On June 13, 2024, Oracle Corporation’s stock plunged 10.8% in after-hours trading, drawing significant market attention. The sharp decline was primarily triggered by its fiscal fourth-quarter 2024 earnings report, which fell short of investor expectations. Although Oracle reported a 7% year-over-year increase in total revenue, reaching $13.5 billion, its cloud computing segment underperformed, dragging down overall sentiment. Investors had anticipated strong growth from Oracle Cloud Infrastructure (OCI) and AI-related services, but the report revealed a notable slowdown in cloud revenue growth and offered cautious forward guidance, dampening confidence.While Oracle has initiated strategic moves in artificial intelligence—including partnerships with Microsoft and NVIDIA to build AI infrastructure—these efforts have yet to translate into meaningful financial returns. Meanwhile, competitors such as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud continue to expand their market share, intensifying pressure on Oracle in the cloud sector. Analysts warn that without breakthrough progress in AI and cloud services, Oracle’s long-term growth outlook could be at risk. The stock’s sharp drop underscores how sensitive the market remains to tech companies’ profitability and execution capabilities.
2024年6月13日，甲骨文公司（Oracle Corporation）股价在盘后交易中暴跌10.8%，引发市场广泛关注。此次下跌主要源于其最新发布的2024财年第四季度财报未能达到投资者预期。尽管甲骨文整体营收同比增长7%至135亿美元，但云计算业务增长乏力成为关键拖累因素。市场原本寄望于其云基础设施（OCI）和AI相关服务能带来强劲增长，然而财报显示云收入增速明显放缓，且未来业绩指引偏保守，令投资者信心受挫。此外，甲骨文在人工智能领域的布局虽已展开，包括与微软、英伟达等公司合作开发AI基础设施，但尚未转化为显著的财务回报。与此同时，竞争对手如亚马逊AWS、微软Azure和谷歌云持续扩大市场份额，进一步加剧了甲骨文在云市场的竞争压力。分析人士指出，若甲骨文无法在AI和云服务领域实现突破性进展，其长期增长前景将面临挑战。此次股价大跌也反映出市场对科技股盈利能力和战略执行力的高度敏感。
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