Oracle Vs. Salesforce: Cloud Wars Heat Up, Stocks Take Off
Oracle Vs. Salesforce: Cloud Wars Heat Up, Stocks Take Off
A $6.5 billion investment to establish a public cloud region in Malaysia—outpacing The cloud battle between Oracle Corp (NYSE:ORCL) and Salesforce Inc (NYSE:CRM) is hitting new highs, and both stocks are riding the AI wave to impressive gains.
甲骨文公司（NYSE: ORCL）和賽富時公司（NYSE: CRM）之間的雲市場格鬥正持續升溫，兩家公司的股票都在人工智能浪潮中實現了令人印象深刻的漲幅。
But which one is winning? Let's dive into the numbers, recent moves, and what investors need to know.
但，哪一家公司正獲勝？讓我們深入了解數據、最新動向，以及投資者需要了解的信息。
Oracle's Big Play: Malaysia's Mega Cloud
甲骨文的重大舉措：馬來西亞的雲計算巨頭
Oracle has been flexing its cloud muscles, with a 20% stock jump over the past month, +61% YTD, thanks to impressive growth in its cloud infrastructure services. The latest boost?
甲骨文一直在展示其雲計算實力，過去一個月股價上漲了20%，年初至今增長了61%，這要歸功於其雲基礎服務的驚人增長。最新的助推？
A $6.5 billion investment to establish a public cloud region in Malaysia—outpacing Amazon.com Inc's $6.2 billion AWS plan. Oracle's aggressive push aims to tap into Malaysia's growing demand for AI, data, and analytics, potentially becoming one of the largest tech investments in Southeast Asia.
投資65億美元在馬來西亞建立一個公共雲地域，超過了亞馬遜公司的62億美元AWS計劃。甲骨文的大舉推動旨在抓住馬來西亞對人工智能、數據和分析日益增長的需求，有望成爲東南亞最大的科技投資之一。
Read Also: Oracle Bets Big: Plans Over $6.5B Cloud Expansion In Malaysia To Fuel AI Innovation
繼續閱讀：甲骨文大膽押注：計劃投資超過65億美元在馬來西亞擴展雲計算以推動人工智能創新
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
On the charts, Oracle stock is showing solid bullish signals across the board, trading at $167.71, above its eight-day, 20-day and 50-day moving averages. However, some selling pressure indicates caution for those diving in for short-term gains.
在圖表上，甲骨文股票顯示出積極信號，交易價格爲167.71美元，高於其8天、20天和50天的移動平均線。然而，一些賣壓表明對於那些尋求短期收益的人需要謹慎。
Still, with ambitious revenue targets of $104 billion by FY2029, Oracle is playing the long game.
然而，截至2029財年，甲骨文制定了雄心勃勃的1040億美元營業收入目標，正在進行長期規劃。
Salesforce: GenAI Power Move
賽富時：GenAI 強勢舉措
Meanwhile, Salesforce isn't standing still. The stock is up 12.67% in the last month, powered by its new AgentForce platform, which analysts have hailed as "on par" with Microsoft Corp's GenAI.
與此同時，賽富時並未停滯不前。股價在過去一個月上漲了12.67%，得益於其新的AgentForce平台，分析師稱其與微軟公司的GenAI「不相上下」。
Piper Sandler even upgraded Salesforce to Outperform with a price target of $400. AgentForce, designed for sales, marketing, and service workflows, could boost Salesforce's TAM by a whopping $3.2 trillion.
派傑投資甚至將賽富時的評級提升至「表現優異」，目標價爲400美元。AgentForce旨在提高銷售、營銷和服務工作流程，有望將賽富時的目標市場機會提升32萬億美元。
Chart created using Benzinga Pro
使用Benzinga Pro創建的圖表
Salesforce stock's bullish technical signals, trading at $279.48, above its eight-day, 20-day and 50-day moving averages, confirm strong buying pressure.
賽富時股票的積極技術信號顯示，交易價格爲279.48美元，高於其8天、20天和50天的移動平均線，證實了強勁的買盤壓力。
The Verdict?
裁決結果？
Both Oracle and Salesforce are AI-driven, cloud-hungry giants with plenty of growth potential. Oracle's bold infrastructure moves in Asia give it global reach, while Salesforce's GenAI ambitions position it to dominate in enterprise software.
Oracle和Salesforce都是以人工智能驅動、渴望雲服務的巨頭，擁有大量增長潛力。Oracle在亞洲大膽的製造行業舉措使其具有全球影響力，而Salesforce的GenAI雄心使其有望主導企業軟件領域。
Investors eyeing cloud and AI should consider both—but Oracle's international ventures and bullish long-term outlook might edge out Salesforce's innovative short-term wins.
關注雲計算和人工智能的投資者應考慮兩者——但Oracle的國際業務和對看好長期前景的觀點可能會超過Salesforce的創新短期收穫。
The real question: Who will be the ultimate king of the cloud? Let's see how the AI boom unfolds.
真正的問題是：誰將成爲雲端的終極之王？讓我們看看人工智能繁榮如何展開。
- Oracle Surges 20% In September As AI, Cloud Strategy Flashes Bullish Signals
- 甲骨文在9月大漲20%，人工智能和雲策略閃現積極信號
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。