<p>甲骨文 NYSE: ORCL 将很快达到万亿美元的估值，这得益于人工智能对商业运营的影响。</p>
<p>曾经是笨重、繁琐的枷锁，数据如今已成为企业的宝藏，而甲骨文正引领着解锁这一宝藏的潮流。</p>
<p>其 2024 财年第一季度的业绩证明了其在数据和基于云的数据服务方面的领导地位，指导意见表明这些优势不仅会持续，甚至可能在未来几年内加速增长。</p>
<p>至于估值，股票只需从 9 月中旬的水平再上涨 15% 即可达到万亿美元的标志。</p>
<p>甲骨文领导地位的关键在于其低成本、高性能的数据中心以及在云实例中的普遍存在。在多云运营商中，甲骨文无疑是领导者，其服务嵌入在超大规模云服务商的生态中，且其自身的数据中心也达到了超大规模水平。</p>
<p>谷歌 NASDAQ: GOOGL、亚马逊 NASDAQ: AMZN 和微软 NASDAQ: MSFT 等领导者在人工智能基础设施和服务方面对其依赖程度很高。该公司快速的数据中心建设使超大规模业务在第一季度增长超过 1500%，预计这种强劲势头将持续。</p>
<p>公司预测其数据中心的规模将在未来几年内翻倍，并推动 <strong>服务需求和收入的显著、连续增长</strong>。</p>
<p>由于其他发展将进一步巩固甲骨文作为首选人工智能数据管理工具的地位，增长可能会超出预期。</p>
<p>这就是甲骨文人工智能数据库的发布，该服务将在现有的甲骨文网络之上运行，为客户提供访问他们选择的 LLM 的权限。</p>
<h2>甲骨文的股票正在上涨：五个理由</h2>
<p>自第一季度发布以来，甲骨文的股价走势非常看涨，提供了至少五个理由相信市场将继续上涨。</p>
<p>第一个理由是报告发布后的第二天股价上涨了 35%。这是蓝筹科技股的高信心走势，得到了其他信号的支持。</p>
<p>这些信号包括创纪录的交易量激增、六日 EMA 的支撑、<strong>持续的高交易量、收敛的 MACD</strong> 以及有足够空间向上移动的随机指标。</p>
<p>可能的结果是市场将很快重新测试新的历史高点，并可能在此之后超过该高点，预示着另一个 65 美元的上涨将随之而来。这足以使估值超过万亿美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1200" height="590" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png"/></p>
<h2>分析师和机构趋势为甲骨文的价格走势提供强劲助力</h2>
<p>目前，分析师对甲骨文收入增长的预测仍然过低。仅人工智能基础设施的增长预估就足以与 2027 年和 2028 年的预测相匹配，而其中大部分已经签约。</p>
<p>首席执行官 Safra Catz 预计将在未来几个月签署更多交易，使订单积压超过五千亿美元，超过 2027 财年的收入预测六倍以上。预计分析师的收入和盈利预测的上升趋势将持续，并为市场提供支持。</p>
<p>分析师的情绪趋势也为市场提供支持，并 <strong>引领市场走向新高</strong>。MarketBeat 跟踪的数据揭示了自第一季度发布以来的新覆盖、升级、重申的看涨评级和提高的价格目标。</p>
<p>分析师的升级使得 <strong>情绪接近明确的买入评级</strong>，而价格目标的修订使共识预估在不到 30 天内提高了超过 50%。</p>
<p>共识认为该股票在 9 月中旬的交易水平附近被合理估值，但修订后高端范围为 410 美元，达到时再上涨 50%。</p>
<p>关于机构，他们持有该股票 42% 的股份，考虑到董事长 Larry Ellison 约 42% 的股份，这一比例相当可观。更重要的是，他们在今年的买入量保持平衡，比例超过 2 比 1，并可能继续这样做。</p>
<p>原因包括增长、对现金流的影响、资产负债表以及资本回报的潜力。该公司不支付股息，但会回购股票。</p>
<p>它可能会像其他蓝筹科技公司一样开始支付股息，包括 Meta Platforms NASDAQ: META 和 Salesforce NYSE: CRM，或者随时加速股票回购。</p>
<h2>你现在应该投资 1000 美元在甲骨文吗？</h2>
<p>在考虑甲骨文之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场关注之前购买……而甲骨文并不在名单上。</p>
<p>虽然甲骨文目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票的详情</p>

甲骨文

<p>甲骨文预计到 2025 年将达到 1 万亿美元的估值，这得益于对人工智能服务日益增长的需求。该公司 2023 财年第一季度的业绩突显了其在数据和云服务领域的领导地位，预计需要 15% 的股价上涨才能实现这一估值。分析师预测，收入将持续增长，支持这一增长的还有超过 5000 亿美元的订单积压。机构投资者持有甲骨文 42% 的股票，并且持续有买入趋势。该公司未来可能还会考虑分红或加速股票回购</p>

<p>Oracle NYSE: ORCL will soon reach a trillion-dollar valuation, driven by the impact of AI on business operations.</p>
<div class="lb-trans"><p>甲骨文 NYSE: ORCL 将很快达到万亿美元的估值，这得益于人工智能对商业运营的影响。</p>
</div><p>Once a bulky, cumbersome shackle, data has become a treasure trove for businesses, and Oracle is leading the charge to unlock it.</p>
<div class="lb-trans"><p>曾经是笨重、繁琐的枷锁，数据如今已成为企业的宝藏，而甲骨文正引领着解锁这一宝藏的潮流。</p>
</div><p>Its fiscal Q1 results prove its leadership position with data and cloud-based data services, and the guidance suggests the strengths will not only continue but potentially accelerate before peaking over the next few years.</p>
<div class="lb-trans"><p>其 2024 财年第一季度的业绩证明了其在数据和基于云的数据服务方面的领导地位，指导意见表明这些优势不仅会持续，甚至可能在未来几年内加速增长。</p>
</div><p>As for the valuation, the stock needs to rise just 15% more from its mid-September levels to hit the $1 trillion mark.</p>
<div class="lb-trans"><p>至于估值，股票只需从 9 月中旬的水平再上涨 15% 即可达到万亿美元的标志。</p>
