美银上调甲骨文目标价至200美元，预计有30%上涨空间

环球市场播报03-26

根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压...

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心機之蛙
03-27
心機之蛙
那还天天跌

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upside","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORCL":1.95,"ORCX":0.6,"ORCS":0.6,"ORCU":0.6},"content_text":"根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。\n　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。\n　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压订单为增长提供了可见性，但甲骨文需要证明其能够交付能力，并将长期合同转化为收入。\n　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度（OpenAI占据了当前履约义务的很大一部分）以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","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":[{"id":547131621845104,"gmtCreate":1774600616127,"gmtModify":1774600618381,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":1,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"htmlText":"那还天天跌","listText":"那还天天跌","text":"那还天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547131621845104","repostId":2622390001,"repostType":2,"repost":{"id":"2622390001","kind":"news","pubTimestamp":1774466100,"share":"https://www.laohu8.com/m/news/2622390001?lang=zh_CN&edition=full","pubTime":"2026-03-26 03:15","market":"sh","language":"zh","title":"美银上调甲骨文目标价至200美元，预计有30%上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2622390001","media":"环球市场播报","summary":"根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。200美元的目标价意味着较当前水平约有30%的上涨空间。　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。","content":"<html><body><div>\n<p>　　根据一份客户报告，<span>美国银行</span><span></span>恢复了对<span><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a></span><span></span>公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。</p>\n<p>　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。</p>\n<p>　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压订单为增长提供了可见性，但甲骨文需要证明其能够交付能力，并将长期合同转化为收入。</p>\n<p>　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度（OpenAI占据了当前履约义务的很大一部分）以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银上调甲骨文目标价至200美元，预计有30%上涨空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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class=\"title\">\n美银上调甲骨文目标价至200美元，预计有30%上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 03:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。\n　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。\n　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1489326972.SGD":"First Eagle Amundi International 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-26/doc-inhsfvzk6479221.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2622390001","content_text":"根据一份客户报告，美国银行恢复了对甲骨文公司的覆盖，给予“买入”评级和200美元的目标价，该公司股价周三成为市场关注焦点。\n　　分析师塔尔·利亚尼表示，这一评级反映了对加速增长的AI基础设施需求与公司转型时机和资本要求之间的平衡看法。200美元的目标价意味着较当前水平约有30%的上涨空间。\n　　利亚尼指出，与长期AI训练和云基础设施承诺相关的剩余履约义务高达5530亿美元。该分析师表示，这些积压订单为增长提供了可见性，但甲骨文需要证明其能够交付能力，并将长期合同转化为收入。\n　　未来几年，甲骨文面临的关键争论包括积压订单转化的时机、客户集中度（OpenAI占据了当前履约义务的很大一部分）以及AI建设的资本密集度。利亚尼表示，该公司在这些方面似乎有扎实的计划。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"ORCL":1.95,"ORCX":0.6,"ORCS":0.6,"ORCU":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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