Oracle(US:ORCL) Sou Hu Cai Jing·2025-09-16 17:16Group 1: Federal Reserve and Interest Rate Expectations - 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% [1] - Wall Street predicts a total of 5 to 6 rate cuts in this cycle, with some speculating a 50 basis point cut in September [1][2] - Recent employment data shows a significant slowdown, with only 22,000 jobs added in August, leading to a 4.3% unemployment rate, the highest in nearly four years [2][3] Group 2: AI Sector Impact on Global Markets - The AI sector is driving a bullish trend in global stock markets, with Oracle's earnings report igniting market enthusiasm [1][4] - Oracle's remaining performance obligations (RPO) surged by 359% year-on-year, indicating strong future revenue potential [5] - The demand for technology exposure among professional investors has increased significantly, particularly in AI-related sectors [5][6] Group 3: Chinese Market Dynamics - Over 90% of U.S. investment institutions expressed willingness to increase allocations to the Chinese market, marking a peak interest level since early 2021 [7] - Structural growth points in China, such as AI and biotechnology, are attracting foreign investment despite macroeconomic concerns [7] - Chinese cloud service providers are expected to see capital expenditure growth significantly outpace the global average, with Tencent's capital spending projected to increase by 119% year-on-year by Q2 2025 [7]