周三盘中，云计算巨头甲骨文（Oracle）股价大涨5.01%，延续了近期的强劲涨势。这波上涨主要受到三大利好消息推动：公司签署巨额云计算合约、与OpenAI扩大合作，以及多家分析师上调目标价。
据公司公告，甲骨文近期签署了一份价值300亿美元的云计算合约，这一数字几乎是其2025财年数据中心业务年收入的三倍。虽然公司未透露客户身份，但市场普遍认为这与其"星际之门"（Stargate）项目有关。与此同时，有报道称甲骨文与OpenAI达成协议，将在美国推进更多"星际之门"项目。OpenAI将从甲骨文数据中心租用额外4.5吉瓦电力，这被视为双方合作进一步深化的信号。
多家华尔街机构也对甲骨文前景看好。BMO Capital将甲骨文目标价从235美元上调至245美元，D.A. Davidson则将目标价从170美元大幅上调至220美元。分析师普遍认为，公司在云计算和人工智能基础设施领域的布局将为其带来长期增长动力。在这些利好因素推动下，投资者对甲骨文未来发展前景更加乐观，推动股价创下新高。
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