<h2>关键要点</h2>
<ul>
<li>投资者在过去一年中对甲骨文的看法既有看涨也有看跌。</li>
<li>最近该股票经历了一些波动，但其最新的财报为其带来了提振。</li>
<li>甲骨文在最近一个季度的收入和盈利均超出分析师预期。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
<p><strong>甲骨文</strong>（NYSE: ORCL）的股价在过去一年中经历了一些波动。这只股票曾因其在人工智能（AI）革命中的重要性而被视为一个有前景的投资对象，但现在可能因债务过多和对 OpenAI 的依赖而受到质疑。这在其 52 周的股价区间中显而易见，过去 12 个月的最低价为 118 美元，最高价为 345 美元。</p>
<p>该公司最近公布了强劲的财报，显示其收入和净利润均有显著增长。其前景指引也看起来相当乐观。看跌的投资者是否对甲骨文的看法完全错误，而这只科技股现在实际上是一个不错的买入机会？</p>
<p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2MDQ4OS9hLW1vZGVybi1kYXRhLWNlbnRlci13aXRoLXJvd3Mtb2YtaWxsdW1pbmF0ZWQtc2VydmVyLXJhY2tzLWFuZC1ibHVlLWxlZC1saWdodHMuanBnJnc9NzAw?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-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2MDQ4OS9hLW1vZGVybi1kYXRhLWNlbnRlci13aXRoLXJvd3Mtb2YtaWxsdW1pbmF0ZWQtc2VydmVyLXJhY2tzLWFuZC1ibHVlLWxlZC1saWdodHMuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>甲骨文在第三季度显示出强劲增长，尤其是在其云业务中</h2>
<p>本周早些时候，甲骨文发布了其第三季度的财报，涵盖截至 2 月 28 日的三个月期间。其第三季度的收入总计为 172 亿美元，比去年同期增长了 22%。分析师预计收入约为 169 亿美元。在其云业务中，增长率更为惊人，达到了 44%，该业务部门的收入为 89 亿美元。</p>
<p>同样重要的是，在净利润方面，公司的财务状况也相当良好，甲骨文的调整后每股收益（EPS）为 1.79 美元，超出预期的 1.70 美元。</p>
<p>展望未来，该公司预计其财年的最后一个季度（截至 5 月）收入增长约为 19% 至 20%。它还将下一个财年的指引上调了约 10 亿美元，现在预计其收入将达到 900 亿美元。</p>
<h2>甲骨文的股票还有上涨空间吗？</h2>
<p>甲骨文的股票因财报而上涨，如果不是由于经济担忧和伊朗战争，可能会涨得更高。近期市场波动不定，但甲骨文的股票却是一个亮点。根据分析师的说法，增长投资者可能会有巨大的上行空间，因为该股票的共识目标价略高于 268 美元——这意味着它可能会从现在的价格上涨多达 67%。</p>
<p>由于甲骨文与 OpenAI 的密切关系以及对人工智能支出的依赖，存在一定风险。我并不认为看跌的投资者对甲骨文的担忧是错误的，但其风险与当今许多顶级人工智能股票相当。</p>
<p>甲骨文是科技行业的主要参与者之一，并且已经多年如此。只要你愿意长期持有，这今天可以是一个很好的买入机会。</p>
<h2>你现在应该购买甲骨文的股票吗？</h2>
<p>在你购买甲骨文的股票之前，请考虑以下几点：</p>
<p><em>Motley Fool Stock Advisor</em> 分析师团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而甲骨文并不在其中。这 10 只入选的股票在未来几年可能会产生巨额回报。</p>
<p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 511,735 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,140,464 美元</strong>！*</p>
<p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 946%——相比之下，标准普尔 500 指数的回报率为 191%。<strong>不要错过最新的前 10 名股票列表，加入由个人投资者为个人投资者建立的投资社区。</strong></p>
<p><strong>查看这 10 只股票 »</strong></p>
<p><em>*Stock Advisor 的回报截至 2026 年 3 月 12 日。</em></p>
<p><em>David Jagielski, CPA 在提到的任何股票中没有持仓。Motley Fool 持有并推荐甲骨文。Motley Fool 有披露政策。</em></p>
<p>此处表达的观点和意见是作者的观点和意见，并不一定反映 Nasdaq, Inc.的观点。</p>

甲骨文财报，一站看懂！

全球科技股指数 ETF - iShares

标普软件与服务 ETF - SPDR

北美科技软件股指数 ETF - iShares

甲骨文

2 倍做多 ORCL ETF - Defiance

云计算 ETF - GlobalX

<p>甲骨文的股票经历了波动，受到看涨和看跌投资者情绪的影响。最近的财报超出预期，第三季度收入为 172 亿美元，同比增长 22%，云收入增长了 44%。尽管经济存在担忧，分析师建议有潜在 67% 的上涨空间，目标价超过 268 美元。然而，由于甲骨文与 OpenAI 的关系以及对人工智能支出的依赖，风险依然存在。虽然甲骨文在科技领域是一个重要参与者，但并未被《傻瓜投资指南》列入推荐的十大股票之中</p>

