NVIDIA Corporation (NASDAQ:NVDA) is one of the best NASDAQ growth stocks to buy for the next 5 years. On October 14, Oracle and NVIDIA announced a deepened collaboration at Oracle AI World to support sovereign AI initiatives and accelerate government digital transformation globally. The partnership combines NVIDIA’s AI computing platforms with Oracle’s scalable cloud infrastructure (Oracle Cloud Infrastructure or OCI) to enable organizations to build secure, AI-first systems. A key example is Abu Dhabi’s ...

Valued at a market cap of $807.7 billion, Oracle Corporation (ORCL) is a leading provider of enterprise software, cloud services, and database technologies. The Austin, Texas-based company helps businesses manage and analyze data, automate processes, and run critical operations through integrated cloud-based and on-premise solutions. It is scheduled to announce its fiscal Q2 2026 earnings in mid-December. Ahead of this event, analysts expect this software giant to report a profit of $1.29 per share, up 12 ...

​Informatica Inc. (NYSE:INFA) is one of the Best Growth Stocks Under $25 to Buy Right Now. On October 14, Informatica Inc. (NYSE:INFA) announced four new integrations on Oracle Cloud Infrastructure. When integrated, these new solutions will help Oracle customers to unify and manage master data from Oracle and non-Oracle sources. ​These new integrations include Blueprint for Agentic AI on OCI, IDMC MCP Server Support, Master Data Management (MDM) Capability on OCI, and Informatica’s Intelligent Data Manage ...

文章核心观点 - 当前主要股指接近历史高点，市场对估值和人工智能推动的涨势持续性存在分歧，但基于情绪调整投资策略并不可取，应采取选择性投资策略[1][2] - 筛选出五只具有多年增长潜力的成长股，作为2026年的投资选择，这些公司结合了高增长潜力和现金牛特性[2] 人工智能领域投资 - 投资人工智能领域需覆盖整个价值链，而非单一环节，Nvidia、Oracle和ASML是三家具备多年人工智能增长潜力的公司[3] - Nvidia年内上涨超过34%，在2023年初至2024年底期间飙升超过800%，因其收益持续高速增长而不被高估[4] - Nvidia的先进GPU及配套软件擅长处理复杂AI工作负载，只要超大规模运营商持续投入数据中心建设，其收益增长预计不会放缓[5] - Oracle Cloud Infrastructure在市场份额上远落后于AWS、Microsoft Azure和Google Cloud，但有望在2031年前成为顶级AI云服务商[6] - Oracle的数据中心专为AI构建而非通用计算，即使不考虑OpenAI的10吉瓦数据中心项目，也极具从行业资深企业夺取市场份额的潜力[7] - ASML是投资AI的间接方式，公司生产半导体制造所需的光刻设备，这是芯片生产中最关键的步骤[8] - ASML在极紫外光刻系统领域具有垄断地位，这些设备对于制造Nvidia GPU等并行计算单元所需的先进芯片至关重要[9] 逆向科技股投资 - Adobe正面临AI对其SaaS商业模式的挑战，用户可能因AI工具而减少订阅量，或低成本AI竞品可能侵蚀其竞争优势[11] - Adobe股价年内下跌26%，过去五年下跌34.5%，而同期标普500指数上涨90%，公司当前市盈率仅为20.5倍，自由现金流倍数为15.2倍，远低于其五年市盈率中位数43.6倍[12] - 与Nvidia、Oracle和ASML因增长潜力获得高估值不同，Adobe的估值暗示其黄金期已过，但当前估值对于寻求价值型科技股的投资者而言可能是一个机会[13] 非科技领域投资 - Netflix作为通信巨头，与Nvidia和Oracle同属“十大巨头”成长股组合，该组合占标普500指数权重的39%[14] - 尽管面临通胀压力和生活成本上升导致消费者缩减可自由支配支出，Netflix仍通过提高收入和扩大利润率实现现金流高速增长[15] - Netflix在挑战性环境中仍能交付业绩，表明消费者优先保持其订阅而非选择其他娱乐方式，这证明了其服务的抗衰退特性，对担忧2026年经济或股市的投资者具有吸引力[16][17]

