大行评级｜摩根大通：上调甲骨文目标价至270美元评级“中性”_老虎社区_美港股上老虎

大行评级｜摩根大通：上调甲骨文目标价至270美元评级“中性”

格隆汇09-12 11:05

摩根大通发表报告指，甲骨文虽未达第一财季收入指引，且第二财季预测低于市场预期，但订单表现抢眼，其剩余合约义务(RPO)由上财季的1380亿美元激增至4550亿美元，按年增长359%。若RPO来自高利润、持久且高保留率的业务，影响将极为积极。该行因应预期AI订单势头，将甲骨文的目标价由210美元上调至270美元，评级“中性”。

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