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ORCL 甲骨文
盘前交易 12-15 09:21:10 EST
189.97
-8.88
-4.47%
盘前
189.71
-0.26
-0.14%
09:21 EST
最高
197.85
最低
185.98
成交量
5,520万
今开
196.37
昨收
198.85
日振幅
5.97%
总市值
5,458亿
流通市值
3,072亿
总股本
28.73亿
成交额
105.47亿
换手率
3.41%
流通股本
16.17亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
甲骨文退出芯片自研赛道:面对AI技术的剧烈迭代 公司需保持敏捷
快科技 · 57分钟前
甲骨文退出芯片自研赛道:面对AI技术的剧烈迭代 公司需保持敏捷
高盛下调甲骨文目标价至220美元
格隆汇 · 16:02
高盛下调甲骨文目标价至220美元
期权大单|博通、甲骨文大跌,认购合约引关注,多张PUT暴涨200%
老虎资讯综合 · 14:48
期权大单|博通、甲骨文大跌,认购合约引关注,多张PUT暴涨200%
甲骨文订单积压达5233亿美元
讯石光通讯 · 10:21
甲骨文订单积压达5233亿美元
AI泡沫破裂倒计时? 围绕AI的交易逻辑从“纯粹宏大叙事”迈向“现实回报”
智通财经 · 08:30
AI泡沫破裂倒计时? 围绕AI的交易逻辑从“纯粹宏大叙事”迈向“现实回报”
甲骨文第四季度签订1500亿美元数据中心租赁协议
环球市场播报 · 07:20
甲骨文第四季度签订1500亿美元数据中心租赁协议
据The Information,甲骨文截至11月三个月内达成1500亿美元数据中心租约。
格隆汇 · 07:18
据The Information,甲骨文截至11月三个月内达成1500亿美元数据中心租约。
AI狂欢的警钟:当甲骨文与博通大跌揭示的算力泡沫
泓屹观 · 12-14 18:59
AI狂欢的警钟:当甲骨文与博通大跌揭示的算力泡沫
崩了甲骨文,周五又崩了一个博通!泡沫真的会大范围扩散吗?
核心周期投研 · 12-14 17:10
崩了甲骨文,周五又崩了一个博通!泡沫真的会大范围扩散吗?
甲骨文推迟OpenAI“星际之门”数据中心建设
DoNews · 12-14 13:46
甲骨文推迟OpenAI“星际之门”数据中心建设
3000 亿美元“星门”豪赌:甲骨文站上 AI 数据中心风口,也站上了风险边缘
DI数智观察 · 12-14 11:30
3000 亿美元“星门”豪赌:甲骨文站上 AI 数据中心风口,也站上了风险边缘
甲骨文、博通财报:市场预期越高,砸盘砸的越狠
华尔街见闻 · 12-14 10:24
甲骨文、博通财报:市场预期越高,砸盘砸的越狠
AI惊魂一日:甲骨文、博通大跌,Fermi差点“一日腰斩”
华尔街见闻 · 12-14 08:51
AI惊魂一日:甲骨文、博通大跌,Fermi差点“一日腰斩”
美股甲骨文、博通周五大跌 Fermi一度腰斩
格隆汇 · 12-14 08:22
美股甲骨文、博通周五大跌 Fermi一度腰斩
AI行业周观察:GPT5.2发布 ORACLE收入良好但现金流存隐患
国金证券股份有... · 12-14 00:00
AI行业周观察:GPT5.2发布 ORACLE收入良好但现金流存隐患
甲骨文称与OpenAI合作无延迟
DoNews · 12-13 11:37
甲骨文称与OpenAI合作无延迟
和讯投顾魏玉根:深夜美股、白银等直线下跌
和讯网 · 12-13 10:50
和讯投顾魏玉根:深夜美股、白银等直线下跌
云巨头放弃自研芯片
半导体行业观察 · 12-13 09:06
云巨头放弃自研芯片
甲骨文财报后暴跌,从软件股改成了算力基建股?
钛媒体APP · 12-13 08:36
甲骨文财报后暴跌,从软件股改成了算力基建股?
