<p>甲骨文公司（Oracle Corp，ORCL）上涨了 3.61%。软件与 IT 服务行业上涨了 0.50%。该公司表现优于行业。该行业成交量前三的股票：Alphabet Inc Class C（GOOG）下跌 1.45%；Alphabet Inc Class A（GOOGL）下跌 1.22%；微软公司（Microsoft Corp，MSFT）上涨 1.40%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/947d13b5-1695-4495-acde-1fc842e14cd1_1777643244.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/947d13b5-1695-4495-acde-1fc842e14cd1_1777643244.png"/></p>
<h2>什么推动了甲骨文公司（ORCL）今天的股价上涨？</h2>
<p>甲骨文（ORCL）由于多种因素的共同作用，股价出现上涨，突显了其在人工智能（AI）和云计算领域的强大地位，这似乎超越了近期市场的怀疑。该公司在 2026 财年第三季度的强劲财务表现为其提供了基础支持，首次在十五年内实现了有机总收入和非 GAAP 每股收益的显著增长。云收入，特别是来自云基础设施（IaaS）的收入，显示出加速增长，突显了对其云服务日益增长的需求。</p>
<p>投资者信心的一个重要驱动因素来自于甲骨文令人印象深刻的剩余履约义务（RPO），这一数字大幅上升，主要受到大量 AI 合同的推动。这一可观的积压订单表明未来收入的强劲可见性和对甲骨文 AI 基础设施的持续需求。为了满足这一不断增长的需求，该公司宣布计划在 2026 年通过股权和债务的结合筹集大量资金，用于大规模扩展其甲骨文云基础设施（OCI）。这一战略投资被视为甲骨文巩固其作为基础 AI 基础设施主要供应商角色的关键，服务于主要技术客户。</p>
<p>此外，积极的分析师情绪和近期的评级上调也促进了股价的上涨。多家投资公司重申或上调了对甲骨文的评级，指出近期市场回调为投资者创造了一个有吸引力的入场点。分析师强调了甲骨文强劲的 AI 驱动云增长和可观的积压订单，认为这些是乐观的有力理由，捍卫了公司增长前景，尽管面临日益增长的债务负担，成功完成了年初的一次重大债券发行也缓解了市场对公司融资其激进的 AI 和云扩展计划的担忧。</p>
<p>近期的战略发展，包括与谷歌云的扩展合作以增强 AI 能力，以及在 2026 年 3 月的甲骨文 AI 世界巡回演出上的新产品发布，进一步展示了甲骨文对 AI 创新的承诺。这些举措，加上在网络安全方面采取的积极态度和以 AI 为重点的安全建议，强化了甲骨文在持续的 AI 革命中占据有利位置的看法。目前的上涨反映了投资者对甲骨文长期增长前景的重新信心，推动其战略聚焦于 AI 驱动的云解决方案和强劲的合同需求。</p>
<h2>甲骨文公司（ORCL）的技术分析</h2>
<p>从技术上看，甲骨文公司（ORCL）的 MACD（12,26,9）值为 [5.40]，显示出中性信号。相对强弱指数（RSI）为 48.67，表明中性状态，威廉姆斯%R 为-56.19，表明超卖状态。请密切关注。</p>
<h2>甲骨文公司（ORCL）的媒体报道</h2>
<p>在媒体报道方面，甲骨文公司（ORCL）的覆盖评分为 7，表明媒体关注度非常低。整体市场情绪指数目前处于看涨区间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/4410055f-7fdf-409b-bf90-fbaaee5431ab_1777643244.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/4410055f-7fdf-409b-bf90-fbaaee5431ab_1777643244.png"/></p>
<h2>甲骨文公司（ORCL）的基本面分析</h2>
<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 9。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/f147d0b1-af78-4eb1-8d95-08dd685221b6_1777643244.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/f147d0b1-af78-4eb1-8d95-08dd685221b6_1777643244.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 245.88 美元，最高为 400.00 美元，最低为 155.00 美元。</p>
<h2>关于甲骨文公司（ORCL）的更多细节</h2>
<p>公司特定风险：</p>
<ul>
<li>甲骨文面临对 OpenAI 表现的重大财务风险，因为报告显示 OpenAI 未能达到内部收入和用户增长目标，可能会削弱甲骨文 AI 积压订单和未来云收入的可信度。</li>
<li>该公司的激进资本支出计划，预计在 2026 财年达到 500 亿美元，正在推动巨额负自由现金流和快速增加的债务负担，引发对其资产负债表健康和 AI 基础设施投资可持续性的担忧。</li>
<li>最近的分析师下调和目标价降低，例如摩根士丹利将其目标价下调至 207 美元并维持 “持平” 评级，反映了对 GPU 即服务成本、融资和甲骨文扩展 AI 云业务的盈利能力的不确定性。</li>
<li>报告显示甲骨文取消了一项与 Super Micro Computer 的重大服务器订单，价值在 10.5 亿美元至 14 亿美元之间，这表明采购执行或供应商关系变化可能存在潜在问题，导致投资者的不确定性和股价波动。</li>
</ul>
<p>了解更多</p>