<h2>Key Points</h2>
<div class="lb-trans"><h2>关键要点</h2>
</div><ul>
<li>Investors have been both bullish and bearish on Oracle over the past year.</li>
<li>The stock had been in a bit of a tailspin of late, but its recent earnings report has given it a boost.</li>
<li>Oracle beat analyst expectations in its most recent quarter for both revenue and earnings.</li>
<li>10 stocks we like better than Oracle ›</li>
</ul>
<div class="lb-trans"><ul>
<li>投资者在过去一年中对甲骨文的看法既有看涨也有看跌。</li>
<li>最近该股票经历了一些波动，但其最新的财报为其带来了提振。</li>
<li>甲骨文在最近一个季度的收入和盈利均超出分析师预期。</li>
<li>我们更看好的 10 只股票 ›</li>
</ul>
</div><p>Shares of <strong>Oracle</strong>(NYSE: ORCL) have been on a bit of a roller coaster over the past year. The stock has gone from being a promising company to invest in due to its importance in the artificial intelligence (AI) revolution to one that has perhaps too much debt and exposure to OpenAI. That's evident in the stock's 52-week range, with it being as low as $118 and as high as $345 over the past 12 months.</p>
<div class="lb-trans"><p><strong>甲骨文</strong>（NYSE: ORCL）的股价在过去一年中经历了一些波动。这只股票曾因其在人工智能（AI）革命中的重要性而被视为一个有前景的投资对象，但现在可能因债务过多和对 OpenAI 的依赖而受到质疑。这在其 52 周的股价区间中显而易见，过去 12 个月的最低价为 118 美元，最高价为 345 美元。</p>
</div><p>The company recently reported strong earnings numbers, which showed significant growth on both its top and bottom lines. Its guidance was also looking promising. Have bearish investors gotten things all wrong about Oracle, and is the tech stock actually a good buy right now?</p>
<div class="lb-trans"><p>该公司最近公布了强劲的财报，显示其收入和净利润均有显著增长。其前景指引也看起来相当乐观。看跌的投资者是否对甲骨文的看法完全错误，而这只科技股现在实际上是一个不错的买入机会？</p>
</div><p><em><strong>Will AI create the world's first trillionaire?</strong> Our team just released a report on the one little-known company, called an &#34;Indispensable Monopoly&#34; providing the critical technology Nvidia and Intel both need. <strong>Continue »</strong></em></p>
<div class="lb-trans"><p><em><strong>人工智能会创造出世界上第一个万亿富翁吗？</strong> 我们的团队刚刚发布了一份关于一家鲜为人知的公司报告，该公司被称为 “不可或缺的垄断”，提供 Nvidia 和 Intel 都需要的关键技术。<strong>继续 »</strong></em></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg2MDQ4OS9hLW1vZGVybi1kYXRhLWNlbnRlci13aXRoLXJvd3Mtb2YtaWxsdW1pbmF0ZWQtc2VydmVyLXJhY2tzLWFuZC1ibHVlLWxlZC1saWdodHMuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F860489%2Fa-modern-data-center-with-rows-of-illuminated-server-racks-and-blue-led-lights.jpg&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 shows strong growth in Q3, particularly in its cloud business</h2>
<div class="lb-trans"><h2>甲骨文在第三季度显示出强劲增长，尤其是在其云业务中</h2>
</div><p>Earlier this week, Oracle released its third-quarter earnings numbers, covering the three-month period ending Feb. 28. Its revenue for Q3 totaled $17.2 billion, which was an increase of 22% from the same period a year ago. Analysts were expecting revenue to be around just $16.9 billion. In its cloud business, the growth rate was even more impressive at 44%, as that segment of its operations generated $8.9 billion.</p>
<div class="lb-trans"><p>本周早些时候，甲骨文发布了其第三季度的财报，涵盖截至 2 月 28 日的三个月期间。其第三季度的收入总计为 172 亿美元，比去年同期增长了 22%。分析师预计收入约为 169 亿美元。在其云业务中，增长率更为惊人，达到了 44%，该业务部门的收入为 89 亿美元。</p>
</div><p>What was also important was that on the bottom line, the company's financials also looked good as Oracle's adjusted earnings per share (EPS) totaled $1.79, surpassing expectations of $1.70.</p>
<div class="lb-trans"><p>同样重要的是，在净利润方面，公司的财务状况也相当良好，甲骨文的调整后每股收益（EPS）为 1.79 美元，超出预期的 1.70 美元。</p>
</div><p>Looking ahead, the company continues to expect revenue growth of around 19% to 20% for the final quarter of its fiscal year (which ends in May). It also upgraded its guidance for the next fiscal year by about $1 billion, now expecting its top line to reach $90 billion.</p>
