仅事实
甲骨文股价因人工智能云利润率担忧而下跌
摘要
甲骨文股价因其人工智能云服务利润率偏低的报道大幅下跌，引发投资者对其人工智能项目盈利能力的担忧。
甲骨文公司股价周二大幅下跌，跌幅近4%，至280.05美元，此前有报道称其人工智能云服务的利润率偏低。
据《The Information》援引的内部文件显示，截至8月的季度内，甲骨文通过出租配备英伟达芯片的云服务器获得约9亿美元收入，但毛利润仅为1.25亿美元，毛利率为14%。这一数字远低于公司整体约70%的毛利率水平。
报告强调了出租搭载英伟达芯片服务器所面临的财务挑战，指出甲骨文在出租新旧英伟达GPU服务器时，部分情况下遭受了重大亏损。
甲骨文一直在大力投资其人工智能云基础设施，旨在向人工智能初创企业和企业客户出租配备英伟达GPU的服务器。这一策略推动了甲骨文今年股价近70%的涨幅。然而，近期披露的信息引发了对这些业务盈利能力的质疑。
对此报道作出反应后，甲骨文股价首次跌破自九月初反弹以来的21日均线。
其他与人工智能相关的股票也受到影响。英伟达早先的涨幅缩减至微幅上涨，专注于人工智能的云服务提供商如CoreWeave和Nebius Group股价均有所下跌。
分析师对此情况发表了看法。Stifel分析师布拉德·里巴克指出，尽管初期GPU工作负载的利润率可能较低，但随着甲骨文云基础设施部门的规模扩大，利润率应会显著改善。
古根海姆分析师约翰·迪富奇指出，构建云基础设施与从服务器出租中实现收入之间通常存在滞后。他表示，初期较低的毛利率是可以预期的，待收入增长后，合同生命周期内的利润率应至少达到25%。
两位分析师均维持对甲骨文股票的“买入”评级，表明尽管当前存在利润率担忧，但对公司长期前景持有信心。
事实核查
使用外部来源和数据库核实文章的事实。
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Partly Confirmed
Oracle Corporation's stock experienced a significant decline on Tuesday, dropping nearly 4% to $280.05.
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Unverified
Oracle generated approximately $900 million in revenue from renting cloud-based servers equipped with Nvidia chips during the quarter ending in August, but only achieved a gross profit of $125 million, translating to a 14% gross profit margin.
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Confirmed
Oracle's overall gross margin is around 70%.
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Confirmed
Oracle has been heavily investing in its AI cloud infrastructure, aiming to rent servers with Nvidia GPUs to AI startups and enterprises.
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Confirmed
This strategy has contributed to a nearly 70% rally in Oracle's stock this year.
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In response to the report, Oracle's stock fell below its 21-day moving average for the first time since its recent rally began in early September.
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Confirmed
Other AI-related stocks were also affected. Nvidia's earlier gains were reduced to a fractional increase.
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Unverified