甲骨文暴涨42%，总市值达到9500亿美元，创始人埃里森超马斯克成全球首富

Core Insights - Oracle's stock surged by 42%, marking its largest intraday gain since 1992, with a market capitalization reaching $950 billion, making it the 10th largest company in the S&P 500 index, just behind Berkshire Hathaway [1] - The company's market value increased by over $23 billion in a single day, surpassing the total market capitalization of companies like Intuit and Booking Holdings [1] - Year-to-date, Oracle's stock has risen by 45%, with a market capitalization increase of approximately $212 billion [1] Financial Performance - Oracle reported a staggering 359% increase in Remaining Performance Obligations (RPO), which is 2.5 times the market expectations [3][4] - The RPO reached $455 billion, with $317 billion added in the first quarter alone, driven by large cloud contracts with top AI companies like OpenAI and Meta [4] - Analysts expressed shock at the RPO figures, which were significantly higher than the anticipated $180 billion [4] Growth Projections - Oracle forecasts its cloud infrastructure revenue to reach $18 billion in fiscal year 2026, with subsequent annual revenues projected at $32 billion, $73 billion, $114 billion, and $144 billion over the next four years [4] - The company plans to increase its capital expenditure guidance to approximately $35 billion to meet the surging demand for its services [6] Market Position and Analyst Reactions - Analysts have reaffirmed their "buy" ratings for Oracle's stock, with target prices raised from $240 to $335, citing the clarity of the company's strategy and the impressive quarterly results [5][6] - Deutsche Bank analysts noted Oracle's performance as "astonishing," reinforcing its position as a leader in AI infrastructure [5] - Some analysts raised concerns about Oracle's ability to fulfill the increased RPO in the current capacity-constrained environment, indicating potential challenges ahead [6] Strategic Focus - Oracle's Chairman and CTO, Larry Ellison, emphasized that AI is fundamentally transforming the company, with a focus on capturing the AI inference market, which he believes will be larger than the AI training market [7]