甲骨文(ORCL.US)AI雲端業績強勁 本周股價累升24%
受強勁季度業績及市場對雲端業務前景的樂觀預期帶動,甲骨文(ORCL.US)股價本周飆升約24%,錄得自2001年以來最佳單周表現。甲骨文股價大部分升幅出現在公布季績後的兩個交易日內,公司上季收入及盈利均高於市場預期。
分析指,雖然甲骨文進入雲端基建市場較晚,但現已找到獨特定位,並迅速擴展,協助企業運行人工智能模型。Argus Research分析師Bonner指出,甲骨文處於「需求遠超供應」的有利位置,將目標價由200美元上調至235美元。
甲骨文行政總裁Safra Catz預期,新財政年度收入將超過670億美元,遠高於市場預測的651.8億美元。主席Larry Ellison表示,雖然市場需求龐大,但擴建數據中心計劃仍需有序進行。甲骨文股價周五創新高,收報215.22美元。
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