Group 1 - OpenAI and NVIDIA's CEOs plan to announce a multi-billion dollar investment in UK data centers during a visit with President Trump [1] - The collaboration involves Nscale Global Holdings Ltd., a London-based data center company, with OpenAI expected to invest several billion dollars [1] - The total investment from US companies in the UK is anticipated to reach hundreds of billions during Trump's visit [1] Group 2 - OpenAI is expanding its operations in Europe amidst stricter regulations and skepticism towards Silicon Valley tech [2] - The "OpenAI for Countries" initiative aims to extend the Stargate data center project overseas, with a new data center in Norway supported by Nscale and Aker ASA [2] - Nscale has committed to investing $2.5 billion in the UK data center industry over three years, including a site in Essex [2] Group 3 - OpenAI's investment in Europe is relatively small compared to other regions, with a commitment of 5 GW capacity in the UAE and a target of 4.5 GW for the Stargate project in the US [2] - OpenAI and its partners, including SoftBank and Oracle, have pledged up to $500 billion for the Stargate project [2]

与此同时，甲骨文将其未来相当大的一部分收入押注在了仅一个客户身上。 为了满足其规划中的数 据中心所需的 AI 芯片需求，该公司可能不得不举债 。与微软、亚马逊和 Meta 相比，甲骨文的债务 负担与其持有的现金相比要重得多。其在人工智能基础设施方面的投资已经超过了其现金流，其总债 务与股本的比率高达 427%，而微软的这一比率仅为 32%。 OpenAI已经涉足了多项看似高风险的项目。据报道， OpenAI 还与博通公司合作，开发自己的定制人 工智能芯片，并试图打造一款能与苹果公司的 iPhone 相抗衡的设备。这家已经获得数十亿美元资金 支持的公司正在消耗着比历史上任何初创企业都要多的资源。去年， OpenAI 首席执行官向投资者表 示，他预计 OpenAI 至早也要到 2029 年才能实现盈利，而要达到这一目标，公司可能需要花费 440 亿美元。 点击蓝字，关注我们 OpenAI近期在人工智能领域的激进扩张引发广泛关注。继不久前宣布 与博通(AVGO.US)达成千亿级 人工智能芯片合作开发协议 后，该公司又披露 与甲骨文(ORCL.US)签订了一项为期五年、价值高达 3000亿美元的计算基础设施采购合同 ...

点击蓝字，关注我们 今日上午港股 1.医药板块全线重挫 多股早盘低开逾10% 报道称特朗普政府拟限制中国药品 2. 绿心集团(00094)复牌飙升超83% 出售新西兰林地资产 拟派特别息每股1港仙 3. 凯知乐集团(02122)涨超62% 公司进军TCG赛道 与宝可梦达成运营服务合作 4. 中粮家佳康(01610)涨超6% 报道称下周将召开生猪产能调控企业座谈会 5. 金风科技(02208)跌4.1% 公司拟斥189.2亿元投建风电制氢氨醇项目 6. 千循科技(01640)涨超3% 公司上半年收入爆发式增长 电子商务业务表现亮眼 7. 嘉利国际(01050)再涨近15.2% 月内股价实现翻倍 公司此前称正积极与英伟达接洽 8. 长飞光纤光缆(06869)涨超18% AI驱动数据中心互联需求增加 机构看好公司核心受益 9. 神州控股(00861)开盘大涨超7.5% ，热点概念+业绩增长助推股价飙升 10. 药捷安康-B(02617)再涨超8% 总市值突破400亿港元 替恩戈替尼II期临床试验获批开展 昨日美股 1. 甲骨文(ORCL.US)涨35.95% ，550亿美元订单震撼市场，市值猛增逾2700亿美元。 ...

Core Viewpoint - Oracle's stock surged nearly 36%, marking its largest single-day increase since 1992, driven by a significant contract with OpenAI worth $300 billion for supercomputing power [1][2] Group 1: Financial Performance - Oracle's future contract revenue (RPO) increased to $455 billion, a fourfold year-over-year increase, surpassing Google's cloud backlog by four times [1] - The cloud infrastructure revenue grew by 55% to $3.3 billion, exceeding analyst expectations of a 53% increase [2] - Total revenue reached $14.9 billion, a 12% year-over-year growth, but slightly below market expectations [3] Group 2: Strategic Initiatives - CEO Safra Catz indicated that the cloud infrastructure segment is expected to grow by 77% to $18 billion this fiscal year, with a long-term goal of achieving $144 billion in annual revenue by FY 2029/30 [2] - Oracle plans to invest $35 billion in capital expenditures this year, significantly higher than Wall Street's expectation of $26 billion, as part of its long-term strategy [3] - The company is deploying AI technology internally and has conducted layoffs to enhance operational efficiency [3] Group 3: Market Impact - Oracle's strong performance has positively influenced the AI industry, with Nvidia's stock rising by 3.85% and other AI-related stocks also experiencing gains [3] - The recent contract with OpenAI and other significant orders indicate a trend of increasing infrastructure investments among global AI giants [3][4]

