【甲骨文财报超预期，AI驱动云业务引领股价盘后大涨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，显示出强劲的增长势头。在人工智能技术的推动下，甲骨文的云业务收入显著提升，成为财报亮点。本季度，公司总营收达到133亿美元，同比增长7.1%，符合市场预期。调整后每股收益（EPS）为1.41美元，超出市场预估的1.38美元。
尤其值得关注的是，甲骨文的云计算业务营收实现了25%的大幅增长，达到51亿美元，远超市场预期。这表明企业在数字化转型过程中对甲骨文云服务的需求持续旺盛。其中，算力和存储出租业务贡献了18亿美元，而应用程序业务则录得33亿美元的收入。
此外，甲骨文还透露了一个振奋市场的消息，公司即将与图形处理巨头英伟达发布一项重要合作声明，预计将在AI领域带来突破。甲骨文预计在2025财年将对数据中心建设的资本支出增加到100亿美元，显示出其对云业务未来发展的强大信心和决心。受此利好消息影响，甲骨文股价在盘后交易中大涨超过13%，显示出市场对该公司前景的积极反应。
英语如下：
**Oracle’s Earnings Beat Expectations, AI-Powered Cloud Business Boosts Post-Market Share Price by 13%**
Keywords: Oracle, Cloud Business, AI Growth
News Content: **Oracle’s Earnings Exceed Projections, AI-Fueled Cloud Business Drives Share Price Up 13% Post-Close** On March 12, global cloud infrastructure giant Oracle released its fiscal third-quarter 2024 financial results, showcasing robust growth. Driven by advancements in artificial intelligence (AI), Oracle’s cloud business revenue surged, becoming the standout in the earnings report. For the quarter, the company’s total revenue reached $133 billion, an increase of 7.1% year over year, in line with market expectations. Adjusted earnings per share (EPS) came in at $1.41, surpassing the estimated $1.38.
Notably, Oracle’s cloud services and licensing revenue jumped 25% to $51 billion, significantly exceeding market forecasts. This indicates sustained strong demand for Oracle’s cloud services during the digital transformation of enterprises. Within this, the infrastructure-as-a-service and storage rental business contributed $18 billion, while application services recorded $33 billion in revenue.
Additionally, Oracle disclosed an upbeat announcement: the company is set to unveil a significant partnership with graphics processing powerhouse NVIDIA, expected to bring breakthroughs in the AI sector. Oracle forecasts capital expenditure on data center construction to increase to $100 billion in fiscal 2025, demonstrating its strong commitment and confidence in the future of its cloud business. As a result of these positive developments, Oracle’s share price soared by over 13% in after-hours trading, reflecting the market’s optimistic response to the company’s prospects.
【来源】https://wallstreetcn.com/articles/3710175
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