金吾财讯 | 美银证券发表研究报告指，甲骨文(ORCL)未来拥有庞大的收入潜力，其受到5,530亿美元的剩余履约义务(RPO)支撑，这些收入源自长期人工智能训练及云端基础设施合约，令公司拥有更明确的显着增长机会，但公司仍需证明其具备交付能力，可将长期合约转化为收入，并妥善管理资本密集型的扩建计划。该机构覆盖甲骨文，予“买入”评级，目标价200美元。
金吾财讯 | 美银证券发表研究报告指，甲骨文(ORCL)未来拥有庞大的收入潜力，其受到5,530亿美元的剩余履约义务(RPO)支撑，这些收入源自长期人工智能训练及云端基础设施合约，令公司拥有更明确的显着增长机会，但公司仍需证明其具备交付能力，可将长期合约转化为收入，并妥善管理资本密集型的扩建计划。该机构覆盖甲骨文，予“买入”评级，目标价200美元。
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