<div id="readability-page-1">Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market continued its strong performance in the third quarter of 2025, driven by enthusiasm for generative AI and strength in the semiconductor sector. In the quarter, the focus […]</div>

甲骨文

<p>Polen Capital 2025 年第三季度投资者信函强调了强劲的股票市场表现，这得益于对生成性人工智能的日益关注和强劲的半导体行业活动。信函讨论了甲骨文（Oracle，股票代码：ORCL）需求的激增，反映了更广泛的市场趋势</p>

甲骨文（Oracle，股票代码：ORCL）因需求加速而股价飙升