策略快报 美股前瞻 02.10：风偏提振科技反弹， 但软件考验或将延续 2026 年 02 月 10 日 【大盘概述】 经历上一周因 AI 替代软件担忧引发的大范围下跌后，本周市场情绪逐 渐好转，资金开始交易过度超卖，同时美元的继续走软也为风险资产 和黄金提供了额外支撑。昨晚科技板块延续了上周五的反弹势头，纳 斯达克 100 收盘重新站上关键的 100 日均线，M7 表现强势跑赢大盘， 此前承压的软件和芯片也双双大涨，甲骨文飙升近 10%。此外谷歌拟 发行 200 亿美元债券加码 AI 支出，并计划发行百年期英镑债券，也彰 显其对于搜索引擎和 AI 生态在未来一个世纪具备长期竞争力的信心。 截至收盘纳指涨 0.90%，费城半导体指数收涨 1.42%，M7 涨 1.02%， 标普 500 涨 0.47%，道指涨 0.04%，罗素 2000 收涨 0.70%。 【核心观点】 挖掘价值 投资成长 东方财富证券研究所 证券分析师：陈果 证书编号：S1160525040001 证券分析师：殷明伦 证书编号：S1160525070001 相关研究 《美股前瞻 02.06：就业疲软引发 AI 恐慌 蔓延，抛售广度显著扩大》 ...

Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces[Robbins Geller Rudman & Dowd LLP announces purchasers or acquirers of Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December ...]### INVESTOR ALERT: Investigation Launched into Kyndryl Holdings, Inc., Robbins Geller Rudman & Dowd LLP Attorneys Encourage Investors and Potential Witnesses to Contact Law Firm[The law firm of Robbins Geller Rudman & Dowd LLP is investigating pote ...

Microsoft and Oracle may be bargain stocks, according to this analysis - MarketWatch## Tech Stocks# Microsoft and Oracle may be bargain stocks, according to this analysis## Both stocks are relatively cheap on an earnings basis. And the companies have projected revenue growth rates much higher than that of the S&P 500.Published: Feb. 10, 2026 at 8:15 a.m. ETShareResize---Listen(8 min)Oracle and Microsoft are both projected to increase sales rapidly over the next two years, while their stocks are trading at a ...

Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road ahead may be difficult. This is because high debt and potential equity raises may weigh on the stock for some ...

分配豁免额度？ 赵永升表示，本届特朗普政府"重商主义"思想浓厚，该芯片关税更多的是一种同芯片制造商的博弈手 段，而非目的。 有报道称，美国计划在下一轮芯片关税中豁免亚马逊、谷歌和微软等美国科技巨头，原因是这些企业正 竞相建设推动人工智能（AI）热潮的数据中心。知情人士透露，美国商务部计划为美国本土超大规模 企业提供的关税豁免将与台积电（TSMC）的投资承诺挂钩。 哈佛大学肯尼迪政府学院教授福尔曼（Jason Furman）在近期的一场研讨会上对第一财经记者表示，一 方面，特朗普政府以关税威胁为手段，推动更多美国制造业的发展，另一方面，从截至目前的发展看， 特朗普政府取消威胁、增加关税豁免的案例比收紧关税的案例要多。 牛津经济研究院也在近期针对全球商业人士的风险调查报告中发现，尽管存在地缘政治风险的担忧，但 全球商业界对美国贸易政策全球影响的忧虑已有所缓解，总体而言，企业并未察觉全球增长前景出现明 显变化。 据新华社报道，美国白宫1月14日发布声明说，美国将从15日起对部分进口半导体、半导体制造设备和 衍生品加征25%进口从价关税。根据白宫公布的事实清单，英伟达公司H200芯片和超威半导体公司 MI325X人工 ...

U.S. stock futures are showing a mixed picture this Tuesday morning, February 10, 2026, as investors digest yesterday's rally and brace for a busy day of economic data and corporate earnings. While major indexes closed higher on Monday, premarket trading suggests a cautious start to the session. The market's attention is firmly fixed on the crucial retail sales report due out today, which is expected to offer fresh insights into consumer spending habits and the overall health of the U.S. economy.Premarket T ...

