<p>现在有几只股票的市值至少达到 1 万亿美元。这包括 <strong>Nvidia</strong>、<strong>Apple</strong>、<strong>Microsoft</strong>、<strong>Amazon</strong>、<strong>Alphabet</strong>、<strong>Meta Platforms</strong> 和 <strong>Tesla</strong>，它们被统称为 “七大巨头”。还有其他股票也已成为万亿俱乐部的一部分，但这些是比较显著的名字。</p>
<p>未来几年，这个名单可能会变得更大，因为许多企业正在增长，并受益于对人工智能（AI）的热烈投资。有一家不可阻挡的公司因这一趋势而表现良好，并且看起来将在不久的将来加入这个俱乐部：<strong>Oracle</strong>（ORCL -1.33%）。以下是为什么现在投资这只有前景的科技股可能还不算太晚的原因。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY2MDAvYS1wZXJzb24taW50ZXJhY3Rpbmctd2l0aC1hcnRpZmljaWFsLWludGVsbGlnZW5jZS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY2MDAvYS1wZXJzb24taW50ZXJhY3Rpbmctd2l0aC1hcnRpZmljaWFsLWludGVsbGlnZW5jZS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Oracle 已成为 AI 热潮中的关键参与者</h2>
<p>多年来，Oracle 一直被认为是数据库领域的知名企业，为公司提供管理所有数据所需的关键后端服务和基础设施。今天它仍然承担着这一角色，同时还提供关键产品和服务，帮助客户管理 AI 工作负载。</p>
<p>例如，它的新产品 Oracle AI World 将允许客户使用大型语言模型分析现有数据库。Oracle 的一个重大优势在于，与许多大型科技公司不同，它对整个聊天机器人市场持中立态度；它并不开发自己的聊天机器人，而是专注于为客户提供所需的 AI 驱动的产品和服务。它还拥有可以帮助自动化任务并提高效率的 AI 代理。</p>
<p>而且，它的努力已经开始见效。上个月，该公司公布了截至 8 月 31 日的最新季度业绩，需求依然强劲，首席执行官 Safra Catz 指出，在第一季度它 “与三家不同的客户签署了四份数十亿美元的合同。” 它预计未来还会签署更多大型合同。其合同积压同比激增 359%，总额达到 4550 亿美元。</p>
<p>Oracle 的季度收入总计 149 亿美元，同比增长 12%。其云业务部门表现突出，该部门的销售额为 72 亿美元，同比增长 28%。</p>
<p>该公司还产生了可观的利润率，因为其在此期间的净收入为 29 亿美元，与去年同期相当。然而，如果不是由于重组费用的增加，底线本可以更大，因为公司一直在减少员工以提高效率。</p>
<h2>为什么 1 万亿美元的估值在此时可能只是必然结果</h2>
<p>截至周一结束时，Oracle 的市值约为 8200 亿美元。要达到 1 万亿美元的估值，它需要再上涨 22%。在过去的一年里，其股价已经飙升超过 70%。随着科技公司继续大力投资于 AI，Oracle 看起来有望从这些增长机会中受益。</p>
<p>这可能不会很快发生，可能需要几年时间，因为该股已经上涨得如此之快。它目前的交易价格接近历史最高点，市盈率为 66，看起来并不便宜。因此，成长型投资者可能会对该股三思而后行，这可能导致短期内收益有限。</p>
<p>但考虑到仍有如此多的增长潜力，Oracle 达到 1 万亿美元的估值可能真的是必然的。根据 MarketsandMarkets 的分析师，全球云 AI 市场预计到 2029 年将以 32.4% 的复合年增长率增长。这是一个惊人的增长水平，而 Oracle 正处于其中。</p>
<h2>今天 Oracle 仍然是一个不错的投资</h2>
<p>尽管你可能会因为 Oracle 的估值略高而考虑放弃其股票，但从长远来看，它仍然有很大的空间变得更有价值。它在科技领域的重要角色使其成为一个稳健的投资，特别是由于它与其他科技巨头的紧密关系。</p>
<p>Oracle 的稳健基本面和 AI 驱动的增长使其成为今天值得加入你投资组合的优秀投资，特别是如果你在寻找仍有很大上升空间的 AI 股票。</p>

甲骨文

<p>甲骨文有望加入万亿美元俱乐部，与英伟达和苹果等科技巨头并肩。该公司报告了强劲的需求，合同积压增加了 359%，季度收入为 149 亿美元，同比增长 12%。其云业务蓬勃发展，销售额达到 72 亿美元。尽管市盈率高达 66，甲骨文在人工智能热潮中的角色以及对云人工智能市场的预期增长表明，它仍然是一个强劲的投资机会</p>

