每经AI快讯，12月11日，甲骨文盘后股价跌幅扩大至10%。 ...

来源：滚动播报 甲骨文股价跌幅扩大至10%，受资本支出预期影响。 ...

美国联邦储备委员会12月10日宣布，将联邦基金利率目标区间下调25个基点到3.5%至3.75%之间。这是美联储继9月17日、10月29日降息后年内的第三次降 息，幅度均为25个基点。 12月10日，美联储主席鲍威尔就委员会降息决定发表讲话。鲍威尔表示，美联储的货币政策行动以促进美国民众充分就业和物价稳定的双重使命为指导。 在当日的会议上，委员会决定降息25个基点，短期内通胀风险偏向上行，就业风险偏向下行，形势充满挑战。通过当日的决定，委员会在过去三次会议上 已累计下调政策利率0.75个百分点。此举有助于稳定劳动力市场，并在关税影响消退后，使通胀恢复至2%的下降趋势。 鲍威尔称，自9月以来，委员会对政策立场的调整使其处于中性预期范围内，这使他们能够根据最新数据、不断变化的经济前景以及风险平衡，更好地确定 政策利率进一步调整的幅度和时机。 鲍威尔表示，在联邦公开市场委员会（FOMC）的经济预测总结中，与会者分别就各自认为最有可能的经济情景下联邦基金利率的适当路径进行了评估。 2026年底联邦基金利率的预测中值为3.4%，2027年底为3.1%，与9月份的预测持平。然而，这些预测存在不确定性，并非委员会的计划或决定 ...

Core Viewpoint - Oracle's recent Q2 earnings report showed results that were largely in line with expectations, but raised questions about financing for future growth and AI-related investments [2][4]. Financial Performance - The reported numbers were slightly above expectations on the top line, with RPO (Remaining Performance Obligations) aligning with pre-announced figures [2]. - Shares of Oracle are currently under pressure, down approximately 4% following the earnings report [1]. Market Reactions - The stock's decline is attributed to uncertainty regarding how Oracle will finance its growth and meet RPO demands, with the upcoming earnings call expected to provide more clarity [3][5]. - There is a focus on potential financing alternatives, including the possibility of shareholder dilution or seeking funds from sovereign wealth funds [5][6]. Strategic Positioning - Oracle's strategy includes offloading Ampear to SoftBank, which is aimed at developing AI-specific chips, contrasting with other hyperscalers like Amazon and Microsoft that are designing their own chips [6][7]. - The company aims to maintain a strong partnership with Nvidia, which is crucial for its AI infrastructure strategy, as dependency on a single supplier is a concern for long-term margins [8][9].

Well, let's get another check on Oracle meantime after Q2 numbers that that were out just moments ago. Shares are under pressure down about 4% right now off the worst levels. Joining us now is Rishi Galura.He is RBC's software analyst. He has a sector perform rating a 310 price target on Oracle. Rishi, your initial takeaway on what we got from this earnings report.>> Yeah, absolutely. Thanks so much for having me. Always a pleasure to be here.Look, I think it was a pretty inline quarter. uh you know they ob ...

鲍威尔表示，在联邦公开市场委员会（FOMC）的经济预测总结中，与会者分别就各自认为最有可能的 经济情景下联邦基金利率的适当路径进行了评估。2026年底联邦基金利率的预测中值为3.4%，2027年 底为3.1%，与9月份的预测持平。然而，这些预测存在不确定性，并非委员会的计划或决定。货币政策 并非预设路线，他们将根据每次会议的具体情况做出决策。根据经济政策预测报告（SEP），美国今年 个人消费支出（PCE）通胀总额的预测中值为2.9%，明年为2.4%。 鲍威尔称，财政政策将保持支持性。人工智能支出将继续，消费者支出也将继续。因此，明年经济增长 的基本预期应该是稳健的。 美国联邦储备委员会12月10日宣布，将联邦基金利率目标区间下调25个基点到3.5%至3.75%之间。这是 美联储继9月17日、10月29日降息后年内的第三次降息，幅度均为25个基点。 图片来源：视觉中国 12月10日，美联储主席鲍威尔就委员会降息决定发表讲话。鲍威尔表示，美联储的货币政策行动以促进 美国民众充分就业和物价稳定的双重使命为指导。在当日的会议上，委员会决定降息25个基点，短期内 通胀风险偏向上行，就业风险偏向下行，形势充满挑战。通过当 ...

