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圖表8微軟和Oracle云業務業績（百萬美元；年度）-行業數據

圖表8微軟和Oracle云業務業績（百萬美元；年度）
圖表8微軟和Oracle云業務業績（百萬美元；年度）
2）Oracle：cloud & licence 業務近兩年內各季度基本均高于 BBG 一致預期，同時伴隨資本投入明顯加速，股價也持續走強。
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第1頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第2頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第3頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第4頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第5頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第6頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第7頁
圖表8微軟和Oracle云業務業績（百萬美元；年度）_第8頁
圖表8微軟和Oracle云業務業績（百萬美元；年度）_第9頁
圖表8微軟和Oracle云業務業績（百萬美元；年度）_第10頁
圖表8微軟和Oracle云業務業績（百萬美元；年度）_第11頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第12頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第13頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第14頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第15頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第16頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第17頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第18頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第19頁
圖表8微軟和Oracle云業務業績（百萬美元；年度）_第20頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第21頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第22頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第23頁
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圖表8微軟和Oracle云業務業績（百萬美元；年度）_第24頁
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
圖表8微軟和Oracle云業務業績（百萬美元；年度）_第25頁
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
圖表8微軟和Oracle云業務業績（百萬美元；年度）_第26頁
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所屬報告： 全球科技行業專題：復盤美股AIDeepSeek有望引領AI持續創新關注國內AI資產-250216（23頁）.pdf
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