甲骨文

北美科技软件股指数 ETF - iShares

云计算 ETF - GlobalX

2 倍做多 ORCL ETF - Defiance

标普软件与服务 ETF - SPDR

<p>甲骨文公司（Oracle Corp，股票代码：ORCL）在 5 月 1 日开盘上涨 3.61%，这得益于其在人工智能和云计算领域的强劲表现。公司报告了显著的收入和盈利增长，得益于大量的人工智能合同积压。分析师们上调了对该公司的评级，指出甲骨文在战略投资和合作伙伴关系方面的优势，特别是与谷歌云的合作。然而，风险包括对 OpenAI 的财务风险以及对不断增加的债务和资本支出的担忧。尽管面临这些挑战，投资者情绪依然乐观，反映出对甲骨文在人工智能驱动的云解决方案长期增长前景的信心</p>

<p>Oracle Corp (ORCL) opened up by 3.61%. The Software &amp; IT Services sector is up by 0.50%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Alphabet Inc Class C (GOOG) down 1.45%; Alphabet Inc Class A (GOOGL) down 1.22%; Microsoft Corp (MSFT) up 1.40%.</p>
<div class="lb-trans"><p>甲骨文公司（Oracle Corp，ORCL）上涨了 3.61%。软件与 IT 服务行业上涨了 0.50%。该公司表现优于行业。该行业成交量前三的股票：Alphabet Inc Class C（GOOG）下跌 1.45%；Alphabet Inc Class A（GOOGL）下跌 1.22%；微软公司（Microsoft Corp，MSFT）上涨 1.40%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/947d13b5-1695-4495-acde-1fc842e14cd1_1777643244.png" alt="" original-src="https://resource.tradingkey.com/ai/wkrepot/947d13b5-1695-4495-acde-1fc842e14cd1_1777643244.png"/></p>
<h2>What is driving Oracle Corp (ORCL)’s stock price up today?</h2>
<div class="lb-trans"><h2>什么推动了甲骨文公司（ORCL）今天的股价上涨？</h2>
</div><p>Oracle (ORCL) experienced an upward price movement due to a confluence of factors underscoring its robust position in the artificial intelligence (AI) and cloud computing sectors, which appears to be outweighing recent market skepticism. The company's strong financial performance in its third fiscal quarter of 2026 provided a foundational boost, with both organic total revenue and non-GAAP earnings per share growing significantly for the first time in over fifteen years. Cloud revenue, particularly from Cloud Infrastructure (IaaS), demonstrated accelerated growth, highlighting increasing demand for its cloud services.</p>
<div class="lb-trans"><p>甲骨文（ORCL）由于多种因素的共同作用，股价出现上涨，突显了其在人工智能（AI）和云计算领域的强大地位，这似乎超越了近期市场的怀疑。该公司在 2026 财年第三季度的强劲财务表现为其提供了基础支持，首次在十五年内实现了有机总收入和非 GAAP 每股收益的显著增长。云收入，特别是来自云基础设施（IaaS）的收入，显示出加速增长，突显了对其云服务日益增长的需求。</p>
</div><p>A significant driver for investor confidence stems from Oracle's impressive Remaining Performance Obligations (RPO), which surged to a substantial figure, largely propelled by extensive AI contracts. This substantial backlog indicates strong future revenue visibility and continued demand for Oracle's AI infrastructure. To meet this escalating demand, the company announced plans to raise a substantial amount of capital in 2026 through a blend of equity and debt, earmarked for a significant expansion of its Oracle Cloud Infrastructure (OCI). This strategic investment is seen as crucial for Oracle to solidify its role as a key provider of foundational AI infrastructure, serving major technology clients.</p>
