一年创收300亿！甲骨文拿下云大单，股价一度涨超8%创历史新高

华尔街见闻2025-07-01

甲骨文CEO称，始于今年6月的2026财年开局强劲，多云数据库收入继续保持超过100%的增速，公司签署了多项大型云服务协议，其中一项协议将从2028财年起贡献超过300亿美元年收入。Stifel分析师将甲骨文评级上调至买入，目标价上调近40%，看好甲骨文云业务增长。在华尔街分析师更加看好甲骨文云业务爆发之际，甲骨文又宣布签署多项大型云服务协议，其中一项预计可以一年给公司带来超过300亿美元的收入。...

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精彩评论

应龙宝贝
2025-07-01
应龙宝贝
不知道是这条新闻翻译不准确还是信息不准确呢
应龙宝贝
2025-07-01
应龙宝贝
甲骨文签单后即要付全款，28年这个单子的客户实在是很有钱啊[惊讶] [惊讶]

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Oracle won a big cloud order, and its stock price once rose by more than 8% to a record high","themeId":"2918e8c9df1dc841336e40c9b0cad6df","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0a541d6e8423972f14e972d38a8654ca","symbols_score_info":{"ORCL":1},"content_text":"甲骨文CEO称，始于今年6月的2026财年开局强劲，多云数据库收入继续保持超过100%的增速，公司签署了多项大型云服务协议，其中一项协议将从2028财年起贡献超过300亿美元年收入。Stifel分析师将甲骨文评级上调至买入，目标价上调近40%，看好甲骨文云业务增长。在华尔街分析师更加看好甲骨文云业务爆发之际，甲骨文又宣布签署多项大型云服务协议，其中一项预计可以一年给公司带来超过300亿美元的收入。股价周一大涨，冲向历史新高。美东时间6月30日周一披露的递交美国证监会（SEC）文件显示，甲骨文CEO Safra Catz在公司内部会议上表示，甲骨文在始于自然年2025年6月1日的公司“2026财年开局强劲，多云数据库收入继续保持超过100%的增速。”据上述文件，Catz在周一的公司会议上透露，甲骨文“签署了多项大型云服务协议”，而且，从2028财年开始，其中一项重大的新协议预计将为甲骨文“贡献超过300亿美元年收入”，标志着公司云业务发展的重要里程碑。Catz强调，甲骨文的多云数据库收入持续保持超过100%的增长率，显示出强劲的市场需求。不过，公司表示这些新签署的协议不会影响2026财年的业绩指引。上述披露进一步证实了甲骨文在人工智能（AI）时代云基础设施市场的竞争优势。在CEO确认签下大单后，甲骨文股价大涨，美股盘前即涨超7%，美股盘初更是一度涨超8%，早盘涨幅收窄到5%以内，收涨约4%，刷新6月24日所创的收盘最高纪录。Stifel分析师转向看涨 目标价上调近40%公布云业务大单的同时，投行Stifel在最新报告中还将甲骨文的评级和目标价均上调。其分析师认为，可持续的云业务增长和运营费用管控将推动公司在2027财年及以后实现加速的每股收益增长。Stifel分析师Brad Reback在周日晚间公布的报告中将甲骨文评级从持有上调至买入，目标价从180美元大幅上调至250美元，升幅将近39%。最新目标价较上周五收盘高将近19%。这一评级调整使Stifel加入了看好甲骨文前景的分析师阵营。Reback在研报中表示，资本支出的显著增加和云业务积压订单的增长支撑了甲骨文的增长预期。虽然不断增长的资本支出成本可能在短期内对利润率造成压力，但甲骨文管理层已证明其有能力管控这些费用。Reback的报告写道：\"我们相信，可持续的云增长和运营费用管控相结合，将使甲骨文能够克服收入结构转变的不利因素，在2027财年及以后实现加速的每股收益增长。\"AI浪潮中的云基础设施赢家甲骨文已成为领先人工智能模型公司的首选第三方云服务提供商，并与AI芯片制造巨头英伟达建立了强有力的合作关系。据甲骨文高管透露，五大AI大语言模型制造商中有四家使用该公司的数据中心。经过近50年数据库业务向云端转型的漫长过程，甲骨文的云基础设施业务已成为亚马逊、微软和谷歌母公司Alphabet等行业巨头的快速增长替代选择。云业务的强劲势头推动甲骨文股价去年上涨60%，创下1999年以来的最佳表现。甲骨文股价今年呈现V形走势，从年初至4月中旬的低点跌约25%，此后强势反弹后，6月已累涨将近20%，今年年初以来累计涨幅由此超过30%，体现了云业务快速增长和AI模型需求激增的双重推动。在强劲的第四财季业绩报告推动下，6月甲骨文的股价突破了去年12月创下的纪录高点。华尔街见闻曾提到，两周多以前甲骨文公布的2025财年第四财季报告交出了超预期答卷，特别是在SaaS云应用方面表现亮眼。其核心云应用（Fusion ERP和NetSuite）增长显著提速，管理层预计这一势头将在2026财年延续。这一加速增长的核心催化剂，正是企业为了利用AI能力而从本地部署软件向云端迁移。甲骨文财报发布后，摩根士丹利6月12日的研报指出，AI正成为ERP云迁移的核心催化剂。调研显示，48%的受访者明确表示利用AI能力是升级ERP平台到云端的重要催化剂，仅次于“数字化转型”（82%）和“提高运营效率/成本节约”（61%）。甲骨文的财报成为一个强有力的证明。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":451814081258152,"gmtCreate":1751332159678,"gmtModify":1751332161515,"author":{"id":"4127300510494110","authorId":"4127300510494110","name":"应龙宝贝","avatar":"https://static.tigerbbs.com/8e7bae4e4cf03ed1ea17fec37bfa6724","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4127300510494110","idStr":"4127300510494110"},"htmlText":"&nbsp;不知道是这条新闻翻译不准确还是信息不准确呢","listText":"&nbsp;不知道是这条新闻翻译不准确还是信息不准确呢","text":"不知道是这条新闻翻译不准确还是信息不准确呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451814081258152","repostId":2548604584,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":451812458561616,"gmtCreate":1751332097962,"gmtModify":1751332099790,"author":{"id":"4127300510494110","authorId":"4127300510494110","name":"应龙宝贝","avatar":"https://static.tigerbbs.com/8e7bae4e4cf03ed1ea17fec37bfa6724","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4127300510494110","idStr":"4127300510494110"},"htmlText":"甲骨文签单后即要付全款，28年这个单子的客户实在是很有钱啊[惊讶]&nbsp; [惊讶]&nbsp;&nbsp;","listText":"甲骨文签单后即要付全款，28年这个单子的客户实在是很有钱啊[惊讶]&nbsp; [惊讶]&nbsp;&nbsp;","text":"甲骨文签单后即要付全款，28年这个单子的客户实在是很有钱啊[惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451812458561616","repostId":2548604584,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2548604584","isCrawlerRequest":true}