{"id":797298,"date":"2026-06-11T13:32:42","date_gmt":"2026-06-11T05:32:42","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=797298"},"modified":"2026-06-11T13:32:42","modified_gmt":"2026-06-11T05:32:42","slug":"%e7%94%b2%e9%aa%a8%e6%96%87%e6%9a%b4%e8%b7%8c%ef%bc%9fai%e5%9f%ba%e5%bb%ba%e8%a1%a5%e4%b8%8d%e4%ba%86%e7%9a%84%e7%a1%ac%e4%bc%a4-%e9%ab%98%e6%81%af%e3%80%81%e9%ab%98%e5%80%ba","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=797298","title":{"rendered":"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d"},"content":{"rendered":"<blockquote>\n<p>\u6587 | \u6d77\u8c5a\u7814\u7a76<\/p>\n<\/blockquote>\n<p>\u65b0\u4e91\u4e2d\u6700\u53d7\u5173\u6ce8\u548c\u4e89\u8bae\u7684\u7532\u9aa8\u6587\uff0c6\u670811\u65e5\u7f8e\u80a1\u76d8\u540e\u516c\u5e03\u4e86\u622a\u6b625\u6708\u5e95\u768426\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684<a 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Capex\u7684\u6295\u5165\u548c\u722c\u5761\u8282\u594f\uff0c\u4ee5\u53ca\u83b7\u53d6\u5bf9\u5e94\u878d\u8d44\u7684\u60c5\u51b5\u3002<\/p>\n<p>\u4f46\u6001\u5ea6\u4ece\u6b64\u524d\u7684\u504f\u538c\u6076\uff08\u4e0d\u559c\u6b22\u9ad8Capex\uff0c\u62c5\u5fc3ROI\uff09\uff0c\u8f6c\u53d8\u4e3a\u504f\u6b63\u9762\uff08Capex\u9ad8\u610f\u5473\u7b97\u529b\u5efa\u8bbe\u8fdb\u5ea6\u5feb\uff09\u3002<\/p>\n<p>\u5bf9\u5e94\u4ee5\u4e0a\u51e0\u4e2a\u5173\u6ce8\u70b9\uff0c\u672c\u6b21\u4e1a\u7ee9\u7684\u7b54\u5377\u662f\uff1a<\/p>\n<p>a. OCI\u4e1a\u52a1\u786e\u5b9e\u5982\u671f\u52a0\u901f\u589e\u957f\uff0c\u4f46\u63d0\u901f\u5e45\u5ea6\u4e0e\u9884\u671f\u5b8c\u5168\u4e00\u81f4\uff0c\u56e0\u6b64\u7b97\u4e0d\u5f97\u51fa\u5f69\uff1b\u540c\u65f6\uff0c\u5728OCI\u53d7\u76ca\u4e8eAI\u7684\u540c\u65f6\uff0c\u5f53\u524d\u6bd4\u91cd\u66f4\u5927\u7684\u4f20\u7edf\u6cdb\u8f6f\u4ef6\u4e1a\u52a1\u5219\u5728\u903b\u8f91\u4e0a\u662fAI\u7684&ldquo;\u53d7\u5bb3\u8005&rdquo;\uff0c\u56e0\u6b64Oracle\u7b97\u4e0d\u4e0a\u7eaf\u7cb9\u7684&ldquo;AI\u53d7\u76ca\u80a1&rdquo;\u3002<\/p>\n<p><strong>b. <\/strong>\u6bdb\u5229\u7387\u786e\u5b9e\u6709\u89e6\u5e95\u7684\u6001\u52bf\uff0c\u4f46\u4e00\u65b9\u9762\u6682\u65f6\u65e0\u6cd5\u51c6\u786e\u5f52\u56e0\uff0c\u4e14\u4e5f\u4ecd\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\uff0c\u9700\u8981\u518d\u591a\u51e0\u4e2a\u5b63\u5ea6\u89c2\u5bdf\uff0c\u6bdb\u5229\u7387\u7684\u89e6\u5e95\u662f\u6682\u65f6\u6027\u7684\uff0c\u8fd8\u662f\u786e\u5b9e\u7684\u8d8b\u52bf\u6027\u62d0\u70b9\u3002<\/p>\n<p>\u7531\u4e8e\u8fd1\u51e0\u4e2a\u5b63\u5ea6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%9a%e9%a9%ac%e9%80%8a\" title=\"View all posts in \u4e9a\u9a6c\u900a\" target=\"_blank\" class=\"tag_link\">\u4e9a\u9a6c\u900a<\/a>\u548c\u8c37\u6b4c\u7684\u4e91\u4e1a\u52a1\u5229\u6da6\u7387\u5b9e\u9645\u5e76\u672a\u660e\u663e\u4e0b\u6ed1\uff0c