大行评级丨花旗：将甲骨文目标价升至410美元，订单数字令人惊艳_老虎社区_美港股上老虎

大行评级丨花旗：将甲骨文目标价升至410美元，订单数字令人惊艳

格隆汇2025-09-11

花旗发表研究报告，将甲骨文(ORCL.US)评级从中性升为买入，因此前首季创历史纪录的订单表现，增强了该行对其AI业务持久性和盈利能力的信心。其首季3300亿美元以上的订单令人惊艳，并伴随基础设施即服务(IaaS)收入的大幅上调(未来三年增长6倍至1140亿美元，高于该行预估的870亿美元)。花旗续指，对甲骨文盈利能力的担忧也得到更好解决，公司指引2026财年的EBIT增长为中十位数，高于该行预估...

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