甲骨文股价盘前上涨5%，势创6月底以来新高。公司将于9月10日盘后公布财报。
瑞穗在公司公布2027财年第一季度业绩前，重申“跑赢大市”评级及320美元目标价，预计OCI云基础设施业务表现将超预期。本季度甲骨文预计有约1GW新增算力上线，接近2026财年全年1.2GW的新增规模，有望推动云业务加速增长。
瑞穗认为，若本次业绩再次超预期，将增强市场对甲骨文2027财年收入指引及AI数据中心扩张能力的信心。摩根士丹利近期亦将目标价上调至210美元，看好GPUaaS业务毛利率改善。市场接下来重点关注OCI增速、RPO订单转化、AI数据中心融资压力及自由现金流表现。
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