点击蓝字，关注我们 业务模式 向上： 通过数字化技术连接上游3000多家供应链的ERP系统 ，与拜耳、正大天晴、恒瑞、阿斯利 康、西安杨森、碧生源、三九、哈药、济川等超过500家药企进行合作，进行约1000个SKU的合作推 广。 向下： 拓展下游药店与基层医疗机构 。覆盖全国2000多个县市的超过49.1万家药店（20-24年CAGR 为19.2%）及33万家基层医疗机构（20-24年CAGR为38.8%），渗透全国98.9%的县域和91.2%的乡 镇，月均活跃买家达到43.3万个。规模效应下，公司经营效率持续提升。 凭借"平台+业务"模式，在行业整体承压的背景下，业绩呈现"逆势上扬" 。 财务表现 在2025年上半年，药师帮营业收入达98.43亿元，同比增长11.7%，归母净利润7811.7万元，同比增长 258%，毛利11.05亿元，同比增长25.3%，毛利率11.2%，提升1.2个百分点。经营性现金流持续净流入 达2.57亿元，现金及等价物35.51亿元。 此外，报告期内，月均活跃买家数达45.3万家，同比增长6.5%；月均付费买家数达42.6万家，同比增 长7.6%。付费率由93%同比上升至94%，月 ...

点击蓝字，关注我们 总部位于芝加哥的芝加哥期权交易所股价当日下跌不足1%，收于232.61美元;该股票今年以来累计 涨幅约20%。 芝加哥期权交易所集团（Cboe Global Markets Inc.）正推动将加密货币领域最具投机性的交 易工具之一纳入美国主流市场。 芝加哥期权交易所集团(Cboe Global Markets Inc.)正推动将加密货币领域最具投机性的交易工具之 一纳入美国主流市场。该交易所宣布，计划在 11月10日推出长期限版本的比特币与以太坊永续期 货合约，具体上线时间尚待监管机构批准。 永续期货合约(Perpetual Futures)因"无到期日"的特性，长期以来一直是离岸加密货币投机交易的 核心工具，为币安(Binance)、OKX等平台贡献了巨额交易量。 这类合约允许交易者以杠杆方式持 续押注加密货币价格波动，且无需实际交割代币。 芝加哥期权交易所此次推出的"永续期货合约"(Continuous Futures)，旨在通过受监管的框架满足市 场对这类工具的需求：合约期限长达10年，且每日进行价格调整。这种设计既规避了传统期货"合 约展期"的繁琐流程，又符合美国市场监管规则。 该 ...

2. 云锋金融(00376)涨超37%， 云锋金融发布公告，旗下全资证券子公司云锋证券有限公司正式获得香港 证监会批准，现有证券交易牌照(一号牌)将升级为可提供虚拟资产交易服务。 3. 赤峰黄金(06693)跌超1%， 上半年产金量同比减少超10%，公司下调全年产量指引。 4. 百度集团-SW(09888)涨超3%， 9月9日，据百度官微消息，在WAVE SUMMIT深度学习开发者大会 2025上，文心大模型X1.1正式发布。 5. 京东集团-SW(09618)涨超4%， 据京东官微消息，9月9日，京东与锦江酒店正式签署战略合作协议， 创新餐饮消费场景。 点击蓝字，关注我们 今日上午港股 1. 锂业股早盘低开，赣锋锂业(01772)跌超5%；天齐锂业(09696)跌超7%。 9月9日上午，宁德时代控股子 公司宜春时代推进枧下窝锂矿复产工作，预计很快将复工复产。 2. 人工智能基础设施公司Nebius(NBIS.US)涨49.42%， Nebius当地时间9月8日公告称，与微软签署了一 项商业协议，合同总价值可能增加到约194亿美元。 3. 小鹏汽车(XPEV.US)美股续涨0.83%， 小鹏汽车公司计划明年在 ...

Inlexzo专为希望保留膀胱的患者设计。根据新闻稿，这是首个获批能够在膀胱内持续释放抗癌药 物的iDRS。 Inlexzo(TAR-200)是一种膀胱内药物释放系统，旨在实现吉西他滨在膀胱中的持续局部释放，维持 局部药物暴露时间长达数周。 内容来源于智通财经 点击蓝字，关注我们 结果显示，使用Inlexzo治疗的BCG无应答NMIBC患者中有82%达到完全缓解(CR)，即治疗 后未观察到癌症迹象(95% CI：72-90)。 强生(JNJ.US)今日宣布，美国FDA已批准其创新药物Inlexzo(吉西他滨膀胱内药物释放系统 [iDRS])，用于治疗对卡介苗(BCG)无应答，携带原位癌(CIS)的成人非肌层浸润性膀胱癌(NMIBC) 患者，伴或不伴乳头状肿瘤。 Inlexzo的批准主要基于SunRISe-1单臂、开放标签2b期临床研究的数据。 结果显示，使用Inlexzo 治疗的BCG无应答NMIBC患者中有82%达到完全缓解(CR)，即治疗后未观察到癌症迹象(95% CI：72-90)。该高缓解率具有显著持久性，其中51%的患者维持至少一年的完全缓解。 贝塔投资智库 为投资交易提供更有价值的服务 ...

