以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

ORCL

Wrap · 57 atoms · 2026-06-11 → 2026-06-11 · 信用档先验 cred4

🟦 fact 53 · 🟥 take 4 · stance ▲4/▼0/◆0

覆盖实体 (top 10)

订单 (8) · 数据中心 (8) · 营收 (7) · 资本开支 (6) · 毛利率 (4) · 需求 (4) · 营收指引 (3) · 财报 (3)

2026-06-11 · ORCL · Mgmt sees AI infra demand massively higher than supply with a trillions-per-year market; agentic coding demand shows no slowdown
2026-06-11 · ORCL · ORCL not raising the FY27 guide despite adding $85B of RPO
2026-06-11 · ORCL · GMs have now compressed y/y for 20 consecutive quarters
2026-06-11 · ORCL · IaaS $5.787B, +93% y/y / +92% CC vs Street roughly low-90s growth and buyside in mid 90s — IaaS miss buyside bogeys
2026-06-11 · ORCL · Revenue was $19.184B, +20.6% y/y / +20% CC vs Street ~$19.10B