AI\u4e91\u4e1a\u52a1\u7684\u5229\u6da6\u7387\u4f1a\u660e\u663e\u4f4e\u4e8e\u4f20\u7edf\u4e91\u4e1a\u52a1&mdash;&mdash;\u8fd9\u4e00\u5e02\u573a\u666e\u904d\u63a5\u53d7\u7684&ldquo;\u5e95\u5c42\u5047\u8bbe&rdquo;\u662f\u5426\u771f\u7684\u6210\u7acb\u5df2\u6709\u5546\u69b7\u4e4b\u5904\uff0c\u4f46\u5bf9Oracle\u7b49NeoCloud\uff0cAI\u4e1a\u52a1\u5360\u6bd4\u8d8a\u9ad8\u3001\u6bdb\u5229\u7387\u8d8a\u4f4e\u7684\u60c5\u51b5\u5219\u66f4\u52a0\u660e\u663e\u3002\u672c\u6b21Oralce\u7684\u4e1a\u7ee9\u4e5f\u8ba9\u8fd9\u4e2a\u95ee\u9898\u66f4\u503c\u5f97\u63a2\u8ba8\u4e86\u3002<\/p>\n<p><strong>c. \u672c\u5b63\u6700\u6b63\u9762\u7684\u4fe1\u53f7\uff0c\u5b9e\u9645\u6b63\u662f\u516c\u53f8\u901a\u8fc7Capex\u548c\u5ba2\u6237\u5171\u62c5\u7684\u6a21\u5f0f\uff0c\u5728\u957f\u671f\u903b\u8f91\u4e0a\uff0c\u660e\u663e\u51cf\u8f7b\u4e86\u516c\u53f8\u539f\u672c\u9700\u8981\u4e3a\u4e0b\u6e38AI\u5ba2\u6237\uff0c\u4ee5\u81ea\u8eab\u73b0\u91d1\u6d41\u548c\u8d44\u4ea7\u8d1f\u503a\u8868\u6765\u627f\u62c5\u5de8\u91cfCapex\u6295\u5165\u548c\u7b97\u529b\u5efa\u8bbe\u7684\u538b\u529b\u548c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%a3%8e%e9%99%a9\" title=\"View all posts in \u98ce\u9669\" target=\"_blank\" class=\"tag_link\">\u98ce\u9669<\/a>\u3002<\/strong><\/p>\n<p><strong>\u6d77\u8c5a\u541b\u8ba4\u4e3a\u8fd9\u662f\u4e00\u4e2a\u91cd\u5927\u7684\u903b\u8f91\u8f6c\u53d8\u3002\u4f46\u4e2d\u77ed\u671f\u5185\uff0c\u516c\u53f8\u7684\u51c0\u8d1f\u503a\u548c\u5229\u606f\u652f\u51fa\u7b49\u5927\u6982\u7387\u4ecd\u4f1a\u7ee7\u7eed\u8d70\u9ad8\uff0c<\/strong>\u9700<strong>\u5173\u6ce8\u540e\u7eed\u548c\u5ba2\u6237\u5171\u62c5Capex\u7684\u6bd4\u91cd\u80fd\u8fbe\u5230\u591a\u5c11\u3002<\/strong><\/p>\n<p><strong>2\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u903b\u8f91\u4e0a\uff0c<\/strong>\u5982\u6211\u4eec\u4e0a\u4e00\u6b21\u7684\u70b9\u8bc4\uff0c\u5728\u6210\u529f\u5b8c\u6210500\u4ebf\u80a1\u6743+<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%80%ba%e5%88%b8\" title=\"View all posts in \u503a\u5238\" target=\"_blank\" class=\"tag_link\">\u503a\u5238<\/a>\u878d\u8d44\uff0c\u7f13\u89e3\u4e86\u516c\u53f8\u80fd\u5426\u83b7\u5f97\u8d44\u91d1\uff0c\u4ee5\u7ee7\u7eed\u5927\u89c4\u6a21\u7b97\u529b\u5efa\u8bbe\u7684\u62c5\u5fe7\uff1b\u53e6\u5916\u4f34\u968f\u7740Agent\u66b4\u6da8\u7684Token\/\u7b97\u529b\u6d88\u8017\uff0c\u5e02\u573a\u5bf9\u7b97\u529b\u662f\u5426\u53ef\u80fd\u8fc7\u5ea6\u5efa\u8bbe\u3001\u6216\u8bb8\u6ca1\u6709\u8db3\u591f\u7ec8\u7aef\u9700\u6c42\u7684\u62c5\u5fe7\u4e5f\u660e\u663e\u51cf\u5c11\u3002<\/p>\n<p>\u968f\u7740\u4e0a\u8ff0\u4e24\u4e2a\u95ee\u9898\u7684\u6539\u5584\uff0cOracle\u7684\u6295\u8d44\u903b\u8f91\u5df2\u6709\u4e00\u5b9a\u53cd\u8f6c\uff0c<strong>\u516c\u53f8\u80a1\u4ef7\u81ea\u56db\u6708\u521d\u7684\u4f4e\u70b9\u4e5f\u53cd\u5f39\u4e8640%\u6709\u4f59\uff0c\u540c\u65f6\u8fd1\u671f\u5b8f\u89c2\u98ce\u9669\u548c\u5e02\u573a\u6ce2\u52a8\u518d\u5ea6\u62ac\u5934<\/strong>\u3002\u56e0\u6b64\u4e1a\u7ee9\u524d\u6295\u884c\u666e\u904d\u8ba4\u4e3a<strong>\u672c\u6b21\u8d44\u91d1\u5bf9\u4e1a\u7ee9\u7684\u8981\u6c42\u4f1a\u6bd4\u8f83\u9ad8\u3002<\/strong><\/p>\n<p>\u56e0\u6b64\uff0c\u672c\u6b21\u786e\u5b9e\u559c\u5fe7\u53c2\u534a\u7684\u4e1a\u7ee9\u8868\u73b0\uff0c\u786e\u5b9e\u4f1a\u8ba9\u671f\u5f85\u6bd4\u8f83\u9ad8\u7684\u8d44\u91d1\u6709\u6240\u5931\u671b\u3002<\/p>\n<p>\u6307\u5f15\u4e0a\uff0c\u516c\u53f8<strong>\u9884\u671f\u4e0b\u5b63\u5ea6\u4e91\u677f\u5757\uff08\u5305\u62ecIaaS\u548cSaaS\u5408\u8ba1\uff09\u589e\u901f\u4e2d\u503c\u4e3a60%\uff0c\u7ee7\u7eed\u73af\u6bd4\u52a0\u901f\uff0c\u5c0f\u8d85\u5e02\u573a\u9884\u671f\u768457%\u3002\u6307\u5f15\u4e0b\u5b63\u5ea6Non-GAAP