免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载摩根大通——甲骨文（ORCL.US）：若倾力搭建AI基建，客户会买单吗？翻译精华甲骨文2026财年第二季度业绩符合核心预期，但AI相关资本开支激增、盈利前景不明朗引发市场担忧，股价两日内累计下跌约16%。摩根大通维持对甲骨文的“中性”评级，认为其缺乏推动利差持续收窄的明确催化剂，当前核心矛盾集中在AI资本开支回报（ROI）兑现、...
Source Link免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载摩根大通——甲骨文（ORCL.US）：若倾力搭建AI基建，客户会买单吗？翻译精华甲骨文2026财年第二季度业绩符合核心预期，但AI相关资本开支激增、盈利前景不明朗引发市场担忧，股价两日内累计下跌约16%。摩根大通维持对甲骨文的“中性”评级，认为其缺乏推动利差持续收窄的明确催化剂，当前核心矛盾集中在AI资本开支回报（ROI）兑现、...
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