<div class="lb-trans"><p>投资者信心的一个重要驱动因素来自于甲骨文令人印象深刻的剩余履约义务（RPO），这一数字大幅上升，主要受到大量 AI 合同的推动。这一可观的积压订单表明未来收入的强劲可见性和对甲骨文 AI 基础设施的持续需求。为了满足这一不断增长的需求，该公司宣布计划在 2026 年通过股权和债务的结合筹集大量资金，用于大规模扩展其甲骨文云基础设施（OCI）。这一战略投资被视为甲骨文巩固其作为基础 AI 基础设施主要供应商角色的关键，服务于主要技术客户。</p>
</div><p>Furthermore, positive analyst sentiment and recent upgrades have contributed to the stock's upward trajectory. Several investment firms have reiterated or upgraded their ratings on Oracle, noting that a recent market pullback created an attractive entry point for investors. Analysts have highlighted Oracle's strong AI-driven cloud growth and considerable backlog as compelling reasons for optimism, defending the company's growth outlook against prior concerns. The successful placement of a significant bond offering earlier in the year also helped assuage worries about the company's ability to finance its aggressive AI and cloud expansion plans, despite a growing debt load.</p>
<div class="lb-trans"><p>此外，积极的分析师情绪和近期的评级上调也促进了股价的上涨。多家投资公司重申或上调了对甲骨文的评级，指出近期市场回调为投资者创造了一个有吸引力的入场点。分析师强调了甲骨文强劲的 AI 驱动云增长和可观的积压订单，认为这些是乐观的有力理由，捍卫了公司增长前景，尽管面临日益增长的债务负担，成功完成了年初的一次重大债券发行也缓解了市场对公司融资其激进的 AI 和云扩展计划的担忧。</p>
</div><p>Recent strategic developments, including an expanded partnership with Google Cloud to enhance AI capabilities and new product announcements at the Oracle AI World Tour in March 2026, further illustrate Oracle's commitment to innovation in AI. These initiatives, coupled with a proactive stance on cybersecurity with AI-focused security advisories, reinforce the perception that Oracle is well-positioned to capitalize on the ongoing AI revolution. The current upward movement reflects renewed investor belief in Oracle's long-term growth prospects, driven by its strategic focus on AI-powered cloud solutions and robust contracted demand.</p>
<div class="lb-trans"><p>近期的战略发展，包括与谷歌云的扩展合作以增强 AI 能力，以及在 2026 年 3 月的甲骨文 AI 世界巡回演出上的新产品发布，进一步展示了甲骨文对 AI 创新的承诺。这些举措，加上在网络安全方面采取的积极态度和以 AI 为重点的安全建议，强化了甲骨文在持续的 AI 革命中占据有利位置的看法。目前的上涨反映了投资者对甲骨文长期增长前景的重新信心，推动其战略聚焦于 AI 驱动的云解决方案和强劲的合同需求。</p>
</div><h2>Technical Analysis of Oracle Corp (ORCL)</h2>
<div class="lb-trans"><h2>甲骨文公司（ORCL）的技术分析</h2>
</div><p>Technically, Oracle Corp (ORCL) shows a MACD (12,26,9) value of [5.40], indicating a neutral signal. The RSI at 48.67 suggests neutral condition and the Williams %R at -56.19 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 [5.40]，显示出中性信号。相对强弱指数（RSI）为 48.67，表明中性状态，威廉姆斯%R 为-56.19，表明超卖状态。请密切关注。</p>
</div><h2>Media Coverage of Oracle Corp (ORCL)</h2>
<div class="lb-trans"><h2>甲骨文公司（ORCL）的媒体报道</h2>
</div><p>In terms of media coverage, Oracle Corp (ORCL) shows a coverage score of 7, indicating a very low level of media attention. The overall market sentiment index is currently in bullish zone.</p>
<div class="lb-trans"><p>在媒体报道方面，甲骨文公司（ORCL）的覆盖评分为 7，表明媒体关注度非常低。整体市场情绪指数目前处于看涨区间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/ai/wkrepot/4410055f-7fdf-409b-bf90-fbaaee5431ab_1777643244.png" alt="" original-src="https://resource.tradingkey.com/ai/wkrepot/4410055f-7fdf-409b-bf90-fbaaee5431ab_1777643244.png"/></p>
