Oracle(US:ORCL) 中国基金报·2025-09-10 16:06Core Viewpoint - The article highlights the significant surge in Oracle's stock price, which rose over 40%, leading to a market capitalization increase of approximately $300 billion, making its founder the world's richest person [4][6]. Company Performance - Oracle's stock price reached $344.85, reflecting a gain of $103.34 or 42.79% [5]. - The company reported a quarterly revenue of $14.926 billion for the period ending August 31, with a remarkable increase in remaining performance obligations (RPO) to $455 billion, up over four times year-on-year [4][6]. - Oracle's CEO indicated that the demand for cloud infrastructure remains strong, with expectations for RPO to exceed $500 billion in the coming months [6]. Market Impact - The surge in Oracle's stock positively influenced other AI-related tech stocks, with Broadcom rising by 10% and Nvidia increasing by approximately 5% [10]. - The overall performance of the U.S. stock market was mixed, with the Dow Jones slightly down while the Nasdaq rose by about 0.4% [9]. Competitive Landscape - Oracle is positioning itself as a key player in the AI computing race, competing with major cloud providers like Amazon, Microsoft, and Google [6]. - The company recently signed a groundbreaking agreement with OpenAI to provide substantial data center capacity, further solidifying its role in the AI sector [6][10].