【甲骨文AI云业务爆发，财报超预期推动股价盘后大涨13%】3月12日，全球云基础设施巨头甲骨文公司发布了2024财年第三财季业绩报告。报告显示，甲骨文在本季度实现了133亿美元的总营收，同比增长7.1%，与市场预期相符。调整后的每股收益（EPS）达到1.41美元，高于市场预估的1.38美元，显示出公司盈利能力的稳健增长。
在这一业绩背后，甲骨文的AI驱动云业务成为亮点，其云计算服务收入大幅增长25%，达到51亿美元，远超市场预期。这一增长主要得益于AI技术的快速发展，使得市场对甲骨文的云服务需求激增。同时，其算力和存储出租业务营收为18亿美元，应用程序营收则达到33亿美元，显示出公司在云服务领域的全面布局。
甲骨文公司还透露，计划与英伟达共同发布一项重要声明，预计将在不久的将来带来激动人心的合作。此外，甲骨文宣布，为满足不断增长的市场需求，计划在2025财年投入100亿美元用于数据中心建设，这一大手笔投资无疑将进一步巩固其在云计算市场的领先地位。受此消息影响，甲骨文股价在盘后交易中大涨超过13%，显示出市场对其未来发展的强劲信心。
英语如下：
**Oracle’s Earnings Beat Expectations, AI Cloud Business Fuels Post-Market Share Price Surge of Over 13%**
Keywords: Oracle earnings, cloud business growth, post-market stock surge
**Oracle’s AI-Driven Cloud Business Sparks Strong Earnings, Boosting Post-Market Share Price by 13%**
On March 12, global cloud infrastructure giant Oracle released its fiscal third-quarter results for the 2024 fiscal year. The report showed that the company generated $133 billion in total revenue, reflecting a 7.1% year-over-year growth, in line with market expectations. Adjusted earnings per share (EPS) came in at $1.41, exceeding market estimates of $1.38, demonstrating a robust increase in the company’s profitability.
Behind these strong results, Oracle’s AI-powered cloud business emerged as a standout. The company’s cloud services revenue surged by 25% to $51 billion, significantly surpassing market forecasts. This growth was primarily driven by the rapid development of AI technology, which has fueled a surge in demand for Oracle’s cloud services. Additionally, its infrastructure and storage rental business reported $18 billion in revenue, while application revenues reached $33 billion, highlighting the company’s comprehensive cloud service offerings.
Oracle also disclosed plans to make a significant announcement with NVIDIA, suggesting an exciting collaboration in the near future. Furthermore, the company announced that it intends to invest $100 billion in data center construction during the 2025 fiscal year to meet growing market demands. This substantial investment is set to further solidify Oracle’s leading position in the cloud computing market. In response to this news, Oracle’s share price jumped by over 13% in after-hours trading, reflecting strong market confidence in the company’s future prospects.
【来源】https://wallstreetcn.com/articles/3710175
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