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心機之蛙
03-27

那还天天跌

美银上调甲骨文目标价至200美元，预计有30%上涨空间

根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。200美元的目标价意味着较当前水平约有30%的上涨空间。　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。

美银上调甲骨文目标价至200美元，预计有30%上涨空间

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SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银上调甲骨文目标价至200美元，预计有30%上涨空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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class=\"title\">\n美银上调甲骨文目标价至200美元，预计有30%上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 03:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。\n　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。\n　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4588":"碎股","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2326559502.SGD":"Natixis Loomis Sayles US 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