<p>甲骨文 NYSE: ORCL 將很快達到萬億美元的估值，這得益於人工智能對商業運營的影響。</p>
<p>曾經是笨重、繁瑣的枷鎖，數據如今已成為企業的寶藏，而甲骨文正引領着解鎖這一寶藏的潮流。</p>
<p>其 2024 財年第一季度的業績證明了其在數據和基於雲的數據服務方面的領導地位，指導意見表明這些優勢不僅會持續，甚至可能在未來幾年內加速增長。</p>
<p>至於估值，股票只需從 9 月中旬的水平再上漲 15% 即可達到萬億美元的標誌。</p>
<p>甲骨文領導地位的關鍵在於其低成本、高性能的數據中心以及在雲實例中的普遍存在。在多雲運營商中，甲骨文無疑是領導者，其服務嵌入在超大規模雲服務商的生態中，且其自身的數據中心也達到了超大規模水平。</p>
<p>谷歌 NASDAQ: GOOGL、亞馬遜 NASDAQ: AMZN 和微軟 NASDAQ: MSFT 等領導者在人工智能基礎設施和服務方面對其依賴程度很高。該公司快速的數據中心建設使超大規模業務在第一季度增長超過 1500%，預計這種強勁勢頭將持續。</p>
<p>公司預測其數據中心的規模將在未來幾年內翻倍，並推動 <strong>服務需求和收入的顯著、連續增長</strong>。</p>
<p>由於其他發展將進一步鞏固甲骨文作為首選人工智能數據管理工具的地位，增長可能會超出預期。</p>
<p>這就是甲骨文人工智能數據庫的發佈，該服務將在現有的甲骨文網絡之上運行，為客户提供訪問他們選擇的 LLM 的權限。</p>
<h2>甲骨文的股票正在上漲：五個理由</h2>
<p>自第一季度發佈以來，甲骨文的股價走勢非常看漲，提供了至少五個理由相信市場將繼續上漲。</p>
<p>第一個理由是報告發布後的第二天股價上漲了 35%。這是藍籌科技股的高信心走勢，得到了其他信號的支持。</p>
<p>這些信號包括創紀錄的交易量激增、六日 EMA 的支撐、<strong>持續的高交易量、收斂的 MACD</strong> 以及有足夠空間向上移動的隨機指標。</p>
<p>可能的結果是市場將很快重新測試新的歷史高點，並可能在此之後超過該高點，預示着另一個 65 美元的上漲將隨之而來。這足以使估值超過萬億美元。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1200" height="590" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png"/></p>
<h2>分析師和機構趨勢為甲骨文的價格走勢提供強勁助力</h2>
<p>目前，分析師對甲骨文收入增長的預測仍然過低。僅人工智能基礎設施的增長預估就足以與 2027 年和 2028 年的預測相匹配，而其中大部分已經簽約。</p>
<p>首席執行官 Safra Catz 預計將在未來幾個月簽署更多交易，使訂單積壓超過五千億美元，超過 2027 財年的收入預測六倍以上。預計分析師的收入和盈利預測的上升趨勢將持續，併為市場提供支持。</p>
<p>分析師的情緒趨勢也為市場提供支持，並 <strong>引領市場走向新高</strong>。MarketBeat 跟蹤的數據揭示了自第一季度發佈以來的新覆蓋、升級、重申的看漲評級和提高的價格目標。</p>
<p>分析師的升級使得 <strong>情緒接近明確的買入評級</strong>，而價格目標的修訂使共識預估在不到 30 天內提高了超過 50%。</p>
<p>共識認為該股票在 9 月中旬的交易水平附近被合理估值，但修訂後高端範圍為 410 美元，達到時再上漲 50%。</p>
<p>關於機構，他們持有該股票 42% 的股份，考慮到董事長 Larry Ellison 約 42% 的股份，這一比例相當可觀。更重要的是，他們在今年的買入量保持平衡，比例超過 2 比 1，並可能繼續這樣做。</p>
<p>原因包括增長、對現金流的影響、資產負債表以及資本回報的潛力。該公司不支付股息，但會回購股票。</p>
<p>它可能會像其他藍籌科技公司一樣開始支付股息，包括 Meta Platforms NASDAQ: META 和 Salesforce NYSE: CRM，或者隨時加速股票回購。</p>
<h2>你現在應該投資 1000 美元在甲骨文嗎？</h2>
<p>在考慮甲骨文之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦在更廣泛的市場關注之前購買……而甲骨文並不在名單上。</p>
<p>雖然甲骨文目前在分析師中獲得了適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>查看這五隻股票的詳情</p>

甲骨文

<p>甲骨文預計到 2025 年將達到 1 萬億美元的估值，這得益於對人工智能服務日益增長的需求。該公司 2023 財年第一季度的業績突顯了其在數據和雲服務領域的領導地位，預計需要 15% 的股價上漲才能實現這一估值。分析師預測，收入將持續增長，支持這一增長的還有超過 5000 億美元的訂單積壓。機構投資者持有甲骨文 42% 的股票，並且持續有買入趨勢。該公司未來可能還會考慮分紅或加速股票回購</p>

<p>Oracle NYSE: ORCL will soon reach a trillion-dollar valuation, driven by the impact of AI on business operations.</p>
<div class="lb-trans"><p>甲骨文 NYSE: ORCL 將很快達到萬億美元的估值，這得益於人工智能對商業運營的影響。</p>
</div><p>Once a bulky, cumbersome shackle, data has become a treasure trove for businesses, and Oracle is leading the charge to unlock it.</p>
<div class="lb-trans"><p>曾經是笨重、繁瑣的枷鎖，數據如今已成為企業的寶藏，而甲骨文正引領着解鎖這一寶藏的潮流。</p>
</div><p>Its fiscal Q1 results prove its leadership position with data and cloud-based data services, and the guidance suggests the strengths will not only continue but potentially accelerate before peaking over the next few years.</p>
<div class="lb-trans"><p>其 2024 財年第一季度的業績證明了其在數據和基於雲的數據服務方面的領導地位，指導意見表明這些優勢不僅會持續，甚至可能在未來幾年內加速增長。</p>
</div><p>As for the valuation, the stock needs to rise just 15% more from its mid-September levels to hit the $1 trillion mark.</p>
<div class="lb-trans"><p>至於估值，股票只需從 9 月中旬的水平再上漲 15% 即可達到萬億美元的標誌。</p>
