得益于人工智能驱动的云计算需求甲骨文季度利润超预期丨从华尔街到陆家嘴

第一财经03-12

甲骨文公司隔夜盘后公布的季度利润超出预期，受此提振，公司股价盘后大涨14%。财报显示，在人工智能蓬勃发展的背景下，对其云计算服务的需求上升。甲骨文在截至2月的第三季度云业务收入跃升25%至51亿美元，超过华尔街预期，其中18亿美元来自算力和存储出租业务，33亿美元来自应用程序。甲骨文还表示，公司很快将与英伟达发布激动人心的联合声明；此前的2026财年展望可能过于保守；预计第四财季资本支出将因云计算...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2418732455?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-03-12 11:09","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2418732455","market":"other","top_or_hot":-1,"title":"得益于人工智能驱动的云计算需求 甲骨文季度利润超预期丨从华尔街到陆家嘴","media":"第一财经","content":"<div>\n<p>甲骨文公司隔夜盘后公布的季度利润超出预期，受此提振，公司股价盘后大涨14%。财报显示，在人工智能蓬勃发展的背景下，对其云计算服务的需求上升。甲骨文在截至2月的第三季度云业务收入跃升25%至51亿美元，超过华尔街预期，其中18亿美元来自算力和存储出租业务，33亿美元来自应用程序。甲骨文还表示，公司很快将与英伟达发布激动人心的联合声明；此前的2026财年展望可能过于保守；预计第四财季资本支出将因云计算...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-03-12/doc-inamzrzt0706696.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>得益于人工智能驱动的云计算需求 甲骨文季度利润超预期丨从华尔街到陆家嘴</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n得益于人工智能驱动的云计算需求 甲骨文季度利润超预期丨从华尔街到陆家嘴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 11:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2024-03-12/doc-inamzrzt0706696.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文公司隔夜盘后公布的季度利润超出预期，受此提振，公司股价盘后大涨14%。财报显示，在人工智能蓬勃发展的背景下，对其云计算服务的需求上升。甲骨文在截至2月的第三季度云业务收入跃升25%至51亿美元，超过华尔街预期，其中18亿美元来自算力和存储出租业务，33亿美元来自应用程序。甲骨文还表示，公司很快将与英伟达发布激动人心的联合声明；此前的2026财年展望可能过于保守；预计第四财季资本支出将因云计算...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-03-12/doc-inamzrzt0706696.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0109392836.USD","symbol_name":"富兰克林科技股A","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2024-03-12/doc-inamzrzt0706696.shtml","article_id":"2418732455","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2024-03-12/doc-inamzrzt0706696.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2418732455","pubTimestamp":1710212940,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"甲骨文公司隔夜盘后公布的季度利润超出预期，受此提振，公司股价盘后大涨14%。财报显示，在人工智能蓬勃发展的背景下，对其云计算服务的需求上升。甲骨文在截至2月的第三季度云业务收入跃升25%至51亿美元，超过华尔街预期，其中18亿美元来自算力和存储出租业务，33亿美元来自应用程序。甲骨文还表示，公司很快将与英伟达发布激动人心的联合声明；此前的2026财年展望可能过于保守；预计第四财季资本支出将因云计算中心而“大幅增加”。\n\n\n海量资讯、精准解读，尽在新浪财经APP","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161631":"人工智能","600663":"陆家嘴","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK0028":"国家队","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","BK4538":"云计算","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK0188":"融资融券","BK4588":"碎股","BK0187":"一线龙头","BK0053":"迪士尼","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK0273":"房地产","ORCL":"甲骨文","BK4097":"系统软件","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4581":"高盛持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK0196":"行业龙头","BK0012":"证金概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","BK0020":"浦东新区","BK4516":"特朗普概念","BK4528":"SaaS概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK0011":"上海自贸区","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC"},"translate_title":"Thanks to the demand for cloud computing driven by artificial intelligence, Oracle's quarterly profit exceeded expectations from Wall Street to Lujiazui","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161631":1,"600663":1,"ORCL":1},"content_text":"甲骨文公司隔夜盘后公布的季度利润超出预期，受此提振，公司股价盘后大涨14%。财报显示，在人工智能蓬勃发展的背景下，对其云计算服务的需求上升。甲骨文在截至2月的第三季度云业务收入跃升25%至51亿美元，超过华尔街预期，其中18亿美元来自算力和存储出租业务，33亿美元来自应用程序。甲骨文还表示，公司很快将与英伟达发布激动人心的联合声明；此前的2026财年展望可能过于保守；预计第四财季资本支出将因云计算中心而“大幅增加”。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2418732455"}

得益于人工智能驱动的云计算需求 甲骨文季度利润超预期丨从华尔街到陆家嘴

精彩评论

得益于人工智能驱动的云计算需求甲骨文季度利润超预期丨从华尔街到陆家嘴