Oracle(US:ORCL) Sou Hu Cai Jing·2025-10-08 13:33Group 1 - The core concern is the sustainability of AI-driven trading, highlighted by Oracle's disappointing cloud business profit margins and losses in transactions involving NVIDIA chips, raising fears of a potential AI bubble similar to the late 1990s internet bubble [1] - Market observers are urging investors to adjust their portfolios, acknowledging that while the AI craze may still have upward potential, the overall market indicators appear overbought [2] - Goldman Sachs suggests that concerns over a tech stock bubble are premature, as the strong price increases are supported by robust earnings growth, although valuations are becoming elevated [3] Group 2 - Tesla has launched lower-priced versions of its Model Y and Model 3 on its U.S. website, indicating a strategic move to capture a broader market segment [4] - Alibaba has established an internal AI robotics team, reflecting its commitment to advancing in the AI sector [4] - Gold stocks have seen a broad increase, suggesting positive market sentiment in that sector [4]