</div><p>Oracle’s key to its leadership position lies in its lower-cost, higher-performance data centers and ubiquity across cloud instances. When it comes to multicloud operators, Oracle is by far the leader, with its services embedded across the hyperscaler universe and its own data centers reaching hyperscale levels.</p>
<div class="lb-trans"><p>甲骨文领导地位的关键在于其低成本、高性能的数据中心以及在云实例中的普遍存在。在多云运营商中，甲骨文无疑是领导者，其服务嵌入在超大规模云服务商的生态中，且其自身的数据中心也达到了超大规模水平。</p>
</div><p>Leaders such as Google NASDAQ: GOOGL, Amazon NASDAQ: AMZN, and Microsoft NASDAQ: MSFT are heavily leaning on it for AI infrastructure and services. The company's rapid data center build-out increased growth in the hyperscaler business by more than 1500% in Q1, and this strength is expected to continue.</p>
<div class="lb-trans"><p>谷歌 NASDAQ: GOOGL、亚马逊 NASDAQ: AMZN 和微软 NASDAQ: MSFT 等领导者在人工智能基础设施和服务方面对其依赖程度很高。该公司快速的数据中心建设使超大规模业务在第一季度增长超过 1500%，预计这种强劲势头将持续。</p>
</div><p>The company forecasts its datacenter footprint will more than double over the coming years and drive <strong>substantial, sequential increases in service demand</strong> and revenue for the foreseeable future.</p>
<div class="lb-trans"><p>公司预测其数据中心的规模将在未来几年内翻倍，并推动 <strong>服务需求和收入的显著、连续增长</strong>。</p>
</div><p>The increases are likely to be larger than forecasted because of other developments that will further cement Oracle as the AI data-management tool of choice.</p>
<div class="lb-trans"><p>由于其他发展将进一步巩固甲骨文作为首选人工智能数据管理工具的地位，增长可能会超出预期。</p>
</div><p>That is the release of Oracle AI Database, a service that will run on top of the existing Oracle network, providing clients with access to the LLM of their choice.</p>
<div class="lb-trans"><p>这就是甲骨文人工智能数据库的发布，该服务将在现有的甲骨文网络之上运行，为客户提供访问他们选择的 LLM 的权限。</p>
</div><h2>Oracle’s Stock is Heading Higher: Five Reasons Why</h2>
<div class="lb-trans"><h2>甲骨文的股票正在上涨：五个理由</h2>
</div><p>Oracle’s stock price action has been very bullish since the Q1 release, providing at least five reasons to believe the market will continue to move higher.</p>
<div class="lb-trans"><p>自第一季度发布以来，甲骨文的股价走势非常看涨，提供了至少五个理由相信市场将继续上涨。</p>
</div><p>The first is the 35% increase posted the day after the report. It is a high-conviction movement for a blue-chip tech stock, supported by other signals.</p>
<div class="lb-trans"><p>第一个理由是报告发布后的第二天股价上涨了 35%。这是蓝筹科技股的高信心走势，得到了其他信号的支持。</p>
</div><p>They include the record volume spike, support at the six-day EMA, the <strong>sustained high volume, convergent MACD</strong>, and a stochastic with ample room to move higher.</p>
<div class="lb-trans"><p>这些信号包括创纪录的交易量激增、六日 EMA 的支撑、<strong>持续的高交易量、收敛的 MACD</strong> 以及有足够空间向上移动的随机指标。</p>
</div><p>The likely outcome is that the market will retest the new all-time high soon and will probably surpass it soon after, signalling that another $65 updraft will follow. That’s sufficient to exceed a $1 trillion valuation.</p>
<div class="lb-trans"><p>可能的结果是市场将很快重新测试新的历史高点，并可能在此之后超过该高点，预示着另一个 65 美元的上涨将随之而来。这足以使估值超过万亿美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png"/></p>
<h2>Analysts and Institutional Trends Provide a Strong Tailwind for Oracle Price Action</h2>
<div class="lb-trans"><h2>分析师和机构趋势为甲骨文的价格走势提供强劲助力</h2>
