甲骨文盘前上涨2.2%,报149.3美元,此前奥本海默将其股票评级从 “表现良好 ”上调至 “跑赢大盘”。 奥本海默称自9月份以来的大跌已将估值倍数降低了一半以上。 该机构称甲骨文是一家 “强大的每股收益复合型公司”;认为即使对指导性目标进行了削减,到30财年每股收益仍将翻一番, 并补充说,OpenAI交易对手风险和融资需求的风险 “开始减轻”,并得到增资计划和大客户势头的支持。
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奥本海默:将甲骨文评级从“表现与大盘一致”上调至“跑赢大盘”
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