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）和赛富时公司（NYSE: CRM）之间的云市场格斗正持续升温，两家公司的股票都在人工智能浪潮中实现了令人印象深刻的涨幅。
But which one is winning? Let's dive into the numbers, recent moves, and what investors need to know.
但，哪一家公司正获胜？让我们深入了解数据、最新动向，以及投资者需要了解的信息。
Oracle's Big Play: Malaysia's Mega Cloud
甲骨文的重大举措：马来西亚的云计算巨头
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云计算实力，过去一个月股价上涨了20%，年初至今增长了61%，这要归功于其云基础服务的惊人增长。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.
投资65亿美元在马来西亚建立一个公共云地域，超过了亚马逊公司的62亿美元AWS计划。甲骨文的大举推动旨在抓住马来西亚对人工智能、数据和分析日益增长的需求，有望成为东南亚最大的科技投资之一。
Read Also: Oracle Bets Big: Plans Over $6.5B Cloud Expansion In Malaysia To Fuel AI Innovation
继续阅读：甲骨文大胆押注：计划投资超过65亿美元在马来西亚扩展云计算以推动人工智能创新
Chart created using Benzinga Pro
使用Benzinga Pro创建的图表
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.
在图表上，甲骨文股票显示出积极信号，交易价格为167.71美元，高于其8天、20天和50天的移动平均线。然而，一些卖压表明对于那些寻求短期收益的人需要谨慎。
Still, with ambitious revenue targets of $104 billion by FY2029, Oracle is playing the long game.
然而，截至2029财年，甲骨文制定了雄心勃勃的1040亿美元营业收入目标，正在进行长期规划。
Salesforce: GenAI Power Move
赛富时：GenAI 强势举措
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.
与此同时，赛富时并未停滞不前。股价在过去一个月上涨了12.67%，得益于其新的AgentForce平台，分析师称其与微软公司的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.
派杰投资甚至将赛富时的评级提升至“表现优异”，目标价为400美元。AgentForce旨在提高销售、营销和服务工作流程，有望将赛富时的目标市场机会提升32万亿美元。
Chart created using Benzinga Pro
使用Benzinga Pro创建的图表
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.
赛富时股票的积极技术信号显示，交易价格为279.48美元，高于其8天、20天和50天的移动平均线，证实了强劲的买盘压力。
The Verdict?
裁决结果？
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都是以人工智能驱动、渴望云服务的巨头，拥有大量增长潜力。Oracle在亚洲大胆的制造行业举措使其具有全球影响力，而Salesforce的GenAI雄心使其有望主导企业软件领域。
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.
关注云计算和人工智能的投资者应考虑两者——但Oracle的国际业务和对看好长期前景的观点可能会超过Salesforce的创新短期收获。
The real question: Who will be the ultimate king of the cloud? Let's see how the AI boom unfolds.
真正的问题是：谁将成为云端的终极之王？让我们看看人工智能繁荣如何展开。
- Oracle Surges 20% In September As AI, Cloud Strategy Flashes Bullish Signals
- 甲骨文在9月大涨20%，人工智能和云策略闪现积极信号
Photo: Shutterstock
Photo: shutterstock