U.S. Stock Movement | Oracle has fallen over 10% in two days, raising market concerns about its excessive reliance on OpenAI
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週五，甲骨文延續昨日跌勢，截至發稿，該股現跌超 3.6%，股價跌破 300 美元，近兩個交易日累計跌超 10%。市場擔憂其未來增長過度集中於單一客户 OpenAI。Wedbush Securities 分析師 Gil Luria 在週四發佈的客户報告中直言：“我們對甲骨文積壓訂單的樂觀態度，被其幾乎完全來自 OpenAI 的消息嚴重削弱。” 他對甲骨文股票維持 “中性”，並提醒投資者關注客户集中度風險。
智通財經 APP 獲悉，週五，甲骨文 (ORCL.US) 延續昨日跌勢，截至發稿，該股現跌超 3.6%，股價跌破 300 美元，近兩個交易日累計跌超 10%。市場擔憂其未來增長過度集中於單一客户 OpenAI。Wedbush Securities 分析師 Gil Luria 在週四發佈的客户報告中直言：“我們對甲骨文積壓訂單的樂觀態度，被其幾乎完全來自 OpenAI 的消息嚴重削弱。” 他對甲骨文股票維持 “中性”，並提醒投資者關注客户集中度風險。
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