外媒：AI需求超供应，甲骨文上调2027财年收入预期

中新经纬

03/11

中新经纬3月11日电据《华尔街日报》中文网11日报道，由于人工智能(AI)需求持续超过供应，甲骨文公司(Oracle)上调了销售额预期。据报道，甲骨文表示，企业对用于训练和运行AI的云计算的需求日益增长。与此同时，这家公司正在内部使用AI来取代部分员工。联席首席执行官克莱·马古尔克(Clay Magouyrk)周二在与分析师的电话会议上说：“对AI和先进计算的需求将继续在整个经济中广泛扩张。”...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311170405a460cbcd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BN8TJ469.HKD","symbol_name":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311170405a460cbcd&s=b","article_id":"2618291024","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311170405a460cbcd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Magouyrk)周二在与分析师的电话会议上说：“对AI和先进计算的需求将继续在整个经济中广泛扩张。”受此推动，甲骨文预计，2027财年收入将达到900亿美元，高于分析师预期的866.1亿美元。该公司重申了2026财年预期。财报显示，该公司预计当前第四财季收入将增长18%至20%，调整后每股收益为1.92美元至1.96美元。华尔街预计调整后每股收益为1.93美元。财报提及，同期收入增长18%，至171.9亿美元，分析师预期为169.2亿美元。云收入增长41%，云基础设施销售额激增81%。甲骨文表示，一些AI云计算能力的最大消费者最近财务状况加强，进一步提振了需求。据甲骨文称，在2月份宣布计划通过债务和股权融资筹集不超过500亿美元资金后，公司短短几天内就筹集了300亿美元。联席首席执行官迈克·西西利亚(Mike Sicilia)表示，在公司内部，甲骨文正采用AI编码工具，这有助于提高其软件即服务(SaaS)业务的运营效率。该公司正利用AI构建新的SaaS产品，并将智能体嵌入到现有应用程序中。据报道，西西利亚在电话会议上还回应了关于AI将取代SaaS公司的担忧。SaaS是甲骨文业务的重要组成部分，2月份软件股遭受重创，因为投资者担心AI会让SaaS公司过时。西西利亚称，“一些规模较小或业务单一的SaaS公司很可能会受到冲击，但甲骨文不会是其中之一。”(中新经纬APP)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}