分析师:未来数年甲骨文营收增速有望显著超越运营支出

环球市场播报
Jun 30, 2025

  施蒂费尔分析师在研究报告中指出,未来几年甲骨文(Oracle)的营收增长应能显著超过运营支出增速。

  分析师表示,尽管资本支出增加给近期毛利率带来压力,但甲骨文管理层在费用管控方面表现优异。该公司正更加注重通过实体基础设施而非人力拓展新业务。

  在2025财年,甲骨文员工数量仅增长2%,总运营支出扩张5%,同期总营收攀升8%。该机构将甲骨文股票评级从持有上调至买入,目标价从180美元上调至250美元。受此影响,甲骨文股价跳涨5%至220.98美元。

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