【Evercore:“大美丽法案”将提升微软(MSFT.US)和甲骨文(ORCL.US)现金流 维持“跑赢大盘“评级】智

智通财经
Jul 09, 2025
【Evercore:“大美丽法案”将提升微软(MSFT.US)和甲骨文(ORCL.US)现金流 维持“跑赢大盘“评级】智通财经APP获悉,Evercore ISI发布研报指出,微软(MSFT.US)和甲骨文(ORCL.US)等软件公司有望从特朗普总统"大美丽法案"的部分条款中获益,实现自由现金流显著提升。基于此,该行维持微软"跑赢大盘"评级,目标价从500美元上调至515美元;同样获"跑赢大盘"评级的甲骨文目标价从180美元调升至215美元。

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