【券商聚焦】摩根大通予甲骨文“中性”评级指公司订单表现抢眼_老虎社区_美港股上老虎

【券商聚焦】摩根大通予甲骨文“中性”评级指公司订单表现抢眼

金吾资讯09-12 22:15

金吾财讯 | 摩根大通发表报告指，甲骨文(ORCL)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1,380亿美元激增至4,550亿美元，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。

该行因预期AI订单势头，将甲骨文的目标价由210美元升至270美元，评级“中性”。

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