根据彭博亿万富豪指数，甲骨文联合创始人拉里·埃里森（Larry Ellison）的财富达到3930亿美元，超越马斯克，成为全球首富。 新闻多看点 埃里森现年81岁，是甲骨文联合创始人、现任董事长兼首席技术官，他的大部分净资产都与这家数据库软件公司紧密相连。 北京时间周三晚，甲骨文美股开盘直线拉升，大涨超40%，创下该公司自1999年以来最大单日涨幅。 | 22:35 세 | 。 同花顺 App | | ·11 5G (48) | | | --- | --- | --- | --- | --- | | 甲骨文 | | | | | | ORCL US 空 L1-标 | | | | | | 335.555 | 341.230 | 昨收 241.510 | 量比 16.77 | | | 312.101 | | 市值 9425.2亿 | 换 | 3.27% | | 94.045 38.94% 开 | 319.220 | 市盈 75.93 | 额 176.48亿 | | | 同花顺 异动解读:未履约义务激增+云基础设施增长+Open ... ● × 速递 | | | | | | 盘中、日K、 | 園K 月K | 五日 | ...

Core Viewpoint - Oracle's stock price surged over 28% in after-hours trading, marking the largest single-day increase since 1999, driven by strong market reactions to its financial performance and cloud business growth [1][5]. Financial Performance - For the first fiscal quarter of 2026, Oracle reported adjusted earnings per share of $1.47, slightly below analyst expectations of $1.48, with revenue of $14.93 billion, also missing the forecast of $15.04 billion [7]. - The company announced a staggering $455 billion in unfulfilled obligations (contracted but unrecognized revenue), a year-over-year increase of 359% [7]. - Cloud infrastructure revenue reached $3.3 billion, reflecting a 55% year-over-year growth, compared to 52% in the previous fiscal quarter [9]. Future Projections - Oracle anticipates cloud infrastructure revenue to reach $18 billion in fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [10]. - Projections for the next four fiscal years indicate revenue growth to $32 billion, $73 billion, $114 billion, and $144 billion, respectively, suggesting an eightfold increase if current fiscal targets are met [10]. Strategic Partnerships - Oracle has established agreements with major players like Amazon, Alphabet, and Microsoft to run its OCI services on their cloud infrastructures, resulting in a 1529% revenue increase from these clients in the first quarter [11]. - The company signed four contracts worth "tens of billions" with three different clients during the quarter, contributing to a total revenue growth of 12% [11]. Market Reaction - Following the earnings report, multiple institutions raised Oracle's target price, with Piper Sandler increasing it from $270 to $330 and Scotiabank from $300 to $350 [4].