EPS \u4e2d\u503c1.74\uff0c\u9690\u542b\u540c\u6bd4\u589e\u957f18%\uff0c\u540c\u6837\u5c0f\u8d85\u5e02\u573a\u9884\u671f\u7ea63%\u3002<\/strong><\/p>\n<p>\u4f46\u5728\u5bf9\u4e0b\u5b63\u6307\u5f15\u4e0d\u9519\u7684\u540c\u65f6<strong>\uff0c\u516c\u53f8\u5bf927\u8d22\u5e74\u5168\u5e74\u6307\u5f15\uff0c\u5219\u7ef4\u6301\u8425\u6536900\u4ebf\u4e0d\u53d8\uff0c\u65b0\u66f4\u65b0\u7684\u5168\u5e74Non-GAAP EPS\u4e3a$8.05\uff0c\u540c\u6837\u53ea\u662f\u548c\u5f53\u524d\u5e02\u573a\u4e00\u81f4\uff0c\u5168\u5e74\u6307\u5f15\u5e73\u5e73\uff0c\u56e0\u800c\u5e02\u573a\u4e5f\u65e0\u6cd5\u5bf9\u4e0d\u9519\u7684\u4e0b\u5b63\u6307\u5f15\u8fc7\u591a&ldquo;\u5956\u52b1&rdquo;\u3002<\/strong><\/p>\n<p>\u5bf9\u6b64\uff0c<strong>\u6d77\u8c5a\u541b\u731c\u6d4b\uff0c\u5f88\u53ef\u80fd\u662f\u56e0\u516c\u53f8\u81ea\u8eab\u5bf9\u5168\u5e74\u4e1a\u7ee9\u5c55\u671b\u4e5f\u5c1a\u4e0d\u6e05\u6670\uff0c\u56e0\u6b64\u5c31\u5148\u6309\u7740\u5e02\u573a\u9884\u671f\u6765\u7ed9\u3002<\/strong><\/p>\n<p>\u8fd1\u671f\u7684\u52a8\u6001\u4e0a\uff0c\u5728\u4e0a\u6b21\u4e1a\u7ee9\u540eOracle\u76f8\u5bf9&ldquo;\u4f4e\u8c03&rdquo;\uff0c\u6ca1\u6709\u7279\u522b\u91cd\u5927\u7684\u65b0\u52a8\u4f5c\/\u6d88\u606f\u516c\u5e03\uff0c\u4f46\u4ecd\u6709\u4e24\u4e2a\u503c\u5f97\u6ce8\u610f\u7684\u8d8b\u52bf\uff1a<\/p>\n<p>a. \u5c06AI\u5f15\u5165\u8f6f\u4ef6\u4e1a\u52a1\uff1a\u8fd1\u671f\u516c\u53f8\u5728IaaS\u4e1a\u52a1\u52a8\u6001\u4e0d\u591a\uff0c\u4f46<strong>\u63a5\u8fde\u5728\u65d7\u4e0b\u7684SaaS\u548c\u6570\u636e\u5e93\u4e1a\u52a1\u5185\u5f15\u5165\u4e86AI \u529f\u80fd<\/strong>\uff0c\u5206\u522b\u63a8\u51fa\u4e86Fusion Agent Application\u548c Agentic AI for Database\u3002<\/p>\n<p>\u6d77\u8c5a\u541b\u8ba4\u4e3a\u8fd9\u662f\u4e00\u4e2a\u5178\u578b\u7684\u9632\u5b88\u52a8\u4f5c\uff0c\u6bd5\u7adf\u622a\u6b6226\u8d22\u5e74\uff0c\u516c\u53f8\u76f4\u63a5\u53d7\u76ca\u4e8eAI\u7684OCI\u4e1a\u52a1\u8425\u6536\u5360\u6bd4\u4e0d\u8fc725%\u5de6\u53f3\uff0c\u5269\u4e0b\u7684\u66f4\u5927\u90e8\u5206\u5219\u6765\u81ea\u8f6f\u4ef6\u3001SaaS\u548c\u6570\u636e\u5e93\u8fd9\u88ab\u89c6\u4e3a\u53ef\u80fd\u88abAI\u53d6\u4ee3\u7684&ldquo;\u53d7\u5bb3\u8005&rdquo;\u3002\u4e0d\u8fc7\uff0c\u4ece\u540c\u884cSalesforce\u7684\u4f8b\u5b50\u6765\u770b\uff0c<strong>\u5728\u4f20\u7edf\u4e1a\u52a1\u4e2d\u5f15\u5165AI\u529f\u80fd\u80fd\u8d77\u5230\u7684\u5229\u597d\u770b\u8d77\u6765\u5e76\u4e0d\u592a\u660e\u663e\uff0c\u80fd\u5426\u5e2e\u52a9\u4f20\u7edf\u4e1a\u52a1\u7ef4\u6301\u5f53\u524d\u589e\u957f\u3001\u4e43\u81f3\u518d\u5ea6\u63d0\u901f\uff0c\u9700\u8981\u8c28\u614e<\/strong>\u89c2\u5bdf\u3002<\/p>\n<p><strong>b. \u63a8\u52a8\u653f\u5e9c\u5408\u4f5c\uff1a<\/strong>\u57283\u6708\u5e95\u548c5\u6708\u521d\uff0cOracle\u63a5\u8fde\u5ba3\u5e03\u548c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u8054\u90a6\u673a\u6784\u548c\u6218\u4e89\u90e8\u7b7e\u8ba2\u5408\u7ea6\uff0c\u5c06\u63d0\u4f9b\u5305\u62ecOCI, AI