【Evercore：「大美麗法案」將提升微軟(MSFT.US)和甲骨文(ORCL.US)現金流維持「跑贏大盤「評級】智

智通財經

2025/07/09

【Evercore：「大美麗法案」將提升微軟(MSFT.US)和甲骨文(ORCL.US)現金流維持「跑贏大盤「評級】智通財經APP獲悉，Evercore ISI發布研報指出，微軟(MSFT.US)和甲骨文(ORCL.US)等軟件公司有望從特朗普總統"大美麗法案"的部分條款中獲益，實現自由現金流顯著提升。基於此，該行維持微軟"跑贏大盤"評級，目標價從500美元上調至515美元；同樣獲"跑贏大盤"評級的甲骨文目標價從180美元調升至215美元。

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【Evercore：「大美麗法案」將提升微軟(MSFT.US)和甲骨文(ORCL.US)現金流 維持「跑贏大盤「評級】智

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【Evercore：「大美麗法案」將提升微軟(MSFT.US)和甲骨文(ORCL.US)現金流維持「跑贏大盤「評級】智