被爆云利润率逊色,甲骨文盘中跳水超7%,上季因租英伟达Blackwell亏1亿

华尔街见闻
Oct 08, 2025

媒体称上财季甲骨文的服务器租赁业务毛利率14%。这低于许多非科技零售企业的毛利率,且远低于甲骨文传统软件业务约70%的整体毛利率。媒体还称,在某些情况下,甲骨文因小批量租赁英伟达新旧版本的芯片而录得“相当多”的亏损。甲骨文 备受关注的云业务被爆利润率逊色,因租用 英伟达 的先进芯片而面临盈利压力。美东时间10月7日周二,媒体援引内部文件称,在截至8月末的公司上一财季,甲骨文的服务器租赁录得收入...

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