CATL(SZ:300750) Sou Hu Cai Jing·2025-09-10 23:44Group 1: Economic Indicators and Federal Reserve - The Producer Price Index (PPI) in the U.S. decreased by 0.1% month-on-month in August, while year-on-year it increased by 2.6% [3] - The unexpected decline in PPI has strengthened expectations for a rate cut by the Federal Reserve [3] - According to CME's FedWatch, the probability of a 25 basis point rate cut in September is 92%, while the probability of a 50 basis point cut is 8% [3] Group 2: Oracle Corporation - Oracle's stock surged over 40%, marking the largest intraday gain since 1992, with a market capitalization increase of approximately $250 billion [3][7] - The company projected a 77% increase in cloud infrastructure sales to $18 billion for the fiscal year 2026, exceeding market expectations [6] - Several investment banks have raised their price targets for Oracle, with Wolfe Research increasing it from $300 to $400, indicating a potential upside of 67% [6] Group 3: Lithium Carbonate Market - Lithium carbonate futures experienced a significant drop, with the main contract falling over 7% before closing at 70,720 yuan/ton, down 4.87% [11][12] - The decline in lithium prices is attributed to market expectations of increased supply following news of the resumption of production at CATL's Jiangxia lithium mine [12][13] - The overall lithium carbonate supply is expected to grow, with a reported increase in production of 389 tons week-on-week as of September 4 [14][15]