突然暴跌!全球半导体崩溃了
芯报告 · 12-13 08:30
突然暴跌!全球半导体崩溃了
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公司概况
公司名称:
甲骨文
所属市场:
NYSE
上市日期:
--
主营业务:
甲骨文股份有限公司于2005年在特拉华州注册成立,它提供解决企业信息技术环境的产品和服务。产品和服务包括应用程序和基础设施产品,这些产品和服务通过各种灵活且可互操作的IT部署模型在全球范围内提供。这些模型包括内部部署、基于云的部署和混合部署,如客户提供的Oracle cloud。它为客户提供选择和灵活性,并促进最适合客户需求的产品、服务和部署组合。其客户包括许多规模的企业、政府机构、教育机构和经销商。
发行价格:
--
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21:24","pubTimestamp":1765805060,"startTime":"0","endTime":"0","summary":"快科技12月15日消息,甲骨文近期已出售其持有的芯片设计公司Ampere Computing的全部股份,税前获利约27亿美元 。作为替代,甲骨文明确提出了“芯片中立”策略。埃里森强调,面对AI技术的剧烈迭代,公司需保持敏捷。甲骨文此前仅以少数股权投资方式参与芯片设计,本就与竞争对手的完全自研模式不同。这一系列动作表明,甲骨文正试图通过整合多元化的顶级芯片供应商,构建更具弹性与成本效益的云基础设施。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215212911a44e5056&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:02","pubTimestamp":1765785726,"startTime":"0","endTime":"0","summary":"高盛将甲骨文的目标价从320美元下调至220美元,维持“中性”评级。(格隆汇)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215160219a6a4332c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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在公司财报电话会议上表示,订单积压的环比大幅增长“主要是由于我们与Meta、英伟达及其他公司签署了合同,这持续地使我们的客户积压订单多样化。”","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215103605a44c0642&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:20","pubTimestamp":1765754400,"startTime":"0","endTime":"0","summary":" 甲骨文在上周末提交的证券文件中披露,截至11月的三个月内,公司签订了价值约1500亿美元的数据中心租赁承诺。根据甲骨文今年夏季提交的文件,截至8月31日,该公司新增租赁承诺为998亿美元;而截至5月,这一数字仅为434亿美元。 同样截至11月30日,甲骨文的客户承诺总额达5230亿美元,期限跨度超过五年。甲骨文在证券文件中表示,其中10%的承诺预计将在未来12个月内确认,另有65%将在未来五年内确认。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-15/doc-inhavsep2563353.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4534","LU0256863811.USD","IE00B19Z3B42.SGD","IE00B7SZLL34.SGD","LU1815336760.USD","IE00B775SV38.USD","LU1852331112.SGD","LU1429558221.USD","SG9999001424.SGD","IE0002270589.USD","LU0353189763.USD","LU1642822529.SGD","LU0417517546.SGD","BK4543","LU0965509283.SGD","IE00B5949003.HKD","BK4588","LU0056508442.USD","LU1003077747.HKD","LU1506573853.SGD","ORCL","LU2237957902.USD","LU0949170772.SGD","LU0082616367.USD","IE00BBT3K403.USD","LU0661504455.SGD","LU1989772840.SGD","LU0081259029.USD","LU1934455277.USD","IE00B19Z3581.USD","LU1037948897.HKD","LU2087625088.SGD","LU2326559502.SGD","LU1548497426.USD","LU1934455863.HKD","LU2458330169.SGD","LU0553294199.USD","LU2054465674.USD","LU1489326972.SGD","IE00BN8TJ469.HKD","LU1435385759.SGD","LU0433182093.SGD","LU1989772923.USD","LU0353189680.USD","LU1935043536.SGD","LU0070302665.USD","IE00B3S45H60.SGD","LU0957808578.USD","LU0965509010.AUD","LU0476273544.USD"],"gpt_icon":0},{"id":"2591667713","title":"据The 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18:59","pubTimestamp":1765709949,"startTime":"0","endTime":"0","summary":"甲骨文盘中跌幅一度扩大至6%以上,最终收跌近4.5%,而前一日其股价已因令人失望的财报暴跌11%。更令人担忧的是,甲骨文将本财年资本支出指引上调至500亿美元,较9月的预测增加150亿美元。OpenAI在未来8年已签订高达1.4万亿美元的算力支出协议,但其2025年上半年亏损已达135亿美元,年收入仅100亿美元,根本无法支撑年均600亿美元的合同支付额。生成式AI的营收困境,与其技术原理密切相关。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214190052a449e858&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:10","pubTimestamp":1765703449,"startTime":"0","endTime":"0","summary":"作者|德靖继上周四晚上甲骨文暴跌以后,周五博通又崩了。甲骨文看到博通崩了以后,认为自己好歹也得陪一个,周四晚上反弹的实体基本被吃完。甲骨文第二财季自由现金流为-100亿美元,远低于市场预期的-52亿美元。这就导致了市场对于泡沫的担忧。博通的业绩指引方面本质上是要好于甲骨文的。博通预测2026年第一季度总营收将达到191亿美元,调整后EBITDA将达到67%。陈福阳称,一季度的AI芯片收入将同比翻倍增长,增至82亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214172052a449b08f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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亿美元“星门”豪赌:甲骨文站上 AI 数据中心风口,也站上了风险边缘","url":"https://stock-news.laohu8.com/highlight/detail?id=2591965441","media":"DI数智观察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591965441?lang=zh_cn&edition=full","pubTime":"2025-12-14 11:30","pubTimestamp":1765683045,"startTime":"0","endTime":"0","summary":"“星门”项目,正在成为甲骨文史上最重要、也最具争议的一次战略押注。AI 热潮下的直接拉动效应“星门”项目显著提升了甲骨文在 AI 基础设施领域的战略地位。该消息导致甲骨文股价当日下跌逾 4%。DI数智观察洞察一场高确定性需求与高不确定性回报的豪赌总体来看,3000 亿美元的“星门”协议,既是甲骨文云战略史上最具决定性的机会,也是其资产负债表承受能力的一次极限测试。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214114532a6a0045d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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ORACLE收入良好但现金流存隐患","url":"https://stock-news.laohu8.com/highlight/detail?id=2591966372","media":"国金证券股份有...","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591966372?lang=zh_cn&edition=full","pubTime":"2025-12-14 00:00","pubTimestamp":1765641600,"startTime":"0","endTime":"0","summary":"摘要本周海外AI 应用活跃度整体回升,Gemini 增长显著,国内应用保持平稳。技术与产品侧,OpenAI 发布GPT-5.2系列重点优化Agent 工作流;谷歌多线并进,大幅升级NotebookLM 生产力属性、上线Deep Research 抗幻觉代理,并确认2026 年推出AI 眼镜;Runway 发布通用世界模型GWM-1 布局具身智能;Mistral AI 推出Devstral2开源编码模型。Oracle 在2025 年第三季度当季总收入161 亿美元,同比增长13%,已连续三个季度保持双位数增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214194143a6a1174a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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