美股异动丨甲骨文盘前涨1.44% 云业务2027财年有望超预期

格隆汇
Jul 10

甲骨文盘前涨1.44%,报145.79美元。投行Piper Sandler近日发布报告称,甲骨文云基础设施(OCI)业务在2027财年的收入有望超越当前市场预期,主要得益于资本开支加速转化为实际营收。分析师认为,该公司大规模资本性支出(CapEx)正逐步转化为实际产能与收入,这一转化效率可能被投资者低估。Piper Sandler维持对甲骨文的“超配”评级,目标价定为225美元。

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