<p>甲骨文公司（Oracle Corp，ORCL）上涨了 3.23%。软件与 IT 服务行业上涨了 0.17%。该公司表现优于行业。行业内前三大涨幅股：Sabre Corp（SABR）上涨 33.06%；Upexi Inc（UPXI）上涨 31.22%；Inuvo Inc（INUV）上涨 25.60%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/65117ab9-5dbd-4528-aa4a-7ec1b9abefd4_1772482507.png?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://resource.tradingkey.com/ai/wkrepot/65117ab9-5dbd-4528-aa4a-7ec1b9abefd4_1772482507.png"/></p>
<p>甲骨文的股票经历了上涨，并伴随显著的日内波动，主要受到其云计算和人工智能（AI）计划的积极发展以及分析师在即将发布的财报前的乐观情绪的推动。</p>
<p>推动积极情绪的一个关键因素是甲骨文云基础设施（OCI）服务最近获得的美国政府客户授权的扩展。在分析日期，甲骨文宣布获得新的国防信息系统局（DISA）影响等级 5 和联邦风险与授权管理计划（FedRAMP）高等级的批准，涵盖包括 OCI 生成式 AI 和 Exadata Cloud@Customer 在内的服务。这一举措增强了甲骨文在利润丰厚的公共部门市场中的竞争地位，使政府机构能够在遵循严格安全标准的同时，利用先进的 AI 和云技术现代化系统。</p>
<p>进一步增强投资者信心的是，Oppenheimer 最近将甲骨文的股票评级上调至 “跑赢大盘”，并设定了更高的价格目标。该评级在 2 月底做出，基于强劲的长期每股收益增长潜力，特别提到甲骨文在云计算和 AI 方面的战略投资。该公司还指出，融资和项目执行相关的风险感知有所降低，这与甲骨文早前计划通过债务和股权的组合在 2026 年筹集 450 亿至 500 亿美元以扩展 OCI 能力的计划相一致，满足来自包括 AI 领域在内的主要客户的显著合同需求。</p>
<p>此外，甲骨文在 1 月推出的 AI 数据库 26ai 的创新方法引起了市场的关注。该产品旨在利用私营企业数据进行 AI 应用，通过关注有价值的专有数据的安全性和实时可访问性，使甲骨文的战略与竞争对手区分开来。该公司还在 2 月底延长了与甲骨文红牛赛车队的高调合作伙伴关系，将 OCI 和甲骨文 AI 更深入地融入到这支一级方程式车队的运营中，这有力证明了 OCI 在高性能、AI 驱动环境中的能力。</p>
<p>尽管有这些积极因素，日内波动可能反映了持续的市场担忧和法律风险。多起集体诉讼仍然是一个因素，投资者面临 2026 年 4 月 6 日的截止日期以寻求首席原告资格。这些诉讼源于甲骨文股票在分析师声称 AI 增长被高估以及财务结果未能达到共识预期后经历的下跌，特别是关于资本支出和自由现金流。然而，围绕甲骨文在 AI 和云计算方面的战略举措的当前乐观情绪，加上分析师对其即将发布的 2026 财年第三季度报告的收益和收入增加的预期，似乎在当天的交易中压倒了这些担忧。</p>
<p>从技术上看，甲骨文公司（ORCL）的 MACD（12,26,9）值为 [-8.90]，表明中性信号。RSI 为 38.26，表明中性状态，Williams %R 为-74.58，表明超卖状态。请密切关注。</p>
<p>在媒体覆盖方面，甲骨文公司（ORCL）的覆盖得分为 6.66，表明媒体关注度非常低，且情绪偏向乐观。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/348dc242-78b6-4965-a801-c9e807d3c52a_1772482507.png?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://resource.tradingkey.com/ai/wkrepot/348dc242-78b6-4965-a801-c9e807d3c52a_1772482507.png"/></p>
<p>甲骨文公司（ORCL）属于软件与 IT 服务行业。其最新年收入为 574 亿美元，在行业中排名第 8。净利润为 124.4 亿美元，在行业中排名第 9。公司简介</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/a47dfe6e-3c83-4f06-af14-a3d5baef3d41_1772482507.png?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://resource.tradingkey.com/ai/wkrepot/a47dfe6e-3c83-4f06-af14-a3d5baef3d41_1772482507.png"/></p>
<p>在过去一个月中，多位分析师将该公司评级为买入，平均目标价为 277.17，最高为 400.00，最低为 155.00。</p>
<p>公司特定风险：</p>
<ul>
<li>由于自由现金流不足以支持其激进的 AI 基础设施扩展，甲骨文面临重大财务压力，迫使其需要大量债务和股权融资，这增加了杠杆并稀释了股东价值。</li>
<li>多起证券集体诉讼已对甲骨文提起，造成相当大的法律风险，增加了诉讼风险，并可能导致巨额成本和声誉损害。</li>
<li>该公司在云计算市场面临来自亚马逊和微软等主导企业的竞争压力加剧，这些企业也在积极增加其云基础设施的资本支出。</li>
<li>甲骨文对 OpenAI 的日益依赖使其未来收益面临显著的依赖风险，因为 OpenAI 的承诺延迟或取消可能严重影响甲骨文的收入和运营稳定性。</li>
</ul>
<p>了解更多</p>

