美股异动 | 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% and has dropped over 10% in the last two trading days due to concerns about its future growth being overly reliant on a single client, OpenAI [1] Group 1: Stock Performance - Oracle's stock price has fallen below $300 [1] - The stock has experienced a cumulative decline of over 10% in the past two trading days [1] Group 2: Analyst Insights - Analyst Gil Luria from Wedbush Securities 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 aware of the risks associated with customer concentration [1]