Oracle shares rise 9% after strong AI-driven earnings report

甲骨文財報亮眼,受人工智慧需求推動,股價上漲 9%

On March 10, 2026, Oracle (ORCL) experienced a significant 9% surge in its stock price following a stellar fiscal third-quarter 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%。

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Total revenue climbed to $17.2 billion, a 22% increase compared to last year, largely fueled by a massive 44% jump in cloud revenue.

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%。

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Most impressive was the 84% surge in cloud infrastructure revenue and a record-breaking $553 billion in Remaining Performance Obligations, signaling strong future demand.

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。

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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.

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。

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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.

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。

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文章閱讀結束

你閱讀了 5 句重點內容。

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閱讀理解

What was the main driver for Oracle's stock price increase following the Q3 report?

正確答案

Strong investor confidence in Oracle's cloud infrastructure and AI-driven growth.

How much did Oracle's cloud infrastructure revenue grow year-over-year?

正確答案

84%

What is Oracle's projected revenue target for fiscal year 2027?

正確答案

$90 billion

How much is Oracle planning to spend on capital expenditure in the current fiscal year?

正確答案

$50 billion

What does 'RPO' represent in Oracle's financial report?

正確答案

Remaining Performance Obligations for future contracted revenue.

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