财报前瞻|甲骨文Q2业绩公布在即,“AI+云”能否续写辉煌?

智通财经
09 Dec 2024

12月9日,甲骨文将于12月9日(周一)美股盘后公布第二财季财报,分析师们密切关注这家科技巨头云服务营收的增长。

分析师预计甲骨文Q2营收为141.3亿美元,同比增长9%;净利润为30.5亿美元,每股收益为1.07美元。相比之下,该公司上年同期净利润为25亿美元,每股收益0.89美元。甲骨文最大的业务云服务预计将实现营收59.8亿美元,较上年同期增长25%。

甲骨文股价上周五收涨2.93%,至191.69美元。在人工智能(AI)热潮的推动下,甲骨文股价今年以来已飙升逾80%,创下历史新高。上个季度,甲骨文的业绩超出分析师预期,该公司表示,在云端训练人工智能大型语言模型的需求激增。

总体而言,华尔街分析师予甲骨文“适度买入”评级,平均目标价为181.93美元,较当前水平低5%。

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