异动解读 | 分析师上调评级至买入,甲骨文盘前大涨5.01%

异动解读
30 Jun

6月30日周一盘前,甲骨文(Oracle)股价大涨5.01%,引发市场关注。这一显著涨幅主要源于投资银行Stifel对甲骨文的积极评估。

据悉,Stifel分析师将甲骨文的评级从"持有"上调至"买入",同时大幅提高了目标价,从180美元上调至250美元。Stifel的这一举动表明其对甲骨文未来发展前景持乐观态度,特别是看好其云计算业务的强劲发展势头和严格的成本管理策略。

分析师指出,预计甲骨文在2026财年将有能力将其应用云业务的总增长速度提高到约10%。此外,甲骨文近期与埃隆·马斯克的人工智能公司xAI的合作,进一步增强了市场对其在人工智能领域发展的信心。这些积极因素共同推动了投资者对甲骨文的看好,从而带动股价大幅上涨。

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