甲骨文

标普软件与服务 ETF - SPDR

2 倍做多 ORCL ETF - Defiance

云计算 ETF - GlobalX

北美科技软件股指数 ETF - iShares

<p>甲骨文公司的股票在 3 月 2 日上涨了 3.23%，表现优于软件和 IT 服务行业，该行业仅上涨了 0.17%。此次上涨得益于甲骨文在云计算和人工智能方面的积极进展，包括其服务获得的新政府批准。Oppenheimer 将甲骨文的股票评级上调至 “跑赢大盘”，并指出其强劲的长期增长潜力。然而，持续的集体诉讼和市场对现金流及来自亚马逊和微软等主要竞争对手的担忧仍然构成风险。分析师们对该股保持乐观，平均目标价为 277.17 美元</p>

<p>Oracle Corp (ORCL) moved up by 3.23%. The Software &amp; IT Services industry is up by 0.17%. The company outperformed the industry. Top 3 gainers of the industry: Sabre Corp (SABR) up 33.06%; Upexi Inc (UPXI) up 31.22%; Inuvo Inc (INUV) up 25.60%.</p>
<div class="lb-trans"><p>甲骨文公司（Oracle Corp，ORCL）上涨了 3.23%。软件与 IT 服务行业上涨了 0.17%。该公司表现优于行业。行业内前三大涨幅股：Sabre Corp（SABR）上涨 33.06%；Upexi Inc（UPXI）上涨 31.22%；Inuvo Inc（INUV）上涨 25.60%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/65117ab9-5dbd-4528-aa4a-7ec1b9abefd4_1772482507.png" alt="" original-src="https://resource.tradingkey.com/ai/wkrepot/65117ab9-5dbd-4528-aa4a-7ec1b9abefd4_1772482507.png"/></p>
<p>Oracle's stock experienced an upward movement with significant intraday volatility, primarily driven by a confluence of positive developments in its cloud and artificial intelligence (AI) initiatives, coupled with favorable analyst sentiment ahead of its upcoming earnings report.</p>
<div class="lb-trans"><p>甲骨文的股票经历了上涨，并伴随显著的日内波动，主要受到其云计算和人工智能（AI）计划的积极发展以及分析师在即将发布的财报前的乐观情绪的推动。</p>
</div><p>A key factor contributing to the positive sentiment is the recent expansion of Oracle Cloud Infrastructure (OCI) services authorized for U.S. government customers. On the analysis date, Oracle announced new Defense Information Systems Agency (DISA) Impact Level 5 and Federal Risk and Authorization Management Program (FedRAMP) High approvals for services including OCI Generative AI and Exadata Cloud@Customer. This move enhances Oracle's competitive position in the lucrative public sector market, enabling government agencies to modernize systems with advanced AI and cloud technologies while adhering to strict security standards.</p>
<div class="lb-trans"><p>推动积极情绪的一个关键因素是甲骨文云基础设施（OCI）服务最近获得的美国政府客户授权的扩展。在分析日期，甲骨文宣布获得新的国防信息系统局（DISA）影响等级 5 和联邦风险与授权管理计划（FedRAMP）高等级的批准，涵盖包括 OCI 生成式 AI 和 Exadata Cloud@Customer 在内的服务。这一举措增强了甲骨文在利润丰厚的公共部门市场中的竞争地位，使政府机构能够在遵循严格安全标准的同时，利用先进的 AI 和云技术现代化系统。</p>
</div><p>Further bolstering investor confidence, Oppenheimer recently upgraded Oracle's stock rating to Outperform, setting a higher price target. The upgrade, made in late February, was based on strong long-term earnings per share growth potential, specifically citing Oracle's strategic investments in cloud and AI. The firm also noted a reduction in perceived risks related to financing and project execution, aligning with Oracle's earlier plans to raise substantial capital for cloud infrastructure expansion. Oracle had announced in early February its intention to raise between $45 billion and $50 billion in 2026 through a combination of debt and equity to expand OCI capacity, catering to significant contracted demand from major clients, including those in the AI sector.</p>
