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美股異動丨甲骨文盤前升超9%勢創新高 第一財季業績超預期 與與亞馬遜AWS達成合作
甲骨文(ORCL.US)美股盤前升超9%,報152.65美元,開盤後勢將創下歷史新高。消息面上,甲骨文第一財季營收同比增長7%至133億美元,分析師預期132.3億美元;其中,雲基建營收同比增長45%至22億美元,分析師預期21.8億美元。非GAAP口徑下,同比增17%至每股收益1.39美元,分析師預期1.33美元。期內新增42份雲GPU合同簽單,價值30億美元,強勁的合同積壓將支持收入在2025財年持續增長。此外,甲骨文宣佈與亞馬遜AWS簽署多雲協議,甲骨文最新的技術Exadata硬件和數據庫軟件的23ai版將嵌入到AWS雲數據中心,今年12月上線時,AWS客户可輕鬆便捷訪問甲骨文數據庫。
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