高达4550亿美元合同储备引爆股价甲骨文暴涨超34%_老虎社区_美港股上老虎

高达4550亿美元合同储备引爆股价甲骨文暴涨超34%

智通财经2025-09-10

周三，甲骨文(ORCL.US)开盘暴涨超34%，创下1999年以来最大单日涨幅，市值增加了约2000亿美元。消息面上，引爆股价的关键指标是甲骨文“剩余履约义务”(RPO)的惊人增长——该项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。Jefferies分析师Brent Thill团队在一份报告中表示：“RPO在第一季度表现抢眼，远超市场预期，这进一步印证了甲骨文业务正加速增长的趋势。...

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