异动解读 | 评级上调及AI投资预期提振,甲骨文盘中大涨5.04%

异动解读
Feb 10

甲骨文(ORCL)今日盘中股价大幅拉升,涨幅一度达到5.04%,引起了市场的广泛关注。

消息面上,戴维森投行(D.A. Davidson)将甲骨文的股票评级从“中性”上调至“买入”,这一积极的评级调整为股价提供了重要支撑。此外,市场消息显示,甲骨文或将通过裁员及出售健康业务部门等方式筹集资金,以助力其人工智能(AI)数据中心的建设,彰显了公司在AI领域的战略投入决心。

近期,包括甲骨文在内的美国科技巨头正积极通过发行债券等方式为AI扩张筹集资金。有报道指出,甲骨文于2月初披露了250亿美元的票据销售计划,而整个AI领域的资本开支热潮也提升了投资者对相关公司未来增长潜力的预期,共同推动了甲骨文股价的强势表现。

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