金吾财讯 | 甲骨文（ORCL）美股盘前股价扬升，最新涨5.13%，报160.9美元。消息面上，甲骨文周四盘后公布2027财年第一财季财报，多项业绩与指引超出市场预期，AI算力需求拉动云业务高速扩张。财报显示，甲骨文Q1总营收193亿美元，同比增长30%，高于分析师预期191.3亿美元；调整后每股收益1.92美元，同样优于市场预期的1.75美元。分业务来看，云基础设施营收74亿美元，同比激增121%，超出预期71.9亿美元。截至8月底，公司剩余履约义务RPO达6640亿美元，高于上一季度末6380亿美元，也超过分析师预期的6399亿美元。同时甲骨文上调全年业绩指引，预计2027财年调整后每股收益8.10美元，此前预期为8.05美元；预计全年云业务收入增速介于64%-70%，全年营收至少达到900亿美元。
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