[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio00f1e288":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio00f1e288","AI订单推动甲骨文(ORCL)Q3业绩超预期-云基础设施营收同比大增84%","\u002Fdoc\u002Fdcio00f1e288","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在人工智能基础设施需求持续爆发的背景下，美国软件巨头甲骨文(ORCL)公布的2026财年Q3季度业绩显示，其云业务增长明显超出市场预期，并对未来一年收入前景给出强劲指引，表明公司正逐步兑现来自大型AI客户的巨额订单。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，甲骨文周二发布声明称，截至2月28日的Q3财季，公司备受关注的云基础设施业务收入同比大增84%，达到49亿美元，增速高于分析师此前预计的79%，也明显快于上一季度68%的增长水平。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">甲骨文近年来正加速向人工智能基础设施领域转型。除了传统数据库软件业务，公司正在通过建设搭载大量芯片的数据中心，为 OpenAI、Meta Platforms(META)等客户提供训练和部署人工智能模型所需的算力与云服务。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">财报显示，衡量未来订单规模的剩余履约义务(RPO)达到5530亿美元，高于上一季度的5230亿美元。公司表示，这一增长主要来自大型AI合同，在这些项目中，客户通常会为半导体等关键设备的前期采购提供资金支持。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">展望未来，甲骨文预计2027财年(自今年6月开始)总收入将达到900亿美元，明显高于市场平均预期的867亿美元。公司在声明中表示，人工智能训练与推理所需的云计算需求增长速度仍然 超过市场供给。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">甲骨文指出，一些最大的AI云算力客户近期财务状况明显改善，这使公司有信心不仅实现2027财年的增长目标，而且未来几年收入增长可能 进一步超出当前预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受业绩利好提振，甲骨文股价在周二盘后交易中一度上涨10%。不过，该股此前经历了一段明显回调，截至当日收盘，公司股价为 149.4美元，较去年9月高点已回落超过50%，主要因为华尔街担忧公司大规模建设AI数据中心所带来的成本压力和执行风险。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">财报显示，公司当季资本支出约为186亿美元，明显高于分析师预计的140亿美元，反映出其在数据中心与AI基础设施方面的持续投入。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，甲骨文也在通过人工智能技术提升内部效率。公司表示，随着AI辅助编程技术 的进步，产品开发团队正在进行重组并逐步缩减规模。“新的AI代码生成技术使我们能够在更短时间内、用更少的人力开发更多软件。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此前有媒体报道称，甲骨文计划在公司内部裁减数千个岗位以降低成本。公司披露，截至今年5月的财年内，预计将产生16亿美元的重组费用，这也是公司历史上规模最大的一次重组计划。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">整体业绩方面，甲骨文Q3总收入同比增长22%至172亿美元。在剔除部分项目后，每股收益为1.79美元，高于市场预期的1.7美元；营收也高于分析师预计的169亿美元。此外，公司云应用业务收入同比增长13%至40亿美元，基本符合市场预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]