Oracle(US:ORCL) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-11 02:57Group 1 - Major stock indices collectively rose on September 11, with the computing sector leading the gains, as the CSI Computer Theme Index increased by 1.45% [1] - Key stocks in the CSI Computer Theme Index included Zhinan Compass, which rose over 5%, and Zhongke Shuguang and Inspur Information, both up over 4% [1] - The CSI Hong Kong-Shenzhen Cloud Computing Industry Index saw a 3.53% increase, with notable performers like Kehua Data hitting the daily limit and Zhongji Xuchuang and Xinyi Sheng both rising over 8% [1] Group 2 - The largest computing ETF in the market, tracking the CSI Computer Theme Index, reflects nearly 93.22% of the software development, computer equipment, and IT services sectors [1] - The Hong Kong-Shenzhen Cloud Computing ETF has a high AI computing content, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers [2] - OpenAI reportedly signed a $300 billion agreement with Oracle for computing power over five years, leading to a 36% surge in Oracle's stock price, adding approximately $250 billion to its market capitalization in a single day [2] Group 3 - Global AI investment and financing reached $31.6 billion in the first half of 2024, an 84% year-on-year increase, with AI financing's share of total industry financing rising from 4.5% in 2022 to 12.1% in 2024 [3] - Six out of the ten largest financing events globally in the first half of 2024 were related to large model enterprises, totaling $13.5 billion [3] - The AI industry is positioned for significant growth opportunities due to ongoing technological advancements and policy support, as highlighted by Haitong International [3]