<p>There are several stocks that are now worth at least $1 trillion. This includes <strong>Nvidia</strong>, <strong>Apple</strong>, <strong>Microsoft</strong>, <strong>Amazon</strong>, <strong>Alphabet</strong>, <strong>Meta Platforms</strong>, and <strong>Tesla</strong>, which are together known as the &#34;Magnificent Seven.&#34; There are others now part of the trillion-dollar club, but these are among the more notable names.</p>
<div class="lb-trans"><p>现在有几只股票的市值至少达到 1 万亿美元。这包括 <strong>Nvidia</strong>、<strong>Apple</strong>、<strong>Microsoft</strong>、<strong>Amazon</strong>、<strong>Alphabet</strong>、<strong>Meta Platforms</strong> 和 <strong>Tesla</strong>，它们被统称为 “七大巨头”。还有其他股票也已成为万亿俱乐部的一部分，但这些是比较显著的名字。</p>
</div><p>The list may get even bigger in the years ahead, as many businesses are growing and benefiting from feverish spending on artificial intelligence (AI). There's one unstoppable company that's doing well due to that trend, and which looks set to join the club in the near future: <strong>Oracle</strong>(ORCL -1.33%). Here's why it may not be too late to invest in this promising tech stock.</p>
<div class="lb-trans"><p>未来几年，这个名单可能会变得更大，因为许多企业正在增长，并受益于对人工智能（AI）的热烈投资。有一家不可阻挡的公司因这一趋势而表现良好，并且看起来将在不久的将来加入这个俱乐部：<strong>Oracle</strong>（ORCL -1.33%）。以下是为什么现在投资这只有前景的科技股可能还不算太晚的原因。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY2MDAvYS1wZXJzb24taW50ZXJhY3Rpbmctd2l0aC1hcnRpZmljaWFsLWludGVsbGlnZW5jZS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F836600%2Fa-person-interacting-with-artificial-intelligence.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Oracle has become a key player in the AI boom</h2>
<div class="lb-trans"><h2>Oracle 已成为 AI 热潮中的关键参与者</h2>
</div><p>For years, Oracle has been known as a big name in databases and providing companies with the critical backend services and infrastructure they need to manage all their data. It still serves that purpose today, plus it also offers key products and services, which help its customers manage AI workloads.</p>
<div class="lb-trans"><p>多年来，Oracle 一直被认为是数据库领域的知名企业，为公司提供管理所有数据所需的关键后端服务和基础设施。今天它仍然承担着这一角色，同时还提供关键产品和服务，帮助客户管理 AI 工作负载。</p>
</div><p>Its new Oracle AI World, for instance, will allow its customers to use large language models to analyze existing databases. The big advantage with Oracle is that unlike many big tech companies, it's agnostic to the whole chatbot market; it isn't developing one of its own, and it's there to simply provide customers with the AI-powered products and services they need. It also has AI agents that can help to automate tasks and add efficiency.</p>
<div class="lb-trans"><p>例如，它的新产品 Oracle AI World 将允许客户使用大型语言模型分析现有数据库。Oracle 的一个重大优势在于，与许多大型科技公司不同，它对整个聊天机器人市场持中立态度；它并不开发自己的聊天机器人，而是专注于为客户提供所需的 AI 驱动的产品和服务。它还拥有可以帮助自动化任务并提高效率的 AI 代理。</p>
</div><p>And its efforts have been paying off. Last month, the company reported its latest quarterly results (for the period ending Aug. 31) and demand remains robust, with CEO Safra Catz noting that it &#34;signed four multibillion-dollar contracts with three different customers in Q1.&#34; It expects even more large contracts to be signed in the future. And its contract backlog has skyrocketed by 359% year over year, totaling $455 billion.</p>
<div class="lb-trans"><p>而且，它的努力已经开始见效。上个月，该公司公布了截至 8 月 31 日的最新季度业绩，需求依然强劲，首席执行官 Safra Catz 指出，在第一季度它 “与三家不同的客户签署了四份数十亿美元的合同。” 它预计未来还会签署更多大型合同。其合同积压同比激增 359%，总额达到 4550 亿美元。</p>
</div><p>Oracle's quarterly revenue totaled $14.9 billion and rose 12% year over year. Its cloud segment led the way, as sales in that business unit came in at $7.2 billion and were up by 28%.</p>