<div class="lb-trans"><p>进一步增强投资者信心的是，Oppenheimer 最近将甲骨文的股票评级上调至 “跑赢大盘”，并设定了更高的价格目标。该评级在 2 月底做出，基于强劲的长期每股收益增长潜力，特别提到甲骨文在云计算和 AI 方面的战略投资。该公司还指出，融资和项目执行相关的风险感知有所降低，这与甲骨文早前计划通过债务和股权的组合在 2026 年筹集 450 亿至 500 亿美元以扩展 OCI 能力的计划相一致，满足来自包括 AI 领域在内的主要客户的显著合同需求。</p>
</div><p>Additionally, Oracle's innovative approach to AI, highlighted by the launch of its AI Database 26ai in January, is capturing market attention. The product is designed to leverage private enterprise data for AI applications, distinguishing Oracle's strategy from competitors by focusing on the security and real-time accessibility of valuable proprietary data. The company also extended its high-profile title partnership with Oracle Red Bull Racing in late February, integrating OCI and Oracle AI more deeply into the Formula 1 team's operations, which serves as a powerful testament to OCI's capabilities in high-performance, AI-driven environments.</p>
<div class="lb-trans"><p>此外，甲骨文在 1 月推出的 AI 数据库 26ai 的创新方法引起了市场的关注。该产品旨在利用私营企业数据进行 AI 应用，通过关注有价值的专有数据的安全性和实时可访问性，使甲骨文的战略与竞争对手区分开来。该公司还在 2 月底延长了与甲骨文红牛赛车队的高调合作伙伴关系，将 OCI 和甲骨文 AI 更深入地融入到这支一级方程式车队的运营中，这有力证明了 OCI 在高性能、AI 驱动环境中的能力。</p>
</div><p>Despite these positive drivers, the intraday volatility could reflect ongoing market concerns and legal overhangs. Multiple class-action lawsuits continue to be a factor, with investors facing an April 6, 2026, deadline to seek lead-plaintiff status. These lawsuits stem from prior periods where Oracle's stock experienced declines following analyst claims about overestimated AI growth and financial results that missed consensus estimates, particularly concerning capital expenditures and free cash flow. However, the current optimism surrounding Oracle's strategic moves in AI and cloud, coupled with analysts' anticipation of increased earnings and revenue for its upcoming Q3 FY2026 report, appears to be outweighing these concerns for the day's trading.</p>
<div class="lb-trans"><p>尽管有这些积极因素，日内波动可能反映了持续的市场担忧和法律风险。多起集体诉讼仍然是一个因素，投资者面临 2026 年 4 月 6 日的截止日期以寻求首席原告资格。这些诉讼源于甲骨文股票在分析师声称 AI 增长被高估以及财务结果未能达到共识预期后经历的下跌，特别是关于资本支出和自由现金流。然而，围绕甲骨文在 AI 和云计算方面的战略举措的当前乐观情绪，加上分析师对其即将发布的 2026 财年第三季度报告的收益和收入增加的预期，似乎在当天的交易中压倒了这些担忧。</p>
</div><p>Technically, Oracle Corp (ORCL) shows a MACD (12,26,9) value of [-8.90], indicating a neutral signal. The RSI at 38.26 suggests neutral condition and the Williams %R at -74.58 suggests oversold condition. Please monitor closely.</p>
<div class="lb-trans"><p>从技术上看，甲骨文公司（ORCL）的 MACD（12,26,9）值为 [-8.90]，表明中性信号。RSI 为 38.26，表明中性状态，Williams %R 为-74.58，表明超卖状态。请密切关注。</p>
