9月3日，甲骨文盘中上涨3.17%，报150.37美元/股，成交额5.11亿美元。
消息面上，慧与科技（HPE）宣布与甲骨文达成多年期全球合作，将在甲骨文全球AI数据中心部署HPE Juniper Networking网络设备及服务，产品涵盖PTX、MX路由器以及QFX、EX交换机等，并包含多年网络支持服务。作为协议一部分，HPE已向甲骨文发行可购买HPE普通股的认股权证。该合作为甲骨文AI基础设施铺设关键网络基石，有助于构建更高效、可扩展的云基础设施，以满足全球客户日益增长的AI计算需求。
此外，花旗此前将甲骨文列入90天正面催化剂观察名单，维持买入评级及330美元目标价，认为在经历近三个月约25%的回撤后，AI需求趋势持续强劲，股价存在修复空间。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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