暴涨6.3%！甲骨文换帅，双CEO上任接班，现任Catz转任副主席_老虎社区_美港股上老虎

暴涨6.3%！甲骨文换帅，双CEO上任接班，现任Catz转任副主席

美股IPO2025-09-23

甲骨文周一宣布重大人事调整，云基础设施总裁Clay Magouyrk与行业应用总裁Mike Sicilia晋升为联席CEO，接替Safra Catz，后者将转任董事会执行副主席，埃里森将继续担任董事会主席兼首席技术官。分析称，此次交棒正值甲骨文股价创纪录、AI云业务高速增长之际，公司希望借机提拔新一代技术型领导层，避免组织停滞。受消息刺激，甲骨文股价暴涨6.3%。甲骨文(Oracle)周一宣布，将...

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href=https://mp.weixin.qq.com/s/rXL3Q27gAeBr0LlgnsZCQA><strong>美股IPO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文周一宣布重大人事调整，云基础设施总裁Clay Magouyrk与行业应用总裁Mike Sicilia晋升为联席CEO，接替Safra Catz，后者将转任董事会执行副主席，埃里森将继续担任董事会主席兼首席技术官。分析称，此次交棒正值甲骨文股价创纪录、AI云业务高速增长之际，公司希望借机提拔新一代技术型领导层，避免组织停滞。受消息刺激，甲骨文股价暴涨6.3%。甲骨文(Oracle)周一宣布，将...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rXL3Q27gAeBr0LlgnsZCQA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1691799644.USD","symbol_name":"Amundi Funds Polen Capital Global Growth A2 (C) 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Oracle changes coaching, dual CEOs take over, and the current Catz is transferred to vice chairman","themeId":"af954e357e954aef8da26392da87af83","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7f392da90a37415b71d87f8f9fa6ce44","symbols_score_info":{"ORCL":1.5},"content_text":"甲骨文周一宣布重大人事调整，云基础设施总裁Clay Magouyrk与行业应用总裁Mike Sicilia晋升为联席CEO，接替Safra Catz，后者将转任董事会执行副主席，埃里森将继续担任董事会主席兼首席技术官。分析称，此次交棒正值甲骨文股价创纪录、AI云业务高速增长之际，公司希望借机提拔新一代技术型领导层，避免组织停滞。受消息刺激，甲骨文股价暴涨6.3%。甲骨文(Oracle)周一宣布，将旗下云基础设施总裁Clay Magouyrk和行业应用总裁Mike Sicilia共同晋升为联席首席执行官(co-CEOs)。现任首席执行官Safra Catz将转任公司董事会执行副主席。同时，公司创始人拉里·埃里森(Larry Ellison)将继续担任董事会主席兼首席技术官。媒体称，近年来，埃里森在公司之外也颇为活跃。今年8月，他曾出资支持Skydance Media与CBS News母公司派拉蒙环球(Paramount Global)的合并。合并后的公司由其子David Ellison领导，近期据媒体报道正考虑收购华纳兄弟探索(Warner Bros. Discovery)。媒体报道，凭借云基础设施业务和对英伟达GPU的获取，甲骨文成为人工智能热潮的最大受益者之一。当前，甲骨文与微软、亚马逊和谷歌等主要云服务提供商正展开激烈竞争。作为云基础设施总裁，Magouyrk主导了第二代云平台的开发；Sicilia则负责金融、零售等垂直行业的应用业务。埃里森在声明中表示：“几年前，Clay和Mike就将甲骨文的基础设施和应用业务聚焦在人工智能上，如今已经开始见效。”“他们都是经过验证的领导者，我期待未来能与他们并肩工作。甲骨文的前景光明。”分析认为，尽管由两人共同担任CEO并不常见，但甲骨文过去已有类似安排。此次任命也让公司能顺势提拔更多中层管理人员，避免组织停滞。内部人士对媒体称，Magouyrk和Sicilia在工程和技术方面更具优势，而Catz以财务管理见长。受此消息提振，甲骨文股价周一大幅收涨6.3%。加速AI云基础设施转型周一，甲骨文在网络直播中以“AI改变一切”(AI Changes Everything)为主题，凸显其正加速向人工智能驱动的云基础设施转型。此次人事调整出现在甲骨文财报强劲、股价创历史新高之后。过去一个月，甲骨文股价因一季度财报显示AI推动的云业务大幅增长而飙升30%，今年以来累计上涨约85%。公司还披露，其“剩余履约义务”(尚未确认的合同收入)已增至4550亿美元，同比激增359%。周一，甲骨文同时重申了财务指引。Catz在声明中表示：“在公司处于强劲时期之际，把首席执行官的角色交给新一代有能力的管理层，是最佳时机。”数十年来，甲骨文依靠数据库软件授权实现增长，并提供应用和中间件。2010年代初，随着亚马逊凭借云服务切入IT市场，甲骨文开始打造自有云平台。初期反响平淡，直到2018年推出第二代基础设施才逐渐起势，公司先后赢得了Zoom等新兴科技企业的客户。2022年OpenAI推出ChatGPT后，甲骨文大力租赁英伟达芯片用于训练和运行AI模型，甚至从竞争对手微软手中拿下业务。近期，甲骨文更与OpenAI签署了一份自2027年起为期五年的合同，总金额高达3000亿美元。Catz离任引人关注Catz在2014年与Mark Hurd共同出任甲骨文联席CEO，此前埃里森卸任。2019年Hurd去世后，Catz独自执掌公司。她1999年加入甲骨文，此前曾在Donaldson, Lufkin & Jenrette任投资银行家13年，2005年起担任甲骨文首席财务官。作为财富500强公司中仅有的55位女性CEO之一，她的离任引人关注。Catz与埃里森保持紧密合作：埃里森每周主持研发会议，而Catz更多承担对外事务。媒体表示，她近期出售了超过25亿美元的股票，让此番交棒更具标志意义。埃里森表示：“Safra带领甲骨文成为超大规模云服务巨头，这在我们最近的业绩中得到了清晰体现。作为副主席，她与我将继续我们长达26年的合作伙伴关系，共同引领甲骨文的方向、增长和成功。”此外，公司还宣布晋升两位高管：北美销售执行副总裁Mark Hura将出任全球业务总裁，运营执行副总裁Doug Kehring将担任首席财务主管。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}