6月12日上午，甲骨文（Oracle）股价在盘中大涨9.57%，引发市场广泛关注。这一显著涨幅主要源于公司公布的2025财年第四季度财报远超市场预期，以及对未来云业务增长的乐观展望。
根据公布的财报数据，甲骨文第四季度调整后每股收益达1.70美元，高于分析师预期的1.64美元；调整后营收为159亿美元，同样超过市场预估的155.9亿美元。其中，云服务和许可证支持收入增长强劲，同比增长14%，达到117亿美元。更引人注目的是，公司云基础设施（IaaS）业务收入同比大增52%，达到30亿美元。
除了亮眼的业绩表现，甲骨文对未来的展望更是令投资者兴奋。首席执行官萨弗拉·卡茨（Safra Catz）在财报电话会议上表示，预计2026财年公司云基础设施营收增速将超过70%。此外，公司还上调了2026财年的整体营收指引，预计将超过670亿美元，同比增长超过16%。这些积极信号表明，甲骨文在云计算和人工智能相关业务方面正在取得显著进展，有望在激烈的市场竞争中占据更有利地位。
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