本报告导读：大幅上调FY2026 资本支出，数据中心建设进度或为收入兑现的瓶颈。甲骨文采用多种手段应对融资和现金流问题。OCI具备灵活性，可快速适配多元化客户。投资要点：盈利预测与 投资建议：我们调整 FY2026E-FY2028E 营收预测为670/843/1278 亿美元（前值为674/849/1287 亿美元），Non-GAAP 净利润分别为211/239/335 亿美元（前值为201/...
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