Group 1 - Bill Campbell, the global sovereign debt portfolio manager at DoubleLine Capital, indicates that aggressive rate cuts by the Federal Reserve could steepen the U.S. yield curve further [1] - The current yield spread between the 2-year and 10-year U.S. Treasury bonds is approximately 58 basis points, up from 20 basis points at the end of February [1] - Campbell anticipates that this yield spread could increase by an additional 75 to 100 basis points, potentially matching the nearly 158 basis points seen in March 2021 [1] Group 2 - Recent U.S. non-farm payroll data has raised expectations that the Federal Reserve will need to act quickly to support the labor market, with traders predicting nearly three rate cuts this year [3] - Over $3.4 trillion in U.S. Treasury debt will mature next year, with an average interest rate of 2.78%, significantly lower than current rates [3] - If the Treasury refinances this maturing debt at current 2-year rates, taxpayers could face over $25 billion in additional annual interest costs [3] Group 3 - Rising fiscal deficits and long-term funding costs are putting pressure on countries worldwide, with France and Japan facing significant challenges [4] - U.S. Treasury Secretary Scott Benset has discussed the goal of lowering the 10-year Treasury yield to facilitate easier access to mortgages and auto loans for the public [4] - Campbell notes that achieving a 3% yield on 10-year bonds is a challenging task [4]

Hong Kong Stocks - Zhou Silu (06168) rose nearly 6% after being included in the Hong Kong Stock Connect, with a counter-cyclical performance in the first half of the year [1] - Jiangnan Buyi (03306) fell nearly 12% post-earnings announcement, with a total dividend payout of approximately HKD 716 million for the fiscal year [1] - Skyworth Group (00751) retracted over 13% after a previous surge of 40%, stating no current privatization plans [1] - Saint Noble Pharmaceuticals-B (02257) increased by over 5% following a strategic equity investment from Huaxi Biology, exploring potential business collaboration [1] - Rongchang Biologics (09995) rose nearly 9% as its application for the treatment of dry syndrome was accepted by CDE [1] - Real estate stocks saw a morning rally, with Country Garden (02007) soaring over 25% as major cities implemented optimized purchase restrictions [1] - Junshi Biosciences (01877) surged over 5% after positive results in Phase III clinical trials for JS005 in treating moderate to severe plaque psoriasis [1] - Ying'en Biologics (09606) increased nearly 2% after officially entering the Hong Kong Stock Connect, with successful Phase III research for HER2 ADC breast cancer [1] - NetEase-S (09999) rose nearly 5%, reaching a historical high, with institutions optimistic about growth driven by new game launches in Q3 [1] - Jiaxin International Resources (03858) increased nearly 1.8% as tungsten concentrate prices doubled this year, with core assets in the Bakuta tungsten mine [1] US Stocks - AI application stock Applovin (APP.US) rose 11.59% after being included in the S&P 500 index [2] - Pony.ai (PONY.US) increased by 2.77%, having commenced Robotaxi road testing in Doha [2] - Xpeng Motors (XPEV.US) rose 3.78% with the opening of its first R&D center in Europe in Munich [2] - Miniso (MNSO.US) increased by 1.77%, with brokers noting the company's broad overseas market expansion potential [2] - Fangduoduo (DUO.US) surged 47.38%, following a 32.8% increase last Friday, as new policies in Shenzhen's real estate market exceeded those in Beijing and Shanghai [2] - Baidu (BIDU.US) rose 6.56%, with its AI supporting Siri and visual intelligence, akin to OpenAI's role in non-Chinese versions [2] - ZTO Express (ZTO.US) increased by 2.78% as multiple regions experienced a new round of express delivery price hikes [2] - Tesla (TSLA.US) fell 1.27% with the first deliveries of several new models in Wuhan [2] - Beike (BEKE.US) rose 1.21%, with expectations of benefiting from the stabilization of the real estate sector [2] - LiDAR manufacturer Hesai (HSAI.US) increased by 7.63%, reaching a historical high [2] Other Notable Events - EchoStar (SATS.US) surged 19.91% after selling spectrum licenses to SpaceX for USD 17 billion [3]