Piper Sandler：甲骨文(ORCL.US)云业务2027财年有望超预期，增量贡献或达22亿美元

智通财经07-08

【Piper Sandler：甲骨文(ORCL.US)云业务2027财年有望超预期，增量贡献或达22亿美元】智通财经APP获悉，投行Piper Sandler发布报告称，甲骨文(ORCL.US)云基础设施(OCI)业务在2027财年的收入有望超越当前市场预期，主要得益于资本开支加速转化为实际营收。分析师认为，该公司大规模资本性支出(CapEx)正逐步转化为实际产能与收入，这一转化效率可能被投资者低估。Piper Sandler维持对甲骨文的“超配”评级，目标价定为225美元。

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