瑞穗发表研报指，在企业AI革命的关键时刻，对甲骨文成为结构性AI赢家的信心正在提升。该行强调，甲骨文在Oracle Cloud Infrastructure(OCI)上的差异化架构以及对AI训练工作负载的需求激增正在推动公司出现明显的成长转折点。 该行将甲骨文的目标价从245美元上调至300美元，并重申“优于大盘”评级，指出甲骨文完整的AI产品堆叠，涵盖了应用程式、关键任务资料库及AI训练基础设施，将使其随时间推进能够取得远高于平均的AI驱动企业支出，预计到2030财年营收将以约27%的复合年成长率(CAGR)成长。
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