Database \u548c Enterprise AI\u7b49\u591a\u79cd\u670d\u52a1\u3002\u4e1a\u7ee9\u524d\uff0c\u5e02\u573a\u666e\u904d\u8ba4\u4e3a\u76f8\u6bd4\u4f01\u4e1a\u7aef\u52a8\u8f84\u5343\u4ebf\u89c4\u6a21\u7684\u8ba2\u5355\u89c4\u6a21\uff0c\u653f\u5e9c\u5408\u4f5c\u5bf9\u4e1a\u7ee9\u7684\u5b9e\u9645\u5f71\u54cd\u53ef\u80fd\u6709\u9650\u3002\u4f46\u76ee\u524d\u6765\u770b\uff0c\u53ef\u80fd\u653f\u5e9c\u5b9e\u9645\u8d21\u732e\u7684\u8ba2\u5355\u91d1\u989d\u4e5f\u5728\u767e\u4ebf\u4f53\u91cf\u3002\u4e14\u653f\u5e9c\u8ba2\u5355\u7684\u610f\u4e49\u6216\u8bb8\u4e5f\u786e\u5b9e\u4e0d\u90a3\u4e48\u5728\u4e8e\u5b9e\u9645\u4e1a\u7ee9\u8d21\u732e\uff0c\u53cd\u6620\u653f\u5e9c\u5bf9\u516c\u53f8\u7684\u652f\u6301\u6001\u5ea6\uff0c\u5bf9\u4e8e\u5e02\u573a\u60c5\u7eea\u4e5f\u4f1a\u662f\u4e00\u4e2a\u5229\u597d\u3002<\/p>\n<p><strong>3\u3001\u4ef7\u503c\u5206\u6790\u4e0a\uff0c<\/strong>\u53ef\u4ee5\u5206\u4e24\u4e2a\u89c6\u89d2\u770b\uff1a\u4e00\u662f\u968f\u7740\u516c\u53f8\u5b63\u5ea6\u4e1a\u7ee9\u8868\u73b0\u597d\u574f\u800c\u4e00\u540c\u6ce2\u52a8\u7684\u4e2d\u77ed\u671f\u5185\u4f30\u503c<strong>\uff1b<\/strong>\u53e6\u4e00\u4e2a\u89c6\u89d2\u5219\u662f\u57fa\u4e8e\u516c\u53f8\u7684\u957f\u671f\u524d\u666f\u3001\u6216\u8005\u8bf4\u7a33\u6001\u60c5\u51b5\u4e0b\u7684\u4f30\u503c\uff0c\u8fd9\u5728\u903b\u8f91\u4e0d\u53d1\u751f\u91cd\u5927\u53d8\u5316\u3001\u6216\u516c\u53f8\u6ca1\u6709\u8c03\u6574\u957f\u671f\u6307\u5f15\uff0c\u5e76\u4e0d\u4f1a\u867d\u77ed\u671f\u4e1a\u7ee9\u8868\u73b0\u6709\u592a\u5927\u53d8\u5316\u3002<\/p>\n<p>\u4e2d\u77ed\u671f\u89c6\u89d2\u4e0b\uff0c\u5e02\u573a\u666e\u904d\u76f4\u63a5\u6309\u516c\u53f827\u8d22\u5e74\u7684Non-GAAP EPS\u8fdb\u884c\u5b9a\u4ef7\u3002\u6362\u8a00\u4e4b\uff0c\u516c\u53f8\u5df2\u7ecf\u53ef\u4ee5\u9760\u8fd1\u671f\u53ef\u89c1\u4e1a\u7ee9\u8fdb\u884c\u652f\u6491\uff0c\u5373\u4fbf\u5728\u4e0d\u4e0a\u8c03\u4f30\u503c\u7684\u60c5\u51b5\u4e0b\uff0c\u5df2\u53ef\u4ee5\u535a\u5f08\u4e1a\u7ee9\/\u5229\u6da6\u4e0a\u8c03\u5e26\u6765\u7684\u56de\u62a5\u7a7a\u95f4\u3002<\/p>\n<p>\u4f46\u6d77\u8c5a\u541b\u81ea\u8eab\u8fd8\u662f\u66f4\u503e\u5411\u4e8e\u6309\u957f\u671f\u89c6\u89d2\u4e0b\u7a33\u6001\u60c5\u51b5\u8fdb\u884c\u6d4b\u7b97\u3002\u5728\u4ece\u5e95\u90e8\u660e\u663e\u53cd\u5f39\u540e\uff0c\u5f53\u524d\u4f30\u503c\u5df2\u76f8\u5bf9\u4e2d\u6027\u7684\u53cd\u6620\u4e86\u516c\u53f8\u81ea\u8eab\u6307\u5f15\u7684\u4e2d\u8fdc\u671f\u4e1a\u7ee9\u7a7a\u95f4\uff0c\u6240\u4ee5\u5728\u4e0d\u7b97\u5f88\u597d\u7684\u4e1a\u7ee9\u540e\uff0c\u80a1\u4ef7\u6709\u6240\u4e0b\u8dcc\u4e5f\u5408\u4e4e\u60c5\u7406\u3002<\/p>\n<p>\u5f53\u7136\u8be5\u4f30\u503c\u9690\u542b\u7684\u500d\u6570\u4ecd\u7b97\u4e0d\u4e0a\u9ad8\uff0c\u4e14\u672c\u6b21\u4f20\u9012\u51fa\u7684\u516c\u53f8\u81ea\u8eab\u73b0\u91d1\u6d41\u9700\u6c42\u548c\u878d\u8d44\u8d1f\u503a\u538b\u529b\u51cf\u8f7b\uff0c\u53ef\u80fd\u6839\u672c\u6027\u7684\u6539\u5584\u516c\u53f8\u7684\u903b\u8f91\u53d9\u4e8b\uff0c\u5728AI\u4e0d\u7206\u51fa\u7cfb\u7edf\u6027\u95ee\u9898\u7684\u60c5\u51b5\u4e0b\uff0c\u6d77\u8c5a\u541b\u8ba4\u4e3a\u5f53\u524d\u7684Oracle\u867d\u5e76\u975e\u786e\u5b9a\u6027\u8f83\u9ad8\u7684\u9996\u9009\u9879\uff0c\u5df2\u53ef\u4ee5\u5173\u6ce8\u8d77\u6765\u3002<\/p>\n<p><strong>\u4ee5\u4e0b\u4e3a\u8be6\u7ec6\u70b9\u8bc4<\/strong><\/p>\n<h3><strong>\u4e00\u3001\u7532\u9aa8\u6587\u4e1a\u52a1 &amp; \u8425\u6536\u5206\u7c7b\u4ecb\u7ecd<\/strong><\/h3>\n<p>\u4f5c\u4e3a\u4e00\u4e2a\u4e0a\u4e16\u7eaa80\u5e74\u4ee3\u5c31\u5df2\u6210\u7acb\u7684\u8f6f\u4ef6\u4e1a&ldquo;\u8001\u5175&rdquo;\uff0c\u7532\u9aa8\u6587\u5386\u53f2\u4e0a\u7684\u6838\u5fc3\u4e1a\u52a1\u4e3b\u8981\u662f\u6570\u636e\u5e93\u548c\u8f6f\u4ef6\u670d\u52a1\uff08\u4f20\u7edf\u8bb8\u53ef\u8bc1\u6a21\u5f0f\uff09\u3002\u4f46\u8fd1\u5e74\u6765\uff0c\u968f\u7740\u516c\u53f8\u7684\u4e91\u8f6c\u578b\u52aa\u529b\u4ee5\u53caAI\u7684\u7206\u53d1\uff0c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%ba%91%e6%9c%8d%e5%8a%a1\" title=\"View all posts in \u4e91\u670d\u52a1\" target=\"_blank\" class=\"tag_link\">\u4e91\u670d\u52a1<\/a>\u5df2\u540e\u6765\u5c45\u4e0a\uff0c\u6210\u4e3a\u6700\u91cd\u8981&amp;\u6700\u53d7\u5173\u6ce8\u7684\u677f\u5757\u3002<\/p>\n<p>26\u65b0\u8d22\u5e74\u516c\u53f8\u521a\u521a\u8c03\u6574\u4e86\u8d22\u62a5\u62ab\u9732\u7684\u53e3\u5f84\uff0c<strong>\u628a\u4e1a\u52a1\u548c\u8425\u6536\u66f4\u6e05\u6670\u7684\u5206\u4e3a\u4e91\u4e1a\u52a1\uff08Cloud\uff09\uff0c\u8f6f\u4ef6\uff08Software\uff09\uff0c\u786c\u4ef6\uff08Hardware\uff09\u548c\u670d\u52a1\uff08Service\uff09\u56db\u5927\u677f\u5757<\/strong>\uff0c\u8fdb\u4e00\u6b65\u770b\uff1a<\/p>\n<p><strong>a. \u4e91\u4e1a\u52a1<\/strong>\uff1a\u53ef<strong>\u7ec6\u5206\u4e3aIaaS\u7c7b\u7684OCI\u548cSaaS\u7c7b\u7684OCA\u4e24\u6761\u4e1a\u52a1\u7ebf<\/strong>\u3002\u5176\u4e2dOCA\u4e3b\u8981\u5305\u62ecSaaS\u5316\u7684ERP\/CRM\/ERP\u7b49\u901a\u7528\u7ba1\u7406\u5de5\u5177\uff0c\u548c\u4e00\u4e9b\u5782\u7c7b\u884c\u4e1a\u5de5\u5177\u3002\u800c<strong>OCI\u5219\u4e3b\u8981\u5305\u62ec\u516c\u53f8\u7279\u8272\u7684\u6570\u636e\u5e93\u670d\u52a1\u548c\u7b97\u529b\u79df\u8d41\u4e1a\u52a1\u3002<\/strong><\/p>\n<p><strong>\u65e9\u5e74OCA\u5728\u4e91\u677f\u5757\u4e2d\u7684\u5360\u6bd4\u66f4\u9ad8\uff0c\u8fd11~2\u5e74\u9ad8\u901f\u589e\u957f\u4e0bOCI\u7684\u5360\u6bd4\u5df2\u9010\u6b65\u53cd\u8d85OCA\u3002<\/strong><\/p>\n<p><strong>b. \u8f6f\u4ef6<\/strong>\uff1a\u5373\u7531\u5ba2\u6237\u81ea\u884c\u90e8\u7f72\u548c\u7ba1\u7406\u7684\u4f20\u7edf\u8f6f\u4ef6\u4e1a\u52a1\uff0c<strong>\u516c\u53f8\u539f\u672c\u6536\u5165\u5360\u6bd4\u6700\u5927\u7684\u677f\u5757\uff0c\u4f46\u5df2\u88ab\u4e91\u677f\u5757\u53cd\u8d85<\/strong>\u3002<\/p>\n<p>\u53ef\u5206\u4e3a\u4e24\u4e2a\u4e3b\u8981\u90e8\u5206--<strong>\u4e00\u6b21\u6027\u7684\u8bb8\u53ef\u6743\u9500\u552e\u6536\u5165<\/strong>\uff08Software License\uff09\u548c\u4f34\u751f\u7684<strong>\u6301\u7eed\u6027\u670d\u52a1\u652f\u6301\u6536\u5165<\/strong>\uff08Software