甲骨文財報亮眼，受人工智慧需求推動，股價上漲 9%
Oracle shares rise 9% after strong AI-driven earnings report
2026年3月10日，甲骨文公司（Oracle，代號ORCL）在發布亮眼的第三季財報後，股價顯著飆升了9%。
On March 10, 2026, Oracle (ORCL) experienced a significant 9% surge in its stock price following a stellar fiscal third-quarter earnings report.
總營收攀升至172億美元，較去年同期增長22%，主要得益於雲端營收大幅增長44%。
Total revenue climbed to $17.2 billion, a 22% increase compared to last year, largely fueled by a massive 44% jump in cloud revenue.
最令人印象深刻的是雲端基礎設施營收飆升了84%，且剩餘履約義務（Remaining Performance Obligations，簡稱RPO）達到創紀錄的5530億美元，預示著未來強勁的需求。
Most impressive was the 84% surge in cloud infrastructure revenue and a record-breaking $553 billion in Remaining Performance Obligations, signaling strong future demand.
甲骨文激進的策略核心在於人工智慧；他們本會計年度將投入500億美元的資本支出，用於擴大資料中心規模，以支援AI訓練與推論。
Oracle’s aggressive strategy centers on artificial intelligence; they are investing $50 billion in capital expenditure this fiscal year to expand data center capacity for AI training and inference.
隨著甲骨文將自身定位為與大型科技超大規模運算商（hyperscalers）並駕齊驅的核心競爭對手，市場仍看好它在應對快速且大規模擴張挑戰的同時，能夠主導全球AI基礎設施賽局的能力。
As Oracle positions itself as a key competitor alongside major tech hyperscalers, the market remains bullish on its ability to dominate the global AI infrastructure race despite the challenges of managing such rapid, large-scale expansion.
