---
title: "Wedbush 将甲骨文的目标股价上调至 275 美元，基于对人工智能增长的押注"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286647031.md"
description: "Wedbush 将甲骨文的目标股价从 225 美元上调至 275 美元，原因是强劲的人工智能基础设施势头和创纪录的 5530 亿美元订单积压。甲骨文的云基础设施收入同比增长 84%，提升了盈利能力和投资者信心。即将于 6 月 8 日发布的财报将评估甲骨文将其订单积压转化为收入的能力是否符合预期"
datetime: "2026-05-16T13:51:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286647031.md)
  - [en](https://longbridge.com/en/news/286647031.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286647031.md)
---

# Wedbush 将甲骨文的目标股价上调至 275 美元，基于对人工智能增长的押注

Target raised again: Wedbush boosted its Oracle price target to $275 from $225, citing strong AI infrastructure momentum and a record $553 billion backlog. AI pivot accelerates: Oracle’s cloud infrastructure revenue surged 84% year over year, with AI-related margins and multi-cloud partnerships lifting profitability and investor confidence. Earnings in focus: The June 8 report will test whether Oracle can convert its contracted backlog into revenue at the pace bulls expect.

### 相关股票

- [ORCL.US](https://longbridge.com/zh-CN/quote/ORCL.US.md)
- [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md)
- [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md)
- [CLOU.US](https://longbridge.com/zh-CN/quote/CLOU.US.md)
- [ORCX.US](https://longbridge.com/zh-CN/quote/ORCX.US.md)
- [DAT.US](https://longbridge.com/zh-CN/quote/DAT.US.md)
- [DTCR.US](https://longbridge.com/zh-CN/quote/DTCR.US.md)
- [ORCL-D.US](https://longbridge.com/zh-CN/quote/ORCL-D.US.md)

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