甲骨文股价在创30多年来最大涨幅后回撤6%

Core Viewpoint - Oracle's stock price fell by 6% after reaching a historical high, primarily due to concerns raised in an analyst report about the company's future growth being heavily reliant on a single client, OpenAI [1][2]. Group 1: Stock Performance - Oracle's stock experienced significant volatility, rising by 30% after the release of its first fiscal quarter results, and reaching a peak of $328.33, a 36% increase on the following day [1]. - The stock price decline of 6% occurred after the report highlighting the dependency on OpenAI for future growth [1]. Group 2: Financial Metrics - Oracle's remaining performance obligations surged to $455 billion, marking a 359% year-over-year increase [1]. - The company forecasts that its cloud infrastructure revenue will grow 14 times by 2030 [1]. Group 3: Client Dependency - Reports indicate that nearly all of Oracle's unfulfilled orders are attributed to OpenAI, which has dampened enthusiasm regarding the company's order announcements [2]. - OpenAI is expected to pay Oracle $300 billion over five years, which has raised concerns about the sustainability of Oracle's performance predictions [1].