大合同,大目标,高预期!对甲骨文,市场“将信将疑”

华尔街见闻
Oct 19, 2025

摩根士丹利最新研报表明,对于甲骨文投资者日披露三大关键利好,包括新签大额合同、上调2030财年营收增长目标,并首次给出强劲的每股收益复合年增长率,他们认为需持谨慎乐观态度。尽管公司提供了更多业务细节,但几个核心问题仍未得到明确答复,市场的"将信将疑"态度或将持续。近日,甲骨文投资者日释放数项重磅消息:包括一系列大订单,上调了本就很高的2030财年营收收入增长目标以及每股收益复合年增长率。然而,盘后...

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