Group 1: Economic Developments - The Federal Reserve announced a 25 basis point interest rate cut, lowering the target range to 3.5%-3.75%, marking the third consecutive cut since September 2023 and the sixth since the current easing cycle began in September 2024 [4] - The U.S. government reported a budget deficit of $173 billion for November, with total expenditures of $509 billion, down from $669 billion in November 2024, partly due to delayed payments from a recent government shutdown [5] - The International Monetary Fund (IMF) raised its forecast for China's economic growth in 2025 to 5.0%, an increase of 0.2 percentage points from its previous outlook [10] Group 2: Market Performance - Major U.S. stock indices closed higher, with the Dow Jones up 1.05%, Nasdaq up 0.33%, and S&P 500 up 0.68%. Notable gains were seen in large tech stocks, while some stocks like Meta and Microsoft experienced declines [5] - International oil prices rose, with WTI crude oil increasing by 1.25% to $58.98 per barrel and Brent crude oil up 1.18% to $62.67 per barrel [5] - Gold prices increased, with spot gold rising by 0.47% to $4,228 per ounce and COMEX gold futures up 0.51% to $4,257.8 per ounce [6] Group 3: Corporate Developments - Iron Construction Heavy Industry signed a technology cooperation agreement with Huawei to explore smart mining solutions, indicating a trend of traditional industries collaborating with tech giants for digital transformation [17] - Alibaba's Qwen3-TTS voice synthesis model received a comprehensive upgrade, enhancing its multilingual and multi-accent capabilities, reflecting significant advancements in AI technology [18] - SpaceX is reportedly planning an IPO with a target valuation of $1.5 trillion, which could become the largest IPO in history, surpassing Saudi Aramco's record [27] Group 4: Regulatory and Policy Changes - The National Medical Products Administration of China announced a shift in regulatory focus towards innovative products and domestic alternatives to critical technologies, aiming to support high-quality development in the pharmaceutical industry [9] - Starting January 1, 2026, China will ban the production of mercury-containing thermometers and blood pressure monitors, aligning with international environmental agreements [10]

Oracle missed its quarterly revenue. Oracle shares slid more than 6% on Wednesday in after-hours trading, after the software giant posted quarterly results that fell short of Wall Street's revenue expectations.Here's how the numbers stacked up against estimates: Adjusted EPS: $2.26 vs. $1.64 expectedRevenue: $16.06 billion vs. $16.21 billion expectedDespite the miss, Oracle still saw 14% year-over-year revenue growth in the quarter ending November 30. Net income jumped to $6.14 billion, or $2.14 per share ...

Core Viewpoint - NVIDIA Corp. shares experienced a decline following Oracle Corp.'s announcement of a "chip neutrality" policy, indicating a shift in Oracle's approach to sourcing chips from various manufacturers, which may increase competition for NVIDIA [1][4]. Group 1: Oracle's Chip Neutrality Policy - Oracle's chairman and CTO, Larry Ellison, stated that the company will purchase premium chips from any producer to meet client demands, emphasizing a commitment to "chip neutrality" [2][3]. - Ellison confirmed that while Oracle will continue to buy the latest GPUs from NVIDIA, the company aims to remain flexible in deploying chips that customers prefer [3]. Group 2: Implications for NVIDIA - The announcement of chip neutrality by Oracle, a significant partner for NVIDIA, raises concerns about potential increased competition from other chip manufacturers such as AMD and Intel [4]. - Following Ellison's remarks, NVIDIA's stock price fell by 0.96%, closing at $182.02 in extended trading [4].

全球财经媒体昨夜今晨共同关注的头条新闻主要有： 一文读懂|美联储再降息25基点 3人反对 特朗普仍不满意 鲍威尔排除加息可能 当地时间12月10日，美联储以9票对3票通过降息决议，宣布降息25个基点，将基准利率下调25个基点至 3.50%-3.75%区间，为年内连续第三次降息，年内累计已下调75基点。 然而，今年第三次降息远非一个容易的决定，一些委员赞成降息以防止就业市场进一步疲软，而其他人 则认为宽松政策已经足够大，可能会加剧通胀。 1、一文读懂|美联储再降息25基点 3人反对 特朗普仍不满意 鲍威尔排除加息可能 2、特朗普本周将启动美联储主席候选人最终面试 首谈凯文・沃尔什 3、Meta人工智能方向转向闭源模式 据悉训练模型的工具包括通义千问 4、甲骨文季度营收和利润不及预期，盘后股价下跌 5、瑞士称美国调低关税将自11月14日起追溯适用 6、 若SpaceX以1.5万亿美元估值上市 马斯克有望成为全球首位万亿富豪 特朗普在白宫活动上发表讲话，对美联储降息25个基点不满意，他发表评论称，（降息）本来可以翻 倍，至少翻一倍。 美联储主席鲍威尔在会后的新闻发布会上表示，美联储将 "观望" 后再采取进一步行动， ...