大摩：《大美丽法案》成软件业现金流助推器最大赢家Okta(OKTA.US)现金流利润率或激增12%

智通财经2025-07-10

智通财经APP获悉，摩根士丹利近期发布研报称，上周通过的《大美丽法案》恢复了研发支出的即时扣除，这将为企业带来现金流助力。各公司可能很快会开始讨论这一现金流增长，而目前市场普遍预期中尚未纳入这一影响。该行认为，在整个软件行业中，Okta(OKTA.US)的自由现金流利润率受益最大，其次是Autodesk(ADSK.US)、CrowdStrike(CRWD.US)和财捷(INTU.US)。《大美丽...

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大摩：《大美丽法案》成软件业现金流助推器 最大赢家Okta(OKTA.US)现金流利润率或激增12%

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大摩：《大美丽法案》成软件业现金流助推器最大赢家Okta(OKTA.US)现金流利润率或激增12%