股价盘后剧烈波动！甲骨文业绩、指引双双低于预期

格隆汇2025-03-11

隔夜美股盘后，甲骨文发布了令人失望的季度业绩，并给出了低于分析师预期的业绩指引。财报公布后，甲骨文股价一度上涨超6%，随后下跌3.29%，最新报143.9美元/股。低于预期上财季，甲骨文的收入为141.3亿美元，同比增长6%，预期为143.9亿美元；净利润同比增长22%至29.4亿美元；调整后每股收益为1.47美元，预期为1.49美元。上财季，调整后运营利润62亿美元，分析师预期62.5亿美元；...

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Oracle results, guidance both miss expectations","themeId":"8ed80ee522564fa8a4fd39ca755f356e","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORCL":1},"content_text":"隔夜美股盘后，甲骨文发布了令人失望的季度业绩，并给出了低于分析师预期的业绩指引。财报公布后，甲骨文股价一度上涨超6%，随后下跌3.29%，最新报143.9美元/股。低于预期上财季，甲骨文的收入为141.3亿美元，同比增长6%，预期为143.9亿美元；净利润同比增长22%至29.4亿美元；调整后每股收益为1.47美元，预期为1.49美元。上财季，调整后运营利润62亿美元，分析师预期62.5亿美元；调整后运营利润率44%，分析师预期43.6%。包括基础设施和应用程序在内的云总收入同比增长23%，达到62亿美元，而分析师的平均预期为63亿美元。展望本财季，Oracle预计收入将同比增长8%-10%，而分析师预计增长约11%，至159.1亿美元；调整后每股收益为1.61美元-1.65美元，分析师预期为1.79美元。甲骨文还表示，将把季度股息从每股40美分提高到50美分。此外，甲骨文预计，从6月开始的财年的营收将同比增长15%，2027财年的销售额将增长20%，而分析师的平均预期分别为13%、14%。AI需求强劲AI算力需求蓬勃发展，甲骨文的云基础设施业务（IAAS）的收入较上年同期增长了49%，达到27亿美元。被分析师视为数据中心建设指标的资本支出上财季为59亿美元，远高于分析师预期的38亿美元。甲骨文董事长Larry Ellison表示：“我们计划在今年将数据中心容量翻一番，客户需求达到了创纪录的水平。”今年1月，特朗普总统宣布计划与甲骨文、OpenAI和软银合作，在美国投资数十亿美元建设人工智能基础设施。该计划名为Stargate，将在德克萨斯州建设数据中心，这项工作已经在进行中。甲骨文表示，上财季签署了480亿美元的合同后，其剩余履约义务超过1300亿美元，这还不包括与Stargate相关的合同。甲骨文首席执行官Safra Catz周一表示：“我们现在已经与几家世界领先的科技公司签署了云协议，其中包括OpenAI、xAI、Meta、英伟达和AMD。”她说，订单将“继续快速增长，我们期待签署我们的第一份星际之门合同”。今年，甲骨文的资本支出将达到约160亿美元，比去年的两倍多一点。Catz表示：“与往常一样，我们仍然谨慎地调整我们的资本支出，以符合订单的趋势。”对于这份财报，彭博分析师Anurag Rana评论称：“管理层2026财年的收入增长目标是15%，而市场普遍预期为13%，这令人鼓舞，表明客户正在继续投资AI基础设施。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2518736223","isCrawlerRequest":true}