甲骨文涨近5%，获奥本海默升评级至“跑赢大盘”，近期抛售带来买入机会

Core Viewpoint - Oracle's stock experienced a nearly 5% increase, reaching a peak of $153.279, following an upgrade from Oppenheimer, which raised its rating from "Market Perform" to "Outperform" with a target price of $185, indicating that recent sell-offs have created a more attractive entry point for investors [1] Group 1: Analyst Insights - Analyst Brian Schwartz noted that the stock's valuation multiples have been reduced by over 50% since September, shifting the risk-reward ratio in favor of investors [1] - The ongoing large-scale financing plan is alleviating counterparty risks associated with transactions related to OpenAI, while the cloud infrastructure business is relatively insulated from the disruptive impacts of AI [1] Group 2: Stress Testing and Price Downside - Bernstein's extreme scenario stress testing indicates that even if Oracle's AI business were to completely collapse, the downside potential for the stock price would be limited to approximately 15% [1]