<div class="lb-trans"><p>展望未来，该公司预计其财年的最后一个季度（截至 5 月）收入增长约为 19% 至 20%。它还将下一个财年的指引上调了约 10 亿美元，现在预计其收入将达到 900 亿美元。</p>
</div><h2>Does Oracle's stock have room to rise higher?</h2>
<div class="lb-trans"><h2>甲骨文的股票还有上涨空间吗？</h2>
</div><p>Oracle's stock rose on the results and may have risen higher if not for economic concerns and the war in Iran. Markets have been shaky of late, but Oracle's stock has been a bright spot. And according to analysts, there could be massive upside for growth investors as the stock has a consensus price target of just over $268 -- this suggests it might rise by as much as 67% from where it is today.</p>
<div class="lb-trans"><p>甲骨文的股票因财报而上涨，如果不是由于经济担忧和伊朗战争，可能会涨得更高。近期市场波动不定，但甲骨文的股票却是一个亮点。根据分析师的说法，增长投资者可能会有巨大的上行空间，因为该股票的共识目标价略高于 268 美元——这意味着它可能会从现在的价格上涨多达 67%。</p>
</div><p>There is some risk with Oracle due to its close relationship with OpenAI and its dependence on AI spending remaining high for the foreseeable future. I wouldn't say bearish investors are wrong to worry about Oracle, but its risk is comparable to that of many top AI stocks these days.</p>
<div class="lb-trans"><p>由于甲骨文与 OpenAI 的密切关系以及对人工智能支出的依赖，存在一定风险。我并不认为看跌的投资者对甲骨文的担忧是错误的，但其风险与当今许多顶级人工智能股票相当。</p>
</div><p>Oracle is one of the major players in the tech sector, and it has been for years. As long as you're comfortable hanging on to it for the long term, it can be a great buy today.</p>
<div class="lb-trans"><p>甲骨文是科技行业的主要参与者之一，并且已经多年如此。只要你愿意长期持有，这今天可以是一个很好的买入机会。</p>
</div><h2>Should you buy stock in Oracle right now?</h2>
<div class="lb-trans"><h2>你现在应该购买甲骨文的股票吗？</h2>
</div><p>Before you buy stock in Oracle, consider this:</p>
<div class="lb-trans"><p>在你购买甲骨文的股票之前，请考虑以下几点：</p>
</div><p>The <em>Motley Fool Stock Advisor</em> analyst team just identified what they believe are the <strong>10 best stocks</strong> for investors to buy now… and Oracle wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.</p>
<div class="lb-trans"><p><em>Motley Fool Stock Advisor</em> 分析师团队刚刚确定了他们认为的 <strong>10 只最佳股票</strong> 供投资者现在购买……而甲骨文并不在其中。这 10 只入选的股票在未来几年可能会产生巨额回报。</p>
</div><p>Consider when <strong>Netflix</strong> made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, <strong>you’d have $511,735</strong>!* Or when <strong>Nvidia</strong> made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, <strong>you’d have $1,140,464</strong>!*</p>
<div class="lb-trans"><p>考虑一下 <strong>Netflix</strong> 在 2004 年 12 月 17 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 511,735 美元</strong>！* 或者 <strong>Nvidia</strong> 在 2005 年 4 月 15 日上榜时……如果你在我们推荐时投资了 1000 美元，<strong>你现在将拥有 1,140,464 美元</strong>！*</p>
</div><p>Now, it’s worth noting <em>Stock Advisor’s</em> total average return is 946% — a market-crushing outperformance compared to 191% for the S&amp;P 500. <strong>Don't miss the latest top 10 list, available with <em>Stock Advisor</em>, and join an investing community built by individual investors for individual investors.</strong></p>
<div class="lb-trans"><p>现在值得注意的是，<em>Stock Advisor</em> 的总平均回报率为 946%——相比之下，标准普尔 500 指数的回报率为 191%。<strong>不要错过最新的前 10 名股票列表，加入由个人投资者为个人投资者建立的投资社区。</strong></p>
</div><p><strong>See the 10 stocks »</strong></p>
<div class="lb-trans"><p><strong>查看这 10 只股票 »</strong></p>
</div><p><em>*Stock Advisor returns as of March 12, 2026.</em></p>
<div class="lb-trans"><p><em>*Stock Advisor 的回报截至 2026 年 3 月 12 日。</em></p>
</div><p><em>David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy.</em></p>
<div class="lb-trans"><p><em>David Jagielski, CPA 在提到的任何股票中没有持仓。Motley Fool 持有并推荐甲骨文。Motley Fool 有披露政策。</em></p>
</div><p>The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.</p>
<div class="lb-trans"><p>此处表达的观点和意见是作者的观点和意见，并不一定反映 Nasdaq, Inc.的观点。</p>
</div>

看空投资者对甲骨文股票的看法是否全错了？