<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 年第三季度投資者信函強調了強勁的股票市場表現，這得益於對生成性人工智能的日益關注和強勁的半導體行業活動。信函討論了甲骨文（Oracle，股票代碼：ORCL）需求的激增，反映了更廣泛的市場趨勢</p>

甲骨文（Oracle，股票代碼：ORCL）因需求加速而股價飆升