Support\uff09\uff0c\u5982\u63d0\u4f9b\u4f7f\u7528\u652f\u6301\u548c\u65e5\u5e38\u66f4\u65b0\u7ef4\u62a4\u7b49\u3002<\/p>\n<p><strong>c. \u786c\u4ef6<\/strong>\uff1a\u548c\u8f6f\u4ef6\u4e1a\u52a1\u7c7b\u4f3c\uff0c\u4e5f\u5305\u62ec\u4e00\u6b21\u6027\u7684\u670d\u52a1\u5668\u7b49\u786c\u4ef6\u548c\u9500\u552e\u6536\u5165\uff0c\u4ee5\u53ca\u4f34\u751f\u7684\u786c\u4ef6\u7ef4\u62a4&amp;\u652f\u6301\u6536\u5165\uff0c<strong>\u6536\u5165\u5360\u6bd4\u6700\u5c11\u3002<\/strong><\/p>\n<p><strong>d. \u670d\u52a1<\/strong>\uff1a\u4e0a\u8ff0\u8f6f\u786c\u4ef6\u4e1a\u52a1\u4e4b\u5916\u7684\u5176\u4ed6\u670d\u52a1\u4e1a\u52a1\uff0c\u5305\u62ec\u54a8\u8be2\u670d\u52a1\u3001\u6216\u5176\u4ed6\u5b9a\u5236\u6027\u670d\u52a1\uff0c\u8fd1\u51e0\u5e74\u6536\u5165\u5360\u6bd4\u5728\u9ad8\u4e2a\u4f4d\u6570%\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/6f49eca695905f507d0975ac45a072e9_1781156132.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x486\/gravity\/center\/crop\/!1440x486&ext=.webp\" width=\"null\" height=\"null\" alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<h3><strong>\u4e8c\u3001\u6838\u5fc3\u5173\u6ce8\uff1aOCI\u8868\u73b0\u60c5\u51b5<\/strong><\/h3>\n<p><strong>1\u3001\u5173\u952e\u4e1a\u52a1&mdash;OCI\u5982\u671f\u7ee7\u7eed\u52a0\u901f\u589e\u957f<\/strong><\/p>\n<p>\u5f53\u524d\u6700\u5173\u952e\u7684<strong>IaaS\/PaaS\u7c7bOCI\u4e1a\u52a1\u672c\u5b63\u8425\u6536\u8fd158\u4ebf<\/strong>\uff0c\u540c\u6bd4\u589e\u957f\u7ea693%\uff0c<strong>\u5254\u9664\u6c47\u7387\u5229\u597d\u540e\uff0c\u5b9e\u9645\u589e\u901f\u4e3a92%\uff0c\u73af\u6bd4\u4e0a\u5b63\u768481%\u7ee7\u7eed\u5982\u671f\u52a0\u901f\u3002<\/strong>\u4f46\u662f<strong>\u52a0\u901f\u5e45\u5ea6\u7a0d\u6709\u653e\u7f13<\/strong>\uff0c\u4e0a\u5b63\u662f16pct\uff0c\u672c\u5b63\u4e3a11pct\u3002<\/p>\n<p>\u800c\u5e02\u573a\u4e00\u81f4\u9884\u671f\u589e\u901f\u4e5f\u8fd192%\uff0c\u56e0\u6b64<strong>OCI\u4e1a\u52a1\u867d\u786e\u5b9e\u4e00\u76f4\u5728\u52a0\u901f\u589e\u957f\uff0c\u5374\u5e76\u65e0\u8dd1\u8d62\u9884\u671f\u7684\u610f\u5916\u4e4b\u559c\uff0c \u76f8\u6bd4\u4e4b\u4e0b\uff0c\u4e91\u677f\u5757\u4e0b\u7684SaaS\u7c7b\u4e1a\u52a1\u589e\u957f\u5219\u6709\u6240\u6076\u5316\uff0c<\/strong>\u672c\u5b63<strong>\u5254\u6c47\u7387\u5f71\u54cd\u540e\u5b9e\u9645\u8425\u6536\u540c\u6bd4\u4e0b\u6ed1\u4e863%\uff0c\u8dcc\u5e45\u8f83\u4e0a\u5b63\u76841%\u6709\u6240\u653e\u5927<\/strong>\uff0c\u53ef\u89c1\uff0c\u5728AI\u5229\u597d\u4e2d\u4e0a\u6e38<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%9f%ba%e5%bb%ba\" title=\"View all posts in \u57fa\u5efa\" target=\"_blank\" class=\"tag_link\">\u57fa\u5efa<\/a>\u5c42\u7684\u540c\u65f6\uff0c\u516c\u53f8\u4e0b\u6e38\u7684SaaS\u9762\u4e34\u7684\u589e\u957f\u538b\u529b\u4f9d\u7136\u5f88\u5927\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/5520abe77a12f9d5ea3ccbd05e9a779a_1781156132.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x736&ext=.webp\" width=\"null\" height=\"null\" 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alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" 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loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/e6bd41c46db6eb481b220f6db1bf06e4_1781156133.