据华尔街见闻报道，3月12日美股盘后，全球云计算基础设施巨头甲骨文（Oracle）公布了2024财年第三财季的业绩报告。报告显示，该公司在当前财季的营收及盈利均超出了市场预期，其中云计算业务收入的大幅增长，尤其是在人工智能（AI）快速发展的推动下，成为业绩增长的最大亮点。
#### 云计算营收猛增25%
在2024财年第三财季，甲骨文的总营收达到了133亿美元，同比增长7.1%，与市场预期相符。在调整后的每股收益（EPS）方面，甲骨文实现了1.41美元，高于市场预期的1.38美元。值得注意的是，云计算营收同比增长25%，达到了51亿美元，这一增长幅度显著超出了市场预期。
#### 资本支出计划展现增长信心
甲骨文表示，公司预计在2025财年用于数据中心建设的资本支出将达到100亿美元。这一承诺不仅显示了甲骨文对云业务未来的信心，也反映了其对人工智能等新技术发展的积极投资态度。此外，甲骨文还宣布将与英伟达（NVIDIA）共同发布一项“激动人心”的联合声明，进一步增强了市场对其未来合作的期待。
#### 盘后股价大涨超13%
受到超预期的财报影响，甲骨文盘后股价应声大涨，涨幅超过了13%。这反映了投资者对甲骨文未来增长前景的乐观态度，以及对云计算及AI技术在该公司应用前景的积极评价。
综上所述，甲骨文凭借其在云计算领域的强劲表现以及对未来技术的坚定投资，不仅在第三财季实现了超出预期的业绩，也为投资者描绘了一个充满增长潜力的未来图景。随着人工智能技术的不断成熟与广泛应用，甲骨文有望继续在云计算市场中保持其领先地位。
英语如下：
**Oracle’s Earnings Report Surprises the Market; Cloud Business Grows Drastically with AI Driven Increase**
Keywords: Oracle, exceeding market expectations, AI-driven growth.
News Content: ### Oracle’s Earnings Report Surpasses Expectations; Stock Rises Over 13% After Hours on Cloud Revenue Growth
According to Wall Street Journal, on March 12, after the market closed in the U.S., Oracle, the global giant in cloud infrastructure, released its third fiscal quarter earnings report for the 2024 fiscal year. The report shows that the company’s revenue and profit both exceeded market expectations for the current fiscal quarter, with the significant growth in cloud revenue being the highlight, especially under the rapid development of artificial intelligence (AI).
#### Cloud Revenue Rises by a Stellar 25%
In the third fiscal quarter of the 2024 fiscal year, Oracle’s total revenue reached $13.3 billion, a year-on-year increase of 7.1%, in line with market expectations. In terms of adjusted earnings per share (EPS), Oracle achieved $1.41, which was higher than the market’s estimate of $1.38. It is noteworthy that cloud revenue increased by 25% year-on-year to $5.1 billion, a growth rate significantly surpassing market expectations.
#### Capital Expenditure Plan Reveals Confidence in Growth
Oracle has announced that the company’s capital expenditure for data center construction in the 2025 fiscal year will reach $10 billion. This commitment not only demonstrates Oracle’s confidence in the future of its cloud business but also reflects its positive attitude towards investing in new technologies such as artificial intelligence. In addition, Oracle also announced a “exciting” joint statement with NVIDIA, which further enhances market expectations for their future collaborations.
#### Stock Soars Over 13% After Hours
Influenced by the unexpectedly good report, Oracle’s stock price soared by over 13% after hours. This reflects investors’ optimistic view of Oracle’s growth prospects and their positive assessment of the application prospects of cloud computing and AI technology at the company.
In summary, with its strong performance in the cloud computing sector and firm investment in the future, Oracle not only achieved unexpectedly good results in the third fiscal quarter but also painted a promising future picture full of growth potential for investors. With the continuous maturation and widespread application of artificial intelligence technology, Oracle is expected to maintain its leading position in the cloud computing market.
【来源】https://wallstreetcn.com/articles/3710175
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