甲骨文(ORCL.US)两日累跌超10% 市场担忧其过度依赖OpenAI

Core Viewpoint - Oracle's stock has declined over 3.6%, falling below $300, with a cumulative drop of over 10% in the past two trading days due to concerns about its future growth being overly reliant on a single client, OpenAI [1] Group 1 - The decline in Oracle's stock price is attributed to market worries regarding customer concentration risk [1] - Wedbush Securities analyst Gil Luria expressed that optimism regarding Oracle's backlog has been significantly undermined by the fact that it is almost entirely derived from OpenAI [1] - Luria maintains a "neutral" rating on Oracle's stock and advises investors to be cautious about the risks associated with customer concentration [1]