大行评级丨奥本海默：上调甲骨文评级至“跑赢大盘”，近期抛售创造更具吸引力入场点

格隆汇02-25

奥本海默将甲骨文的评级从“中性”上调至“跑赢大盘”，目标价为185美元，认为近期的抛售为该股创造了更具吸引力的入场点。分析师Brian Schwartz表示，虽然我们的判断可能为时尚早，因为甲骨文需要时间才能在未来业绩中展现出作为一家资本密集型企业的财务成功，但我们认为在该股估值倍数自9月以来被削减超过一半后，风险回报比已转向有利。分析师还指出，甲骨文相对不受人工智能颠覆的影响，且机构投资者持仓...

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