智通财经APP获悉，周二，甲骨文(ORCL.US)盘初涨超3%，创6月底以来新高，现报163.31美元。消息面上，甲骨文即将在本周发布2027财年第一季度财报，为这家公司49年历史中堪称最动荡的12个月画上句号。根据汇编数据，目前分析师普遍预计甲骨文第一季度调整后每股收益为1.73美元，营收预计为191亿美元，同比增长28%，这一增速远高于公司去年同期约11%的水平。
不过，营收增速与盈利增速之间的落差值得关注。市场预期本季度调整后每股收益增长约18.5%，显著低于营收28%的增速。这意味着甲骨文正在以牺牲短期利润率为代价，换取云基础设施业务的高速扩张。
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