甲骨文挫近2% 机构指其资本开支缺口大且负债高企 毛利率低于同业

金吾财讯
Oct 29

金吾财讯 | 甲骨文(ORCL)股价走低,暂跌1.99%,报275.22美元。中信证券给予公司卖出评级,目标价243美元:公司IaaS业务依赖OpenAI单一客户,成长确定性存疑,资本开支缺口大且负债高企,盈利路径不清晰。毛利率低于同业,业绩兑现滞后,预计FY2027后才显现增长,短期承压,下调评级至“卖出”。

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