Evercore：“大美丽法案”将提升微软和甲骨文的现金流

智通财经网2025-07-09

Evercore ISI发布研报指出，微软和甲骨文等软件公司有望从特朗普总统"大美丽法案"的部分条款中获益，实现自由现金流显著提升。基于此，该行维持微软"跑赢大盘"评级，目标价从500美元上调至515美元；同样获"跑赢大盘"评级的甲骨文目标价从180美元调升至215美元。以Kirk Materne为首的Evercore分析师团队指出："得益于研发支出和资本支出的税收处理优化，该法案可能为盈利...

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