大摩升甲骨文目标价至175美元维持“与大市同步”评级

格隆汇12-11

格隆汇12月11日｜摩根士丹利发表研报指，甲骨文(ORCL.US)第二财季的剩余履约义务(RPO)从990亿美元下跌至970亿美元，反映期内订单量按年减少约11%，其中以当前剩余履约义务(cRPO)为基础的订单量占比亦从16%减至13%。由于订单量由升转跌，而第二财季表现及第三财季指引均低于市场预期，大摩预期投资者焦点将重新放回营收表现上，潜在汇兑风险增加，认为管理层要达成双位数增长目标有一定挑战...

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大摩升甲骨文目标价至175美元 维持“与大市同步”评级

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大摩升甲骨文目标价至175美元维持“与大市同步”评级