【头条要闻】 重申中方政策立场，介绍稀土出口情况，商务部回应中美经贸磋商话题 "中国作为负责任的大国，充分考虑各国在民用领域的合理需求与关切，依法依规对稀土相关物项出口 许可申请进行审查，已依法批准一定数量的合规申请，并将持续加强合规申请的审批工作。"在6月12日 举行的商务部例行记者会上，多数问题集中在中美经贸关系上，稀土更是焦点话题。商务部发言人就外 界高度关注的稀土出口管制问题，进一步廓清了中国的政策立场，并介绍出口许可申请审批工作的进展 情况。 当地时间6月9日至10日，中美经贸官员在英国伦敦举行中美经贸磋商机制首次会议。商务部发言人何亚 东12日应询介绍称，双方就落实两国元首6月5日通话重要共识和巩固日内瓦经贸会谈成果的措施框架达 成原则一致，就解决双方彼此经贸关切取得新进展。下一步，双方将进一步发挥好中美经贸磋商机制作 用，继续保持沟通对话，不断增进共识、减少误解、加强合作，共同推动中美经贸关系行稳致远。 美国宣布23日起对钢制家电加征关税 洗衣机冰箱在列 央视记者当地时间6月12日获悉，美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗 碗机、洗衣机和冰箱等"钢铁衍生产品"。 据悉 ...

截至收盘，道琼斯工业平均指数上涨101.85点，收于42967.62点，涨幅0.24%；标准普尔500指数上涨 23.02点，至6045.26点，涨幅0.38%；纳斯达克综合指数上涨46.6点，报19662.48点，涨幅0.24%。其 中，道指创下3月初以来收盘新高，标普500指数亦再度刷新阶段性高点。 *甲骨文涨超13%，创收盘历史新高 *波音787发生首次坠毁事故，波音股价跌近5% *美国5月生产者价格指数升幅低于预期 美股周四收高，标普500指数创2月底以来收盘新高。甲骨文发布强劲业绩展望，提振市场对人工智能 （AI）产业链前景的信心，抵销了中东局势升温带来的负面情绪。 甲骨文大涨逾13%，股价创历史新高。公司在财报中上调全年营收增长预期，称AI相关云服务需求持续 强劲。微软、英伟达与博通等科技巨头亦同步上涨逾1%。 "甲骨文是AI资本支出格局中的又一关键拼图，揭示出算力需求仍在快速攀升。"B. Riley Wealth首席市 场策略师阿特·霍根表示，"当市场风向如此明确时，微软和英伟达等核心企业自然也将随之受益。" 中概股表现分化，纳斯达克中国金龙指数下跌0.41%。房多多涨超7%，金山云涨超3%；小 ...

2、央行、外汇局：进一步加大金融支持海峡两岸融合发展力度。 3、昨日，印度西部发生客机坠毁事故，机上载有242人。 早 报 精 选 1、 商务部：中国已依法批准一定数量的稀土相关物项出口许可合规申请。 4、蚂蚁国际回应将在中国香港申请稳定币牌照：相关通道开启后将提交申请。 5、新华保险：拟出资不超过150亿元认购私募基金份额。 宏 观 新 闻 1、 国务院总理李强6月12日下午在北京人民大会堂会见欧洲中央银行行长拉加德。 李强指出，中欧经济互补性强，中国具有超大规模市场优势，并在持续释放市场潜 力，中欧在许多领域都有很大合作潜力。中方愿同欧方加强市场联通和产业协同，为 各自发展增添更多动力。拉加德表示，在当前充满不确定性的国际形势下，欧中保持 高层交往和对话合作十分重要。关税战、贸易战只会双输，坚持多边主义、加强开放 合作才是正确选项。 2、6月12日下午，商务部召开例行新闻发布会，有记者就中美经贸磋商机制首次会议 情况进行提问。商务部新闻发言人何亚东表示，当地时间6月9日至10日，中美经贸团 队在英国伦敦举行中美经贸磋商机制首次会议。双方就落实两国元首6月5日通话重要 共识和巩固日内瓦经贸会谈成果的措施框架 ...

甲骨文收涨13%，创收盘历史新高。 ...

Oracle Corp ORCL stock gained on Thursday after the company reported better-than-expected fourth-quarter financial results and issued an upbeat outlook commentary on Wednesday.Oracle reported fourth-quarter revenue of $15.9 billion, up 11% compared to estimates of $15.58 billion, and adjusted earnings of $1.70 compared to estimates of $1.64. Oracle guided for total revenue of at least $67 billion in fiscal 2026.Also Read: AMD Powers Oracle Cloud With New Epyc Chips Promising Major Boost In PerformanceCloud ...

Core Insights - Oracle and AMD are collaborating to offer an AI supercomputer featuring AMD Instinct MI355X GPUs, enhancing AI training and inference capabilities for customers [1][2] - The new zettascale AI cluster will support up to 131,072 MI355X GPUs, providing over 2X better price-performance compared to previous generations [1][2] - The partnership aims to meet the growing demand for AI infrastructure, enabling customers to handle larger and more complex datasets effectively [2][3] Performance Enhancements - The AMD Instinct MI355X GPUs deliver nearly triple the compute power and a 50% increase in high-bandwidth memory compared to the previous generation [2] - Customers can expect up to 2.8X higher throughput for AI deployments, resulting in faster results and lower latency [4] - The new architecture supports 288 gigabytes of high-bandwidth memory 3 (HBM3) and up to eight terabytes per second of memory bandwidth, facilitating the execution of large models entirely in memory [4] Infrastructure and Design - The OCI Supercluster features a high-throughput, ultra-low latency RDMA cluster network architecture, optimized for demanding AI workloads [2] - A dense, liquid-cooled design allows for 125 kilowatts per rack, accommodating 64 GPUs per rack at 1,400 watts each, enhancing performance density [4] - The powerful head node, equipped with an AMD Turin high-frequency CPU, optimizes GPU performance through efficient job orchestration and data processing [4] Open-Source and Networking Innovations - The open-source stack, AMD ROCm, enables flexible architectures and easy migration of existing code, preventing vendor lock-in [4] - Oracle will be the first to deploy AMD Pollara AI NICs, providing advanced RoCE functionality for high-performance and low-latency networking [5]

The last time I wrote about Oracle Corporation (NYSE: NYSE: ORCL ), back in March 2025, I analyzed the company’s third quarter earnings report and investigated whether there had been any significant developments regarding theAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, title ...

甲骨文(ORCL.N)：将在其云服务中提供多达13.1万个AMD的MI355X芯片集群。 ...

甲骨文（ORCL）涨15%，创盘中历史新高。 ...

Larry Ellison, Oracle's co-founder, chief technology officer and chairman, at right, and U.S. President Donald Trump share a laugh as Ellison uses a stool to stand on as he speaks during a news conference in the Roosevelt Room of the White House in Washington on Jan. 21, 2025. Trump announced an investment in artificial intelligence (AI) infrastructure and took questions on a range of topics including his presidential pardons of Jan. 6 defendants, the war in Ukraine, cryptocurrencies and other topics.Oracle ...