FII(SH:601138) Zhong Guo Ji Jin Bao·2025-09-11 08:59Market Overview - The market experienced a significant rally, with major indices such as the Shanghai Composite Index rising by 1.65%, the Shenzhen Component Index by 3.36%, and the ChiNext Index by 5.15% [1] - A total of 4,221 stocks rose, with 94 hitting the daily limit up, while 1,047 stocks declined [1][2] - The total trading volume reached approximately 24,645.93 billion CNY, with a total of 146,296.87 million shares traded [2] Sector Performance - The computing hardware sector saw strong performance, with companies like Industrial Fulian achieving a "two consecutive limit up" and reaching a historical high [2][5] - Semiconductor stocks also surged, with multiple companies such as Haiguang Information and Juguang Technology hitting the daily limit up [7][8] Oracle's Impact - Oracle's stock price surged by 43% after announcing an expected unconfirmed contract revenue of 455 billion USD for the recent fiscal quarter, more than quadrupling the previous year's figure [9][10] - The CEO of Oracle indicated that the company is likely to sign additional large contracts, potentially pushing contract revenue above 500 billion USD [10] - A significant contract with OpenAI, valued at 300 billion USD over five years, was also disclosed, highlighting the increasing demand for AI computing power [10][11] Market Sentiment - The news from Oracle has bolstered market optimism regarding AI, reinforcing the narrative around AI's growth and the high demand for computing power [12] - The scale of the contracts and the associated power requirements, equivalent to the output of over two Hoover Dams, underscores the escalating investment in AI data centers [11][12]