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x695\/gravity\/center\/crop\/!1440x695&ext=.webp\" width=\"null\" height=\"null\" alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<h3><strong>\u4e94\u3001\u6574\u4f53\u4e1a\u7ee9\u559c\u5fe7\u53c2\u534a<\/strong><\/h3>\n<p><strong>1\u3001\u57fa\u5efa\u5c42\u5f3a\uff0c\u8f6f\u4ef6\u5c42\u5f31\uff0c\u6574\u4f53\u589e\u957f\u5e73\u7a33<\/strong><\/p>\n<p>\u6c47\u603b4\u5927\u677f\u5757\u4e1a\u52a1\uff0c\u52a0\u901f\u589e\u957f\u7684OCI\u677f\u5757\u548c\u8d70\u5f31\u7684\u8f6f\u4ef6\u4e1a\u52a1\u76f8\u4e92\u5bf9\u51b2\uff0c<strong>\u672c\u5b63\u516c\u53f8\u6574\u4f53\u8425\u6536\u589e\u957f20.6%\uff0c\u4e4d\u770b\u73af\u6bd4\u4e0a\u5b63\u6709\u6240\u964d\u901f\u3002<\/strong> \u4f46\u5254\u9664\u6c47\u7387\u5f71\u54cd\u540e\uff0c<strong>\u771f\u5b9e\u589e\u901f\u4e3a20%\uff0c\u76f8\u6bd4\u4e0a\u5b63\u8fd8\u662f\u5c0f\u5e45\u63d0\u901f2pct\u7684\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/62266ce8fc68fa51878fd19b2582fec2_1781156133.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x768\/gravity\/center\/crop\/!1440x768&ext=.webp\" width=\"null\" height=\"null\" alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>2\u3001\u6bdb\u5229\u7387\u7ee7\u7eed\u4e0b\u6ed1<\/strong><\/p>\n<p>\u5982\u524d\u6587\u5df2\u63d0\u5230\u7684\uff0c\u672c\u5b63\u516c\u53f8\u6574\u4f53\u7684\u6bdb\u5229\u7387\u73af\u6bd4\u6709\u521d\u6b65\u4f01\u7a33\u8ff9\u8c61\uff0c\u4f46\u540c\u6bd4\u4f9d\u7136\u5728\u660e\u663e\u6536\u7f29\u8d8b\u52bf\u5185\uff0c\u56e0\u800c<strong>\u6574\u4f53\u6bdb\u5229\u989d\u540c\u6bd4\u589e\u901f\u4e3a12%<\/strong>\uff0c\u4ecd\u663e\u8457\u4f4e\u4e8e\u6536\u5165\u589e\u901f\uff0c\u4e5f\u7a0d\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u7ea60.6pct\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/7d0abd9bf66c1fad62012932348fb1af_1781156134.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x705\/gravity\/center\/crop\/!1440x705&ext=.webp\" width=\"null\" height=\"null\" alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>3\u3001\u826f\u597d\u8d39\u7528\u63a7\u5236\uff0c\u52a9\u529b\u5229\u6da6\u589e\u957f\u8dd1\u8d62<\/strong><\/p>\n<p>\u8d39\u7528\u652f\u51fa\u4e0a\uff0c<strong>\u4e4d\u770b\u6574\u4f53\u8d39\u7528\u652f\u51fa\u672c\u5b63\u540c\u6bd4\u589e\u957f5.4%<\/strong>\uff0c\u76f8\u6bd4\u4e0a\u5b631%\u7684\u589e\u901f\u660e\u663e\u8d70\u9ad8\uff0c\u4e5f\u9ad8\u51fa\u5e02\u573a\u9884\u671f\u76841.7%\uff0c<strong>\u770b\u4f3c\u8d39\u7528\u6295\u5165\u6709\u6240\u62ac\u5934\u3002<\/strong>\u4f46\u5b9e\u9645\u662f\u56e0\u672c\u5b63\u786e\u8ba4\u4e86\u7ea68\u4ebf\u7684&ldquo;<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%87%8d%e7%bb%84\" title=\"View all posts in \u91cd\u7ec4\" target=\"_blank\" class=\"tag_link\">\u91cd\u7ec4<\/a>&rdquo;\u8d39\u7528\uff0c\u5927\u6982\u7387\u662f\u56e0\u6b64\u524d\u65b0\u95fb\u62a5\u9053\u4e2d<strong>\u516c\u53f8\u5c06\u5927\u5e45\u88c1\u5458\u8fd13\u4e07\u4eba<\/strong>\u7684\u5f71\u54cd\u3002\uff08\u7ea6\u5360\u5458\u5de5\u603b\u6570\u768419%\uff0c\u4f46\u516c\u53f8\u672a\u6b63\u9762\u786e\u8ba4\uff09\u3002<\/p>\n<p>\u800c\u53ea\u770b<strong>\u4e09\u9879\u5e38\u89c4\u7ecf\u8425\u6027\u652f\u51fa\uff0c\u672c\u5b63\u652f\u51fa\u5b9e\u9645\u540c\u6bd4\u51cf\u5c11\u4e86\u7ea65.6%\uff0c\u6bd4\u5e02\u573a\u9884\u671f\u589e\u901f\u4f4e\u4e86\u65747pct\u3002<\/strong>\u4e09\u9879\u8d39\u7528\u5168\u90e8\u540c\u6bd4\u8d1f\u589e\u957f\uff0c\u4e14\u5176\u4e2d\u8425\u9500\u8d39\u7528\u540c\u6bd4\u4e0b\u6ed1\u8d8510%\u3002\u53ef\u89c1\u5728\u6bdb\u5229\u627f\u538b\uff0c\u73b0\u91d1\u6d41\u4e5f\u56e0Capex\u5403\u7d27\u7684\u60c5\u51b5\u4e0b\uff0c<strong>\u516c\u53f8\u7684\u63a7\u8d39\u529b\u5ea6\u548c\u6210\u6548\u8fd8\u662f\u4e0d\u9519\u7684<\/strong>\u3002<\/p>\n<p>\u53d7\u8d39\u7528\u63a7\u5236\u51fa\u8272\u7684\u5229\u597d\uff0c\u867d\u7136\u6bdb\u5229\u7387\u663e\u8457\u4e0b\u6ed1<strong>\uff0c\u672c\u5b63\u8c03\u6574\u540e\u7ecf\u8425\u5229\u6da6\u7387\u5df2\u540c\u6bd4\u6b62\u8dcc\uff0c\u91cd\u56de\u6b63\u589e\u957f\u7ea60.5pct\uff0c<\/strong>\u597d\u4e8e\u5e02\u573a\u9884\u671f<strong>\u3002<\/strong><\/p>\n<p><strong>\u6700\u7ec8\u8c03\u6574\u540e\u7ecf\u8425\u5229\u6da686\u4ebf\uff0c\u540c\u6bd4\u589e\u957f\u7ea622%\uff0c\u5728\u6bdb\u5229\u8dd1\u8f93\u9884\u671f\u548c\u8425\u6536\u7684\u60c5\u51b5\u4e0b\uff0c\u5229\u6da6\u589e\u957f\u53cd\u800c\u8dd1\u8d62\u8425\u6536\u548c\u9884\u671f\u3002<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/7fcba6130ef0cec04d4f03d8c3e12079_1781156134.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x749\/gravity\/center\/crop\/!1440x749&ext=.webp\" width=\"null\" height=\"null\" alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/6bde9d0d82618df65f1c9edcac643929_1781156134.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x693\/gravity\/center\/crop\/!1440x693&ext=.webp\" width=\"null\" height=\"null\" alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/06\/5c20cc2d5d01c2a60dc72982119bcce6_1781156134.webp?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/format\/jpg\/thumbnail\/1440x800\/gravity\/center\/crop\/!1440x800&ext=.webp\" width=\"null\" height=\"null\" alt=\"\u7532\u9aa8\u6587\u66b4\u8dcc\uff1fAI\u57fa\u5efa\u8865\u4e0d\u4e86\u7684\u786c\u4f24\u2014\u2014\u201c\u9ad8\u606f\u3001\u9ad8\u503a+\u6b47\u83dc\u8f6f\u4ef6\u201d\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<p>(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u6587 | \u6d77\u8c5a\u7814\u7a76 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[&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[266,62,162,40,82,241,50,367,144,170,192],"views":11,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/797298"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=797298"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/797298\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=797298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=797298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=797298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}