中信建投：Oracle云订单暴涨 AI算力需求强劲

Core Insights - Oracle's cloud orders surged to $455 billion, more than quadrupling compared to the same period last year, driven by significant demand for computing infrastructure from AI customers [1] - Both Oracle's cloud business and Alibaba Cloud revenue have increased due to the strong demand in the AI computing market [1] - China Mobile has initiated a tender for hollow-core optical cables, indicating that domestic internet companies are accelerating the adoption of new optical cable technologies to meet AI demands [1] - Discussions on economic and trade issues between China and the U.S. will take place in Spain, with attention also on the U.S. Commerce Department's anti-dumping investigation into chips [1]