</div><p>Oracle’s key to its leadership position lies in its lower-cost, higher-performance data centers and ubiquity across cloud instances. When it comes to multicloud operators, Oracle is by far the leader, with its services embedded across the hyperscaler universe and its own data centers reaching hyperscale levels.</p>
<div class="lb-trans"><p>甲骨文領導地位的關鍵在於其低成本、高性能的數據中心以及在雲實例中的普遍存在。在多雲運營商中，甲骨文無疑是領導者，其服務嵌入在超大規模雲服務商的生態中，且其自身的數據中心也達到了超大規模水平。</p>
</div><p>Leaders such as Google NASDAQ: GOOGL, Amazon NASDAQ: AMZN, and Microsoft NASDAQ: MSFT are heavily leaning on it for AI infrastructure and services. The company's rapid data center build-out increased growth in the hyperscaler business by more than 1500% in Q1, and this strength is expected to continue.</p>
<div class="lb-trans"><p>谷歌 NASDAQ: GOOGL、亞馬遜 NASDAQ: AMZN 和微軟 NASDAQ: MSFT 等領導者在人工智能基礎設施和服務方面對其依賴程度很高。該公司快速的數據中心建設使超大規模業務在第一季度增長超過 1500%，預計這種強勁勢頭將持續。</p>
</div><p>The company forecasts its datacenter footprint will more than double over the coming years and drive <strong>substantial, sequential increases in service demand</strong> and revenue for the foreseeable future.</p>
<div class="lb-trans"><p>公司預測其數據中心的規模將在未來幾年內翻倍，並推動 <strong>服務需求和收入的顯著、連續增長</strong>。</p>
</div><p>The increases are likely to be larger than forecasted because of other developments that will further cement Oracle as the AI data-management tool of choice.</p>
<div class="lb-trans"><p>由於其他發展將進一步鞏固甲骨文作為首選人工智能數據管理工具的地位，增長可能會超出預期。</p>
</div><p>That is the release of Oracle AI Database, a service that will run on top of the existing Oracle network, providing clients with access to the LLM of their choice.</p>
<div class="lb-trans"><p>這就是甲骨文人工智能數據庫的發佈，該服務將在現有的甲骨文網絡之上運行，為客户提供訪問他們選擇的 LLM 的權限。</p>
</div><h2>Oracle’s Stock is Heading Higher: Five Reasons Why</h2>
<div class="lb-trans"><h2>甲骨文的股票正在上漲：五個理由</h2>
</div><p>Oracle’s stock price action has been very bullish since the Q1 release, providing at least five reasons to believe the market will continue to move higher.</p>
<div class="lb-trans"><p>自第一季度發佈以來，甲骨文的股價走勢非常看漲，提供了至少五個理由相信市場將繼續上漲。</p>
</div><p>The first is the 35% increase posted the day after the report. It is a high-conviction movement for a blue-chip tech stock, supported by other signals.</p>
<div class="lb-trans"><p>第一個理由是報告發布後的第二天股價上漲了 35%。這是藍籌科技股的高信心走勢，得到了其他信號的支持。</p>
</div><p>They include the record volume spike, support at the six-day EMA, the <strong>sustained high volume, convergent MACD</strong>, and a stochastic with ample room to move higher.</p>
<div class="lb-trans"><p>這些信號包括創紀錄的交易量激增、六日 EMA 的支撐、<strong>持續的高交易量、收斂的 MACD</strong> 以及有足夠空間向上移動的隨機指標。</p>
</div><p>The likely outcome is that the market will retest the new all-time high soon and will probably surpass it soon after, signalling that another $65 updraft will follow. That’s sufficient to exceed a $1 trillion valuation.</p>
<div class="lb-trans"><p>可能的結果是市場將很快重新測試新的歷史高點，並可能在此之後超過該高點，預示着另一個 65 美元的上漲將隨之而來。這足以使估值超過萬億美元。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20250917102340_chart-orcl-9172025-002.png"/></p>
<h2>Analysts and Institutional Trends Provide a Strong Tailwind for Oracle Price Action</h2>
<div class="lb-trans"><h2>分析師和機構趨勢為甲骨文的價格走勢提供強勁助力</h2>
