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Kita1a
06-17 02:31

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投行WilliamBlair：甲骨文(ORCL.US)仍处于增长拐点早期给予“增持”评级

智通财经APP获悉，投行WilliamBlair给予甲骨文“增持”评级。受益于云、数据库和应用业务的多重顺风因素，该行认为甲骨文目前仍处于增长拐点的早期阶段，对该公司保持乐观态度。甲骨文第一季度的业绩预期略高于市场一致预期，预计年增长率为 13%。该行预计进入 2026 财年的收入和 RPO 增长加速，这表明该公司在 AI 投资周期的早期阶段，这将与应用和数据库向云端迁移的现有长期趋势相互叠加。

投行WilliamBlair：甲骨文(ORCL.US)仍处于增长拐点早期给予“增持”评级

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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