帖稱，過去六個月一直做空甲骨文，認為其鉅額債務和雲計算投資策略不合理。Burry 曾因做空美國房地產市場而聞名，並避免做空大型科技公司如 Meta、Alphabet 和微軟，認為這些公司業務範圍超出 AI。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/272144563.md"
published_at: "2026-01-10T06:46:44.000Z"
---

# 知名投資人 Michael Burry 披露自己持有甲骨文看跌期權

> 知名投資人 Michael Burry 披露自己持有甲骨文的看跌期權，表示對該公司的定位和投資策略不滿。他在 Substack 上發帖稱，過去六個月一直做空甲骨文，認為其鉅額債務和雲計算投資策略不合理。Burry 曾因做空美國房地產市場而聞名，並避免做空大型科技公司如 Meta、Alphabet 和微軟，認為這些公司業務範圍超出 AI。

週五收盤後，知名投資人 Michael Burry 在 Substack 上發帖稱，自己持有甲骨文股票的看跌期權。去年 11 月曾披露對 AI 芯片製造商英偉達和 Palantir Technologies Inc．看跌押注的 Burry 直言，過去六個月他還直接做空甲骨文。甲骨文以其數據庫軟件聞名，但最近也大力進軍雲計算服務領域，這需要耗費巨資建設數據中心，為此該公司背上了鉅額債務。（新浪財經）

### Related Stocks

- [ORCL.US - 甲骨文](https://longbridge.com/zh-HK/quote/ORCL.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Oracle forecasts miss Wall Street targets while spending rises, shares slide 10% | Oracle's sales and profit forecasts missed analyst estimates, leading to a 10% drop in shares. The company plans to incr | [Link](https://longbridge.com/zh-HK/news/269298088.md) |
| Buy The Dip In ORCL Stock? | Oracle's stock is considered expensive with a P/S ratio of 9.3x and a P/E ratio of 36.7x, compared to the S&P 500's 3.2x | [Link](https://longbridge.com/zh-HK/news/269335292.md) |
| Aberdeen Group plc Has $144.09 Million Position in Arista Networks, Inc. $ANET | Aberdeen Group plc increased its stake in Arista Networks, Inc. by 1.4% in Q3, owning 1,005,027 shares valued at $144.09 | [Link](https://longbridge.com/zh-HK/news/275999141.md) |
| RFG Advisory LLC Sells 35,544 Shares of MP Materials Corp. $MP | RFG Advisory LLC has reduced its stake in MP Materials Corp. by 80.8%, selling 35,544 shares and now holding 8,465 share | [Link](https://longbridge.com/zh-HK/news/275974455.md) |
| Hi Line Capital Management LLC Takes Position in Cigna Group $CI | Hi Line Capital Management LLC has acquired a new position in Cigna Group (NYSE:CI), purchasing 18,338 shares valued at  | [Link](https://longbridge.com/zh-HK/news/275972854.md) |

---

> **免責聲明**：本文內容僅供參考，不構成任何投資建議。