<div class="lb-trans"><p>Oracle 的季度收入总计 149 亿美元，同比增长 12%。其云业务部门表现突出，该部门的销售额为 72 亿美元，同比增长 28%。</p>
</div><p>The company also generates terrific profit margins, as its net income during the period was $2.9 billion, which is comparable to what it generated in the prior-year period. The bottom line would have been larger, however, if not for an increase in restructuring expenses, as the company has been reducing its workforce in an effort to improve efficiency.</p>
<div class="lb-trans"><p>该公司还产生了可观的利润率，因为其在此期间的净收入为 29 亿美元，与去年同期相当。然而，如果不是由于重组费用的增加，底线本可以更大，因为公司一直在减少员工以提高效率。</p>
</div><h2>Why a $1 trillion valuation may be just an inevitability at this point</h2>
<div class="lb-trans"><h2>为什么 1 万亿美元的估值在此时可能只是必然结果</h2>
</div><p>Oracle's market cap as of the end of Monday was around $820 billion. For it to hit a $1 trillion valuation, it would need to rise by another 22% from that. In just the past year, its shares have soared more than 70%. And with tech companies continuing to invest heavily into AI, Oracle looks poised to benefit from those growth opportunities.</p>
<div class="lb-trans"><p>截至周一结束时，Oracle 的市值约为 8200 亿美元。要达到 1 万亿美元的估值，它需要再上涨 22%。在过去的一年里，其股价已经飙升超过 70%。随着科技公司继续大力投资于 AI，Oracle 看起来有望从这些增长机会中受益。</p>
</div><p>It may not happen soon, and it could take a couple of years, as the stock has already risen so fast. It's currently trading around its all-time highs, and its price-to-earnings multiple of 66 doesn't look cheap at all. As a result, growth investors may be thinking twice about the stock, and that could lead to limited gains, at least in the short term.</p>
<div class="lb-trans"><p>这可能不会很快发生，可能需要几年时间，因为该股已经上涨得如此之快。它目前的交易价格接近历史最高点，市盈率为 66，看起来并不便宜。因此，成长型投资者可能会对该股三思而后行，这可能导致短期内收益有限。</p>
</div><p>But with so much growth still out there, it may truly be an inevitability before Oracle reaches $1 trillion. According to analysts from the MarketsandMarkets, the global cloud AI market is projected to grow at a compounded annual growth rate of 32.4% until 2029. It's a staggering level of growth, with Oracle right in the middle of it all.</p>
<div class="lb-trans"><p>但考虑到仍有如此多的增长潜力，Oracle 达到 1 万亿美元的估值可能真的是必然的。根据 MarketsandMarkets 的分析师，全球云 AI 市场预计到 2029 年将以 32.4% 的复合年增长率增长。这是一个惊人的增长水平，而 Oracle 正处于其中。</p>
</div><h2>Oracle's still a good buy today</h2>
<div class="lb-trans"><h2>今天 Oracle 仍然是一个不错的投资</h2>
</div><p>Although you may be tempted to pass on Oracle's stock because its valuation is a bit rich, over the long term, there's still much more runway for it to become more valuable. The important role it plays in tech makes it a solid investment, particularly due to its close relationship with other tech giants.</p>
<div class="lb-trans"><p>尽管你可能会因为 Oracle 的估值略高而考虑放弃其股票，但从长远来看，它仍然有很大的空间变得更有价值。它在科技领域的重要角色使其成为一个稳健的投资，特别是由于它与其他科技巨头的紧密关系。</p>
</div><p>Oracle's solid fundamentals and AI-powered growth makes it a great investment to add to your portfolio today, especially if you're looking for an AI stock that still has a lot of upside left.</p>
<div class="lb-trans"><p>Oracle 的稳健基本面和 AI 驱动的增长使其成为今天值得加入你投资组合的优秀投资，特别是如果你在寻找仍有很大上升空间的 AI 股票。</p>
</div>

1 Unstoppable Stock That Could Join Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta, and Tesla in the $1 Trillion Club

- 多家科技公司现已市值超过 1 万亿美元，包括 Oracle。  
- Oracle 在 AI 领域表现出色，季度收入达 149 亿美元，同比增长 12%。  
- 市场预计 Oracle 将在未来实现 1 万亿美元市值，因其在云 AI 市场中占据重要地位。  

一只可能加入英伟达、苹果、微软、亚马逊、Alphabet、Meta 和特斯拉的 1 万亿美元俱乐部的势不可挡的股票