---
title: "关于甲骨文公司财报，美银证券分析师 Brad Sills 表示：“不断增加的资本支出此前一直让我们保持谨慎，因为缺乏对资本支出增长回报能见度的判断。虽然这方面的能见度仍然有限，但仅云基础设施收入前景就"
description: "关于甲骨文公司财报，美银证券分析师 Brad Sills 表示：“不断增加的资本支出此前一直让我们保持谨慎，因为缺乏对资本支出增长回报能见度的判断。虽然这方面的能见度仍然有限，但仅云基础设施收入前景就显示出需求呈阶梯式增长。”"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/256747847.md"
published_at: "2025-09-10T12:27:52.000Z"
---

# 关于甲骨文公司财报，美银证券分析师 Brad Sills 表示：“不断增加的资本支出此前一直让我们保持谨慎，因为缺乏对资本支出增长回报能见度的判断。虽然这方面的能见度仍然有限，但仅云基础设施收入前景就

> 关于甲骨文公司财报，美银证券分析师 Brad Sills 表示：“不断增加的资本支出此前一直让我们保持谨慎，因为缺乏对资本支出增长回报能见度的判断。虽然这方面的能见度仍然有限，但仅云基础设施收入前景就显示出需求呈阶梯式增长。”

关于甲骨文公司财报，美银证券分析师 Brad Sills 表示：“不断增加的资本支出此前一直让我们保持谨慎，因为缺乏对资本支出增长回报能见度的判断。虽然这方面的能见度仍然有限，但仅云基础设施收入前景就显示出需求呈阶梯式增长。”

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