---
title: "Wedbush 將甲骨文的目標股價上調至 275 美元，基於對人工智能增長的押注"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286647031.md"
description: "Wedbush 將甲骨文的目標股價從 225 美元上調至 275 美元，原因是強勁的人工智能基礎設施勢頭和創紀錄的 5530 億美元訂單積壓。甲骨文的雲基礎設施收入同比增長 84%，提升了盈利能力和投資者信心。即將於 6 月 8 日發佈的財報將評估甲骨文將其訂單積壓轉化為收入的能力是否符合預期"
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 將甲骨文的目標股價上調至 275 美元，基於對人工智能增長的押注

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.

### 相關股票

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

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