Evercore：AI云业务带来增长空间甲骨文(ORCL.US)获欧洲投资者重点关注

智通财经2025-06-19

智通财经APP获悉，Evercore强调了与欧洲投资者交流时所涉及的几个重要话题，其中包括人工智能以及甲骨文公司(ORCL.US)的增长前景。分析师们表示，投资者的市场情绪目前较为乐观谨慎。从企业的角度来看，人们对甲骨文公司的兴趣程度较六个月前有了显著提升，而对赛富时公司(CRM.US)的兴趣则较之前的考察有所下降。由Kirk Materne领导的分析师团队表示，在他们访问欧洲期间，与投资者交流的...

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href=http://www.zhitongcaijing.com/content/detail/1307109.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Evercore强调了与欧洲投资者交流时所涉及的几个重要话题，其中包括人工智能以及甲骨文公司(ORCL.US)的增长前景。分析师们表示，投资者的市场情绪目前较为乐观谨慎。从企业的角度来看，人们对甲骨文公司的兴趣程度较六个月前有了显著提升，而对赛富时公司(CRM.US)的兴趣则较之前的考察有所下降。由Kirk Materne领导的分析师团队表示，在他们访问欧洲期间，与投资者交流的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1307109.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1934455277.USD","symbol_name":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) 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扩展科技软件行业ETF(IGV)的公司名称。虽然甲骨文以数据库软件闻名，但该公司近年重金押注云计算业务。随着AI服务需求激增，公司预测新财年收入增速将“显著提升”，印证了转型成效。根据汇编数据，分析师预计其2026财年营收增速将从刚结束财年的8.4%跃升至16%，净利润料增15%，且2027财年两项指标有望进一步加速。此前，该公司更是预计，本月开启的2026财年，在无比强劲的云端AI算力资源需求以及爆发式增长的实体AI算力基础设施需求推动下，其云基础设施销售额将一举跃升逾70%，这一展望大幅推动了投资者们对于甲骨文备受关注云计算业务的乐观情绪。在这种背景下，多数分析师上调目标股价，着重强调其强劲的云业务增长与高企的剩余履约义务(RPO)。美国银行证券将目标价从156美元大幅调升至220美元，但维持\"中性\"评级。摩根士丹利则保持175美元目标价与\"与大盘持平\"评级，但表示若甲骨文达成预期，当前股价显然被低估。此外，投行WilliamBlair也给予甲骨文(ORCL.US)“增持”评级。受益于云、数据库和应用业务的多重顺风因素，该行认为甲骨文目前仍处于增长拐点的早期阶段，对该公司保持乐观态度。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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Evercore：AI云业务带来增长空间 甲骨文(ORCL.US)获欧洲投资者重点关注

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Evercore：AI云业务带来增长空间甲骨文(ORCL.US)获欧洲投资者重点关注