Mei Ri Jing Ji Xin Wen·2025-09-10 11:04Group 1: Oracle's Financial Performance - Oracle reported a significant increase in "remaining performance obligations," which rose 359% year-over-year to $455 billion, exceeding market expectations [1] - The CEO of Oracle anticipates that cloud infrastructure revenue will reach $18 billion in fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [1] - Oracle's projected revenue for cloud infrastructure in the following four fiscal years is expected to be $32 billion, $73 billion, $114 billion, and $144 billion, respectively [1] Group 2: Market Reactions and Technology Developments - Following Oracle's announcement, its stock surged over 27%, marking the best single-day performance since the internet bubble [1] - Nvidia announced the launch of its first dedicated GPU for large-scale context processing, the Rubin CPX, which is expected to outperform its current flagship by up to 6.5 times [2] - Apple introduced several new products, including the iPhone 17 series, but the overall innovation was perceived as minimal, particularly in AI [2] Group 3: Employment and Economic Indicators - The U.S. Labor Department reported a downward revision of non-farm employment by 911,000 jobs, the largest adjustment since 2000 [2][3] - Following the employment data revision, there is significant pressure on the Federal Reserve to lower interest rates, with expectations of a 75 basis point cut by the end of the year [3] Group 4: Stock Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.13% and the Shenzhen Component Index up 0.38% [4] - A total of 2,442 stocks rose while 2,769 fell, indicating a mixed market sentiment [5] - The trading volume in the Shanghai and Shenzhen markets fell below 2 trillion yuan, marking a significant decrease of approximately 37% from previous levels [6] Group 5: Sector Performance and Trends - The AI hardware sector experienced a surge due to Oracle's large order, with communication equipment indices rising over 5% [6] - The gaming sector is driven by five key factors, including economic trends and technological advancements, which are expected to enhance content development [7] - The solid-state battery sector showed mixed performance, with equipment companies generally rising while upstream lithium and battery material stocks adjusted [8]