9月8日，甲骨文夜盘上涨3.02%，报163.58美元/股，成交额545.3万美元。
消息面上，甲骨文将于9月10日盘后发布第一财季财报，市场一致预期本季度营收约191.44亿美元，同比增长27.30%，调整后每股收益约1.74美元，同比增长17.66%，机构观点以看多为主导，FactSet统计的平均目标价为247.16美元，远高于当前股价。此外，慧与科技近日宣布与甲骨文达成多年期全球合作，为其AI数据中心部署网络基础设施，进一步夯实甲骨文AI战略基石。杰富瑞、TD Cowen等机构虽下调目标价，但均维持买入评级，花旗更将其列入90天催化剂观察名单。在股价较历史高点回撤逾50%的背景下，市场对财报兑现AI收入增长的关注度显著提升。
（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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