金吾财讯 | 甲骨文（ORCL）盘初股价略有下跌，最新涨3.17%，报163.9美元，成交额29.3亿美元。消息面上，甲骨文将于本周披露2027财年第一季度财报，结束该公司过去12个月的动荡期。市场分析师一致预期，其一季度调整后每股收益1.73美元，营收191亿美元，同比增幅28%，较去年同期11%的增速大幅抬升。但盈利端增速不及营收，市场预计调整后每股收益同比仅增长18.5%，显著落后28%的营收增速，反映出甲骨文正以短期利润率承压为代价，全力推进云基础设施业务扩张。
金吾财讯 | 甲骨文（ORCL）盘初股价略有下跌，最新涨3.17%，报163.9美元，成交额29.3亿美元。消息面上，甲骨文将于本周披露2027财年第一季度财报，结束该公司过去12个月的动荡期。市场分析师一致预期，其一季度调整后每股收益1.73美元，营收191亿美元，同比增幅28%，较去年同期11%的增速大幅抬升。但盈利端增速不及营收，市场预计调整后每股收益同比仅增长18.5%，显著落后28%的营收增速，反映出甲骨文正以短期利润率承压为代价，全力推进云基础设施业务扩张。
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