甲骨文(ORCL.US)豪言新财年云基础设施收入将猛增逾70% 获华尔街共识性看涨

智通财经06-13

智通财经APP注意到，科技巨头甲骨文(ORCL.US)正乘着人工智能发展浪潮实现业绩跃升，其2026财年云业务收入预计将同比增长40%——这甚至未计入其参与"星际之门"(Stargate)项目的潜在贡献。这家软件与云基础设施供应商周四早盘股价飙升13%，此前公布的2025财年第四季度财报及展望超出市场预期。多数分析师上调目标股价，着重强调其强劲的云业务增长与高企的剩余履约义务(RPO)。第四财季...

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href=http://www.zhitongcaijing.com/content/detail/1304798.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP注意到，科技巨头甲骨文(ORCL.US)正乘着人工智能发展浪潮实现业绩跃升，其2026财年云业务收入预计将同比增长40%——这甚至未计入其参与\"星际之门\"(Stargate)项目的潜在贡献。这家软件与云基础设施供应商周四早盘股价飙升13%，此前公布的2025财年第四季度财报及展望超出市场预期。多数分析师上调目标股价，着重强调其强劲的云业务增长与高企的剩余履约义务(RPO)。第四财季...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1304798.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004445239.USD","symbol_name":"JANUS HENDERSON US FORTY \"A2\" (USD) 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ACC","BK4585":"ETF&股票定投概念"},"translate_title":"Oracle (ORCL.US) boasts that cloud infrastructure revenue will surge by more than 70% in the new fiscal year, winning Wall Street consensus bullish","themeId":"200971287013140c4594a5e7f836376e","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORCL":1},"content_text":"智通财经APP注意到，科技巨头甲骨文(ORCL.US)正乘着人工智能发展浪潮实现业绩跃升，其2026财年云业务收入预计将同比增长40%——这甚至未计入其参与\"星际之门\"(Stargate)项目的潜在贡献。这家软件与云基础设施供应商周四早盘股价飙升13%，此前公布的2025财年第四季度财报及展望超出市场预期。多数分析师上调目标股价，着重强调其强劲的云业务增长与高企的剩余履约义务(RPO)。第四财季业绩亮点方面，甲骨文整体营收同比增长11%，至159亿美元，超出华尔街分析师们平均预期的156亿美元;扣除部分项目后，每股收益1.70美元，亦高于市场预估的1.64美元，以及上年同期的1.63美元;甲骨文第四财季Non-GAAP准则下的营业利润约70.4亿美元，高于分析师们预期的68.5亿美元。\"受AI与非AI工作负载的强劲需求驱动，2026财年总RPO增速预计将超100%(2025财年为41%)，\"杰富瑞分析师Brent Thill团队在报告中指出，\"管理层强调基础设施服务持续动能来自RPO中大量不可撤销合同，这增强了我们对OCI收入持续增长的信心。甲骨文特别说明，即使不依赖星际之门项目也能实现RPO翻倍目标，该项目的任何成功都将是额外增量。\"杰富瑞维持“买入”评级，目标价从200美元上调至220美元。美国银行证券将目标价从156美元大幅调升至220美元，但维持\"中性\"评级。\"OCI与AI业务的管道进展显然良好，\"美银分析师Brad Sills与Carly Liu表示，\"但盈利路径尚不明朗，资本支出增加可能压制毛利率。虽然运营费用的规模效应能部分抵消影响，但甲骨文的商业模式正处于转型期。\"摩根士丹利则保持175美元目标价与\"与大盘持平\"评级，但表示若甲骨文达成预期，当前股价显然被低估。该行分析师Keith Weiss与Jamie Reynolds指出，\"OCI增速预计将从50%加速至70%以上，整体云收入增速将从24%提升至40%以上，\"\"若这些目标实现，到2026财年末甲骨文积压订单将达2800亿美元。假设其中约三分之一为当期收入，则其1040亿美元的2029财年目标已有近90%握在手中。\"在周三晚间财报电话会上，甲骨文联合创始人兼首席技术官拉里·埃里森着重强调了公司海量数据库对AI训练的价值：\"这正是我们数据库业务将爆发式增长的原因。试想，所有数据都必须存入数据库——它必须高度安全、可扩展、经济高效、7×24小时可靠运行、具备容错能力且永不崩溃。这正是甲骨文最初风靡的原因。但现在数据库还需以AI模型可消化的方式存储数据，即将数据向量化并支持AI检索，用这些数据训练专属模型。还有谁在做这件事?答案很明确：没有别人。\"","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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