周一，甲骨文盘初涨超8%。知名投资机构D.A.戴维森将 甲骨文 的股票评级从“中性”上调至“买入”，这一积极的评级调整是推动股价上涨的直接催化剂。同时，行业报告显示，受生成式AI需求推动，2025年第四季度云基础设施服务支出同比大幅增长30%，甲骨文被列为增长率最高的二级云服务提供商之一，强劲的行业增长前景为股价提供了支撑。
D.A.Davidson分析师吉尔·卢里亚表示，市场对甲骨文(ORCL.N)的抛售可能已过度，但这并不意味着投资者无需担心该公司的前景。“公司已使自己处于非常危险的境地，必须表现出色才能摆脱困境。1300亿美元的债务和2480亿美元的经营租赁承诺将在未来数年拖累公司，”卢里亚指出。
他还表示，公司计划的股票发行也可能在未来10周内造成抛售压力。
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