瑞穗证券称甲骨文股价疲软提供买入良机

港美通
Nov 12, 2025

11月12日,据外媒报道,甲骨文股价下跌约3%,主要由于CoreWeave第三季度财报表现令投资者失望。然而,分析师认为此次股价疲软“在很大程度上缺乏依据”,并指出在12月公布的甲骨文第二财季业绩之前,当前走势反而提供了一个“买入机会”。瑞穗证券分析师Siti Panigrahi在致客户的报告中指出,市场反应忽略了CoreWeave财报更新中对甲骨文具有积极意义的“多项建设性信息”。该行维持对...

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