甲骨文(ORCL.US)盘前涨超10%，报165美元。 消息面上，甲骨文公布2026财年第三财季业绩，营收同比增长22%至171.9亿美元，其中云收入(IaaS+SaaS)为89亿美元，调整后每股收益同比增21%至1.79美元，均超过分析师预期。剩余履约义务(RPO)同比增长325%至5530亿美元，远超分析师预期的4707亿美元。甲骨文强调，RPO中大量AI大单由客户预付款或客户自购GPU提供设备支持，增量资金压力可能低于市场想象。 展望未来，甲骨文预计2026财年将录得营收670亿美元，并将2027财年营收指引上调至900亿美元，超过分析师预期的867亿美元，全年营收增速将较本财年的近17%提升至34%以上。 在财报电话会上，针对市场上兴起的“SaaS末日论”，甲骨文CEO迈克・西西利亚驳斥称：“诚然，人工智能技术具有颠覆性，但我们认为，甲骨文是这场变革的引领者，因为我们正将人工智能技术深度融入应用产品的核心。”(格隆汇)
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