首页 > 资讯 > 快讯 > 正文

Wedbush向甲骨文投资者发出紧急信号

2026-04-25 06:21:05来源：环球市场播报  


(相关资料图)

韦德布什（Wedbush）证券对甲骨文（Oracle）给出了看涨的起始评级，以“跑赢大盘”评级和225美元的目标价开始覆盖该股，并表示这家软件集团在拥抱人工智能基础设施和云需求之际，可能正迎来更大的转型。这一评级为市场对甲骨文AI战略的关注再添热度。

甲骨文的投资逻辑建立在与OpenAI和英伟达的合作伙伴关系，以及与“星际之门”项目相关的合作之上。韦德布什表示，随着客户构建更大规模的AI系统并将更多工作负载迁移到线上，甲骨文的云平台有望从高性能计算的需求中获益。

甲骨文还在依托其数据业务发力。该公司提到了甲骨文AI数据库26ai以及多云策略——该策略将其技术部署在竞争对手的生态系统内部，其多云数据库收入在2026财年第三季度增长了531%。

甲骨文的高额支出引发了市场争论，但韦德布什认为，这些资本支出有合同支撑，而非出于投机。甲骨文的剩余履约义务达到5530亿美元，其资本支出与剩余履约义务之比约为9%，远低于行业平均约45.6%的水平。

关键词：

责任编辑：hnmd003

相关阅读

相关阅读

精彩推荐

焦点速读：上海小南国(03666)：延迟刊发2025年度业绩
焦点速读：上海小南国(03666)：延迟刊发2025年度业绩

阅读排行

精彩推送

推荐阅读


Warning: file_get_contents(926739c67d1101b2/zu1/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu2/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu3/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu4/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu5/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu6/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu7/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu8/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu9/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu10/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu11/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu12/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu13/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu14/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu15/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu16/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu17/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu18/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu19/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/zu20/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 20

Warning: file_get_contents(926739c67d1101b2/caches/linked.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 60

Warning: file_get_contents(926739c67d1101b2/caches/linked.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 61

Warning: file_put_contents(926739c67d1101b2/caches/linked.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 61

Warning: file_get_contents(926739c67d1101b2/zu1/index.html): failed to open stream: No such file or directory in /home/wwwroot/ZyptHR5P6.hxfzzx.cn/links.php on line 29

中穆青年网 -　关于我们　-　联系方式　-　版权声明　-　招聘信息　-联系邮箱： 298 1773 755@qq.com

Copyright© 2014-2020 中穆青年网(www.muslem.net.cn) All rights reserved.

备案号：琼ICP备2022009675号-2 营业执照公示信息

未经过本站允许,请勿将本站内容传播或复制.