Oracle(US:ORCL) Di Yi Cai Jing·2025-09-16 14:13Group 1: Federal Reserve and Interest Rate Predictions - The Federal Reserve is expected to lower interest rates by 25 basis points, bringing the policy rate to a range of 4% to 4.25% [2] - Wall Street predicts a total of 5 to 6 rate cuts in this cycle, with some expectations of a 50 basis point cut in September [2][3] - Employment data shows a significant slowdown, with August non-farm payrolls adding only 22,000 jobs, and the unemployment rate reaching 4.3%, the highest in nearly four years [3] Group 2: AI Sector Impact on Markets - The AI sector is driving a bullish trend in global capital markets, with significant contributions from major tech companies [2][5] - Oracle's recent earnings report, despite slightly missing revenue expectations, saw a stock surge of 28% due to a massive increase in remaining performance obligations (RPO), which grew by 359% to $455 billion [6][7] - The demand for exposure to U.S. tech stocks has surged among hedge funds, indicating a strong interest in AI-related investments [6][7] Group 3: Global Market Trends - The U.S. stock market has reached historical highs, driven by AI developments and the anticipation of interest rate cuts [5][6] - Japan's stock market is also experiencing a rally, attributed to favorable trade conditions and a growing AI chip industry [8] - There is a notable increase in interest from foreign investors in the Chinese market, particularly in sectors like AI and biotechnology, with over 90% of surveyed institutions expressing a willingness to increase allocations [9]