<h2>Fundamental Analysis of Oracle Corp (ORCL)</h2>
<div class="lb-trans"><h2>甲骨文公司（ORCL）的基本面分析</h2>
</div><p>Oracle Corp (ORCL) is in the Software &amp; IT Services industry. Its latest annual revenue is $57.40B, ranking 9 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 9。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/f147d0b1-af78-4eb1-8d95-08dd685221b6_1777643244.png" alt="" original-src="https://resource.tradingkey.com/ai/wkrepot/f147d0b1-af78-4eb1-8d95-08dd685221b6_1777643244.png"/></p>
<p>Over the past month, multiple analysts have rated the company as Buy, with an average price target of $245.88, 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 245.88 美元，最高为 400.00 美元，最低为 155.00 美元。</p>
</div><h2>More details about Oracle Corp (ORCL)</h2>
<div class="lb-trans"><h2>关于甲骨文公司（ORCL）的更多细节</h2>
</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 exposure to OpenAI's performance, as reports indicate OpenAI missed internal revenue and user growth targets, potentially undermining the credibility of a substantial portion of Oracle's AI backlog and future cloud revenue.</li>
<li>The company's aggressive capital expenditure plan, projected up to $50 billion for fiscal 2026, is driving substantial negative free cash flow and a rapidly increasing debt load, raising concerns about its balance sheet health and the sustainability of its AI infrastructure investments.</li>
<li>Recent analyst downgrades and price target reductions, such as Morgan Stanley cutting its target to $207 and maintaining an &#34;equal-weight&#34; rating, reflect ongoing uncertainty regarding GPU-as-a-Service costs, financing, and the profitability profile of Oracle's expanding AI cloud business.</li>
<li>Reports of Oracle canceling a significant server order with Super Micro Computer, valued between $1.05 billion and $1.4 billion, indicate potential issues with procurement execution or changing vendor relationships, contributing to investor uncertainty and share volatility.</li>
</ul>
<div class="lb-trans"><ul>
<li>甲骨文面临对 OpenAI 表现的重大财务风险，因为报告显示 OpenAI 未能达到内部收入和用户增长目标，可能会削弱甲骨文 AI 积压订单和未来云收入的可信度。</li>
<li>该公司的激进资本支出计划，预计在 2026 财年达到 500 亿美元，正在推动巨额负自由现金流和快速增加的债务负担，引发对其资产负债表健康和 AI 基础设施投资可持续性的担忧。</li>
<li>最近的分析师下调和目标价降低，例如摩根士丹利将其目标价下调至 207 美元并维持 “持平” 评级，反映了对 GPU 即服务成本、融资和甲骨文扩展 AI 云业务的盈利能力的不确定性。</li>
<li>报告显示甲骨文取消了一项与 Super Micro Computer 的重大服务器订单，价值在 10.5 亿美元至 14 亿美元之间，这表明采购执行或供应商关系变化可能存在潜在问题，导致投资者的不确定性和股价波动。</li>
</ul>
</div><p>Find out more</p>
<div class="lb-trans"><p>了解更多</p>
</div>

Oracle Corp Stock (ORCL) Opened Up by 3.61% on May 1: What Investors Need To Know

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甲骨文公司股票（ORCL）在 5 月 1 日开盘上涨 3.61%：投资者需要知道哪些信息