甲骨文：预计在人工智能全球大会上有积极的客户案例和盈利能力表现

V i e w p o i n t | 09 Oct 2025 07:40:50 ET │ 15 pages Oracle Corporation (ORCL.K) Expecting Positive Customer References + Profitability At AI World CITI'S TAKE After a historic Q1, ORCL shares have traded off 10%+ from recent highs on concerns around quality of backlog, profitability concerns following a slew of press reports and broader AI bubble/circularity concerns. We view the pullback as a buying opportunity as we see a broadening set of customers powering OCI growth, and we expect management to prov ...