甲骨文(ORCL)今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。
消息面上，甲骨文近期启动了全球裁员计划，据估计可能影响2万至3万名员工，此举预计将释放80至100亿美元的成本空间。市场分析认为，这一大规模的成本优化举措，有助于公司在向人工智能（AI）与算力基础设施战略转型的过程中，减轻资金压力并提升运营效率。
与此同时，甲骨文正全面推进其AI基础设施布局，已与OpenAI签订了规模庞大的长期算力订单，并合作推进名为“Stargate”的AI基础设施项目。这一系列动作显示出公司正将资源集中于高增长潜力的AI与云服务领域，战略重心的明确迁移增强了投资者对公司未来发展的信心，从而推动了股价在交易时段内的强劲表现。
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