Oracle Corporation (NASDAQ:ORCL) stock rose Tuesday as the company deepened its push into enterprise artificial intelligence and healthcare-focused cloud services, reinforcing investor confidence in its long-term growth strategy.Separately, DA Davidson upgraded the stock to Buy on Monday, citing growing conviction in Oracle's AI strategy and long-term partnerships.AI Agents Embedded Across Core Business FunctionsRunning on Oracle Cloud Infrastructure, the prebuilt AI agents are natively integrated and avail ...

Core Insights - Oracle has introduced new AI agents within Oracle Fusion Cloud Applications aimed at enhancing supply chain efficiency and decision-making for supply chain leaders [1][2] - These AI agents are designed to automate workflows, reduce manual errors, and provide insights that facilitate faster and more confident decision-making [1][2] AI Agents Overview - The AI agents are embedded in various supply chain processes including planning, procurement, manufacturing, maintenance, and logistics [1][2] - They are built using Oracle AI Agent Studio and are integrated within Oracle Cloud Infrastructure with no additional cost [2] Specific AI Agents and Their Functions - **Planning Cycle Agent**: Automates task coordination and improves planning cycle efficiency by managing planning tasks [6] - **Component Replacement Agent**: Automates component replacement processes and minimizes disruptions by analyzing supply chain impacts [6] - **Planning Measure Expression Agent**: Aids in creating planning measures and KPIs quickly and accurately [6] - **Autonomous Sourcing Agent**: Facilitates competitive bidding for low-dollar, high-volume purchases [6] - **Maintenance Work Order Cost Estimation Advisor Agent**: Optimizes planning and controls costs by estimating work order costs [6] - **Outside Processing Shipping Agent**: Streamlines shipping and improves collaboration with suppliers [6] - **Inventory Tasking Agent**: Reduces delays and improves warehouse productivity by assigning tasks automatically [6] - **Inventory Aging Advisor Agent**: Helps reduce carrying costs associated with slow-moving inventory [6] - **Wave Research Advisor Agent**: Resolves warehouse issues faster and improves picking and shipping performance [6] - **Task Management Assistant**: Identifies and prioritizes at-risk orders to enhance shipment reliability [7] - **Purchase Order to Sales Order Converter Agent**: Accelerates order creation and reduces fulfillment costs by automating data extraction and order submission [10] - **Product Configuration Agent**: Simplifies product configuration by interpreting requirements and generating finalized configurations [10] - **Service Parts Advisor Agent**: Improves service response and resolution accuracy by identifying the right parts for customer issues [10] Overall Benefits - Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes, enhancing organizational resilience and adaptability to market changes [8] - Customers and partners can also create and manage their own AI agents using the AI Agent Studio for Fusion Applications [8]

Core Insights - Oracle has introduced new capabilities in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to assist organizations in managing the specific needs of process manufacturing, enhancing production visibility and regulatory compliance [1][2] Group 1: New Capabilities - The latest innovations in Oracle Cloud SCM enable real-time production adaptation, improved batch outcomes, and enhanced traceability as materials and conditions change [2] - Key features include streamlined recipe and yield management, flexible batch manufacturing execution, and connected process execution [3] Group 2: Advanced Features - Formula-recipe-batch synchronization helps maintain product quality and compliance by automatically synchronizing formula changes with recipes [5] - Operation yield modeling allows manufacturers to understand and control process loss by tracking batch quantities based on formula ingredients [5] - Electronic batch record approval facilitates regulatory compliance through electronic review and signature for completed batches [5] Group 3: Integration and AI - Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes, enhancing resilience and adaptability to market changes [6] - Embedded AI analyzes supply chain data and automates processes to improve business operations and build a resilient supply network [6] Group 4: Additional Features - Expired lot prevention helps reduce risk and waste by blocking the use of expired materials in production [9] - Automated product lot expiration calculation improves shelf-life accuracy by calculating expiration dates based on ingredient shelf life [9]

New role-based AI agents embedded in Oracle Fusion Cloud Applications transform slow and reactive sales, marketing, and service processes into revenue driving opportunities MUMBAI, Feb. 10, 2026 /PRNewswire/ -- Oracle AI World Tour -- Oracle today announced new role-based AI agents within Oracle Fusion Cloud Applications to help organizations deliver intelligent customer experiences (CX) at scale. Built using Oracle AI Agent Studio for Fusion Applications, the new AI agents are embedded within marketing, sa ...