股价表现 - 甲骨文股价在周五下跌约7% 回吐了本周因积极人工智能和云业务相关新闻带来的部分涨幅 [1] - 此次股价回调的背景是公司公布了雄心勃勃的长期展望以及获得了巨额云业务承诺 [1] 业务转型与增长引擎 - 公司目前的核心增长引擎是甲骨文云基础设施 这是一个支持人工智能训练和推理的超大规模计算平台 [3] - 市场对公司的看法正在转变 从一家成熟的软件供应商转变为一家拥有多年锁定收入的快速扩张的云平台 [5] 财务指标与未来展望 - 公司剩余履约义务在上一财季大幅增长359% 达到4550亿美元 反映出签署了多笔数十亿美元的协议 [5] - 管理层设定积极长期目标 预计到2030财年云基础设施收入将达到1660亿美元 总收入达到2250亿美元 调整后每股收益为21美元 [6] - 公司在30天内获得了650亿美元的新承诺 其中包括与Meta Platforms的200亿美元交易 表明需求真实且客户群多元化 [7] 需求可见性与执行挑战 - 管理层评论和业绩显示公司对未来需求具有不寻常的可见性 [3] - 然而 将这些需求转化为大规模盈利收入需要大量资本投入和无懈可击的执行能力 [3]

公司财务表现与市场预期 - 瑞银重申对公司股票的“买入”评级 并将目标股价从360美元上调至380美元 认为公司股票“过于便宜” [1] - 公司在投资者日活动上再次上调其2030财年云基础设施/OCI收入指引 增加220亿美元至1660亿美元 [1] - 公司披露其交易积压订单已超过5000亿美元 其2030财年指引远高于市场预期 [1] 公司业务定位 - 公司是一家数据库管理和云服务提供商 [2] 行业比较与投资观点 - 尽管承认公司作为投资的潜力 但部分观点认为某些其他AI股票可能提供更大的上涨潜力和更小的下行风险 [2]

The forecast underscores the momentum powering the 47-year-old database software titan toward its best year on the stock market this century. Oracle stock had rallied more than 85% heading into its AI World conference in Las Vegas. The company provided the projections in an analyst day event that closed out the conference. Guggenheim analyst John DiFucci wrote that the event underscored "the massive opportunity ahead of Oracle" led by deals to train AI systems on its cloud infrastructure business. Oracle Ea ...

公司长期业绩指引 - 赛富时预计到2030财年营收将突破600亿美元（不含Informatica业务）[3] - 公司宣布与OpenAI达成合作，允许ChatGPT直接访问Salesforce应用数据，消息公布后股价应声上涨超3%，周四开盘一度大涨8%[3] - 公司明确传递出依靠AI增强型云平台实现可持续双位数增长的战略意图，且不依赖大规模并购[9] 软件行业长期目标对比 - 甲骨文目标2030财年OCI业务收入达1440亿美元，复合年增长率目标为68%[9][10] - Palo Alto Networks计划到2030财年实现下一代安全业务年度经常性收入达150亿美元，复合年增长率目标为21%[9][10] - Snowflake设定2029财年产品收入100亿美元目标，复合年增长率目标为30%[9][10] - Atlassian管理层明确表示五年内年营收将突破100亿美元，复合年增长率目标为18%[9][10] - CrowdStrike目标2031财年订阅年度经常性收入达100亿美元，复合年增长率目标为15%[9][10] - Veeva Systems计划到2030年实现60亿美元年化营收，复合年增长率目标为15%[9][10] 软件行业结构性优势 - 软件以数字形式交付，无需穿越港口、不受关税制约，天然规避供应链中断和贸易壁垒冲击[12] - 软件公司客户高度集中于本土及西方市场，美国客户贡献了赛富时营收的约62%、Snowflake为76%[12] - SaaS普遍采用的订阅制模式带来高度可预测、持续稳定的现金流，比交易型或广告驱动型业务更具抗周期能力[12] - "本土需求+经常性收入+数字交付"三大特质让软件巨头在地缘风暴中成为"避风港"[12]

Oracle (ORCL) said its Oracle Cloud Infrastructure business is now on track for $166 billion in revenue by the company's fiscal 2030, up from just $10 billion in fiscal 2025. That works out to a compound annual growth rate (CAGR) of 75% over five years. Oracle already saw 50% year-over-year revenue growth in 2025. Shares of Oracle closed up 3% following the news. Oracle's stock price is up 88% year to date and 79% over the past 12 months. The company revealed the outlook as part of its financial analys ...

By Stephen Nellis and Harshita Mary Varghese (Reuters) -Oracle said on Thursday it expects cloud infrastructure revenue to grow to $166 billion in fiscal 2030, which would make up nearly 75% of its total sales by then. Chief Executive Officer Clay Magouyrk gave the cloud infrastructure prediction during a meeting with financial analysts, where he said new bookings were coming in from a range of customers, not just OpenAI. Dough Kehring, Oracle's chief financial officer, said the company expects $225 bil ...