In terms of valuation, Oracle trades at a forward price-to-earnings (P/E) ratio of 33x, which is higher than the tech sector average of about 24x. That indicates that investors are still pricing in strong growth. Oracle also returns cash to shareholders through dividends, with a 1.9% dividend yield, a most recent payout of $0.50 per share, and a forward payout ratio of 32.7%, supported by regular quarterly dividends.Over the past month, Oracle shares have slipped 14.9%, as investors have reacted to the fund ...

合作核心内容 - 甲骨文与微软合作制定集成蓝图，旨在帮助制造商利用数据增强决策并自动化关键供应链流程[1] - 蓝图使使用Oracle Fusion Cloud供应链与制造(SCM)的客户能够通过Azure IoT Operations和Microsoft Fabric利用来自工厂设备和传感器的实时数据洞察[1] - 该合作反映了甲骨文对智能运营的承诺，即通过实时数据驱动更智能、更快速、更互联的制造[2] 技术整合与能力 - 集成将Azure IoT Operations和Microsoft Fabric与Oracle Cloud SCM结合，将原始生产数据在边缘转换为可操作的事件和洞察[5] - 关键能力包括实时情报与安全数据流、自动化业务事件以及标准化最佳实践以简化部署[3] - Oracle Cloud SCM内嵌人工智能能力，可提供优化供应链运营的宝贵洞察并构建弹性网络[4] 预期效益 - 制造商能够通过将车间实时生产数据直接连接到企业工作流来加速响应时间、提高效率并获得更好的供应链可视性[2] - 通过将运营洞察转化为即时业务行动，制造商可提高供应链可视性、加速决策制定并减少停机时间[3] - 合作使企业能够通过更快速、更明智的决策、提高运营效率以及立即响应车间变化，在整个供应链中实现有形价值[6] 其他相关进展 - 甲骨文推出了新的AI Agent Marketplace，允许客户在企业环境中轻松发现和部署合作伙伴构建的AI代理[6][7] - Oracle Fusion Applications AI Agent Marketplace旨在提高生产力并应对复杂的业务挑战[7]