摩根大通上调甲骨文评级至增持 看好数据管理业务长期价值

观点地产网
Mar 12

3月12日,美国科技公司 甲骨文 (Oracle)发布第三财季业绩后股价大涨, 摩根大通 随即将其评级由“中性”上调至“增持”,目标价调整至210美元。信息显示,甲骨文第三财季营收同比增长22%至172亿美元,云服务收入达89亿美元,同比增44%,其中云基础设施(OCI)收入同比飙升84%至49亿美元。公司剩余履约义务(RPO)达5530亿美元,同比激增325%,单季新增290亿美元合同。管理层...

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