AI刺激“后台管理系统”超级周期:先是SAP,现在是Oracle

华尔街见闻
14 Jun

摩根士丹利分析师认为,AI正成为ERP云迁移的核心催化剂。随着更多企业进行ERP云迁移,相关配套服务的需求也将水涨船高。因此,摩根士丹利重申了对BlackLine、OneStream和Vertex等公司的“增持”评级。甲骨文(Oracle)最新财报显示其云应用业务显著加速,摩根士丹利分析师认为,这一突破性表现预示着由AI驱动的后台办公系统升级超级周期正从SAP生态系统扩展至更广阔市场。据追风交易台...

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