</div><p>In terms of media coverage, Oracle Corp (ORCL) shows a coverage score of 6.66, indicating a very low level of media attention, with bullish sentiment.</p>
<div class="lb-trans"><p>在媒体覆盖方面，甲骨文公司（ORCL）的覆盖得分为 6.66，表明媒体关注度非常低，且情绪偏向乐观。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/348dc242-78b6-4965-a801-c9e807d3c52a_1772482507.png" alt="" original-src="https://resource.tradingkey.com/ai/wkrepot/348dc242-78b6-4965-a801-c9e807d3c52a_1772482507.png"/></p>
<p>Oracle Corp (ORCL) is in the Software &amp; IT Services industry. Its latest annual revenue is 57.40B, ranking 8 in the industry. The net profit is 12.44B, ranking 9 in the industry. Company Profile</p>
<div class="lb-trans"><p>甲骨文公司（ORCL）属于软件与 IT 服务行业。其最新年收入为 574 亿美元，在行业中排名第 8。净利润为 124.4 亿美元，在行业中排名第 9。公司简介</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/a47dfe6e-3c83-4f06-af14-a3d5baef3d41_1772482507.png" alt="" original-src="https://resource.tradingkey.com/ai/wkrepot/a47dfe6e-3c83-4f06-af14-a3d5baef3d41_1772482507.png"/></p>
<p>Over the past month, multiple analysts have rated the company as BUY, with an average price target of 277.17, a high of 400.00, and a low of 155.00.</p>
<div class="lb-trans"><p>在过去一个月中，多位分析师将该公司评级为买入，平均目标价为 277.17，最高为 400.00，最低为 155.00。</p>
</div><p>Company Specific Risks:</p>
<div class="lb-trans"><p>公司特定风险：</p>
</div><ul>
<li>Oracle faces significant financial strain due to insufficient free cash flow to fund its aggressive AI infrastructure expansion, necessitating substantial debt and equity financing which increases leverage and dilutes shareholder value.</li>
<li>Multiple securities class-action lawsuits have been filed against Oracle, creating considerable legal overhang, increasing litigation risk, and potentially leading to substantial costs and reputational damage.</li>
<li>The company is experiencing intensifying competitive pressure within the cloud computing market from dominant players like Amazon and Microsoft, who are also aggressively increasing their capital expenditures for cloud infrastructure.</li>
<li>Oracle's increasing reliance on OpenAI for a significant portion of its future earnings introduces a notable dependency risk, as delays or cancellations of commitments from OpenAI could severely impact Oracle's revenue and operational stability.</li>
</ul>
<div class="lb-trans"><ul>
<li>由于自由现金流不足以支持其激进的 AI 基础设施扩展，甲骨文面临重大财务压力，迫使其需要大量债务和股权融资，这增加了杠杆并稀释了股东价值。</li>
<li>多起证券集体诉讼已对甲骨文提起，造成相当大的法律风险，增加了诉讼风险，并可能导致巨额成本和声誉损害。</li>
<li>该公司在云计算市场面临来自亚马逊和微软等主导企业的竞争压力加剧，这些企业也在积极增加其云基础设施的资本支出。</li>
<li>甲骨文对 OpenAI 的日益依赖使其未来收益面临显著的依赖风险，因为 OpenAI 的承诺延迟或取消可能严重影响甲骨文的收入和运营稳定性。</li>
</ul>
</div><p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

甲骨文公司股票在 3 月 2 日上涨了 3.23%：上涨背后的原因