BUZZ-Piper Sandler 炒作云计算股票:甲骨文上涨,Workday 下跌

路透中文
Jul 10
BUZZ-Piper Sandler 炒作云计算股票:<a href="https://laohu8.com/S/ORCL">甲骨文</a>上涨,<a href="https://laohu8.com/S/WDAY">Workday</a> 下跌

7月10日 -

** 云应用软件公司甲骨文ORCL.N股价在盘前上涨约2%,微软MSFT.O下跌0.13%,WorkdayWDAY.O下跌1.7%。

** Piper Sandler将ORCL的评级从 "中性 "上调至 "增持",理由是企业需求的增长可能会推动OpenAI-Stargate每年约300亿美元机会之外的增长。

** 将 WDAY 的评级从 "中性 "下调至 "减持",理由是对人工智能导致客户裁员、定价风险和企业应用需求减弱的担忧与日俱增。

** 券商还将ORCL和MSFT的PT值分别从190美元和475美元上调至270美元和600美元;将WDAY的PT值从255美元下调至235美元。

** Piper Sandler称,MSFT的Azure支出意向首次超过80%,继续保持云计算和人工智能基础架构首选平台的领先地位。

** 截至上次收盘,ORCL和MSFT分别上涨~41.5%和~19.4%,WDAY年累计下跌~7%。

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