</div><p>As it stands, the analysts' forecasts for Oracle’s revenue growth are still too low. The estimates for AI infrastructure growth alone are sufficient to match the predictions for 2027 and 2028, and most of that is already contracted.</p>
<div class="lb-trans"><p>目前，分析师对甲骨文收入增长的预测仍然过低。仅人工智能基础设施的增长预估就足以与 2027 年和 2028 年的预测相匹配，而其中大部分已经签约。</p>
</div><p>CEO Safra Catz is expecting to sign additional deals in the coming months, pushing the backlog to over half a trillion dollars, more than six times the F2027 revenue forecast. The likely outcome is that the uptrend in the analysts' revenue and earnings forecasts will continue and provide support for the market.</p>
<div class="lb-trans"><p>首席执行官 Safra Catz 预计将在未来几个月签署更多交易，使订单积压超过五千亿美元，超过 2027 财年的收入预测六倍以上。预计分析师的收入和盈利预测的上升趋势将持续，并为市场提供支持。</p>
</div><p>The analysts' sentiment trends also provide support for the market and are <strong>leading it to new highs</strong>. The data tracked by MarketBeat reveals new coverage, upgrades, reiterated bullish ratings, and boosted price targets since the Q1 release.</p>
<div class="lb-trans"><p>分析师的情绪趋势也为市场提供支持，并 <strong>引领市场走向新高</strong>。MarketBeat 跟踪的数据揭示了自第一季度发布以来的新覆盖、升级、重申的看涨评级和提高的价格目标。</p>
</div><p>The analysts' upgrades have the <strong>sentiment verging on an outright Buy rating</strong>, while the price target revisions lifted the consensus estimate by more than 50% in under 30 days.</p>
<div class="lb-trans"><p>分析师的升级使得 <strong>情绪接近明确的买入评级</strong>，而价格目标的修订使共识预估在不到 30 天内提高了超过 50%。</p>
</div><p>The consensus assumes the stock is fairly valued near mid-September trading levels, but the revisions lead to the high-end range of $410, another 50% of upside when reached.</p>
<div class="lb-trans"><p>共识认为该股票在 9 月中旬的交易水平附近被合理估值，但修订后高端范围为 410 美元，达到时再上涨 50%。</p>
</div><p>Regarding the institutions, they own a substantial 42% of the stock in light of Chairman Larry Ellison’s approximately 42% stake. More importantly, they have been buying on balance all year at a pace greater than $2 to $1 and will likely continue to do so.</p>
<div class="lb-trans"><p>关于机构，他们持有该股票 42% 的股份，考虑到董事长 Larry Ellison 约 42% 的股份，这一比例相当可观。更重要的是，他们在今年的买入量保持平衡，比例超过 2 比 1，并可能继续这样做。</p>
</div><p>Among the reasons are the growth and the impact on cash flow, the balance sheet, and the potential for capital returns. The company doesn’t pay a dividend, but it does repurchase shares.</p>
<div class="lb-trans"><p>原因包括增长、对现金流的影响、资产负债表以及资本回报的潜力。该公司不支付股息，但会回购股票。</p>
</div><p>It may begin paying dividends like other blue-chip techs, including Meta Platforms NASDAQ: META and Salesforce NYSE: CRM, or accelerate share buybacks at any time.</p>
<div class="lb-trans"><p>它可能会像其他蓝筹科技公司一样开始支付股息，包括 Meta Platforms NASDAQ: META 和 Salesforce NYSE: CRM，或者随时加速股票回购。</p>
</div><h2>Should You Invest $1,000 in Oracle Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在甲骨文吗？</h2>
</div><p>Before you consider Oracle, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑甲骨文之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Oracle wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场关注之前购买……而甲骨文并不在名单上。</p>
</div><p>While Oracle currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然甲骨文目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票的详情</p>
</div>

甲骨文预计将在 2025 年达到 1 万亿美元的市值：以下是原因