</div><p>As it stands, the analysts' forecasts for Oracle’s revenue growth are still too low. The estimates for AI infrastructure growth alone are sufficient to match the predictions for 2027 and 2028, and most of that is already contracted.</p>
<div class="lb-trans"><p>目前，分析師對甲骨文收入增長的預測仍然過低。僅人工智能基礎設施的增長預估就足以與 2027 年和 2028 年的預測相匹配，而其中大部分已經簽約。</p>
</div><p>CEO Safra Catz is expecting to sign additional deals in the coming months, pushing the backlog to over half a trillion dollars, more than six times the F2027 revenue forecast. The likely outcome is that the uptrend in the analysts' revenue and earnings forecasts will continue and provide support for the market.</p>
<div class="lb-trans"><p>首席執行官 Safra Catz 預計將在未來幾個月簽署更多交易，使訂單積壓超過五千億美元，超過 2027 財年的收入預測六倍以上。預計分析師的收入和盈利預測的上升趨勢將持續，併為市場提供支持。</p>
</div><p>The analysts' sentiment trends also provide support for the market and are <strong>leading it to new highs</strong>. The data tracked by MarketBeat reveals new coverage, upgrades, reiterated bullish ratings, and boosted price targets since the Q1 release.</p>
<div class="lb-trans"><p>分析師的情緒趨勢也為市場提供支持，並 <strong>引領市場走向新高</strong>。MarketBeat 跟蹤的數據揭示了自第一季度發佈以來的新覆蓋、升級、重申的看漲評級和提高的價格目標。</p>
</div><p>The analysts' upgrades have the <strong>sentiment verging on an outright Buy rating</strong>, while the price target revisions lifted the consensus estimate by more than 50% in under 30 days.</p>
<div class="lb-trans"><p>分析師的升級使得 <strong>情緒接近明確的買入評級</strong>，而價格目標的修訂使共識預估在不到 30 天內提高了超過 50%。</p>
</div><p>The consensus assumes the stock is fairly valued near mid-September trading levels, but the revisions lead to the high-end range of $410, another 50% of upside when reached.</p>
<div class="lb-trans"><p>共識認為該股票在 9 月中旬的交易水平附近被合理估值，但修訂後高端範圍為 410 美元，達到時再上漲 50%。</p>
</div><p>Regarding the institutions, they own a substantial 42% of the stock in light of Chairman Larry Ellison’s approximately 42% stake. More importantly, they have been buying on balance all year at a pace greater than $2 to $1 and will likely continue to do so.</p>
<div class="lb-trans"><p>關於機構，他們持有該股票 42% 的股份，考慮到董事長 Larry Ellison 約 42% 的股份，這一比例相當可觀。更重要的是，他們在今年的買入量保持平衡，比例超過 2 比 1，並可能繼續這樣做。</p>
</div><p>Among the reasons are the growth and the impact on cash flow, the balance sheet, and the potential for capital returns. The company doesn’t pay a dividend, but it does repurchase shares.</p>
<div class="lb-trans"><p>原因包括增長、對現金流的影響、資產負債表以及資本回報的潛力。該公司不支付股息，但會回購股票。</p>
</div><p>It may begin paying dividends like other blue-chip techs, including Meta Platforms NASDAQ: META and Salesforce NYSE: CRM, or accelerate share buybacks at any time.</p>
<div class="lb-trans"><p>它可能會像其他藍籌科技公司一樣開始支付股息，包括 Meta Platforms NASDAQ: META 和 Salesforce NYSE: CRM，或者隨時加速股票回購。</p>
</div><h2>Should You Invest $1,000 in Oracle Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在甲骨文嗎？</h2>
</div><p>Before you consider Oracle, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮甲骨文之前，你需要聽聽這個。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Oracle wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦在更廣泛的市場關注之前購買……而甲骨文並不在名單上。</p>
</div><p>While Oracle currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>雖然甲骨文目前在分析師中獲得了適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五隻股票的詳情</p>
</div>

甲骨文預計將在 2025 年達到 1 萬億美元的市值：以下是原因