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AI巨头,全线暴涨!
Zheng Quan Shi Bao· 2025-09-11 00:16
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 当地时间9月10日,美股三大指数收盘涨跌不一,道指下跌220点,纳指与标普500指数再创新高。甲骨 文公布业绩预报后股价飙升。8月生产者价格意外下降0.1%,使市场预计美联储将启动降息。 道指收盘下跌220.42点,跌幅为0.48%,报45490.92点;纳指涨6.57点,涨幅为0.03%,报21886.06点; 标普500指数涨19.43点,涨幅为0.30%,报6532.04点。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 45490.92 | 21886.06 | 6532.04 | | -220.42 -0.48% | 6.57 0.03% | 19.43 0.30% | 周三盘中,标普500指数最高上涨至6555.97点,纳指最高上涨至22000.97点,均创盘中新高。 老牌科技公司甲骨文周三股价飙升36%,此前该公司公布的财报显示:主要受AI服务器需求推动,上季 度来自亚马逊、谷歌和微软的多云数据库收入以惊人的1529%速度增长。 美股AI芯片巨头股价也全线暴涨,费城半导体指数大涨 ...
AI巨头,全线暴涨!
证券时报· 2025-09-11 00:12
Core Viewpoint - The U.S. stock market showed mixed results with the Dow Jones falling while the Nasdaq and S&P 500 reached new highs, driven by Oracle's impressive earnings forecast and unexpected decline in producer prices, leading to market expectations of potential interest rate cuts by the Federal Reserve [1][8][9]. Market Performance - The Dow Jones closed down 220.42 points, a decrease of 0.48%, at 45490.92 points; the Nasdaq rose by 6.57 points, an increase of 0.03%, closing at 21886.06 points; the S&P 500 gained 19.43 points, up 0.30%, ending at 6532.04 points [2]. - The S&P 500 and Nasdaq reached intraday highs of 6555.97 points and 22000.97 points, respectively [3]. Company Highlights - Oracle's stock surged by 36% following its earnings report, which highlighted a staggering 1529% increase in multi-cloud database revenue from Amazon, Google, and Microsoft, primarily driven by AI server demand [3][13]. - Other major tech stocks also saw significant gains, with the Philadelphia Semiconductor Index rising by 2.38%, and notable increases in stocks like Broadcom (up 9.77%), ARM (up over 9%), and Nvidia (up over 3%) [4][15]. Economic Indicators - The Producer Price Index (PPI) unexpectedly declined by 0.1% in August, contrasting with a previous increase of 0.7%, while the year-over-year PPI rose by 2.6% [5][6]. - The core PPI, excluding food and energy, also fell by 0.1% month-over-month, with a year-over-year increase of 2.8% [7]. - This PPI data alleviated market concerns regarding inflation pressures hindering the Federal Reserve's ability to implement easing policies, leading traders to anticipate a series of interest rate cuts starting next week [9][10].
一年创收300亿!甲骨文拿下云大单,股价一度涨超8%冲向历史新高
Hua Er Jie Jian Wen· 2025-06-30 17:12
Core Viewpoint - Oracle's cloud business is experiencing significant growth, with multiple large cloud service agreements signed, including one expected to generate over $30 billion in annual revenue starting from fiscal year 2028, leading to a surge in stock price to historical highs [1] Group 1: Cloud Business Performance - Oracle's multi-cloud database revenue continues to grow at over 100% year-on-year, indicating strong market demand [1] - The company reported a strong start to fiscal year 2026, with expectations that the new agreements will not impact the fiscal year 2026 performance guidance [1] Group 2: Analyst Upgrades - Stifel analysts upgraded Oracle's rating from hold to buy and raised the target price from $180 to $250, an increase of nearly 39% [4] - The report highlights sustainable cloud business growth and operational cost management as key drivers for accelerated earnings growth in fiscal year 2027 and beyond [4] Group 3: AI and Market Position - Oracle has become a preferred third-party cloud service provider for leading AI model companies, with four out of five major AI language model manufacturers utilizing its data centers [5] - The company's cloud infrastructure has emerged as a rapid growth alternative to industry giants like Amazon, Microsoft, and Alphabet, contributing to a 60% stock price increase last year, the best performance since 1999 [5] Group 4: Financial Performance - Following a strong fourth-quarter earnings report, Oracle's stock price surpassed the record high set in December of the previous year [6] - The company's core cloud applications, particularly Fusion ERP and NetSuite, have shown significant acceleration in growth, driven by enterprises migrating to the cloud to leverage AI capabilities [8]
甲骨文预计新财年云基础设施营收将涨超70% 盘后一度涨8% | 财报见闻
Hua Er Jie Jian Wen· 2025-06-11 22:08
Core Viewpoint - Oracle's Q4 earnings exceeded expectations, with a strong outlook for cloud infrastructure revenue growth in FY2026, despite a slight miss in cloud infrastructure performance [2][8]. Financial Highlights - Q4 revenue reached $15.9 billion, a year-over-year increase of 11%, surpassing analyst expectations of $15.59 billion [3]. - Q4 operating profit was $7.04 billion, exceeding the forecast of $6.85 billion [4]. - Q4 operating margin stood at 44%, in line with analyst expectations [5]. - Adjusted EPS for Q4 was $1.70, above the anticipated $1.64 [6]. Cloud Business Performance - Q4 cloud infrastructure revenue (IaaS) was $3 billion, a significant year-over-year increase of 52%, slightly below the expected $3.07 billion [7]. - Overall cloud revenue (IaaS plus SaaS) grew by 27% year-over-year, reaching $6.7 billion, accounting for 42% of total revenue [7]. - CEO Safra Catz projected that cloud infrastructure revenue will grow over 70% in FY2026, compared to a 52% increase in the current quarter [7][9]. Future Outlook - The company anticipates FY2026 revenue to exceed $67 billion, surpassing analyst expectations of $65.18 billion [7]. - For Q1 FY2026, adjusted EPS is expected to be between $1.46 and $1.50, with revenue growth projected at 12% to 14% [7]. - The "Remaining Performance Obligations" (RPO) increased by 41% year-over-year to $138 billion, indicating strong future revenue visibility [8][9]. Strategic Initiatives - Oracle is focusing on becoming a leading provider of cloud computing services, particularly targeting clients in artificial intelligence [8]. - The company has formed a joint venture with OpenAI named "Stargate" to provide large-scale computing capabilities [8]. - Recent partnerships include collaborations with Cleveland Clinic and G42 for AI platforms in healthcare, and a commitment with IBM for cloud computing and consulting services [10]. Capital Expenditure - Capital expenditures surged to over $21 billion in FY2025, with expectations to exceed $25 billion in the new fiscal year [10].